How an inquiry becomes an order in GATI
The whole journey, in the order it happens, with who acts at each step and what the AI does alongside them. Every screen named here opens.
A message arrives
On the client's WhatsApp group or mailbox. It lands in the group that owns that client (R-212) and is assigned to whoever last spoke to the customer, else the group's default assignee. Nothing waits unowned.
🤖 reads the message🤖 works out which job it belongs to🤖 classifies email intent
Understand the ask
The brief is pulled out of the message — metal, stones, size, quantity, date — each field with its confidence and the evidence behind it (R-105 R-184). A message with several asks becomes several jobs (R-177).
🤖 extracts the brief🤖 checks for a repeat of something we made before
Clarify with the customer
Anything below the confidence threshold is asked, in the same thread the customer used, up to a configured number of rounds — then a person takes over (R-106 R-107).
🤖 drafts the clarification question
Hand to product development
Fresh work normally goes to the Product Development Team, who choose the studio, write the brief and attach story points (R-198 R-200). A Client Manager may go straight to a Design Lead or a designer for small work (R-186).
🤖 proposes the department, a person confirms
Design
Three studios, no fixed order — a piece may be sketched, drawn in Coral, then modelled, or go straight to CAD (R-199 R-111 R-113). Every submission is a numbered, immutable version with declared hours.
🤖 checks the upload against the brief and the technical rules
Review, in order
The automatic check runs first, then the Design Head, then the PDT (the brief's author), then the Client Manager (R-129). Any of them can send it back with a reason and a cause: a customer revision, or an error named to a person (R-201).
Price it
From the design's actual metal weight and stones, against the client's own configuration: loss, labour, five duties, the undercut, extra charges, their stone chart. A stone with no price stops the quotation rather than guessing (R-149 R-150 R-213). Sketch and Coral prices are indicative; CAD is close to final (R-205).
🤖 drafts the customer's price message, a person reviews
Approval
The design and price go out on WhatsApp or email, with a view-only link. The customer approves by replying. That reply is frozen as a snapshot — values, not pointers (R-120 R-192). Conditions become part of the approved spec (R-154).
🤖 resolves the reply to its job
Into GATI
The approved work is grouped into one or more orders. A first-time piece gets a style master; the order is placed through GATI's API from a pre-filled, verified grid; the stone requirement posts to allocation at the same moment (R-153 R-123 R-124). A job of a hundred rings is split into job bags for the floor (R-155).
The price is calculated a second time here — invoice pricing — from the same engine with the client's invoice values (R-214).
Made, shipped, seen
Production status, invoice, courier and tracking come back from GATI against the same job (R-152). The committed date is held beside the expected and actual dates so a slip is visible early (R-207). The customer sees their order, summarised in their own units — never a job bag (R-138).
Three chains that run through all of it
Approval: customer approval → CAD → validation → lock → production. Pricing: quotation → diamond rate → invoice pricing → GATI → invoice. Delivery: job → committed date → production progress → expected date → shipped. Each is a connected workflow with an owner, a status and a history — not a set of separate screens.
The objects the system is made of
Every requirement refers to these same things by these names. Three kinds: immutable records that are versioned and never edited, editable records that carry a history, and mirrored records that GATI owns and this system reflects. R-177 R-179
Client Manager Group editable
Who may see and hold a client's work. One or more managers, one leader, one default assignee.
- holds 1..n Customers
- a person may be in several groups
- channel purposes are configured here
Customer editable
A company that buys. Segment, pricing configuration, preferences, history.
- belongs to exactly ONE group
- 1..n Contacts, Conversations, Inquiries
- one GATI customer code, mapped
Contact editable
A person at a customer, with their WhatsApp number and email and whether they may approve.
- belongs to one Customer
Conversation mirrored
One thread on one channel — a WhatsApp group, a mailbox. Never merged with another.
- belongs to one Customer
- carries messages about many Jobs
Message immutable
One inbound or outbound item. Never altered; the AI's reading sits beside it.
- belongs to exactly one Conversation
- attached to 0 or 1 Job
Inquiry editable
A request for something. Has a channel, an origin message and a customer.
- 1..n Asks
Ask editable
One thing asked for — a bracelet and a pendant in one sentence are two.
- becomes a Job (cardinality: OPEN)
Job editable
The unit of work. One ID from creation to shipping; the same object at every stage.
- many Design Versions, Quotations, Approvals
- belongs to exactly one Order once placed
- split into 1..n Job Bags in production
Design Version immutable
A sketch, Coral drawing or CAD: files, render, weight report, checks, declared hours, story points.
- many per Job
- exactly one may be LOCKED for production
- a correction is a new version
Quotation immutable
A price as given, storing the rates, chart version and configuration version it used.
- many per Job
- a sent one never re-prices
Invoice Price immutable
The second price, at GATI entry, from the same engine with the client's invoice values.
- one per Job
- never overwrites the Quotation
Approval Snapshot immutable
What the customer agreed, as values: version, spec, price, date, amendments, who, channel, when.
- many per Job; each supersedes the last
Style Master mirrored
A style as GATI knows it. Created by API for a new piece; a modified reorder is a variant, not a new style.
- one per new piece; reused by reorders
Order mirrored
The factory order, created at placement. Grouping approved jobs into orders is the Client Manager's judgement.
- groups 1..n Jobs
- a Job belongs to exactly one Order
Job Bag mirrored
A production batch. Splitting never changes the job's ID. The printed sheet is one bag's sheet.
- 1..n per Job
- exists only after placement
Shipment mirrored
A consignment: invoice, courier, tracking, last scan.
- one or several per Order
- may span several Orders for one customer
Client Pricing Configuration editable
Per customer, per pricing run: loss, labour, five duties, undercut, extra charges, message template.
- versioned; a quotation stores the version it used
- copyable from another client
Stone Chart editable
A customer's price list: type, shape, size thresholds, price per carat.
- versioned with the configuration
- matched by nearest size UP
Exception immutable
A deliberate departure from a rule: which rule, which object, who, why, when.
- any object may carry them
Configuration immutable
Every business rule as data: key, scope, value, version, effective date, author, previous value.
- read by every rule at its effective date
- never post-dated
What is mapped to GATI
Customer ↔ GATI customer code · Job ↔ GATI order line · Order ↔ GATI order · Style Master ↔ GATI style. A persistent cross-system mapping, used for navigation and reconciliation, not only a foreign key R-141. The full mapping model is still to be written.
The AI agents, and what each is allowed to do
Fifteen distinct things the AI does, at which stage, with what it reads and what it produces — and, for every one, where the human stands. Three rules govern all of them: every conclusion is inspectable (what, why, how confident, what evidence); confidence never decides authority; and nothing consequential happens unattended unless that area has earned LIVE status by agreement rate. R-184 R-131
LIVE acts on its own; a person can correct it. SHADOW proposes; a person decides; it is promoted on the agreement it earns. DRAFT writes something a person reviews and sends. No agent assigns a designer — that is always a person (R-186).
| Agent | What it does | Mode · the human's place | Serves |
|---|---|---|---|
| Message reader Intake | Reads every inbound message — text, voice (transcribed), image (OCR + vision), forwards — into something the next agents can work on. In: Raw message + attachments · Out: Text, transcript, extracted image content | LIVE A person confirms a transcription before a brief is extracted from it | R-181 R-105 |
| Job resolver Intake | Works out which job a message is about — reply context, style numbers, customer history, image similarity. Stricter for anything that reads as an approval. In: Message, customer's open jobs · Out: Job attachment + confidence, or 'ask a person' | LIVE Below threshold, a person attaches; an approval never auto-attaches to the most recent job | R-166 |
| Intent classifier Intake | Says what an email (or WhatsApp message) IS — inquiry, order question, change request, PO, not-work — and routes it accordingly. In: Message + channel purpose · Out: Intent + route | LIVE Channel purpose is a prior; 'not work' is reviewable, never deleted | R-168 R-203 |
| Brief extractor Intake | Pulls the structured brief out of the message per product-type schema, field by field, each with confidence and evidence. Splits one message into several asks. In: Message text, schema for the product type · Out: Field table with per-field confidence + evidence | LIVE Every field correctable in one click; corrections train it | R-105 R-183 R-184 |
| Clarifier Intake | Asks the customer, in their thread, about any field below threshold — up to a configured number of rounds. In: Low-confidence fields · Out: A drafted question | LIVE Rounds are capped; then it escalates to the Client Manager | R-106 R-107 |
| Repeat detector Intake | Matches the ask against everything we have made before — style numbers exactly, then attributes and image similarity — and shows the evidence. In: Brief + GATI history + style images · Out: Top candidates with evidence | SHADOW A person confirms repeat vs new; a wrong 'repeat' skips design work | R-108 R-145 R-141 |
| Department router Handover | Proposes which studio a new piece belongs to — Sketch, Coral or CAD — with the reason. In: Brief, repeat determination · Out: Proposed department + reason | SHADOW The PDT confirms or changes it; a re-route is a labelled disagreement | R-147 |
| Design checker Design | On upload, checks the render, weight report and stone file against the brief and the technical rules — weight, wall thickness, findings, stones. Flags, never blocks submission. In: Uploaded version + brief + rule set · Out: Pass/flag per check with reasons | LIVE Flags go to the human reviewer; it cannot approve. On a sketch it checks only what it can read | R-128 R-146 R-187 R-199 |
| Similar-design finder Design | Puts the five most similar past pieces beside the brief on the designer's screen. In: Brief + style library · Out: Ranked references | LIVE Reference only; the designer decides | R-161 R-173 |
| Concept generator Design | Generates three concept ideas grounded in our own past designs. In: Brief + library · Out: Labelled AI concepts | DRAFT A Client Manager filters before any customer sees one; always labelled as AI-generated | R-175 |
| Preference learner Across the relationship | Notices a repeated pattern — this customer always rejects thin bales — and suggests it as a preference. In: Send-back reasons, approvals over time · Out: Suggested preference | DRAFT A person accepts it before it becomes official | R-167 |
| Price-message writer Pricing | Writes the customer-facing price message from the client's template and the calculated figures. Changes no number. In: Quotation + client template · Out: Draft message | DRAFT The Client Manager reviews before it is sent | R-149 R-150 |
| Reply drafter Service | Drafts an answer to a customer's question — order status first — from real order and production data. In: Question + job data · Out: Draft reply | DRAFT Nothing sends without a person; commitments are handed off explicitly | R-169 |
| Order pre-filler Order | Maps the approved specification into GATI's order and style-master fields for verification. In: Approved snapshot + field mapping · Out: Pre-filled grid | LIVE A person verifies every field before submission; unmapped fields are marked | R-123 R-153 R-165 |
| Agreement tracker Oversight | Measures where people agree with each agent, labels every correction, and decides — per area — whether an agent may act or only propose. In: Every human correction · Out: Agreement % per area; SHADOW / LIVE state | LIVE Promotion from SHADOW to LIVE is a human decision against the earned rate | R-130 R-131 R-135 |
What no agent does
Choose a designer. Approve a design. Send anything to a customer. Change a price. Place an order. Delete anything. Each of those is a person's act, and the agents stop one step short of it by design.
AI orchestration — how the agents are run
"Orchestration" just means: which agent runs when, what it is given, what it hands to the next one, and where a person is put in the loop. Without it you have fifteen clever functions and no system. This is the proposed shape; it is a design, not a decision the business has taken.
The intake pipeline, in order
1 · Read
Message reader normalises whatever arrived into text and extracted content. Always runs.
2 · Resolve
Job resolver and intent classifier run together. Output: which job (or none), and what kind of message this is.
3 · Extract
Brief extractor runs against the product-type schema, producing fields with confidence and evidence.
4 · Check history
Repeat detector compares the brief against everything made before and surfaces candidates.
5 · Decide what to do
Below threshold → Clarifier asks the customer. Above → the item is Ready to review. A repeat candidate → a person confirms. A fresh piece → Department router proposes a studio.
Three principles that decide the design
Confidence and authority are separate dials
An agent reports how sure it is, per field. A separate, human-set configuration says what it is allowed to DO at that confidence — fill a field, ask the customer, or hold for a person. Turning up the model's confidence never turns up its authority. R-135 R-184
SHADOW before LIVE, per area, earned not granted
Every agent starts proposing. The agreement tracker measures how often people accept its proposal; an area is promoted to LIVE by a human decision against that rate, and can be demoted. Intake extraction may be LIVE while design review is still SHADOW. R-131 R-130
Every correction is training data, labelled
When a person overrides an agent — re-attaches a message, changes a field, re-routes a job, edits a draft — it is recorded as a labelled disagreement, not absorbed silently. That is what the agreement rate is built from, and what improves the agents. R-130
Where the loop is closed by a person
| Moment | Agent output | Person's act |
|---|---|---|
| Message lands | Job attached, intent set, brief extracted | Opens the item; corrects any field |
| Field uncertain | Clarification drafted | Reviews wording (LIVE: sends itself, capped rounds) |
| Looks like a repeat | Candidates with evidence | Confirms repeat, modified reorder, or new |
| Fresh piece | Proposed studio | PDT confirms or changes; picks nothing about who |
| Design uploaded | Checks flagged | Design Head, then PDT, then Client Manager review in order |
| Price ready | Message drafted | Client Manager reviews and sends |
| Customer replies | Reply resolved to a job | Approval only ever applied by a person's confirmation |
| Order placement | Grid pre-filled | Order/Style-master verifies every field, then submits |
Mechanics, for the builders
The current spec names an orchestrator built on LangGraph/LangChain running classifier then extractor (R-105). Whatever is chosen, it must: run agents as a declared sequence with explicit hand-offs; carry per-field confidence through every step; write every AI decision to the job's activity history with its evidence; read thresholds and authority from configuration at run time; and expose a SHADOW/LIVE switch per area. Everything the AI concludes is a proposal record until a rule or a person makes it a fact.
