Powering multi-store jewelry retail with live AI intelligence

The AI executive platform
built for jewelry retail.

CaratOne turns daily POS exports into live sales intelligence, floor pricing, inventory transfers, and compliance — with a built-in AI assistant that knows every store, SKU, and ticket.

31 stores, one console Daily CSV → live dashboard Role-based, audit-ready
ai-assistant.caratone.app/sales

Net Sales

$329,222

+15.0% YoY

Unique Transactions

203

Distinct tickets

Qty Sold

410

Pieces sold

Avg. Sale Value

$803

Net ÷ pieces

Paycodes

IDDEAL$135,836
CC$128,398
SYNC$49,917

Top Stores

VJ-PALM$26,392
VJ-MOD$24,802
DBC-STOCK$20,457

Top Departments

LADYS RING$116,145
GOLD CHAIN$54,199
PENDANT$36,512
The problem

Jewelry retail runs on data that fights back

High-SKU inventory, financing-heavy tickets, and dozens of stores generate more data than any team can read by hand — let alone act on same-day.

POS data is huge and messy

Daily exports mix repairs, financing memos, split salesperson rows, and payment legs that must reconcile to the cent.

Margin isn't in one column

Whole-cost rules — UV gold, diamond divisors, fixed SKUs — have to beat raw CSV profit before leadership can trust it.

Stores need movement, not spreadsheets

On-hand by store, sell-through velocity, and who should donate stock for transfers — not another static export.

The floor needs instant answers

SKU lookup, customer offer vs. cost floor, financing surcharges, and manager discount tiers — in seconds, not spreadsheets.

The solution

One daily upload. A living operating picture.

Point-of-sale exports flow into a single intelligence layer that every module reads from — so the numbers on the floor match the numbers in the boardroom.

POS CSV Exports

Sales report, payment transactions, inventory on-hand

Core engine

Unified Sales Intelligence

Whole-cost rules, paycode mapping, role-based permissions

Sales Dashboard

Price Calculator

Inventory & Transfers

AI Chat & Voice

Platform

Twenty modules. One executive console.

Every surface your business needs — sales, inventory, pricing, compliance, HR, and AI — built on the same permissioned data layer.

/sales

Sales Dashboard

Net sales, filters, rankings, Top Vendor Models, paycodes, YoY.

/brief

The Edition

Executive narrative brief — week, month, season vs. last year.

/inventory

Inventory

Transfer suggestions plus full on-hand by store.

/intelligence

Intelligence

Stores, departments, designs, forecast, and issue signals.

/chat

AI Chat

Natural language assistant with tools and section context.

/news

News & Markets

Industry news, live metals, curated feeds.

/valliani-mail

E-Mails

Branded inbox assistant — summaries and draft replies.

/calendar

Calendar & Tasks

Meetings, reminders, and tasks via assistant.

/stores

Stores Map & Info

Map, hours, reviews, and store-to-store distance.

/calculator

Price Calculator

SKU pricing, customer offer, and payment methods.

/discounting

Discounting

Discount policy vs. payment ceiling, flagged automatically.

/analyst

Data Analyst

Upload CSV, query with SQL, chart, and append daily.

/hr

HR Management

Attendance and employee sales, scoped by role.

/sku-lookup

SKU Lookup

Fast SKU search, role-gated for the floor.

/images

Image Generation

Create, compose, and enhance product visuals.

/social

Social

Instagram-oriented marketing and ops workflows.

/contacts

Contacts

Business contact directory for call and message prep.

/admin/roles

Users & Roles

Employees and a granular permission matrix.

/voice

Voice

Realtime voice assistant with tool execution.

/settings

Settings

Profile, integrations, and connection status.

Deep dive — Sales

The operational heart of the business

Fed by real POS sales and payment exports — not demo numbers. Filter by store, date, pay method, or salesperson, and watch rankings, paycodes, and YoY compare update instantly.

  • Net sales equal the full CSV total — repairs, SPO, and memos stay in, nothing is quietly cleaned away.
  • Multi-filter by store, department, design, vendor, class, subclass, paycode, and salesperson.
  • Top Vendor Models ranked by quantity, with photos, on-hand rollup, and SKU-level drill-down.
  • Whole-cost margin engine — leadership sees true cost, the floor never sees wholesale.

