Jewelers Mutual® Integration: Care Plans

This collaboration with Jewelers Mutual® simplifies the process of offering available Care Plans for eligible products through the POS system. You have the flexibility to manage Care Plans - adding, removing, or adjusting them right up to the point of purchase with your Customers. Additionally, Online Customers can include Care Plans with their purchases.

Integration Requirements:

• You must have an Account with Jewelers Mutual®.
• To provide a Care Plan, the Product must be a Jewelry or Watches product type to make it eligible.
• You must have a Customer assigned in the Register to provide a Care Plan.

Please Note: Loose Stones are not Eligible for Care Plans.

Integration Setup

Please contact Jewelers Mutual® so that they can provide us the necessary information to set up your integration.

Tax Setting Setup

You can change the settings for which Tax Jurisdiction (or Tax Rule) you would like to apply to your provided Care Plans. If you have more questions about your Tax Settings and how you can build a new Tax Jurisdiction please make sure to read through this article: Tax Settings

Product Setup

When adding a Product into your system, use the Product Type field to make it Eligible for providing a Care Plan in the Register.

You can also assign the Product Type in the Department of your Products. This can help save you time by updating your Products to become eligible all at once!

To do this, create the Department you'd like your products to be assigned to and assign the Products you have created in the system to this Department. Once all of your Products are assigned to this Department, go to your Inventory > Departments page, click into the Department, and select the Product Type you want to save.

Once you save the Department to an Eligible Product Type, the system will then ask you if you would like to update the Product Type of all the products assigned to this Department.

Adding Care Plans in the Register

In the Register, first add a Customer by searching for them in the Customer Search Bar. After you assign a Customer in the Register, you can add an eligible Product to the transaction, and our system will ask you if the Customer would like to pay for a 3 Year Plan or Lifetime Care Plan. If you do forget to add the Customer First, you can add the Customer to the Register and add Care Plans to the Eligible Products by clicking View Available Plans.

Please Note: Watches only provide a 3 Year Plan option.

After selecting the Care Plan your customer would like to purchase, you can change which one is selected, add a discount, and remove the Care Plan if needed. If you add more eligible items you can also add more Care Plans.

Adding Care Plans on the Website

Adding Care Plans on the Website is just as easy. When a Customer adds an eligible Item to their cart, the system will ask your Customer if they would like to add a Care Plan to their purchase.

Much like the Register, if the Customer changes their mind, they can quickly and easily change which Care Plan they've selected, or remove the Care Plan altogether.

Once the Website purchase is complete the Terms and Conditions for the Care Plan are sent directly to your customer. If your customer didn't receive the information you can go to the transaction in your End of Day Report, click the button for Receipt, and re-send the information to another email if needed.