What to build, in what order
A proposed sequence, following the dependencies in the requirements. Each phase produces something usable on its own and is the foundation the next one stands on. It is a proposal for discussion, not a business priority the owner has set.
Foundations
The object model, versioning and immutability, the configuration store, the activity history, users, roles and Client Manager groups, USD everywhere.
Why here: Every later phase writes into these. Getting the object model wrong is the one mistake that is genuinely expensive to undo.
R-177 R-179 R-195 R-110 R-136 R-212
GATI in
Read the whole GATI history — customers, styles, orders, images, CAD — with a persistent cross-system mapping, and the three history screens.
Why here: Repeat detection, the style library, pricing history and the customer's order view all read this corpus. Nothing downstream works without it.
R-141 R-142 R-143 R-152
Channels and the Inbox
WhatsApp and mail in, channel purposes, message-to-job resolution, brief extraction and the clarifier — all agents in SHADOW — the Inbox, and the conversation view.
Why here: This is where work enters. Running the agents in SHADOW from day one builds the agreement data that later decides what may go LIVE.
R-101 R-102 R-103 R-105 R-106 R-166 R-168 R-182 R-203
Design
The PDT desk and hand-over, the three studios, the design brief, upload and verification, versions, story points and declared hours, the review chain, revision-vs-error, and the lock.
Why here: Design is the longest stage and the one the business is measured on. It needs the brief from phase 3 and produces the versions phase 5 prices.
R-198 R-199 R-161 R-162 R-113 R-128 R-129 R-200 R-201 R-170
Pricing
Client pricing configuration and stone charts, the quotation engine, indicative bands, the Diamond Team queue, quote history — and invoice pricing as its twin.
Why here: The formula is now specified. It needs a real design's weight and stones, which phase 4 supplies. One real quotation walked end to end should verify it before it goes live.
R-149 R-150 R-213 R-205 R-209 R-211 R-214
Approval
Approval over WhatsApp and email with a view-only link, the snapshot, amendments, the approvals dashboard, the push to CAD, and the internal authority matrix.
Why here: The customer approves a price; the price needs phase 5. The snapshot is what phases 7 and 8 build against.
R-120 R-192 R-154 R-206 R-191
Order, GATI and production
Style master and order via API from a verified grid, the stone requirement, job bags and the printed sheet, invoice pricing at placement, production status back from GATI, delivery commitments, and design changes on jobs in production.
Why here: Everything here consumes an approved snapshot. It is also where the second pricing run happens.
R-153 R-123 R-124 R-155 R-207 R-202 R-210
Running the day
My Work Today, the Client Manager workspace, client accounts and analytics, the customer portal, the workload view (descriptive only), exceptions.
Why here: These read everything the earlier phases produce. Built earlier they would be empty.
R-125 R-158 R-164 R-138 R-160 R-188
Later phase
SLA measurement and calendars, alerting and escalation, external field mapping. Recognised as probably needed; behaviour not decided.
Why here: Deferred by the business. Nothing in phases 1–8 depends on them; the workload and approval views were deliberately written not to.
R-193 R-194 R-132 R-133 R-176
Two things that should happen before phase 5
Walk one real quotation end to end — a real customer, a real design, every input and the final number — so the pricing engine is checked against something true rather than believed. And settle the Ask → Job cardinality and the states inside each stage, which phases 3 and 4 need and which are still open with the business.
What still needs a human answer
Everything the spec still cannot decide for itself: 39 questions across 20 requirements, out of 145 reviewed. The business answered a large batch on 15 September and those are recorded against their requirements. What remains is of three kinds — questions the business has deliberately parked until a dedicated session, the real quotation walkthrough above all; facts to be read out of GATI rather than decided by anyone; and questions on the newest requirements that have not been put to the business yet.
Parked on purpose
Held open by an explicit decision rather than by oversight. Each was put to the business and the business chose to come back to it.
Approval 1
R-121 · Approvals never expire; long-pending approvals remain visible with age
GATI history and repeats 7
R-141 · GATI ERP historical data ingestion — order-history corpus for repeat detection
R-142 · GATI order record — read-only full-detail view of an ingested order
R-143 · GATI order browser — search and reference across ingested order history
R-144 · Manual repeat match — link an inquiry to a prior GATI order by hand
R-173 · Historical style gallery — the design knowledge base
Pricing and diamonds 4
R-149 · Post-design quote from actual design data
R-189 · Pricing rules engine — rate sources, intraday policy and currency
R-214 · Invoice pricing — the second price, for GATI
Order, GATI and delivery 3
R-153 · GATI style master creation for new pieces
R-165 · GATI order export via in-app spreadsheet editor
Design 1
R-187 · Configurable technical rule engine for design and CAD
New from the WhatsApp and email evidence 2
R-217 · Message edits and deletions as events
R-231 · The CAD sheet — generated from the job
Other 21
R-239 · Purchase order intake — a customer's PO read into an order
R-240 · Serial numbers — the piece's own identity
R-242 · Per-customer product standards
R-243 · Memo and consigned goods received
R-244 · Findings catalogue
R-245 · Factory audits raised by the customer
How to answer
By requirement and question — "R-177, surviving triage: an inquiry becomes one job per ask once a person clicks Confirm." Answers are recorded against the requirement with the date. Where you would rather not decide yet, say so and it stays open deliberately.
Role Journeys
Pick a role to see the whole path that person walks through the system, in the order they walk it — and every screen they can open along the way. Any screen name here opens that screen. Switching role in the Viewing as menu at the top changes this page too.
Client Manager
Owns the customer, start to finishThe Client Manager is the customer's voice inside the business. Every inquiry arrives in their WhatsApp group or their mailbox, and they stay with it until the order is placed and the customer knows where it is. They do not design and they do not manufacture — what they own is the understanding of what the customer actually wants, and the promise made back to them.
The message arrives
Inquiries land in the client's WhatsApp group or mailbox and appear in one queue, oldest and most urgent first. Where a message cannot be tied to a job automatically, it waits for a person rather than being guessed at.
Understand the ask
The brief is read out of the message — metal, stones, size, budget, date. A repeat is spotted here, before any design effort is spent.
Answer and clarify
Anything unclear is asked in the same thread the customer used. Customers treat these channels like chat and expect an answer quickly.
Hand it to product development
A fresh piece goes to the PDT, who decide which studio it belongs to. A confirmed repeat skips design entirely.
Follow the work
What needs doing today, ranked. Client by client, and across the studios when a date is at risk.
Review what comes back
The Client Manager is the last internal reviewer, because they are the one who knows what was actually asked for. Anything sent back carries a reason and a cause.
Price it
A budget becomes a design envelope before design starts; the customer's price is built once the design exists, on the client's own charts.
Get it approved
The design and price go out on the channel the customer already uses. An approval is frozen as a snapshot — values, not pointers.
Price it a second time, for GATI
The quotation is not the number GATI invoices against. The second price adds what the quotation did not carry, and where a natural diamond rate is missing it is requested rather than guessed — the job waits on the rate visibly, not silently.
Place the order
Approved work is grouped into one or more GATI orders, each carrying one or more jobs.
Hold the date we promised
The committed date, the date now expected, and what actually happened — three separate values, so a slip shows while there is still time to act on it.
Keep the customer informed
The customer sees their order, summarised in their own units — never job bags, never internal numbers.
Also open to this role — 35 more screens
PDT
The gate between the customer and the studiosThe Product Development Team decides what gets designed, by whom, and whether what comes back is good enough to go forward. They write the brief every studio works from, so when a design comes back wrong, the first question is whether the brief was right. They also own design changes raised from the production floor.
Work arrives from the Client Manager
Fresh inquiries queue up with what the customer asked for and what has been made for them before.
Decide where it goes
Sketch Team, Coral Studio or CAD Team. There is no fixed order — some pieces go straight to CAD and never touch Coral.
Write the brief and size the work
The brief carries the design envelope, the constraints and the reference. Story points say how much work it is, so capacity means something.
Watch the studios
Who holds what, at what priority, and where the load is heavier than the people.
Review what comes back
The automatic check runs first, then the Design Head, then the PDT. Anything sent back is classified as a customer revision or an error — and an error caused by a bad brief belongs to the PDT.
Lock it for production
Exactly one CAD version becomes the production artifact. The job bag and the GATI order both reference that version, never 'latest'.
Handle changes from the floor
A problem found in production comes back here. It becomes a new version on the job that already exists — even when that job lives only in GATI.
Also open to this role — 50 more screens
Design Head
First human eyes on every designThe Design Head reviews a submitted design before the PDT sees it, and owns how the design teams are performing. They are looking for the things a checklist cannot catch — whether the piece is actually good, and whether the same mistake keeps coming back from the same place.
A design is submitted
The automatic check has already run. Its flags are shown alongside the render and the brief, not in a separate place.
Review it against the brief
Weight, size and carat are cross-checked against what was asked for. Approve, or send back with a reason and a cause.
Watch the teams
Who is loaded, who is idle, and what the work is actually costing in effort and rework.
Across the studios
The three design departments and what each is holding.
Also open to this role — 20 more screens
Sketch Team
The first drawing a customer seesSome customers want to see a hand sketch before anything else is made. The Sketch Team works from the same brief every other studio gets, and their sketch is a numbered version with a designer, an effort figure and an outcome — not an attachment on a message.
Work is handed over
A brief arrives with story points on it, so the size of the job is agreed before it starts.
Read the brief
The constraints, the reference images and what has been made for this customer before. The commercial budget is never shown — only the envelope derived from it.
Draw and submit
Mark the job started so it is visible who is working on what, then upload the sketch as a version and declare the hours spent.
See the feedback
What was wrong, and whether it was a customer revision or something that missed the brief.
Also open to this role — 15 more screens
Coral Designer
Turns a brief into a Coral drawingThe Coral Designer produces the drawing most customers approve against. The specification on a Coral drawing is not exact, and everybody knows it — a price built from one is an estimate inside a known band. What matters here is that the piece matches the brief.
Work is handed over
The Coral queue, ranked — send-backs come to the top, because rework ages against the original promise.
Read the brief
Target weight, karat, stone specification and dimensions, with similar pieces already made for this customer.
Draw and submit
Upload the drawing as a numbered version with the hours it took. The automatic check runs on upload, before a human looks.
See the feedback
Reason and cause on every send-back, so rework is attributable rather than merely counted.
Also open to this role — 16 more screens
CAD Team/Lead
Makes the model production is built fromNothing is manufactured without a CAD. The CAD team works from the brief and, where one exists, from an approved Coral drawing — and exactly one of their versions is locked as the artifact the floor builds from. The files are large, the checks are real, and the lock is final.
Work is handed over
Per-team queues — Hip Hop, Bridal, Cuban — with version history and the ability to compare versions.
Read the brief
Constraints, reference and the approved Coral drawing where there is one.
Model and submit
Model, render and weight report go up together. GB-scale files upload directly and are checksummed before a version is accepted.
Pass the checks
Weight against budget, wall thickness, prong structure, finding type — each returns pass or flag, with the flag explained.
Lock the production version
One version becomes the production artifact. The job bag and the GATI order both point at that number.
Changes from the floor
A manufacturing problem comes back as a new version on the same job.
Also open to this role — 22 more screens
Order/Style-master
Puts confirmed work into GATIWhen a customer has approved, this is where the work becomes a real order. A style master is created for a first-time piece; the order is placed against it; the stone requirement goes out immediately so procurement is not the thing that delays the job.
Approved work arrives
The approval snapshot carries the design version, the specification, the price and the date — as values, frozen.
Create the style, place the order
Fields are filled from the job and verified rather than typed. One order can carry several jobs; the Client Manager decides the grouping.
Split it for the floor
A job of a hundred rings rarely runs as one batch. The job bag is the batch, and its sheet travels with it.
Track it in GATI
Production status, invoice, courier and tracking flow back from GATI against the same job.
Against the date promised
Production progress is the evidence; the promise is held separately, and the two are compared rather than confused.
Also open to this role — 33 more screens
Production
Builds the piece, and raises what cannot be builtProduction works from the printed sheet on the job bag, not from a screen. Where the piece cannot be made as drawn — a stone that will not sit, a finding that will not hold — the job comes back to the PDT, and this is the path it takes.
Work the job bag
The approved specification, printed and legible, stuck to the bag that goes to the bench.
Raise a problem
A design change request against the job that already exists — including one placed before this system existed.
See the job
One identifier for the whole life of the piece, with everything that has happened to it.
Also open to this role — 21 more screens
Diamond Team
Answers the rate a price is waiting onLab-grown rates are fixed per client and cause nobody any trouble. Natural diamond rates have to be worked out case by case, and until one arrives the GATI price cannot be finished — so a job sits, someone gets chased, and a backlog builds that nobody can see the size of. This queue exists to make that waiting visible, and to get the answer back into the pricing without anyone re-typing it. The same team handles stones that need to be bought.
See what is waiting
Every open rate request, oldest first, with the job, the customer, the stone specification and who asked. A request past its expected turnaround escalates rather than ageing quietly.
Understand the job behind it
What the piece is and where it has reached, so a rate is given against something real rather than a line of specification on its own.
Enter the rate
Back on the same queue, the rate is entered against the request. It flows into the price that was waiting on it automatically — the Client Manager never re-enters it, because every re-keying step is a place the wrong number gets typed, and removing this one is the point.
Handle stones that must be bought
Procurement requests raised by Client Managers, with partial fulfilment treated as the normal case it is.
Also open to this role — 16 more screens
Founder/Director
Sees only what needs a decisionThe Founder does not work a queue. What reaches them is the exception: the approval above their threshold, the margin that failed, the SLA that broke, the design that has been redone four times. Everything else should be handled by somebody else, and the point of the cockpit is to prove that it was.
What needs a decision
An exception-only queue with value and escalation thresholds — not a dashboard of everything.
Where the money is
Margin per client, design cost per job, what rework is costing and who caused it.
Where the work is
Load by department and by person, measured in points rather than item counts.
