After installing Aurelia Hub, follow these steps to configure the system for your jewelry store.
Step 1: Log In and Change Password
Access the admin panel at /admin. Log in with the default credentials provided during installation. Navigate to your user profile and change your password immediately.
Step 2: Configure General Settings
Go to Settings in the sidebar. Configure key settings: Store Name, Currency, Tax Rate, Language (English or German), and Timezone.
Step 3: Create Warehouses
Navigate to Inventory > Warehouses and create your storage locations (Main Store, Vault/Safe, Workshop). Each warehouse requires a name and address.
Step 4: Set Up Product Categories
Go to Catalog > Product Categories and create categories: Rings, Necklaces, Bracelets, Earrings, Watches, Loose Stones, Accessories.
Step 5: Create Brands
Navigate to Catalog > Brands and add the brands you carry.
Step 6: Configure Customer Categories
Set up customer tiers based on spending thresholds:
- Regular — Default category
- Silver — Min purchase amount: 1,000
- Gold — Min purchase amount: 5,000
- VIP/Platinum — Min purchase amount: 15,000
Customer categories support automatic upgrades based on total spending.
Step 7: Set Up Appointment Types
Navigate to Appointments > Appointment Types: Consultation, Ring Sizing, Repair Drop-off, Repair Pick-up, Custom Design Consultation, Watch Service, Appraisal.
Step 8: Add Operators
Go to Appointments > Operators and add your staff members who handle appointments.
Step 9: Create Interaction Types
Navigate to CRM > Interaction Types: Phone Call, Email, In-Store Visit, WhatsApp Message, Video Call.
Step 10: Configure Label Templates
If you use label printing, go to Inventory > Label Templates and set up your label designs. Templates support variables like {{product.name}}, {{product.price}}, {{product.metal_display}}, and QR codes.
Step 11: Add Your First Products
Go to Catalog > Products and create your first items.
Step 12: Import Existing Customers
Add customers manually via CRM > Customers or prepare a data import.
Recommended Order
- Settings and Configuration
- Warehouses
- Product Categories and Brands
- Customer Categories
- Appointment Types and Operators
- Interaction Types
- Label Templates
- Products
- Customers
- Start selling via POS!