Jewelry/Accessories Cheat Sheet
A guide for everything you need to know about this vertical - promotions, customers and customer groups, product info and vertical-specific integrations.
Pre-Demo Checklist
Run a successful demo
-Log in to any relevant integrations, ecommerce sites, and websites, and open them in separate browser tabs.
-From the Sell Screen, select the Jewelry/Accesories location and the register assigned to you.
-Open the register and set the opening float for the day.
-Review your demo notes and confirm your key demo workflows are clearly defined.
-Update quick keys so they align with your planned demo scenarios.
Use the vertical-specific information below to finalize your demo preparation.
After your demo, refer to the Post-Demo Checklist to complete your follow-up tasks.
Customer Personas
| First Name | Last Name | Customer Group | Vertical | Tax Exempt |
|---|---|---|---|---|
| Dalia | Designer | Jewelry Designers | Jewelry/Accessories | No |
| Will | Wholesaler | Wholesaler | All | No |
| Kelly | Highprice | VIP | All | No |
| Tony | Hawk | VIP | All | No |
| Barbie | Doll | VIP | All | No |
| Cash | Money | VIP | All | No |
| Walter | White | VIP | All | No |
| John | Doe | Tax Exempt | All | No |
| Danny | Drawing | Tax Exempt | All | Yes |
| Allison | Brie | All Customers | All | No |
| Carmella | Soprano | All Customers | All | No |
| Cindy | Lauper | All Customers | All | No |
| Daphney | Tienna | All Customers | All | No |
| Donald | Glover | All Customers | All | No |
| Duff | Beer | All Customers | All | No |
| Feng | Name | All Customers | All | No |
| Frank | Reynolds | All Customers | All | No |
| Jamie Lee | Curtis | All Customers | All | No |
| Mary | Pretend | All Customers | All | No |
| Steve | Brule | All Customers | All | No |
| Tiffany | Blue | All Customers | All | No |
| Tony | Soprano | All Customers | All | No |
Promotions
| Start Date | Promotion Name | Recurring | Availability | Online? |
|---|---|---|---|---|
| Jan 22 | VIP code | - | All outlets | No |
| Feb 12 | Free ring resize w/purchase | - | Jewelry/Accessories | No |
| Feb 12 | 50% off watch battery w/watch | - | Jewelry/Accessories | Yes |
| Jan 22 | Staff Discount | - | Online & all outlets | Yes |
| Feb 20 | Student Discount | - | Online & all outlets | Yes |
Price Books
| Name | Customer Groups | Location | Online? |
|---|---|---|---|
| Jewelry Designer pricing | Jewelry Designers | Jewelry/Accessories | Yes |
| Wholesale - Jewelry | Wholesaler | Jewelry/Accessories | Yes |
| General Price Book (All Products) | All customer groups | All | Yes |
| High Loyalty VIP book | VIP | All | Yes |
| Online Price book | All customer groups | Online | Yes |
PO's/Transfers/Returns/Inventory Counts, etc.
PO's for this vertical:
Transfers for this vertical:
Trans AKPN - Tue, Feb 24, 2026
Trans TY0S - Tue, Feb 24, 2026
Vendor Returns for this vertical:
Inventory Counts for this vertical:
Jewelry/Accessories - Feb 24, 2026, 5:00 PM
QuoteMachine Quotes:
QUO-0006 - Necklace design with gold mount and diamond
QUO-0007 - Wholesale quote for jewelry designer
Integrations
Shopify
QuoteMachine
In jewelry demos, use QuoteMachine to handle the 'complex stuff' Lightspeed X doesn't do natively, such as custom work orders, advanced quotes, and deposits. It pulls your live catalog into a sleek, branded quote where customers can sign and pay digitally, while everything syncs back to your Lightspeed sales history automatically.
Resurva
Use the Resurva integration to showcase how customers can book a service from the booking page and sync it directly to the POS. This shows retailers how they can capture service revenue 24/7 and manage their shop’s calendar directly through the Lightspeed X interface.
NuORDER
In demos, use NuOrder to show how Lightspeed X handles high-end wholesale and pre-book orders. It transforms your catalog into a digital showroom where retail buyers can browse seasonal collections and place bulk orders that sync directly back to Lightspeed. It’s perfect for demonstrating how to scale a jewelry brand from simple retail sales to a global distribution powerhouse.
Brands in this space:
Sunshades Eyewear
DIFF Eyewear
Kendra Scott
Scout Bags
Soko
Faire
Use the Faire integration to show how jewelry and gift retailers can effortlessly stock their shelves. It connects Lightspeed X to the Faire wholesale marketplace, allowing users to discover new brands and sync wholesale purchases directly into their catalog as ready-to-sell inventory. It’s the perfect way to demonstrate a "full circle" workflow—from sourcing unique, high-margin accessories to getting them in front of customers without the manual data entry.
Brands in this space:
Dylan Designs
Letterbox Love Bracelets
Scout Curated Wears
Océanne