Whether the AI can be trusted
Agreement rates per area, and whether each area is proposing or acting.
Approvals that need authority
Anything above the configured limit, with the snapshot behind it.
Also open to this role — 63 more screens
Admin
Keeps the system's rules and its doorsNothing an Admin does is customer-facing, and almost everything they do is a business rule someone else will rely on. Channels, users, thresholds, tolerances, pricing rules, SLA calendars — all of it configuration, all of it versioned and dated, so a question asked weeks later has an answer.
The doors
WhatsApp and mail connections, their health, and which group or mailbox serves which purpose for which Client Manager.
The people
Users, roles and teams — and the Client Manager groups that decide who sees a given client's messages. A client belongs to exactly one group; a person may belong to several.
The rules
Every threshold, tolerance and rule set in one place, versioned and effective-dated rather than buried in code.
The AI's limits
Confidence thresholds and what each area is allowed to do unattended — two different settings, deliberately.
What is going wrong
Exceptions and alerts, including the ones that say the configuration itself is incomplete.
Also open to this role — 20 more screens
External Designer
Outside the company, inside the systemAn outside designer — today the Corel vendor working from a WhatsApp group — becomes a user with a login scoped to the jobs assigned to them and nothing else. They see the brief, the target weight band, the reference images and the due date; they upload drawings, DXF and renders against the job; they record their own holidays. They never see a price, a customer's contact details or another client's work.
Work is assigned
A job appears in their worklist with the brief, the reference images and the target weight band that was quoted to the customer. Their studio's items on the pending list are theirs to see; nobody else's are.
Draw, upload, iterate
Drawings and DXF files go onto the design version, not into a chat. A send-back arrives with its reason and, where the reviewer used it, the callout on the render.
Availability
Their own holidays go on the calendar and move the expected dates of the jobs they hold.
Also open to this role — 9 more screens
Customer
Sees their order, and says yesThe customer installs nothing and logs into nothing. A link arrives on the channel they already use, and it shows the design, the price and the date. Their order is the only identifier they hold, so it is the only one they are shown — never a job number, never a job bag.
Approve a design
The design, the specification, the price and the date, with approve, request changes or decline. Conditions become part of the approved spec.
See where the order is
Each order with its items summarised in the customer's own units — 'fifty on track, fifty running late'.
Also open to this role — 10 more screens
What the customer actually receives
Real documents from the WhatsApp groups and the client mailbox, shown here so anyone reviewing the prototype can see what goes out today and what the template builder (R-230) has to reproduce. Each card names the use case that renders it and the requirements behind it. Nothing on this page is imported into the product — these are reference images, and the data in them stays where it came from.
Sent to the customer, and sent back
Quotation sheet WhatsApp
The render sheet a price is sent with. Reference top-left (BUD-150678-12-09-26), style number top-right (606895R), four dimensioned views, US size. The price follows as a message: Approx 2475-2500 · 14-14.5 g 18kt · 5.71 CTW CVD — a band, never a number.
Use case: QUOTE SENT — renders the CAD sheet template with the price line, then the quote message template
R-231 R-216 R-230 R-149
Quotation tech-sheet Email
Same document, the other channel. The red header carries the commercial terms — PRICE - $869 · 18KT YG/NATURAL · 16% DUTY. Below: style, category, CAD designer, weights, the diamond table with a SIEVE SIZE column, components.
Use case: QUOTE SENT — email variant of the same template, per-client override
R-231 R-213 R-149 R-230
CAD sheet for approval WhatsApp
Reference SW-240001062-A top-left; the END-CUSTOMER'S NAME (Idris) and the style number (K2044R) top-right. The stone table underneath is the data the price used.
Use case: CAD FOR APPROVAL — the approval artefact, rendered into the approval link
R-231 R-215 R-120 R-162
Option sheet with callouts Vendor (Corel)
Option A and Option B side by side, the differences called out on the drawing itself — METAL BORDER, 18 POINTER, DEPTH, 3.00 IN. The clearest design communication in the evidence.
Use case: DESIGN OPTIONS — how a choice is put to a customer or a director
R-220 R-233 R-112
Approved drawing WhatsApp
Reference GSP-2142-26. Sent back with the approval and the brief in one message: Approved · 6-7 grams Silver · All white · enamel as shown · Treasures logo · Ship to Sunny Bhai Marc Robinson.
Use case: APPROVAL RECORDED — the approved brief travels with the drawing
R-120 R-227 R-215
Production CAD sheet Internal
Reference DPK-400002-12-09-2026. The full stone table (GOLD WEIGHT · SETTING · DIA/COL · SHAPE · MM · SIEVE · AVG WT · PCS · CT WT), the specification block, and the approved brief in the customer's words. Special remark: NO SPACE FOR STAMPING.
Use case: ORDER PLACED — the design page of the order and the job bag
R-231 R-227 R-155 R-188
Messages that are already templates
The quotation message, as typed today
$450-475 14KT Gold 1) 2.5-3 grams 2) 1.80CTW CVD Band : 12ptr Labgrown Marquise Diamond
Dozens of times a week, by hand, in the same shape: price band · metal · weight band · carat total · component line. It is already a template; R-230 writes it down and R-216 keeps the band.
The email bodies, as typed today
Hello Seema, Please find attached cad images for your approval. Thanks, Nisha.
Counting only newly written text across 818 emails: "Please find attached…" 129 · "…for your approval" 62 · "Please place order for the following style" 49 · "Please quote attached…" 27. Four sentences carry most of the traffic. The internal ones ("Hello Diksha, please place order…") become tasks on the job under R-229, not messages.
Order, production, shipment and reconciliation
Order detail with BOM GATI
CO/SPL/26-27/0882. Header with PR No (the customer's PO text), the design line, the BOM — every stone line with Ctg (G/L/LCS), MM size or sieve, pieces, weight, rate, value and a setting code — and the instruction block: stamping, design and customer production instructions, hallmark.
Use case: ORDER PLACED — the field list written to GATI
R-165 R-123 R-227 R-142
OPS tracker Email (weekly)
The status sheet the customer receives. Eleven columns: Po No with line, Bag, Category, Exp Del Date, Style No, Image, Item RefNo, Order Qty, BQty, Gold Qly, Metal Color. Built by hand today.
Use case: STATUS BOARD — live screen, portal view, and a generated file for clients who want the sheet
R-236 R-207 R-152
Packing list, G-size wise Export
CJ/EXP/730/26-27. Per piece: metal (net weight, findings weight and amount), diamonds by code with carat × rate, colour stones, hand, CAD, making — and the USD amount, to the cent. This IS the invoice price build-up.
Use case: PACKED — generated from the jobs' invoice prices
R-234 R-214 R-208 R-149
Commercial export invoice Export
Exporter identity (SEEPZ-SEZ, GST, PAN, IEC), banker and AD code, ports, HS code 71131914, 30-day terms, grouped by karat. The description line on each item is the Item RefNo — today, sometimes an email subject.
Use case: SHIPPED — legal document; whether generated here or by GATI/EXIM is open
R-234 R-222 R-215
Repair declaration (US Customs Ch. 98) Export
Three values per line — original value of the US-made articles, cost of the repair, total after — so duty falls only on the middle column. Signed by the Senior Manager, EXIM.
Use case: REPAIR SHIPPED — needs the original value held on the repair order
R-235 R-234
Difference Value reconciliation Internal (Excel)
EXP#635: Regular against New pricing. Net weight, metal value and CAD value identical; only the diamond valuation moved — 27,102.50 to 17,644.60. The two-prices question, answered by the business's own sheet.
Use case: RECONCILED — produced automatically per job and per export
R-208 R-214
Cost sheet Email
Per-order costing for a named end-customer (6229-001 Joseph). Same DNA as the quotation sheet, focused on the cost build-up.
Use case: COSTING — a quotation-sheet variant for collections and programmes
R-237 R-149
Collection-style CAD sheet Internal
Reference AKA-3200299-C-12.09.26, style 606897N: a 23-inch tennis chain and a name pendant on one sheet, with the full stone table — 283 pieces, 178.42 carats.
Use case: CAD FOR APPROVAL — multi-piece variant of the same template
R-231 R-237
A second client, a second set of formats
The same manufacturer, a different customer, and the documents change shape. Uneek issues formal purchase orders, sends its own costing template for Chandra to fill in, ships reference samples and consigned goods in on memo, and runs three order streams (Uneek, Costco, RAQ) with their own numbering and trackers. The data points are the same; the layouts are not — which is the case for R-230's per-client template override, and the reason a template must also allow fields a person completes by hand.
Vendor Quote Sheet — the customer's own costing template Email · Uneek
Uneek sends its own sheet, one per style, and Chandra fills it in. It asks for a cost breakdown we do not currently produce: gold priced per DWT (pennyweight), GOLD LOSS % as a named field (8% here), labour split seven ways (assemble, polish, finish, rhodium, misc/IGI summation, set centre, set melee), findings with grams and cost, diamonds by $/ct with mm and colour/clarity, colour stones separately — plus a provenance block (country rough was mined, country cut, gemstone origin, manufacture country, metal source and certificate type) and “if a ring, is it a sizeable ring, and how much can it be sized?”
Use case: QUOTE SENT — a per-client template override mapped to Uneek. Figures the job holds are filled automatically; the rest are manual-entry fields a person completes
R-230 R-149 R-216
Purchase Order Email · Uneek
A formal, machine-parseable PO: PO-109113, Item No, Vendor Item #, Serial No, description in shorthand (90MQ=9.00CTW GH VS2+ 18KW 7"), Stamp, Size, SO, Pieces, Weight. Comments carry the stamping instruction (METAL-TYPE, UFJC, SERIAL NO.). The footer carries contractual terms — ±2% metal and diamond tolerance, natural diamonds only on this order, FTC and Kimberley compliance, and a default ring stock size.
Use case: ORDER RECEIVED — read into an order, with the terms shown to the person confirming it
R-215 R-224 R-227 R-251
Memo / consignment Email · Uneek
Goods sent to Chandra on memo — Uneek's property until paid for, with a Return Due Date, and Memo / Returned / Invoiced / Open quantities against a Memo Balance. The remark asks for a packing list on the return, quoting the memo number.
Use case: INBOUND CONSIGNMENT — not covered by any requirement yet
R-235
Returnable sample performa Email · Uneek
A physical reference piece shipped in to be replicated — here a brass/alloy/CZ hand chain for an Amazon line. “No payment to be made. Value for custom purpose only.” Carries style, material, pieces, gross and net weight, per-piece value and CIF Mumbai.
Use case: SAMPLE RECEIVED — an inbound customs event against a future style
R-225 R-249
Packing list — the RAQ stream Export
Same build-up as Seema's and it reconciles to the cent, with two additions: Other is a coded multi-line block (EXC, WBS, HCP) rather than a single CAD charge, and Freight is added once at shipment level under the line total. Note the customer reads RAQ, not Uneek — the streams are separate accounts downstream.
Use case: PACKED — generated from the jobs' invoice prices
R-234 R-214 R-208
Open-orders tracker — RAQ stream Excel · weekly
Chandra PO#, Style#, Style Description in the customer's shorthand, Uneek SO#, Total and Open units, and — the useful part — Due Date and Chandra ETA as two separate columns, which is the committed-versus-expected split already in daily use. Rows go yellow when at risk; some carry MEMO TBD where no SO exists yet.
Use case: STATUS BOARD — one per stream, rolled up
R-236 R-207
What every document has in common
A reference from the prefix registry (R-232) · the style number (R-153) · the end-customer or the customer's own PO (R-215) · the stone table as data, never a picture (R-162) · prices as bands until the invoice (R-216) · the export number as the customer's key once shipped (R-222). The template builder owns the layout; the job owns every number.
Sign in
Use your work email, or a connected Google or Microsoft account.
Demo build — credentials are not checked here. A live deployment verifies them against the company directory before letting anyone in.
No account yet? Ask your workspace admin to add you.
Inbox
Inbox
Every WhatsApp message, email and walk-in in one queue. Shown here highest priority first, then longest waiting — the team has not yet agreed the final order.
Needs attention now
Tap a card to show just those itemsTeam pulse
Right now, every channelQueue
- Priority ▾
- ▲ Urgent
- Waiting
- ⧗ 3h 12marrived 09:18
- Handled by ▾
- RMRhea Menon
- Priority ▾
- ▲ Urgent
- Waiting
- ⧗ 2h 48marrived 09:42
- Handled by ▾
- RMRhea Menon
- Priority ▾
- ▲ Urgent
- Waiting
- ⧗ 2h 20marrived 10:10
- Handled by ▾
- APArjun Pillai
- Priority ▾
- ◆ High
- Waiting
- ⧗ 2h 41marrived 09:49
- Handled by ▾
- PNPriya Nair
- Priority ▾
- ◆ High
- Waiting
- ⧗ 2h 06marrived 10:24
- Handled by ▾
- RMRhea Menon
- Priority ▾
- ◆ High
- Waiting
- ◔ 1h 55marrived 10:35
- Handled by ▾
- ⚠ Needs an ownerThis mailbox is not in a group yet
- Priority ▾
- ◆ High
- Waiting
- ◔ 1h 48marrived 10:42
- Handled by ▾
- PNPriya Nair
- Priority ▾
- ◆ High
- Waiting
- ◔ 1h 34marrived 10:56
- Handled by ▾
- APArjun Pillai
- Priority ▾
- ◆ High
- Waiting
- ○ 1h 22marrived 11:08
- Handled by ▾
- APArjun Pillai
- Priority ▾
- ● Medium
- Waiting
- ○ 1h 10marrived 11:20
- Handled by ▾
- RMRhea Menon
New inquiry
Log a phone call or a walk-in so it sits in the same queue as WhatsApp and email inquiries.
Same queue asWhatsApp and ✉️ email
Inquiry details
Fields marked with * are needed before it can be added to the Inbox.
How it will look in the Inbox
Updates as you fill in the form.