Store Sales

Live
All storesAll employeesAll departments

Top Vendor Models

ER-LGE+RBC2.00

Earrings · Novello Collection

$26,995

EVEBS050VK5W0

Earrings · Ultimate-Value

$3,299

UKPH000035-1

Gold Chain · D/C Rope

$20,497

Net Sales

$329,222

Qty Sold

410

Avg Sale

$803

CaratOne Assistant

How did VJ-PALM do today compared to last Saturday?
VJ-PALM did $26,392 today, up +15.0% vs. the same Saturday last year. Gold chain and ladies ring led the department mix. Want me to open the Sales Dashboard filtered to this store?
Open Sales DashboardDraft summary email
Listening — ask about any store
Deep dive — AI & Voice

One assistant, every module, real numbers

Chat and realtime voice share the same tool-calling architecture — opening the right screen, reading the loaded report, and speaking from the exact intelligence layer behind the dashboard.

  • Introduces as the CaratOne assistant — never a third-party assistant brand — across chat and voice.
  • Section-aware: knows the current page, active filters, and loaded report.
  • Tool calling into sales, calendar, email, stores, and documents — not a chat window bolted on.
  • Confirms before every send or sensitive write — built for an executive's trust, not a demo.
Deep dive — Inventory

From static export to actionable transfers

Keep one piece at every selling store and move slow surplus where it sells — turning an on-hand CSV into a ranked restock and inter-store transfer list.

  • Suggested transfers ranked Rush, High, and Fill — never strips a store's last piece.
  • Donor stores need spare stock and slow sell-through before they're surfaced at all.
  • Full on-hand snapshot by store, with Individual Cost for leadership and Whole Cost elsewhere.
  • Daily on-hand append replaces the live file — whole cost fills automatically from the rules engine.

Inventory · Transfers

3 Rush
Rush

EVEBS050VK5W0

14KT Ultimate-Value RBC Studs

DBC-GM ← VJ-CHAND

7 pcs

Rush

ER-LGE+RBC2.00

Novello Collection RBC Studs

DBC-GM ← VJ-S.ANITA

2 pcs

Rush

KKP6527-1

14KT Tri-Color Valentino Chain

VJ-FRE ← VJ-CHAND

3 pcs

Security & roles

Built for a real org chart

Not a single shared password — permissions that mirror how a multi-store jewelry operator actually works, down to the API route.

Session-based auth

JWT-cookie sessions, individual logins per user — no shared passwords on the floor.

Granular permissions

sales_dashboard, price_calculator, discounting, data_analyst, hr_sales, vendor_info, and more — keyed per role.

Row-level UX hiding

Vendor columns, CP margin, and wholesale cost hidden for floor staff — visible only where policy allows.

Guarded API routes

Every permission is mirrored at the API layer — not just a hidden link in the UI.

Permission matrix

AdminFull platform, roles, and user administration.
Owner / ExecutiveCompany-wide sales, discount risk, briefings.
District ManagerStore-scoped sales and calculator, cost-limited.
Store LeadershipInventory cost, transfers, margin on vendor models.
HRAttendance and employee sales views.
EmployeeSales dashboard — no wholesale or cost exposure.
Engineering

Built on a rules engine, not guesswork

A single source of truth for whole cost, sales totals, and paycode mapping drives the calculator, inventory, and Top Vendor Models alike.

Framework

  • Next.js 15 (App Router)
  • React 19
  • TypeScript

Interface

  • Tailwind CSS
  • Lucide Icons
  • Dark executive theme
  • PWA

Data

  • Papa Parse CSV pipelines
  • Versioned intelligence store
  • DuckDB WASM

AI

  • OpenAI chat + realtime voice
  • Google GenAI
  • Tool-calling architecture

Integrations

  • Google Gmail / Calendar
  • IMAP mail parsing
  • Leaflet maps

Ops & QA

  • Vitest rule suites
  • Daily append pipeline
  • Query caching
repo · caratone

31

Stores on one console

20+

Role-permissioned modules

100K+

Sale lines unified live

Same-day

CSV upload to live dashboard

See CaratOne on your own store data

Upload a day of your POS export and watch CaratOne turn it into sales intelligence, pricing, and transfers — live.