Think Build Implement Repeat
London, UK +44 7367 067226
WhatsApp FOLLOW f in X
  1. Home
  2. Blog
  3. How Do I Keep a Record of Customers' Heirloom Stones and Gold Held for Remodelling?
Problems We Solve

How Do I Keep a Record of Customers' Heirloom Stones and Gold Held for Remodelling?

Remodelling heirloom jewellery means holding customers' stones and gold. We build a custody record from intake through to the finished piece.

Updated 3 min readBy SpiderHunts Technologies

Free estimateNo obligation

Get a free estimate

Tell us what you need. A senior engineer reads every enquiry.

Takes under a minute. We never share your details.

  • Free consultation
  • No commitment
  • NDA on request

Prefer to talk? Book a free 30-minute call →

Quick answer — TL;DR

When customers bring heirloom pieces to be remodelled, the jeweller holds their stones and gold for weeks, often separated from the original setting. We build a custody record that logs each stone and piece of metal at intake with photos and weights, tracks where it goes and confirms what went into the new piece and what came back.

A grandmother's rings in a paper twist

A customer comes in with three rings that belonged to her grandmother. She wants the diamonds taken out and set into a new ring, and the gold used towards the new shank, with any leftover returned or credited. It is a lovely commission, and a very common one.

Once the stones are removed, they are loose in a stone paper. The old gold is in a bag. The new ring needs extra metal. Two small stones turn out to be chipped and cannot be reused. Two months later, handing over the finished piece, the customer asks where the rest of her grandmother's gold went, and whether the stones in the new ring are definitely the originals.

You know the answer. The trouble is showing it.

Why customer materials are hard to account for

Customer stones and metal are unlike shop stock. They are not yours, they change form during the work, and they are often mixed with your own materials. Most records treat the remodel as one job with one description, so the individual stones and the weight of gold are never written down properly.

Loose stones are small and easily confused, especially small diamonds of similar size. Old gold is melted or sent to a refiner, and its weight falls through losses in working that the customer may not expect. Without a weight at intake and a weight at each step, the numbers become a matter of trust.

Remodelling also takes time, and may involve a setter, a caster and a refiner, so the materials move around.

What an informal record costs

GapResult
No itemised stone list at intakeDoubt about whether the originals were reused
Gold not weighed at intakeQuestions about where the metal went
Unusable stones not recordedCustomers surprised when some are handed back loose
Materials moved to other tradesNo trail if something is lost in transit
No handover summaryA lovely piece with an uneasy conversation attached

The emotional stakes are high. This is often jewellery from someone who has died. A clear record is part of treating it with the care the customer expects.

Working losses are the part customers find hardest to understand. Old gold that is cleaned, melted and reworked weighs less at the end than at the start, and solder or alloy added during making changes the picture again. A customer who hears that for the first time at handover can feel something has been taken. The same explanation, given at intake with the weight written down in front of them, is simply part of the process.

The custody record we build

  1. At intake, each original piece is photographed and weighed, and stones are listed with type, approximate size and any visible damage. The customer signs the list.
  2. When stones are removed, each gets its own entry and a stone paper or pot label printed with the commission number and stone reference.
  3. Old gold is logged with its weight and your assessment of fineness from marks or testing. If it goes to a refiner or caster, the send-out and return are recorded.
  4. As the new piece is made, you record which customer stones went into it, which were not used and why, and any stones or metal the shop supplied.
  5. At handover, the customer receives a summary: the stones reused, those returned, the metal used and what remained, in plain language, alongside the photos from intake.
  6. Everything stays on the customer's record, so if the piece comes back for valuation or repair years later, its history is there.

How you value old gold and explain working losses is your policy, and we build the record around it. We do not advise on metal assay or pricing.

Handover, done properly

The customer receives her new ring along with a single page showing the three original rings, the stones listed at intake and a clear account of where each one went. Two small chipped stones are returned in a labelled packet, as recorded weeks earlier.

  • Every customer stone listed and labelled from the day it arrives
  • Metal weighed and tracked, including trips to casters or refiners
  • A clear handover summary the customer can keep
  • History that stays with the piece for future work

Signs you need a custody record

  • You regularly remodel customers' own jewellery.
  • Loose customer stones are kept in papers with handwritten notes.
  • Old gold is not weighed and recorded at intake.
  • Customers have asked where their stones or metal went.
  • Remodelling materials travel to setters, casters or refiners.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

Still have a question?

Ask us directly — a senior engineer will get back to you.

Ask about your project

Do we need special scales or equipment?

Your existing jewellery scales are fine. If they have a digital output, we can read weights straight in, otherwise staff type them.

Can we photograph small stones well enough?

A decent phone camera with a macro mode or a bench microscope camera usually works. The photos are for identification and records, not grading.

Does this give the customer a valuation?

No. It is a record of custody and materials. Valuations are separate and are your professional work.

Can it cover pieces that just come in for a clean and check?

The same intake record can be used for any customer piece, although the full stone list is usually only needed when stones are removed.

Keep reading

More on Problems We Solve

Start here

Tell us how bespoke and valuation work runs in your shop

Describe how commissions and valuations move from first enquiry to handover, what you use to keep track today and which step causes the most chasing. We will tell you what we would build or connect, and if a smaller change would sort it, we will say that instead.

  1. You tell us what you needTwo minutes on the form, or a message on WhatsApp.
  2. A senior engineer reviews itAnd comes back with questions, a realistic range and an honest view on fit.
  3. Free 30-minute scoping callWe talk through scope, options and a realistic estimate — with no obligation.
Free estimateNo obligation

Talk to someone who builds this

Send a short brief and we will come back with an honest view and a realistic range.

Takes under a minute. We never share your details.

  • Free consultation
  • No commitment
  • NDA on request

Prefer to talk? Book a free 30-minute call →