Walked in 11:20. Wants two tennis bracelets, 4 ct total, 14K white, to match a pair she already owns.
After you submit
The message shown once a manual inquiry is saved.
✓Added to the Inbox
Shown 6 minutes ago, when INQ-2312 was saved by Ravi Menon.
Logged by hand today5
All 5 shown, most urgent first. Every one of these is also in the Inbox.
- Customer
- Solano Bros Jewelers · SB-7
- Message
- Phone 11:52 — clasp repair on a 10K cuban bracelet, customer flies out Sunday.
- Priority
- 🔴 Urgent
- Status
- ✓ Ready to review
- Owner
- 👤 Unassigned
- Logged
- 6 min ago
- Customer
- Marchetti Fine Jewels · MF-4
- Message
- Walk-in — price for 2 tennis bracelets, 4 ct total, 14K white, needed by Friday.
- Priority
- 🟠 High
- Status
- ✓ Ready to review
- Owner
- Nadia Farooq
- Logged
- 1h ago
- Customer
- Heirloom & Co. Retail · HC-3
- Message
- Phone — repeat order of 12 signet rings, same spec as the May run.
- Priority
- 🟠 High
- Status
- 💬 Waiting on customer
- Owner
- Ravi Menon
- Logged
- 2h ago
- Customer
- Vellore Diamonds · VD-2
- Message
- Walk-in — asked for a price on an 8 mm cuban chain, 10K yellow, no date given.
- Priority
- 🔵 Medium
- Status
- ✓ Ready to review
- Owner
- 👤 Unassigned
- Logged
- 3h ago
- Customer
- Nordvik Gold Studio · NG-9
- Message
- Phone — wants the spring range catalogue sent over, will come back with picks.
- Priority
- ⚪ Low
- Status
- ✓ Ready to review
- Owner
- Tomas Alvear
- Logged
- 5h ago
INQ-2314 ·
The customer's own words, the AI brief and what a person added, side by side — every decision here sees all three.
Say whether this is the same piece, the same with changes, or new
Ask 1 (cuban bracelet) looks like a repeat of past order ST-8770 — same link profile and same clasp, 8 mm then against 10 mm now (87% match). Open the past order, then say which of the three it is. Routing to design stays locked until then. This check is due by 12:30 today — 1h 34m left.
Customer's message
WhatsApp group · Palmer Crown Jewelers (PC-1) · today 09:42
The brief on the right never replaces this. The customer's own words, photos and any voice note always stay readable here beside it.
Messages come in English, Hindi and Bengali. They are usually typed in English letters, and two languages are often mixed inside one sentence — as in the two messages above. What the customer actually typed is always kept on top, with the English reading under it, so you can check the words yourself.
This customer has three separate chats: this WhatsApp group, a direct WhatsApp chat with Dev Palmer, and an email thread. Every message sits in one chat only and the three are never mixed into a single thread. A job can still draw on more than one — a piece talked about here may be approved in the direct chat.
Each of those chats belongs to Palmer Crown Jewelers, and that customer sits in the US East client group. That is how the system works out who may see this message: the chat points to the customer, the customer points to one group, and the people in that group can see it.
Note: in the live product new messages from this group appear here on their own. This prototype shows the thread as it stood at 10:56 today.
AI brief — what we understood
Two separate asks in one message. Every field shows how sure the AI is, what it read that from, and a one-tap fix.
- Ask 1 · Cuban bracelet
- Cuban bracelet↻ Possible repeat✓ 98% sureRead from the words “cuban bracelet like last time” and the photo cuban-ref-10mm.jpg.
- Ask 2 · Cross pendant
- Cross pendant✳ New design✓ 96% sureRead from the words “pendant cross iced out”.
- Ask 1 · Cuban bracelet
- 10K yellow · 10 mm✓ 91% sureWidth and tone from the words “10mm, yellow”. The 10K is carried over from past order ST-8770.
- Ask 2 · Cross pendant
- Yellow↩ Taken from their historyAll 6 past orders from this customer are yellow, so this was not asked. Change it if that is wrong.— ask · karat⚠ 62% sureScored 0.62, under the 0.75 threshold — question sent 09:44.
- Ask 1 · Cuban bracelet
- $6,000✓ 88% sureRead “budget around 6k” as $6,000.
- Ask 2 · Cross pendant
- $4,000⚠ 79% sureRead “approx 4k budget” as $4,000 — close to the 0.75 line, worth a glance.
- Ask 1 · Cuban bracelet
- Not mentionedNothing about stones in the message or either photo, and nothing in their history to go on.
- Ask 2 · Cross pendant
- Natural stones only ✓✓ 93% sureRead from the words “natural only”, which matches this customer's standing preference.
- Ask 1 · Cuban bracelet
- 15 Sep 2026 · in 11 days✓ 95% sureRead “before 15th” against today, 5 Sep 2026.
- Ask 2 · Cross pendant
- Not mentionedNo date given for this ask.
- Ask 1 · Cuban bracelet
- None quotedNothing found in the message text, the photo captions or any attached order sheet.
- Ask 2 · Cross pendant
- None quotedNothing found in the message text, the photo captions or any attached order sheet.
- Ask 1 · Cuban bracelet
- Same link profile, same clasp, same customer — width is the only difference.
- Ask 2 · Cross pendant
- Loading Checking past orders…
How sure the AI is, is recorded field by field — not as one score for the whole brief. A question only goes out for the field that is actually weak, so a strong brief cannot hide a weak karat.
Each field has its own bar to clear, and karat, size and stone detail are held to a stricter bar than the rest. Every bar is a setting the business can change. A weak field is always shown to you here, even when the system decided not to ask the customer about it.
How sure the AI is, is only its own estimate. What is allowed to go ahead without a person checking is a separate business setting.
Fixing a field takes one tap and is recorded with who changed it and when. Every fix is used to teach the AI. A fix also stays put: if this message is read again, your correction is kept and is not written over.
Which fields appear here comes from the product type — a bracelet and a pendant are not described by the same list.
No style number was quoted in the message or in either photo, so past orders were searched for a look-alike instead. When a style number is quoted it is matched exactly and no match percentage is shown.
Each ask becomes at least one job under this inquiry — (bracelet) and (pendant) — each designed, priced and approved on its own. The customer can be sent both together and can still say yes to one and not the other.
One ask can become more than one job. A separate job is made for every change of metal, size or finish, so one ask asking for a price in 10K and in 14K becomes two jobs. Asking for several of the same piece in the same metal and size stays one job, and is split into batches on the floor once the order is placed. A photo with its specification written under it counts as one ask on its own; a message with no specification and no photo — “ETA?”, “Okay” — is a reply to something already open, never a new ask.
A job keeps the same number the whole way through: JOB-2314-A stays JOB-2314-A after it is priced, approved, placed in the order system and split into production batches. A Client Manager can move a job to another inquiry for the same customer, and that move is recorded; two jobs are never merged into one. Nothing here is placed yet, so this inquiry has no order number and no production batches — those only start once approved work goes into the order system.
These fields become the checklist the finished design is checked against later.
Added by a person
Kept as its own layer. What a colleague added to explain this inquiry is never typed into the customer's message and never typed into the AI brief.
Three layers stay separate on this page: what the customer sent, what the AI read from it, and what a person added. A note can point at a field, but it never changes that field and it never changes the message.
Each note keeps the name of who wrote it and when, so it is always clear which part came from a colleague and which part came from the AI.
↻ Possible repeat of ST-8770
Ask 1 · cuban bracelet · 3 possible matches found · the closest is an 87% match
The closest one is shown in full above. The other two are here because the closest is not always the right one. Tap any order number to open it.
- Why it came up
- Same cuban link profile, same box clasp, same 10K yellow, ordered by Palmer Crown Jewelers.Only difference: 8 mm then, 10 mm now.
- Use it
- ↑ Shown in full above
- Why it came up
- Same cuban link profile, same customer, and already 10 mm wide.Different clasp: a lobster clasp, not the box clasp in the photo.
- Use it
- Why it came up
- Same 10 mm cuban profile and the same box clasp, in 10K yellow.Made for a different customer, so it is a reference only — never named to Palmer Crown Jewelers.
- Use it
This customer's own past orders are looked at first. A match from another customer's style is shown to our staff only, always marked as such, and is never shown to the customer or named in anything sent to them.
🕐 Order history last synced 3 Sep 2026, 23:40
💡 Worth adding ST-8770 to the standing repeat list?
This one stops for a person because the width changed. Which matches are allowed through on their own is a business setting, not the score. The match level that counts as similar is set separately from the AI confidence threshold. It starts cautious on purpose: calling something a repeat when it is not skips design work, which costs more to put right than sending a real repeat through design.
The 87% shown here is an example figure, not a fixed rule. The level at which the system asks a person is a setting the business can change.
If you confirm new, these three reference orders stay on the job for the designer to look at — they are not thrown away.
Whoever confirms is recorded on the job, along with the match score and how current the history was. A repeat you pick by hand is recorded separately from one the AI found.
A linked past order can be unlinked later. Unlinking puts the ask back to undecided — same again, same with changes, or new — and can be done by a Client Manager or above. The link and the unlink are both recorded with who did it and when.
Clarification thread
A question is sent on its own when a single field scores under 0.75 — that field, never an average of the brief. Two rounds at most.
- 🤖
Question sent to the WhatsApp group
For the cross pendant — which karat would you prefer, 10K or 14K?Asked because the karat for ask 2 scored 0.62, under the 0.75 threshold. - ↩
Metal tone not asked — taken from their history
All 6 past orders from this customer are yellow, so yellow was taken as read instead of asked. It is shown on the brief and can be changed in one tap. - 💬
Waiting for the customer to reply
No reply yet — 1h 12m since the question went out. - ⚠
Goes to Nikita Rane (Client Manager) at 12:00
If there is still no reply by 12:00 today, this inquiry is handed to the Client Manager by name — never to a queue in general. Nikita Rane is the person the US East client group sends this customer's work to by default.
The wording of these questions, the two-round limit and the 12:00 cutoff are settings the business can change — no developer needed. A change applies from the date it is set, and past jobs keep the settings they ran under.
Note: in the live product sending posts the question straight into the WhatsApp group. This prototype shows the thread as it would look after sending.
Design versions & quotes
Every version keeps its own quote, the customer's reference photo and the design made from it — all on this page.
No design versions yet
The first version appears here once this job goes to design. Versions are listed one under another in the order they happened, newest last. Each one shows the reference photo beside the design, its own quote with stone and metal detail, and whether that quote was sent to the customer and approved.
Most jobs run two to six versions, and sometimes eight or more — a recent bridal job went through four rounds over 8 days. So every round stays on the page in the order it happened, rather than a picker that shows you one at a time.
A new price never wipes out the old one. Every quote is kept, and any two can be put side by side to show what changed and why — a gold price move, an amendment or a manual override. So a question like why is this $310 more than last week is answered from the record, not from memory. Any two design versions can be compared side by side the same way, or a version against its own reference photo.
An older quote is never deleted. It is folded away and can be opened in full whenever you need it. Only one version is the current one at a time and the rest are history: if a second version goes out to the customer, the earlier one is marked as replaced once they answer.
What the customer gets is its own thing: the design image, the specification in their words, the price, the delivery date and what to do next. It never carries the internal cost build-up or the margin.
What goes out follows this customer's own message template — by default the final price with a short specification line — and a branded PDF quote goes with it for them to keep, built from the same figures and carrying how long the price holds and the terms. Payment terms are kept as a note against the customer.
Shown for reference only while this ask is still undecided. Saying it is the same piece again carries this order through to pricing and to the order placed later.
Both the specification and this price are carried forward as a starting point. The old price is never given to the customer as is — it is worked out again against today's gold rate and today's costs. The exact way it is worked out again is still being agreed.
⛔ Holding up the workBatch 2 stones — re-polish to match batch 1, or send as they are?
J-4085
Pink coral and 22K gold necklace set, 18 pieces — Rathore Jewel House, Jaipur. Opened 11 Aug 2026 by Anjali Deshmukh. Delivery promised 20 Sep.
Where it is now
Production status from GATI. Read-only — GATI owns it.
- Status
- 🚚 In transit
- Export number
- CJ/EXP/730/26-27
- Invoice
- INV-2026-0871
- Courier and tracking
- Arrowline Express · 7712 4456 0031 ↗
- What the customer sees
- Shipped in export 730
- Open
- Status
- ◐ On the floor
- Export number
- Not packed into an export yet
- Invoice
- Not raised yet
- Courier and tracking
- Expected to ship 9 Sep
- What the customer sees
- In production
- Open
Checklists by stage
What had to be true at each stage, and whether it was.
Job facts
Message matching
Confirm or correct which job, inquiry or design each new message belongs to — or say it starts new work.
Proposing only — a person confirms every match
Needs a person now
Pick a card to show just those messages in the list below.
⏳ Waiting for a person
›7
No job picked yet — you choose from the candidates
⚠ Approval replies to confirm
›2
An approval never attaches on its own
🔎 Matched on its own — check
›19
A job is proposed — confirm it or move it
Today so far
Matches confirmed today
34
Corrections made today
5
Still working out where this belongs
Rehaan Bros Jewellers · “Please change the setting on the second one” · MSG-2097
ⓘ Most WhatsApp replies are short — Okay, Yes, ETA? — and mean nothing without the message they answer, so reading the reply-to link as a message arrives has to be working before this goes live, not added later. Here it is shown as already read.
Messages waiting for a decision
Least time left first. Approval replies stay pinned to the top and are never set to the newest job by default.
