JEWELRY STORE INVENTORY VALUATION CHECKLIST

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--- INITIAL ASSESSMENT & PREPARATION ---
[ ] Inventory Valuation Start Date
[ ] Number of Employees Involved
[ ] Brief Description of Inventory Scope
[ ] Valuation Method (Cost-Based, Market Value, Insurance Replacement Value)
[ ] Previous Inventory Report (if available)
[ ] Estimated Time to Complete Initial Assessment

--- DIAMOND GRADING & DOCUMENTATION ---
[ ] Carat Weight (cts)
[ ] Cut Grade (Excellent, Very Good, Good, Fair, Poor)
[ ] Color Grade (D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R)
[ ] Clarity Grade (FL, IF, VVS1, VVS2, VS1, VS2, SI1, SI2, I1, I2, I3)
[ ] Cut Proportions (Depth %)
[ ] Polish Grade
[ ] Symmetry Grade
[ ] Notes/Comments
[ ] Diamond Certificate (if available)

--- GEMSTONE IDENTIFICATION & VALUATION ---
[ ] Gemstone Type (Diamond, Ruby, Sapphire, Emerald, Amethyst, Garnet, Other)
[ ] Detailed Description (Color, Clarity, Cut, Carat)
[ ] Carat Weight (ct)
[ ] Estimated Value ($)
[ ] Treatment (if any) (None, Heat Treatment, Fracture Filling, Irradiation, Other)
[ ] Gemstone Photo(s)
[ ] Notes/Additional Details

--- METAL VALUATION (GOLD, SILVER, PLATINUM) ---
[ ] Gold Weight (Troy Ounces)
[ ] Silver Weight (Troy Ounces)
[ ] Platinum Weight (Troy Ounces)
[ ] Gold Purity (Karat) (10K, 14K, 18K, 22K, 24K)
[ ] Silver Purity (Fine Silver %) (90%, 92.5%, 99.9%, Fine Silver (99.99%))
[ ] Current Gold Spot Price ($/Troy Oz)
[ ] Current Silver Spot Price ($/Troy Oz)
[ ] Current Platinum Spot Price ($/Troy Oz)

--- JEWELRY STYLE & DESIGN ASSESSMENT ---
[ ] Estimated Craftsmanship Score (1-10)
[ ] Overall Design Aesthetic (Classic, Modern, Vintage, Art Deco, Contemporary)
[ ] Estimated Design Complexity (1-5)
[ ] Detailed Description of Design Elements
[ ] Precious Metal Purity (if applicable) (10k Gold, 14k Gold, 18k Gold, Platinum, Silver)
[ ] Estimated Retail Value (Based on design)
[ ] Any Unique Design Features?

--- MARKET RESEARCH & PRICING COMPARISON ---
[ ] Comparable Item Price (High)
[ ] Comparable Item Price (Low)
[ ] Retailer Type (Comparable Item) (Online Marketplace, Local Jewelry Store, National Chain, Auction Site)
[ ] Notes on Pricing Strategy
[ ] Screenshot of Comparable Listing
[ ] Market Condition (Stable, Rising, Falling)

--- CONDITION & REPAIR ASSESSMENT ---
[ ] Overall Condition (Excellent, Good, Fair, Poor)
[ ] Detailed Condition Notes
[ ] Metal Wear/Tarnish? (None, Minor, Moderate, Significant)
[ ] Number of Missing Stones (if any)
[ ] Description of Repair Needed (if any)
[ ] Clasp Functionality? (Functional, Needs Repair, Broken)
[ ] Photos of Damage/Repair Needs (Optional)

--- RECORD KEEPING & DOCUMENTATION ---
[ ] Item Count
[ ] Unique Item Description Notes
[ ] Valuation Date
[ ] Estimated Replacement Cost
[ ] Valuation Method (Cost, Market Value, Appraisal)
[ ] Supporting Photos/Documents
[ ] Appraiser Name (if applicable)
[ ] Detailed Valuation Notes

--- INSURANCE & APPRAISAL REVIEW ---
[ ] Date of Last Appraisal
[ ] Appraiser's Name & Credentials
[ ] Summary of Previous Appraisal Findings
[ ] Copy of Previous Appraisal Document
[ ] Is Current Insurance Coverage Adequate? (Yes, No, Unsure)
[ ] Insurance Coverage Amount (USD)
[ ] Notes Regarding Appraisal Discrepancies

--- FINAL VALUATION & SUMMARY ---
[ ] Total Inventory Value (USD)
[ ] Total Number of Items
[ ] Valuation Date
[ ] Valuation Method Used
[ ] Summary of Key Findings
[ ] Accuracy Level (High, Medium, Low)
[ ] Supporting Documentation (e.g., appraisal reports)
[ ] Valuer's Signature

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