Training & Certifications
Core Platform Certifications
Great software only works as well as the people using it. The Edge certification program meets your team where they are — whether that's a new hire learning the register or a seasoned manager diving into dashboards and reports — and gives them a clear path to mastery.

($999)
Built for the sales floor. This certification path gives associates the hands-on skills to navigate the Edge with confidence, from ringing sales and looking up customers to checking inventory and handling everyday transactions. Complete both courses and your team will be ready to run the counter on day one.
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($1,199)
Built for the people running the store. This certification path goes beyond daily transactions to the tools managers rely on to make decisions: dashboards, reports, advanced inventory controls, customer outreach, and team scheduling. Complete these courses to get full command of the Edge features that drive store performance.
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($799)
Built for the person who owns the setup. This certification covers the administrative backbone of the Edge: user permissions, security settings, QuickBooks integration, multi-store configuration, hardware setup, and system maintenance. Complete this course to become the go-to expert who keeps everything connected and running.
Register NowEdge Intro Certification (FREE)
New to The Edge or exploring a career in the jewelry industry?
This free course covers the principles behind the software — why it was built, how it thinks about jewelry retail, and the philosophy that shapes every feature.
Module-Specific Training
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All
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Sales
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Ops
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Marketing
Point of Sale
Master every POS transaction type, tender option, and checkout workflow in the Edge. Covers care plan integration, customer display setup, wish lists, gift cards, signature capture, AML compliance, and tax overrides to keep the register running smoothly.
Inventory Management
Advanced inventory management covering item entry, fine and bulk pricing methods, physical inventory counts, and purchase orders. Includes RFID scanning, spot metal pricing, aged inventory management (AIMS), and restocking best practices to keep your cases accurate and profitable.
CRM & Automation
Advanced customer record management, including customer rankings, contact methods, mailing lists, and linked accounts. Covers the Clientele tab features — opportunities, quotes, email campaigns, and print marketing — to turn purchase history into targeted outreach.
Dashboards & Reporting
Build and customize dashboard tiles — numeric, gauge, chart, and list view — to monitor store performance at a glance. Covers report filters, memorized reports, automated report scheduling, and analytics to turn raw data into actionable decisions.
Repairs & Custom Work
Streamline repairs, special orders, custom jobs, and appraisals using the Edge Services tab. Covers job envelope management, automated job notifications, service documents, and best practices for tracking every piece from intake through delivery.
Loyalty & Referrals
Set up and manage the Edge Reward and Referral Program from activation to redemption. Covers referral card distribution, bulk and single-customer enrollment, reward accrual rules, redemption at POS, and program reporting to build stronger customer relationships.
Tasks and Appointments
Organize your team's day using the Edge Associate and Calendar features. Covers appointment scheduling, task creation, the Mass Tasks Wizard, associate goals, time card management, and the store calendar to keep every team member aligned and accountable.
E-Commerce
Connect your in-store inventory to the web using Edge's website integrations — ECon, EDT, and TPW (The Punchmark Website). Covers mass web editing, web link management, and online inventory sync to eliminate conflicts between your showcase and your storefront.