- Customer
Rehaan Bros Jewellers ›
Rehaan Vazirani
- Came in on
- 💬One-to-oneRehaan Vazirani — one-to-one chat
- Channel
- WhatsApp
- Attached to
- No job chosen yet
Never set to the newest job
- How sure
- ⚠Low 38%
- Owner
- Unassigned
- Waiting↑
- 🕐 2h 55m · past due
- Customer
Anantara Retail Pvt Ltd ›
Priya Raghunathan
- Came in on
- 💬One-to-oneEmail: 4471-002 Castellan — pendant designs
- Channel
- Email
- Attached to
- No job chosen yet
Two designs sent this week
- How sure
- ◐Medium 61%
- Owner
- ADAarti Deshpande
- Waiting↑
- 🕐 1h 20m · due soon
- Customer
Anantara Retail Pvt Ltd ›
Priya Raghunathan
- Came in on
- 👥GroupAnantara — pendants group
- Channel
- WhatsApp
- Attached to
JOB-2418 ›
Pendant, hinged bale · v3
- How sure
- ◐Medium 68%
- Owner
- NBNikhil Barve
- Waiting↑
- 🕐 3h 12m · past due
- Customer
Meherwan & Sons Jewellers ›
Zoya Meherwan
- Came in on
- 💬One-to-oneZoya Meherwan — one-to-one chat
- Channel
- WhatsApp
- Attached to
- ✚ Looks like new work
Same ring, but a new piece for someone else
- How sure
- ⚠Low 44%
- Owner
- Unassigned
- Waiting↑
- 🕐 2h 05m · past due
- Customer
Kalindi Gems LLP ›
Devika Kalindi
- Came in on
- 👥GroupKalindi — bangles group
- Channel
- WhatsApp
- Attached to
JOB-2390 ›
Bangle, twisted rope · v2
- How sure
- ⚠Low 52%
- Owner
- Unassigned
- Waiting↑
- 🕐 1h 48m · due soon
- Customer
Anantara Retail Pvt Ltd ›
Priya Raghunathan
- Came in on
- 👥GroupAnantara — earrings group
- Channel
- WhatsApp
- Attached to
JOB-2408 ›
Earrings, drop · v1
- How sure
- ◐Medium 66%
- Owner
- Unassigned
- Waiting↑
- 🕐 1h 32m · due soon
- Customer
Tanirika Retail ›
Sneha Vaidya
- Came in on
- —No chatFront counter — no chat
- Channel
- 🚶 Walk-in
- Attached to
JOB-2364 ›
Ring, half-eternity · v4
- How sure
- ◐Medium 74%
- Owner
- NBNikhil Barve
- Waiting↑
- 🕐 1h 05m · due soon
- Customer
Savera Jewels ›
Anil Karnik
- Came in on
- —No chatPhone call — no chat
- Channel
- ☎ Phone
- Attached to
JOB-2377 ›
Pendant, plain bale · v1
- How sure
- ✓High 88%
- Owner
- MSMeera Salunkhe
- Waiting↑
- 🕐 55m · in time
- Customer
Rehaan Bros Jewellers ›
Rehaan Vazirani
- Came in on
- 💬One-to-oneEmail: 4326-001 Ferreiro — solitaire render
- Channel
- Email
- Attached to
JOB-2401 ›
Ring, solitaire · v2
- How sure
- ✓High 92%
- Owner
- FQFarhan Qureshi
- Waiting↑
- 🕐 40m · in time
- Customer
Dhruvi Exports ›
Kabir Dhruvi
- Came in on
- 💬One-to-oneEmail: 4502-003 Almeida — bangle sketch
- Channel
- Email
- Attached to
JOB-2422 ›
Bangle, filigree · v1
- How sure
- ✓High 95%
- Owner
- ADAarti Deshpande
- Waiting↑
- 🕐 25m · in time
Showing 1–10 of 28 messages · 2 approval replies pinned to the top
Message from Priya Raghunathan
· MSG-2091 · 17 jobs open
“change the clasp to the other one”
Photo attached · arrived as a reply to the design sent on 28 Aug
Came in on the Anantara — pendants group, 5 people. This customer also has a one-to-one chat and an earrings group, and each one is about different work. 17 jobs are open for this customer right now, so the conversation it came in on does most of the narrowing.
ⓘ Most WhatsApp replies are short — Okay, Yes, ETA? — and mean nothing without the message they answer, so reading the reply-to link as a message arrives has to be working before this goes live, not added later. On this screen that signal is shown as already read.
↩ Anything you send back goes into this same group — the Anantara — pendants group. It never goes into another chat with this customer.
What we understood
Each part is scored on its own, so a weak part is never hidden behind a strong one.
Which conversation — Anantara — pendants group
Why: the message came in on this group, and only pendant work is discussed here. That leaves out 14 of this customer's 17 open jobs before anything else is looked at.
What they are asking for — change the clasp
Why: the words name a part we quoted on this piece.
Which job — JOB-2418
Why: it came in as a reply to the design we sent for this job.
Which design version — v3, sent 28 Aug
Why: v3 is the last version sent to this customer on this job. The photo sent with the message also looks closest to v3 out of the designs sent to this customer.
How sure is only a reading of how likely this is right. It does not decide what may happen without a person — that is set separately.
Where it could belong (3 of 17 open jobs)
The group it came in on cut 17 open jobs down to these 3. Two pendants are in flight for this customer. Pick the right one.
JOB-2418 ›
Pendant, hinged bale · v3 sent 28 Aug · open since 14 Aug
- 👥 This job is discussed in the group the message came in
- ↩ Arrived as a reply to the design we sent on 28 Aug
- 🔤 The word clasp matches the change quoted on v3
- 🖼 The photo looks like the design sent on 28 Aug
- 📂 One of 17 jobs open for this customer
- 🧾 Two earlier orders from this customer changed a clasp
JOB-2377 ›
Pendant, plain bale · v1 sent 12 Aug
- 👥 Also mentioned in this group, so it stays on the list
- 📂 Also an open pendant job for this customer
- ↩ No reply link to the design on this job
- 🔤 A clasp was never discussed on this job
- 🕐 Last message on it was 24 days ago
JOB-2408 ›
Earrings, drop · v1 sent 2 Sep
- 👥 Only ever discussed in the earrings group, not this one
- 📂 The newest open job for this customer
- 🔤 Earrings have no clasp of this kind
- ↩ No reply link to the design on this job
- ⚠ Being the newest job is never a reason on its own
Leaving it here keeps it in the list with no job attached, and the waiting clock keeps running.
Move this message to a different job
Currently attached to JOB-2418 — Pendant, hinged bale, v3.
Already done because it was on JOB-2418 (3)
None of this is undone on its own. Check each one after you move the message.
- ↩ A reply was sent in the Anantara — pendants group · today 08:05 · Nikhil Barve
- 🖼 v4 was started on JOB-2418 with the new clasp · today 08:20 · Meera Salunkhe
- 🧾 The clasp change was added to the JOB-2418 price note · today 08:34 · Aarti Deshpande
This move is written down
When the queue is clear
This is what the list shows once every message has a job and a person has confirmed it.
Nothing waiting — every message has a job
Every message that came in is attached to a job and confirmed by a person. New ones appear here as they arrive.
Anantara Retail Pvt Ltd
Priya Nandwani · Buying head · +91 98xxx 41207
👤 Priya Deshmane is handling this conversation since 11:20
Showing all 14 messages, oldest first, exactly as the customer sees them.
Good morning Rahul. Sending the references for the bridal pendant set we spoke about on Tuesday, and one more piece my client asked for.
Namaste Rahul ji. Pendant set ke liye 22 carat gold chahiye, chain 18 inch. Client ko halka design chahiye — around 24 to 26 grams. Aur bracelet alag se dekhna hai, wo diamond wala, 6 inch. Delivery Diwali se pehle chahiye.
⚠ Two words at 0:31 were not clear and are left out. A person should listen before this is used for a brief.
Voice notes are read in English, Hindi and Bengali, including messages that switch between languages part-way through.
Someone has to listen and mark this right before anything from it is used to write a brief.
Ye teen photos — pehli bracelet ke liye, baaki do pendant ke liye.
Image 1 shows a line bracelet with round stones set in a row. Images 2 and 3 show a pendant with a drop, on a fine chain.
Sure on splitting them this way: 89%. Evidence: the customer's own words in this message, and the voice note at 09:14.
Thank you Priya. Could you confirm the chain length for the pendant — 18 inch as in the voice note — and whether the bracelet should also be 22ct?
Two details needed before a brief could be written: chain length and metal for the bracelet. Sure the details were missing: 95%.
Allowed to send without a person because this client is set to let simple questions go out on their own — that is a setting, not a score.
This question went out at 09:21, before Priya Deshmane took over at 11:20. It stays open and is now answered by Priya Deshmane, not by the automatic replies.
Look at this one — my cousin got it made somewhere else. Not exactly what I want, just the finish.
Treat this as a look-and-feel reference, not as the piece to make.
The photo could be either piece. Evidence used: the finish shown matches the bracelet references, but the shape is closer to the pendant.
Pendant set — 22ct — 24 to 26 g — chain 18in — budget approx $5,800. Bracelet — diamond line — 6in — VS-SI stones — budget approx $3,200. Need both before Diwali.
One line at the bottom was blurred and could not be read. The photo is kept as it came.
Their last two orders were priced on the 18ct profile by mistake. Check the pricing profile before we quote the pendant set.
Bracelet ko hilake dikha rahi hoon — clasp aisa hi chahiye.
A line bracelet being turned by hand. The clasp is a box clasp with a safety catch.
Sure about the clasp type: 71% — worth a look before the brief goes to CAD. No speech in the video.
Video comes in and goes out on this customer. This one came in as a reference. Priya Nandwani has also asked for a video of all three finished pieces together, which is listed on the job as something we owe her.
⚠ We could not read this — a person needs to look
anantara-design-sheet.cdr · 1.2 MB · sent at 10:52. The file is here in full and has not been dropped. Nothing has been read out of it, so nothing from it is in the summary.
Noted, thank you. We will come back with the design and price shortly.
Hello Priya, Priya Deshmane here. I have your voice note and the photos. Pendant set at 18 inch chain, 22ct, and the bracelet at 6 inch — I will send both designs by Monday with prices.
Perfect, thank you. Monday works.
Told the CAD team Monday. The .cdr file still needs someone to open it — it may hold the stone sizes.
The audio is already saved and can be played straight away. The job for this message is set once the transcript is read. Someone then listens and marks the transcript right before anything from it is used to write a brief.
New messages appear at the bottom of this thread. In a real build the thread updates on its own as messages arrive — this preview shows the thread as it stood at 11:38 today. Voice notes, photos, videos and files sent here are kept and are never deleted.
Reply
Two separate boxes. The top one goes to the customer. The bottom one never leaves this screen.
Conversation summary
Read from the thread by the assistant · checked by Priya Deshmane at 11:22
Evidence: voice note at 09:14 (0:04-0:19) and photos 2-3 at 09:15.
Evidence: photo 1 at 09:15, video at 10:38, voice note (0:38-0:47).
Evidence: text read from the photographed order sheet at 10:02. The word approx was used, and one line of that sheet could not be read.
Evidence: voice note at 09:14 and the order sheet at 10:02.
Evidence: her message at 11:31 and the order sheet at 10:02. This is something we send back, not a reference she sent in — it is listed on the job.
This summary covers this chat only. These figures say how sure the reading is. What is allowed to go out without a person is a separate setting, kept with the client's rules.
Other conversations with this customer
Each one has its own messages and its own handler. Nothing is joined together.
Taking over one of these does not take over the others. Each is handed back on its own.
Jobs this thread touches
Tap a job to open it
Takeover history
Who stepped in, when, and who handed back — on this chat only
- ✋
Priya Deshmane took over
Automatic replies stopped on this conversation. Recorded on JOB-2418. Rahul Mahajan was told. Still open — it stays with Priya Deshmane until handed back. - ↩
Rahul Mahajan handed back
Automatic replies started again. Recorded on JOB-2431. - ✋
Rahul Mahajan took over
Stepped in after a clarification went unanswered for 2 hours. - 💬
Conversation started on WhatsApp
First message from Priya Nandwani, +91 98xxx 41207.
Festive line enquiry · Anantara Retail Pvt Ltd
Second thread with this customer · started today 12:04 · WhatsApp · kept separate from the chat above
No messages yet
Nothing has come in on this thread. The first message from Priya Nandwani will appear here, with its job and who sent it, exactly like the thread above. It has its own handler — Priya Deshmane taking over the chat above does not cover this one.
Email routing
See what each email really is — an order, a new inquiry, a question, a change request or something else. Fix it where it is wrong and send it the right way.
Proposing only — a person confirms where each email goes
Needs attention now
Tap a card to show just those emails.
6Waiting for a person
The AI was not sure enough to pick one type. It shows you the choices instead of guessing.
31Sorted on its own — check
The AI is confident about these. They still wait for a yes from you while we are only proposing.
12Kept out of the queue
Auto-replies, newsletters and supplier mail. Nothing is hidden — open the second tab to check them.
42 emails are in the work queue today: 6 waiting for a person, 31 sorted on its own, 5 already confirmed by a person. 12 more were kept out.
