Inventory

The diamonds in your inventory are distributed by lifecycle state. Access each diamond lifecycle state from the Tracr menu under Inventory:

• Rough – Includes only rough diamonds.
• Split – Includes split and any other intermediary steps before the diamond is polished.
• Polished – Includes only polished diamonds.
• Graded – Includes only graded diamonds (polished diamonds with a grading certificate). You can upload a grading certificate either during upload of polished data or by updating a polished diamond that you have already uploaded.

Within each inventory, diamonds will either be active (listed on the Active tab) or archived (listed on the Archived tab). Refer to Archive and unarchive diamonds in your inventory for more information on archiving and unarchiving diamonds.

View diamonds

The Diamond Details page is a visual representation of a diamond's journey through its lifecycle, and it is available for all diamonds in your inventory.

To open the Diamond Details page for a diamond, do one of the following:

• Select the row in the table corresponding to the diamond that you want to view.
• In the Action column, select the ellipsis, and then select View.

To view more than one diamond:

• Select the checkbox next to all the diamonds that you want to view. At the bottom of the page, select View.

Share diamonds

Tracr allows you to send the details of one or more diamonds to an external party.

To share diamonds from your inventory, select the checkbox next to the diamonds that you want to share and, at the bottom of the page, select Share.

If any of the selected diamonds are locked, you cannot share them until they are unlocked. To do this, select Unlock selected diamonds and then select Confirm. Note that when you unlock a diamond you will incur an unlocking fee.

Provide an email address, subject, and message, and then select Send. Recipients receive an email containing a link to view the diamond(s) that you shared. Note that the link is active for seven days.

Unlock diamonds

Polished diamonds can only be shared or transferred if they are unlocked. You can unlock one or more locked diamonds from your inventory or from the Diamond Details Page.

To make sure that stones that are unlocked are accessible for future use, you will not be able to delete an unlocked stone. Please make sure you are happy with the stone you are unlocking and that it has all the necessary assets.

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1

Select diamonds

Select the checkbox next to the diamond(s) that you want to unlock.

2

Open unlock action

At the bottom of the page, select Unlock.

3

Verify selection

Check that you have selected the correct diamond(s) to unlock.

4

Keep any diamonds locked

To keep a diamond locked, select Remove from list next to the diamond that you want to keep locked.

5

Unlock

Select Unlock selected diamonds.

6

Confirm

To confirm that you want to unlock, select Confirm.

Archive and unarchive diamonds

To help you to keep your inventories up-to-date, Tracr separates each inventory into Active and Archived sections.

• If you sell a diamond or remove it from the Tracr process, you can archive the diamond so that it no longer appears in your Active inventory but instead appears in your Archived inventory.
• If you later withdraw a diamond for sale, or the buyer of the diamond becomes a Tracr participant and you want to transfer the digital asset to them, you can unarchive the diamond so that it moves back to your Active inventory.

On the Archived tab you can only view or unarchive a diamond. You cannot edit, share, or unlock an archived diamond.

You cannot archive diamonds that are in the 'Transferring' status (in the Transfer process). If your selection includes diamonds in this status, Tracr asks you to confirm that you want to archive the other diamonds in the selection or cancel the archive process.

To archive diamonds

1

Choose inventory

Select the inventory containing the diamond(s) that you want to archive.

2

Open Active tab

Select the Active tab.

3

(Optional) Filter

If you want to archive only diamonds of interest in the selected inventory, apply the required filters.

4

Archive selection

Then do one of the following:

• To archive a single diamond, in the Actions column, select the ellipsis, and then select Archive. To confirm, select Confirm.
• To archive more than one diamond, select the diamonds that you want to archive, and at the bottom of the page, select Archive. To confirm, select Confirm.

5

Result

Archived diamonds move from the Active tab to the Archived tab.

To unarchive diamonds

1

Choose inventory

Select the inventory containing the diamond(s) that you want to unarchive.

2

Open Archived tab

Select the Archived tab.

3

(Optional) Filter

If you want to unarchive only diamonds of interest in the selected inventory, apply the required filters.

4

Unarchive selection

Then do one of the following:

• To unarchive a single diamond, in the Actions column, select the ellipsis, and then select Unarchive. To confirm, select Confirm.
• To unarchive more than one diamond, select the diamonds that you want to unarchive, and at the bottom of the page, select Unarchive. To confirm, select Confirm.

5

Result

Unarchived diamonds move from the Archived tab to the Active tab.

Export inventory

You can export your inventory as a report (xlsx file). When you do this, you can choose to export all diamonds in the selected inventory or apply filters to only export diamonds of interest.

Before you begin, select the columns that you want to export and apply filters, if required.

• To export all diamonds in the inventory, select Export inventory and then select Export all.
• To export filtered diamonds only, select Export inventory and then select Export filtered.