You MUST sign and return the FULL Conversion Standards form emailed to you by the Conversion Coordinator which includes signature line. This page is for your reference ONLY.

Abbott Jewelry Systems, Inc. can potentially convert customers, inventory, and sales history (limited). 

Conversions are dependent on the quality of your source data and it is your responsibility to provide this data. If your data is stored offsite such as the “cloud” you may need to contact your current software vendor to make arrangements. Having access to the software alone is not enough – we need the raw data. 

See the following for specifics on conversion limitations. Please review carefully – it is important you understand exactly what is and is not converted.

We Do NOT Convert

X   Accounting/Financial Data
X   Customer Balances (house charge accounts, payments on accounts, etc.)
X   Commission
X   Wish Lists

We Can Convert, In A Very Limited Way

• Appraisals
     ►  Converted as miscellaneous sale, no appraisal details, only sale total.
     ►  We cannot rebuild appraisals as if they originated from Edge. 
• Repairs
     ►  Converted as miscellaneous sale, no repair details, only sale total.
     ►  We cannot rebuild repairs as if they originated from Edge. 
     ►  Open repairs are converted as final sales. They must be voided and re-entered manually.
• Custom Jobs
     ►  Converted as miscellaneous sale, no custom job details, only sale total.
     ►  We cannot rebuild custom jobs as if they originated from Edge. 
     ►  Open custom jobs are converted as final sales. They must be voided and re-entered manually.
• Layaways
     ►  All open layaways converted as picked up final sales.
     ►  These transactions should be voided and re-entered in Edge as open layaways.
• Taxes
     ►  Should not be relied on for tax reporting purposes on converted data.
     ►  Finalize all tax reporting in your prior system before switching to Edge.

If You Have Supporting Data, We MAY Convert (At Our Discretion)

• Stones
     ►  Previous software (source data) must have stone shape, type, and count.
     ►  Stone data must have been stored separately in database; we cannot parse item descriptions to extract it.
• Payment Types
     ►  If payment type cannot be determined it will default to CASH.

We Typically Can Convert

• Associates
     ►  Can include associate name and associate ID. Associate IDs over six numbers in length not guaranteed. 
     ►  Attaches to sales history.
     ►  Sales split between multiple associates will only show the primary (first) associate.
     ►  Converted data should not be relied on for calculating commission.
• Customers
     ►  Can include name, addresses, phone numbers, emails, birthdays, anniversaries, notes, and spouse details.
• Inventory
     ►  Can include stock number, vendor, vendor style, stock type, status, date entered, description, pricing, notes, metal, item type, item style, size, and length.
     ►  Item returns can be included, but we do not guarantee 100% accuracy due to the complexity of converting these, particularly in multi-store environments. Expect manual corrections in some instances.
• Sales History
     ►  Can include inventory purchase history linking customers to their sold items.
     ►  Can include services, though will come over as miscellaneous sales losing all detail except for transaction date, description, and price. See 'We Can Convert, In A Very Limited Way' section above.

Post-Conversion Cleanup

In most cases, you will be required to perform manual post-conversion cleanup. This may include, but is not limited to:

• Layaways and Special Orders
• Customer Account Balances
• Merging Duplicate Customers 
• Reassigning Inventory to Correct Categories

Documentation and video instruction will be provided to help guide you through cleanup when your final conversion is delivered.

Acknowledgement

You MUST sign and return the FULL Conversion Standards form emailed to you by the Conversion Coordinator which includes signature line. This page is for your reference ONLY.