- From
- Naina RehaanRehaan Bros Jewellers
- What it is
- Question about an order
- How sure
- Question 92%
- Attached to
- AttachmentsFiles
- —
- Owner
- Unassigned
- Waiting
- 5h 41mPast due · promise was 2h
- From
- Faisal RehaanRehaan Bros Jewellers
- What it is
- Order or reorder
- How sure
- Order 58%
- Attached to
- AttachmentsFiles
- Owner
- RBRitu Bhandari
- Waiting
- 4h 55mPast due · open below
- From
- Meera KamdarKamdar & Sons Jewellers
- What it is
- Change or rush request
- How sure
- Change or rush 88%
- Attached to
- AttachmentsFiles
- —
- Owner
- SJSameer Joshi
- Waiting
- 3h 26mPast due · promise was 2h
- From
- Devika ShirkeDevika Jewels
- What it is
- New inquiry
- How sure
- New inquiry 91%
- Attached to
- AttachmentsFiles
- Owner
- RBRitu Bhandari
- Waiting
- 3h 12mPast due · in the Inbox as urgent
- From
- Meera KamdarKamdar & Sons Jewellers
- What it is
- Certificate request
- How sure
- Certificate request 87%
- Attached to
- AttachmentsFiles
- —
- Owner
- FQFarah Qureshi
- Waiting
- 2h 14mPast due · promise was 2h
- From
- Harsh RatanlalRatanlal Gems House
- What it is
- Product question
- How sure
- Product question 84%
- Attached to
- AttachmentsFiles
- —
- Owner
- Unassigned
- Waiting
- 1h 48mDue soon · 12m left
- From
- Devika ShirkeDevika Jewels
- What it is
- Quality complaint
- How sure
- Quality complaint 76%
- Attached to
- AttachmentsFiles
- Owner
- Unassigned
- Waiting
- 1h 22mDue soon · 38m left
- From
- Zenia MeherzadMeherzad Fine Jewels
- What it is
- Order or reorder
- How sure
- Order 90%
- Attached to
- AttachmentsFiles
- Owner
- FQFarah Qureshi
- Waiting
- 1h 05mDue soon · 55m left
- From
- Karan VasantVasant Retail Chain
- What it is
- Something else
- How sure
- Something else 46%
- Attached to
- AttachmentsFiles
- Owner
- Unassigned
- Waiting
- 42mIn good time · 1h 18m left
- From
- Anjali SundariSundari Boutique Jewels
- What it is
- Change or rush request
- How sure
- Change or rush 79%
- Attached to
- AttachmentsFiles
- —
- Owner
- SJSameer Joshi
- Waiting
- 18mIn good time · 1h 42m left
Showing 10 of 54 emails · longest waiting first
EML-5519 · Fwd: our order for the below — kindly confirm delivery
Faisal Rehaan · Rehaan Bros Jewellers · arrived 09:12, waiting 4h 55m
Dear Chandra team,
Please find attached our order for the below. Kindly confirm delivery for 30 Sep as we have committed to the customer.
Also let us know your best price on the temple-work bangles whenever you get a chance.
Regards, Faisal
Yellow marks the words that pushed this towards an order. Purple marks the words that pulled it towards a product question.
What came attached
An attachment is evidence. A PDF that turns out to be a purchase order settles what the email is, whatever the covering note says.
It carries an order number (4471), 6 line items with style numbers, and a delivery date of 30 Sep. That is what settles this as an order.
Order value on the PDF: $5,860.00
Who changed what
Every change is saved with a name and counts towards what the AI learns.
Sameer Joshi changed New inquiry to Order or reorder
Counted in the learning numbers. 4 changes made today.Read on its own and proposed
Proposed Order or reorder at 58%, and asked for a person because that is under the 80% mark set for email.
What we think it is
The top choice is weak, so nothing moves until you say so.
Under the 80% mark set for email, so it waits for a person.
Other choices
The mailbox it came to
This mailbox is set up to take orders, so that counts in favour of an order. It is only one signal — it never decides on its own.
Attached to
What it is and which job it belongs to are two separate answers. Both have to be right.
This email asks for two things at once. Splitting it makes two items in the queue, each with its own type, and both stay joined to this email.
Nothing is sent anywhere until you press one of these. Your name is saved against the choice.
Loading Still being read
2 emails arrived in the last minute. They will show in the list above once they have been read.
In a live build this fills in on its own within about a minute of an email arriving. This preview shows how it looks while that happens.
When nothing is waiting
This is what the Waiting for a person filter looks like once the list is clear.
Nothing is waiting for a person
Every email today has a type someone has agreed with. New ones will appear here when the AI is not sure enough to choose.
Changes made by people today: 4
Ritu Bhandari 2 · Sameer Joshi 1 · Farah Qureshi 1. Each one is saved with a name and feeds what the AI learns.
Reply drafts
Answers written from the order, production and quote records already in the system. Check the facts, edit if you need to, and send.
Needs attention now
Tap a card to show just those drafts.
8Ready to check and send
Every fact came from a record that is current.
2Information may be out of date
Say how old it is, or refresh before sending.
3Needs something a person must decide
A rush, a new date or a price nobody has agreed.
Waiting for a reply
Longest wait first. 13 drafts in the queue.
Where is my order? The customer is asking, and can you push it for Saturday and do better on price?
Tap the card to read it in full and open the draft.
Has the polki set shipped yet, and which courier is carrying it?
Tap the card to read it in full and open the draft.
Please confirm the final price on the temple-work bangles before we release the balance payment.
Tap the card to read it in full and open the draft.
When will the CAD be ready for the mangalsutra we discussed on Monday?
Tap the card to read it in full and open the draft.
Any update on despatch for the order placed on 18 Aug? We have a delivery commitment.
Tap the card to read it in full and open the draft.
Please rush this one, the wedding is on the 14th and we cannot move that date.
Tap the card to read it in full and open the draft.
Did the repair job get collected from our shop on Tuesday evening?
Tap the card to read it in full and open the draft.
Sharing the revised stone list, does the quote change because of it?
Tap the card to read it in full and open the draft.
Pune · +91 98204 41127 · reply goes back on WhatsApp, in the same thread
Hi Nikhil — where is my order for the temple-work bangles? My customer is asking every day now. Also, can you push it so it reaches us by Saturday, and if you can do something better on the price we will place the next lot with you as well.
What the system read in this message
Each line shows what it understood, how sure it is about that one thing, and what it used.
✓ Production status is from 09:40 today
Every fact above came from the records listed below. Anything you change is kept as a correction, so later drafts read more like you write.
Drafts are written for order status questions only. A new delivery date or a price is always named and left for a person. The wording follows this customer's own reply style where they have one, and the Chandra house style otherwise.
Built from
Every record this answer came from. Open a row to check the fact yourself instead of trusting the wording.
JOB-2418 · polishing complete, quality check in progress · 2 of 4 sets released
Consignment SE-4419283 · picked up Mumbai · in transit to Pune
$5,860.00 · 4 temple-work bangle sets · agreed price, not repeated in the draft
Final CAD locked and approved by the customer, production released the same day
✋ A person must decide this
Every reply is sent by a person. Nothing goes out on its own, not even a short acknowledgement.
Your edits are recorded as corrections. are already shaping how these drafts are written.
Other states
How the panel looks when a source is out of date, while a draft is still being written, and when nothing is waiting.
Source is out of date
⚠ This is last night's status
The draft opens with: as of last night, your order was at stone setting.
Draft being written
Usually ready in under 20 seconds. Nothing is sent while this runs.
Nothing waiting
When the queue is clear
No drafts waiting
Every question with a ready answer has been checked and sent. New ones appear here as messages arrive.
Modified reorder
A past style, plus one change the customer asked for. Both are carried forward.
2 lines still need a person
One change could not be read (finish), and the new weight is worked out rather than stated. Both are unticked below.
Design work: not decided yet
Nobody has said whether 8mm to 10mm needs drawing. The job cannot start until someone picks one of the two options.
Side by side
Only the changed rows are highlighted. Everything else is carried from the past style. Tick each line to confirm it carries.
What changed, line by line
Each difference with the words it came from. How sure is given per field, not one figure for the whole message.
- Was (ST-8770)
- 8mm
- Asked for
- 10mm
- How sure
- ✓ Sure · 98%
- Where this came from
- “10mm instead of 8mm”
- Was (ST-8770)
- 1 piece
- Asked for
- 2 pieces
- How sure
- ✓ Sure · 92%
- Where this came from
- “Need 2 pcs for the Diwali counter”
- Was (ST-8770)
- 21.0 cm
- Asked for
- 21.0 cm — no change
- How sure
- ✓ Sure · 90%
- Where this came from
- “Length can stay”
- Was (ST-8770)
- 18 × 0.42 ct, VS / GH
- Asked for
- No change
- How sure
- ✓ Sure · 88%
- Where this came from
- “Same stones”
- Was (ST-8770)
- 42.6 g
- Asked for
- About 52.4 g
- How sure
- ≈ Fairly sure · 68%
- Where this came from
- Not stated — worked out from 8mm to 10mm at the same length
- Was (ST-8770)
- High polish
- Asked for
- Could not read this — a person needs to add it
- How sure
- ⚠ Could not read
- Where this came from
- “do the ▯▯▯ in matte if possible”
⚠ One change could not be read
Does this need design work?
Nothing is assumed here. A wider band on the same design may need no drawing at all. A different stone layout always does. This choice decides where the job goes next, so the Client Manager makes it, one job at a time.
◑ Not decided yet
ⓘ Can the old style take this change?
Price: June build-up against the new one
The new price starts from the 14 Jun build-up with the width change applied, so every dollar of the difference can be pointed at a reason.
- 14 Jun build-up
- 42.6 g @ $71.50/g = $3,045.90
- New build-up (5 Sep)
- 52.4 g @ $77.00/g = $4,034.80
- Difference
- +$988.90
- 14 Jun build-up
- 42.6 g @ $39.00/g = $1,661.40
- New build-up (5 Sep)
- 52.4 g @ $39.00/g = $2,043.60
- Difference
- +$382.20
- 14 Jun build-up
- $830.00
- New build-up (5 Sep)
- $830.00
- Difference
- No change
- 14 Jun build-up
- $197.70
- New build-up (5 Sep)
- $243.40
- Difference
- +$45.70
- 14 Jun build-up
- $125.00
- New build-up (5 Sep)
- $125.00
- Difference
- No change
- 14 Jun build-up
- $5,860.00
- New build-up (5 Sep)
- $7,276.80
- Difference
- +$1,416.80
✓ Margin check passed
Customer references
Job JOB-4085 · Bracelet, 18K white gold · Prime Jewels Inc. · The customer's own PO number and their own style code.
A style code needs your decision
The code PW-1288-YG on this job matches two of our style numbers, so it has not been settled. Read the evidence below and pick the right style number, or keep the code exactly as the customer wrote it.
Find a piece by either reference
Searches customer PO number and customer style code across asks, jobs and orders.
6 matches for PW-1288 — all 6 shown below.
Prime Jewels Inc. · PO 6213-002 · Their code PW-1288-YG
PO 6096-002 · Their code PW-1288-YG · $4,860.50
Prime Jewels Inc. · came in 12 Sep 2026 · no PO number yet
Their code PW-1288-RG — a different code, kept separate · PO 5832-001
PO 5994-003 · Their code PW-1288-YG · $3,120.00
Seema Creations LLC · a different account, so its own code list
The two references on this job
Each value below was read from the customer's own words. Nothing is saved until you confirm it.
What was read: PO number 6213-002
Email subject, 12 Sep 2026 — orders@primejewels.example:
“PO 6213-002 — Prime Jewels — bracelet 18K WG”
Why: it sits straight after the words PO and matches the shape this account always uses (four digits, dash, three digits).
What was read: style code PW-1288-YG
GATI order record, Item RefNo field:
“PW-1288-YG / BRACELET ISSUES- ASAP”
Why only half sure: the field holds two things at once — a code and a hurried subject line — and this code matches two of our style numbers, so a person has to pick. See the row marked Needs a person in the table below.
In the live product this panel fills in on its own when reading finishes. In this preview it stays as a fixed example.
How sure the reading is never decides what gets saved — a person always confirms.
What PW-1288-YG could mean
This customer code points at two of our style numbers. Pick the one this bracelet is, or keep the code exactly as written.
Bracelet, 18K white gold — 3 earlier orders, latest ORD-2214, 4 Aug 2026
Bracelet, 18K white gold, wider link — 1 earlier order, ORD-2038, 2 Mar 2026
The code stays on the job, the order and the papers exactly as the customer typed it.
Codes are never settled on their own
📦 Stock order ST-2209 — made for the shelf
Stock is not made against a customer order, but a customer PO number and style code can still be held on it.
Prime Jewels Inc. — their codes and ours
Every style code this customer uses, and the style number it stands for here. Codes are held per customer; two customers may use the same code for different pieces.
- Our style number
- ST-6301 or ST-6377 two matches — pick one
- Status
- ⚠ Needs a person
- Used on
- 4 orders
- Last used
- 12 Sep 2026
- ›
- Our style number
- ST-6120 or ST-6144 two matches — pick one
- Status
- ⚠ Needs a person
- Used on
- 1 order
- Last used
- 22 Aug 2026
- ›
- Our style number
- None — kept exactly as written
- Status
- ✎ Carried as written
- Used on
- 1 order
- Last used
- 9 Sep 2026
- ›
- Our style number
- None — kept exactly as written
- Status
- ✎ Carried as written
- Used on
- 2 orders
- Last used
- 28 Aug 2026
- ›
- Our style number
- ST-6412
- Status
- ✓ Matched
- Used on
- 12 orders
- Last used
- 12 Sep 2026
- ›
- Our style number
- ST-6455
- Status
- ✓ Matched
- Used on
- 7 orders
- Last used
- 11 Sep 2026
- ›
- Our style number
- ST-6390
- Status
- ✓ Matched
- Used on
- 5 orders
- Last used
- 25 Aug 2026
- ›
- Our style number
- ST-6208
- Status
- ✓ Matched
- Used on
- 3 orders
- Last used
- 2 Sep 2026
- ›
Sorted with the codes that need a person first, then the ones carried as written, then the settled ones by most recent use. A code that points at two style numbers is never guessed.
Where these show up
The PO number and the style code are printed and shown in these four places. Open any of them.
📐 CAD sheet›
Their code printed above our style number
👜 Job bag›
PO number on the bag label
📋 Status board›
Both shown as columns
✈ Shipment papers›
Their PO number on the description line of the export invoice
Only this customer sees these references
Job JOB-4086 — halo pendant, same order
The second job on this order.
No references on this job yet
Nothing was found in the messages for this piece — no PO number and no style code. Add them now, or copy the ones already saved on JOB-4085.
Changed & deleted messages
Messages a customer edited or took back after we had already read them. Most serious first, and highest for jobs that have already moved on.
⚠ On hold: we still do not know how fast edits and take-backs reach us
3Changes on jobs already in design
A due date, ring size or stone changed after the job left intake.
