12 Features
Everything your jewelry wholesale business needs
Built around how fine jewelry brands actually operate. Not a generic system with a jewelry mode bolted on.
Order Management System
End-to-end order lifecycle
Track every order from creation to delivery. Automate routing, allocation, and fulfillment with real-time visibility across all channels.
- Multi-channel order ingestion (EDI, API, manual)
- Automated warehouse routing and pick-pack-ship
- Real-time inventory allocation and reservation
- Customer portal for order tracking and history
Inventory Management
Real-time stock visibility
Know exactly what you have, where it is, and when you need more. Covers every warehouse, showroom, and memo location.
- Multi-location inventory with serial/lot tracking
- Memo and consignment tracking
- Low-stock alerts and auto-reorder rules
- Barcode scanning and physical count reconciliation
CRM & Account Management
Know every customer deeply
Build stronger buyer relationships with complete account histories, purchase patterns, credit terms, and communication logs in one place.
- Full account history: orders, payments, returns, notes
- Credit limit management and hold flags
- Activity timeline and follow-up reminders
- Segmentation and tagging for targeted outreach
Customer Portal
Self-service for your buyers
Give your retail accounts a branded portal to place orders, view invoices, track shipments, and manage their account. Available 24/7, without calling your team.
- Branded B2B ordering experience
- Invoice viewing, downloading, and payment
- Real-time shipment tracking
- Custom pricing and catalog visibility per account
Invoicing & Billing
Get paid faster
Generate professional invoices instantly, automate reminders, and give customers multiple payment options. All tracked in Atelier.
- Auto-invoicing on shipment or order confirmation
- Net 30/60/90 terms and deposit tracking
- Automated overdue reminders
- Online payment collection (ACH, credit card)
Payment Processing
Integrated payment collection
Accept payments online and in-person. Reconcile instantly against open invoices. No more chasing checks or manual entry.
- ACH, wire, credit card acceptance
- Auto-reconciliation against open invoices
- Payment plans and partial payment tracking
- Chargeback and dispute management
AI-Powered Reporting
Insights that drive decisions
Get instant answers to your hardest business questions. Atelier AI analyzes your sales, inventory, and customer data to surface trends and opportunities.
- Natural language query: "What sold best last quarter?"
- Margin analysis by product, customer, and season
- Reorder forecasting based on sell-through velocity
- Custom dashboards for owners and sales reps
Rose gold rings led with $142K in Q4, up 23% vs Q3. Diamond pendants #2 at $98K.
Digital Line Sheets
Beautiful catalogs, instantly
Create stunning digital line sheets and lookbooks from your live product catalog. Share with buyers via link. No PDFs, no reprints.
- Drag-and-drop line sheet builder
- Live pricing and availability pulled from inventory
- Password-protected buyer sharing
- Analytics: who viewed, what they clicked
Vendor & PO Management
Streamlined purchasing
Manage every purchase order from creation to receipt. Track vendor performance, lead times, and open commitments in one place.
- PO creation with vendor price books
- Receiving workflow with discrepancy tracking
- Vendor scorecards: on-time, fill rate, quality
- Open commitment and liability reporting
Returns & Credits
Painless return management
Process returns, issue credit memos, and restock inventory in minutes, not days. Keep customers happy and your books clean.
- RMA creation with reason codes
- Automated credit memo generation
- Restocking workflow with condition grading
- Return analytics by customer and product
Multi-Location Operations
One system, every location
Run multiple showrooms, warehouses, or divisions from a single Atelier instance. Shared catalog, separate inventory, unified reporting.
- Location-level inventory and P&L
- Inter-location transfers and replenishment
- Role-based access by location
- Consolidated reporting across all locations
Integrations & API
Connect your entire stack
Atelier connects to the tools you already use: accounting software, e-commerce platforms, 3PLs, and more. Native integrations and open API.
- QuickBooks and Xero sync (bi-directional)
- Shopify and WooCommerce order ingestion
- FedEx, UPS, USPS shipping label generation
- REST API + webhooks for custom integrations
Ready to see it in action?
Book a 30-minute demo and we will walk through your specific workflows. Memo tracking, Customer Portal, AI reports. Bring your questions.
No setup fee. 14-day free trial. No contract required.