2Messages taken back
The customer deleted the message. We keep the text and the work it created.
1Approvals touched by a take-back
The approval still counts. Someone should read it beside the deletion.
Needs a second look
10 messages changed or taken back in the last 14 days. Ranked by how serious the change is and how far the job has moved.
- Customer
- Halden & Roe JewellersMSG-8812 · Rahul Mehta
- 🔺 Due dateSerious · 28 Sep → 21 Sep
- Job / Ask
- JOB-4085Idris solitaire band, 4 pcs
- Owner
- Priya Raman
- In design
- State
- ✏️ Changed
- Customer
- Marchetti Fine JewelsMSG-8804 · Leona Marchetti
- 🔺 Ring sizeSerious · 6 → 6.5, CAD started
- Job / Ask
- JOB-4112Vintage twist engagement ring
- Owner
- Devan Shah
- CAD in progress
- State
- ✏️ Changed
- Customer
- Verabelle Jewelry Co.MSG-8790 · Anjali Verma
- 🔺 Whole message taken backSerious · An approval rested on it
- Job / Ask
- JOB-4130Emerald halo set, 6 pcs
- Owner
- Nadia Okafor
- Approved · in production
- State
- 🚫 Taken back
- Customer
- Brightwater Gems LtdMSG-8781 · Samir Doshi
- 🔺 Stone typeSerious · Natural → lab grown
- Job / Ask
- JOB-4207Halo pendant, 2 pcs
- Owner
- 👤 Unassigned
- In design
- State
- ✏️ Changed
- Customer
- Stonecrest Gold Co.MSG-8776 · Farida Noor
- ⚠ Whole message taken backWorth a look · An ask rested on it
- Job / Ask
- ASK-2318Hold pendant order
- Owner
- Meera Joshi
- Quote sent
- State
- 🚫 Taken back
- Customer
- Verabelle Jewelry Co.MSG-8845 · Anjali Verma
- Loading Checking what changed…
- Job / Ask
- INQ-2344June show bands inquiry
- Owner
- Nadia Okafor
- Intake
- State
- ✏️ Changed
- Customer
- Marchetti Fine JewelsMSG-8769 · Leona Marchetti
- ⚠ QuantityWorth a look · 10 → 12 pcs
- Job / Ask
- QT-7742Anniversary band set
- Owner
- Devan Shah
- Quote drafted
- State
- ✏️ Changed
- Customer
- Halden & Roe JewellersMSG-8754 · Rahul Mehta
- ⚠ Target priceWorth a look · $12,000 → $15,000
- Job / Ask
- INQ-2301Idris solitaire band inquiry
- Owner
- Priya Raman
- Intake
- State
- ✏️ Changed
- Customer
- Verabelle Jewelry Co.MSG-8731 · Anjali Verma
- ▫ SpellingMinor · Name spelling only
- Job / Ask
- JOB-4130Emerald halo set, 6 pcs
- Owner
- Nadia Okafor
- In production
- State
- ✓ Checked
- Customer
- Stonecrest Gold Co.MSG-8722 · Farida Noor
- ▫ SpellingMinor · Address typo fixed
- Job / Ask
- ORD-5527Pendant order, 5 pcs
- Owner
- Meera Joshi
- Shipped
- State
- ✓ Checked
MSG-8812 · Halden & Roe Jewellers✏️ Changed🔺 Due date
Sent by Rahul Mehta in the Halden & Roe group. Edited twice today. It created JOB-4085, which is already in design.
Priya Raman has been told, because this job is already in design
Before
Version 2 · 14 Sep 2026, 10:41
After (shown to everyone now)
Version 3 · 14 Sep 2026, 11:05
Every version of this message
Kept in full. Nobody can remove a version, and everyone who can see the message can see this list.
- ✏️
Version 3 — current
Edited by Rahul Mehta (Halden & Roe Jewellers). Added: Need in 1 week MAX. Please make it fast as possible. - ✏️
Version 2
Edited by Rahul Mehta. Fixed the customer name spelling from Idriss to Idris. - 📩
Version 1 — first sent
Read at 09:13 and JOB-4085 was created from it. Sender not recorded by the group at that time.
What the new text changed
Only the fields that are different are shown. Everything else on JOB-4085 stays as it was.
Due date 🔺 Serious
Was 28 Sep 2026 · Now 21 Sep 2026
What we understood: deliver by Monday 21 September 2026, one week from the day the message was edited.
Words it came from: Need in 1 week MAX
A week from when is not stated, so the date is read from the edit time.
How urgent it is ⚠ Worth a look
Was Normal · Now Rush
What we understood: the customer wants this made ahead of their other open jobs.
Words it came from: Please make it fast as possible
This customer often asks for speed, so the words alone are weak evidence.
Each figure above is how sure the reading is for that one field. It never decides on its own what may be changed without a person.
MSG-8790 · Verabelle Jewelry Co.🚫 Taken back
Anjali Verma deleted this message on 14 Sep 2026 at 08:57. We keep the text. Nothing it created was removed.
The original text, kept for the record
Sent 11 Sep 2026, 16:32 · read the same minute
What rested on this message
Three records were created from it. Each one stays, marked as resting on a message the customer took back, until a person decides.
JOB-4130
Emerald halo set, 6 pcs · in production · Nadia Okafor
ASK-2274
Start production on the halo set · open · Nadia Okafor
AP-3391
Quote QT-7718 · $15,000 · approved 11 Sep 2026
The approval still counts
Deleting the message does not undo an approval that was already given. Both are shown together so nobody has to guess.
AP-3391 ✓ Still valid
Given by Anjali Verma on 11 Sep 2026 at 16:32
Quote QT-7718 for the emerald halo set, 6 pcs, $15,000.
Production started on 12 Sep 2026 on the strength of this approval.
The deletion 🚫 Taken back
14 Sep 2026 at 08:57, three days after the approval
Anjali Verma deleted the message that gave the approval. No reason was given in the group.
Nadia Okafor should ask the customer whether they still want the set as approved, and write the answer on the job.
The other two states of this list
What a reviewer sees while a message is being read again, and when there is nothing left to check.
Loading Reading MSG-8845 again
Verabelle Jewelry Co. · edited 14 Sep 2026 at 11:58 · usually takes under a minute
We are comparing the new text with what we understood before. Only the fields that are different will show here.
Nothing left to check
Every changed and taken-back message has been checked. New ones land here the moment a customer edits or deletes something in a group.
Same request twice
The same ask often arrives again on another group or mailbox. Here it is placed beside the first one, with the proof, so you can join them into one record or keep them apart.
Look back over
Only asks that arrived in the last 7 days are compared with each other.
↪ Sending work to a design team is a state change, not a repost
When you hand a request to design, the record moves to the design team and stays one record. Nothing is re-typed into another group, so no size change gets lost on the way.
🔗 A price group and an order group for the same customer are held together
Some customers ask for a price in one group and place the order in another. Those two are held together as one story so you can follow the whole thing in one place. That is not the same ask arriving twice, so it is not shown here for a decision. When you reply, your answer still goes back to the exact group the message came from.
🔒 A repeat is only ever looked for inside one customer's own account. Two different customers who send the same picture are never joined.
Waiting for you
Decide these before they become two separate orders.
7
Pairs waiting for a decision
Strongest proof first
3
Strong proof — very likely the same ask
Picture, link, style code or end-customer all match
2
⚠ Nobody is handling these yet
No owner on either arrival
Team figures, last 7 days
Verrier & Hale asked for the same ring twice
First ask INQ-2301 · new arrival INQ-2309 · 7h apart · owner Priya Nandakumar
The original ask
ring-oval-solitaire.jpg
Picture fingerprint a3f9c1 · 1.2 MB
Need a price on this oval solitaire for Mrs. A. Whitfield, 18K white gold, six claws, wanted before 20 Oct.
Record INQ-2301 · sent by Dana Verrier
The new arrival
ring-oval-solitaire.jpg
Picture fingerprint a3f9c1 · 1.2 MB
Re-typed by a coordinator: oval solitaire for Mrs. A. Whitfield, white gold, six claws, finger size now 6.75, still needed by 20 Oct.
Record INQ-2309 · typed in by Kavya Sethuraman
Lined up side by side
Anything that is not the same is marked in amber.
The proof, strongest first
Four solid signals and one weak one.
⚠ If you join these, the later size wins
Pairs that may be the same ask
7 pairs waiting for a decision, strongest proof at the top. All 7 are shown below.
For Mrs. A. Whitfield · ST-6412
- What was asked for
- Oval solitaire 1.80 ct, 18K white gold, six claws, finger size changed to 6.75
- First arrived
- WhatsApp
Verrier daily group · 9 Sep, 6:12 PM
- Arrived again
- WhatsApp
Chandra Bridal · 10 Sep, 1:18 AM
- Hours between
- 7h
- Who is handling it
- Priya Nandakumar
- How strong the proof is
- 🔒 Strong
Picture, link, style code, end-customer
For R. Okonkwo · ST-6288
- What was asked for
- Three-stone pendant, leave one pink stone on the letter i of the name plate
- First arrived
- WhatsApp
CHA + PRIME · 8 Sep, 11:40 AM
- Arrived again
- ✉ Email
Orders mailbox · 8 Sep, 4:25 PM
- Hours between
- 5h
- Who is handling it
- Rahul Menon
- How strong the proof is
- 🔒 Strong
Picture, style code, end-customer
For L. Marchetti · ST-6120
- What was asked for
- Half-eternity band 2.5 mm to match the earlier order, platinum, size 5.5
- First arrived
- ✉ Email
Orders mailbox · 7 Sep, 10:02 AM
- Arrived again
- WhatsApp
Chandra Bridal · 9 Sep, 6:14 AM
- Hours between
- 44h
- Who is handling it
- ⚠ Nobody yet
- How strong the proof is
- 🔒 Strong
Link, style code, end-customer
For Mr. D. Ferreira · ST-6455
- What was asked for
- Emerald-cut halo ring set with the customer own centre stone, yellow gold
- First arrived
- ☎ Phone or walk-in
Call note · 6 Sep, 3:35 PM
- Arrived again
- ✉ Email
Orders mailbox · 7 Sep, 5:50 PM
- Hours between
- 26h
- Who is handling it
- Anita Rao
- How strong the proof is
- 🔍 Worth a look
Style code and end-customer, no picture
For Ms. T. Brennan · ST-6371
- What was asked for
- Pear drop earrings in rose gold with a pave top, matching the pendant sent last month
- First arrived
- WhatsApp
Ashgrove group · 8 Sep, 9:05 AM
- Arrived again
- ✉ Email
Orders mailbox · 8 Sep, 6:20 PM
- Hours between
- 9h
- Who is handling it
- Priya Nandakumar
- How strong the proof is
- 🔍 Worth a look
Same picture, different end-customer name spelling
For Not named yet · No code sent
- What was asked for
- Simple bezel pendant for a 0.50 ct round, thin chain, nothing fancy
- First arrived
- WhatsApp
Cordelia group · 9 Sep, 12:40 PM
- Arrived again
- WhatsApp
Chandra Bridal · 9 Sep, 3:50 PM
- Hours between
- 3h
- Who is handling it
- ⚠ Nobody yet
- How strong the proof is
- 📝 Wording only
Wording only — not enough on its own
For Mr. H. Pemberton · No code sent
- What was asked for
- Signet ring with an engraved family crest, heavy shank, please quote both sizes
- First arrived
- ✉ Email
Orders mailbox · 5 Sep, 2:15 PM
- Arrived again
- ✉ Email
Orders mailbox · 7 Sep, 6:20 PM
- Hours between
- 52h
- Who is handling it
- Rahul Menon
- How strong the proof is
- 📝 Wording only
Wording only — not enough on its own
Tap a column heading to sort. Tap Open the request to see the full ask. Nothing here is joined until a person says so.
Already joined into one record
An undo restores both records exactly as they were, on both channels.
Verrier & Hale — cushion halo ring for Mrs. E. Sandoval
INQ-2244 kept, INQ-2251 attached to it · joined by Priya Nandakumar on 12 Sep, 10:24 AM
Solara Solitaire — tennis bracelet, 4.00 ct total
INQ-2198 kept, INQ-2205 attached to it · joined by Rahul Menon on 11 Sep, 4:47 PM
Northbrook Jewellers — oval trilogy ring for Ms. K. Adeyemi
INQ-2160 kept, INQ-2177 attached to it · joined by Anita Rao on 10 Sep, 9:12 AM
When there is nothing to decide
What this page shows on a quiet day.
Nothing looks like a repeat today
No message that arrived in the last 7 days matches an ask already open on the same customer.
While the check is still running
New messages are compared against the last 7 days of asks.
ℹ In the live system this check starts the moment a message lands and the list fills in on its own. Here it is shown as a fixed example.
Pictures & links the customer sent
Kept exactly as they arrived, attached to the request they describe. Request INQ-2314 · Vega & Roe Jewelers, Houston TX · contact Marisol Vega · WhatsApp group PC-1 and email.
Somebody else’s work — 5 of the 15 items here
Needs you now
The work on this request that cannot move until somebody acts.
2pictures need a request chosen
They arrived with no words, in a message that covered two requests. Nothing goes to the designer until each one is filed.
1link needs the page details attached
Links are kept as the plain web address only — no copy of the page is taken. Nothing else on Ask 2 · Cross pendant shows the pave version, so open the address and attach a screenshot or PDF for the designer.
3are ready for the designer
Bracelet photo, clasp close-up and the page PDF Priya Raval attached — all filed under Ask 1 · Cuban bracelet.
What is on this request
Tap a number to show only those items in the list below.
Everything the customer sent
Newest first, with anything needing a decision at the top. Links are kept as the web address only — no copy of the page is taken. The coloured tiles stand in for the saved picture files in this preview.
“And this one for the chain — same length please.”
Today, 11:24 · sent by Marisol Vega
sablewrightstudio.com/chains/miami-8mm
The web address is kept exactly as the customer sent it. No copy of the page is taken, so there is no picture, no specification and no price here. If the designer needs what is on the page, open it and attach a screenshot or PDF yourself.
“Need cuban bracelet like last time but 10mm, yellow, same clasp.”
14 Sep 2026, 09:42 · sent by Marisol Vega
The same picture arrived on 22 Jun 2026 against style ST-8770. It stays with that earlier request instead of starting a new one.
“Something like this but iced out, natural stones only, about 4k.”
13 Sep 2026, 16:08 · marisol@vegaroejewelers.com
Somebody else’s work
“Must be exactly the same please.”
14 Sep 2026, 09:44 · aurelvance.com/bracelets/domino-10mm
Nothing is copied automatically. Priya Raval opened the address, saved the page as a PDF and attached it on 14 Sep at 09:51.
$3,950.00 price on the attached page
“This one also, the pave version.”
13 Sep 2026, 16:09 · marisol@vegaroejewelers.com
maribeljoyeria.com/collections/cross-pendants/pave-mini
The web address is kept exactly as the customer typed it, and no copy of the page is taken. Nothing else on this request shows the pave version, so the designer needs a picture or the page attached by hand.
“Rates for these ovals please” — screenshot of a supplier’s stone list, 14 lines, 3.10–3.35 ct ovals.
13 Sep 2026, 10:31 · sent by Marisol Vega
Sent to stone buying instead
The page Priya Raval attached
No copy of a page is ever taken automatically. Priya Raval opened the link, saved the page as a PDF and attached it here. Filed under Ask 1 · Cuban bracelet.
Attached 14 Sep 2026 at 09:51, seven minutes after the link arrived on WhatsApp. The link itself is kept as the plain web address.
Domino 10 mm Cuban Link Bracelet — 10K Yellow Gold
aurelvance.com/bracelets/domino-10mm
Somebody else’s work
The live page may have changed or been taken down since 14 Sep 2026. What is kept here is the file a person saved and attached. Opening the original address in the finished product goes to the live page, which can look different.
One message, three pictures
WhatsApp group PC-1 · today, 11:06 · “These are the ones” — each picture is filed against the request it belongs to.
What was read: the words “the 10mm one” sit directly above this picture. How sure about this one picture’s request: 96% — high. What it used: the message text and the bracelet picture already on this request.
Fingerprint 3ad90f5be2
What was read: a cross pendant, and the only cross on this request is Ask 2. How sure about this one picture’s request: 91% — high. What it used: the shape in the picture and the pendant photo sent on 13 Sep.
Fingerprint bb1207e4c9
No words came with this picture — a hand wearing both a bracelet and a pendant.
What was understood: it could belong to Ask 1 · Cuban bracelet or to Ask 2 · Cross pendant.
Why: no caption, and it arrived between two pictures that belong to different requests. Both pieces are visible in it.
How sure about this one picture’s request: 41% — low (the picture itself was saved with no doubt; only the request is unclear).
What it used: the picture on its own, with no words to go on.
Filing a picture without a person needs 85% or more. That limit is a business setting, kept separate from how sure the model is. See the settings ›
All pictures and links on this request
Showing 9 of 15 · the ones needing a choice come first, then newest. On a phone each row becomes a card.
- Not chosen
- Message it arrived in
- These are the ones
- WhatsApp
- Picture saved
- Flags
- —
- Arrived
- Today, 11:06
- Held by
- Priya Raval
- Not chosen
- Message it arrived in
- (no words with this picture)
- WhatsApp
- Picture saved
- Flags
- Somebody else’s work
- Arrived
- Today, 11:06
- Held by
- Nobody yet
- Ask 2 · Cross pendant
- Message it arrived in
- This one also, the pave version.
- Email
- Link kept
- Flags
- Somebody else’s work
- Arrived
- 13 Sep, 16:09
- Held by
- Priya Raval
- Ask 1 · Cuban bracelet
- Message it arrived in
- And this one for the chain — same length please.
- WhatsApp
- Link kept
- Flags
- Somebody else’s work
- Arrived
- Today, 11:24
- Held by
- Priya Raval
- Ask 1 · Cuban bracelet
- Message it arrived in
- Added here by hand — not from a message
- Added here
- File attached
- Flags
- Somebody else’s work
- Arrived
- 14 Sep, 09:51
- Held by
- Priya Raval
- Ask 1 · Cuban bracelet
- Message it arrived in
- Must be exactly the same please.
- WhatsApp
- Link kept
- Flags
- Somebody else’s work
- Arrived
- 14 Sep, 09:44
- Held by
- Priya Raval
- Ask 1 · Cuban bracelet
- Message it arrived in
- Need cuban bracelet like last time but 10mm, yellow, same clasp.
- WhatsApp
- Picture saved
- Flags
- Seen before ›
- Arrived
- 14 Sep, 09:42
- Held by
- Priya Raval
- Ask 1 · Cuban bracelet
- Message it arrived in
- Same clasp as the old one.
- WhatsApp
- Picture saved
- Flags
- Seen before ›
- Arrived
- 14 Sep, 09:43
- Held by
- Farah Qureshi
- Not a design reference
- Message it arrived in
- Rates for these ovals please
- WhatsApp
- Picture saved
- Flags
- Goes to stone buying ›
- Arrived
- 13 Sep, 10:31
- Held by
- Nikhil Doshi
Detached from this request
Pictures and links taken off this request are listed here so they can be put back.
Nothing has been detached
All 15 pictures, links and files on INQ-2314 are still attached to a request.
Write & send to the customer
Job JOB-4085 · Style ST-6412 · Aurelian Fine Jewels · from inquiry INQ-2301. Write the message here, send it on the group or mailbox this customer uses, and the sent copy stays on the job.
Layout: Quotation — export customers, version 4
Chosen by the business for the quotation step. It decides what is printed and which figures are locked.
The message
Filled from job JOB-4085.
🔒 Figures always come from the record
Kept as it is, so the reply lands in the thread the customer recognises. Their reference and ours both stay in it.
Written by the assistant, then read by a person. Figures are added underneath from the job — you do not type them.
Signed at the bottom of the message
Priya Nair · Client Manager · Chandra Jewels
The signature is taken from whoever is signed in, so the customer always sees who wrote it.
Figures printed in this message
Wording written by the assistant
Nothing has been sent. Read it, then accept it or ask for it again.
⚠ Being sure is not permission to send
Files that go with it
Built from the job the moment you press send, so they always match today's figures. Nobody hunts for a file.
CAD sheet — ST-6412 rev C
PDF · 1 page · front, side and stone table
Quotation — QT-2291
PDF · 2 pages · 12 pairs · $14,820.00
Packing list
Only built for the shipping step. Not part of a quotation.
The email thread this joins
Your message goes on the thread the customer already has, under the subject they know.
- ✉️
Marguerite Ashcroft — Aurelian Fine Jewels
Can you re-price at 12 pairs instead of 8? Same stones please. - 📤
Priya Nair — sent from this system
Quotation for 8 pairs, with the CAD sheet for rev C attached. - ✉️
Marguerite Ashcroft — Aurelian Fine Jewels
Approved the halo shape. Our order reference for this one is PO-AF-7741. - 📝
Your draft will land here
Same subject, same thread. Their reference PO-AF-7741 and ours CJ/2026/4085 both stay in the subject line.
Send
A person presses send on this step. Nothing goes out on its own.
Every message waits for a person
The assistant writes, a person reads it and presses send. No kind of message goes out on its own in this version, so there is nothing to switch on here yet.
The copy that is sent, its files and the mailbox it went to are written onto job JOB-4085 straight away.
Where this goes
Set on the customer, per purpose. Never guessed.
The Chandra Jewels company mailbox and number
Email orders@chandra-mail.example · WhatsApp +91 98200 41185
Everything to customers goes out from this one mailbox and this one number — never from a personal mailbox or a personal phone. Each message is signed by the person who sent it, so the customer sees both the company and the name.
Quotations and order confirmations
Microsoft 365 company mailbox · orders@chandra-mail.example
To: purchasing@aurelianfine.example · 3 people on the thread
Drawings for approval
Aurelian × Chandra — Designs · 9 members
Status answers
Aurelian × Chandra — Designs · 9 members
⛔ Ship date updates have nowhere to go
Asking a colleague is a task
Never a message on the customer's group or mailbox.
🙋 Where internal asks go
Place the order for style ST-6412
Diksha Rane · Order/Style-master · due 15 Sep
Price 12 pairs at the new stone rate
Rohan Mehta · Diamond Team · done 12 Sep
Confirm a ship date we can hold
Sameer Khot · Shipping/EXIM · due today
Going out right now
On a different job for this customer.
Drawing for approval — ST-6408 rev B
Sending to Aurelian × Chandra — Designs
1 of 2 files attached · started 14:07
ℹ In the working system this bar moves as WhatsApp confirms each file. Here it is shown at a point in the middle.
Status answers on this job
Nothing written for that step yet.
No status answer started
When the customer asks where the order is, start one here and the figures fill themselves in.
1 message did not reach the customer
The ship date mail sent on 09 Sep was refused by the customer's mailbox because the files were too large. Sameer Khot has not been told twice, so send it again with the smaller sheet.
Everything sent to this customer on job JOB-4085
6 messages · newest first. This is the record; the mailbox and the group only carry it.
Quotation — 12 pairs, revised price
$14,820.00 held to 12 Oct 2026
- Sent
- 12 Sep, 16:42
- Signed by
- Priya Nair
- Channel
- Email
- Layout
- Quotation export v4
- Files
- 2 files
- Arrived?
- ✓ Arrived
Drawing for approval — ST-6412 rev C
Halo shape and stone table
- Sent
- 11 Sep, 11:05
- Signed by
- Anita Desai
- Channel
- WhatsApp
- Layout
- Approval sheet v2
- Files
- 1 file
- Arrived?
- ✓ Arrived
Ship date — 18 Nov 2026
Mailbox refused it: files too large
- Sent
- 09 Sep, 18:20
- Signed by
- Sameer Khot
- Channel
- Email
- Layout
- Ship date v3
- Files
- 3 files
- Arrived?
- ⚠ Did not arrive
Order confirmed — PO-AF-7741
12 pairs, start date 16 Sep
- Sent
- 08 Sep, 10:12
- Signed by
- Diksha Rane
- Channel
- Email
- Layout
- Order confirmation v5
- Files
- 2 files
- Arrived?
- ✓ Arrived
Status answer — in export
Answered the same morning
- Sent
- 04 Sep, 09:38
- Signed by
- Priya Nair
- Channel
- WhatsApp
- Layout
- Status answer v1
- Files
- None
- Arrived?
- ✓ Arrived
Quotation — 8 pairs, first price
$10,120.00 held to 29 Sep 2026
- Sent
- 01 Sep, 15:26
- Signed by
- Priya Nair
- Channel
- Email
- Layout
- Quotation export v4
- Files
- 1 file
- Arrived?
- ✓ Arrived
Showing all 6 of 6 messages sent to this customer on this job. All went from the company mailbox or number, each one signed by the person who sent it.
Purchase order read-in
Check the draft order against the customer’s purchase order. Nothing is created until you confirm it.
3 required details are still missing
Line 3 has no style number set up yet, and line 5 is missing its colour, clarity and size. You can fix them here, then confirm.
Purchase orders from your accounts
Most pressing first. Click a purchase order to open it.
- Customer
- Larkspur Fine Jewelry
- Size
- 6 lines
- Order value
- $24,365.50
- Arrived
- 2 hours ago
- When it is needed
- ⏰ Check today
- Who has it
- PRPriya Raman
- Customer
- Ashgrove Diamond Co.
- Size
- 3 lines
- Order value
- $8,410.00
- Arrived
- 5 hours ago
- When it is needed
- ⏱ Due tomorrow
- Who has it
- MAMarco Alvarez
- Customer
- Halden & Vine Jewellers
- Size
- 11 lines
- Order value
- $41,280.00
- Arrived
- Yesterday
- When it is needed
- 📅 Due in 3 days
- Who has it
- 👤 Nobody yet
- Customer
- Brightwater Gems
- Size
- 2 lines
- Order value
- $3,150.00
- Arrived
- 2 days ago
- When it is needed
- 🗓 No date pressure
- Who has it
- NFNadia Fontaine
The purchase order they sent
PO-109113 · 3 pages · received 14 Sep 2026, 08:41
In the finished product this panel reads the purchase order PDF itself and lights up the exact spot each field came from. If a purchase order arrives as a scanned image instead of a PDF, the fields are typed in by a person and marked that way.
Order header
Every field says where it came from, how sure we are about that one field, and the exact words on the document.
Words on the document: PO NUMBER: PO-109113
Words on the document: VENDOR #: V-2048
Words on the document: ORDER DATE: 09/12/2026
Words on the document: REQUEST DATE: 10/02/2026
Words on the document: TO: PRIYA RAMAN
Words on the document: CONFIRM TO: DANA WHITFIELD
Words on the document: SHIP TO: LARKSPUR FINE JEWELRY, 118 HEMLOCK ROW, SUITE 400, PROVIDENCE, RI 02903 USA
Not on the document.
Words on the document: SHIP VIA: FEDEX PRIORITY ACCT 4471
Words on the document: TERMS: NET 30
Words on the document: BUYER: DANA WHITFIELD
Words on the document: PROGRAM: HOLIDAY 2026
Every field records whether it was read from the document or typed by a person, and the purchase order PDF is kept with the order.
Lines on this purchase order
6 lines · 10 pieces · 83.32 g. Open a line to see what its shorthand means.
- Line
- 1
- Their item
- LK-2214
- Picture
- 💍
- Serial
- SN-88104
- Description
- 90MQ=9.00CTW GH VS2+ 18KW 7"
- Stamping
- 18K + LFJ
- Size
- 7 inch
- Their SO
- SO-77412
- Pcs
- 1
- Weight
- 18.42 g
- Line value
- $4,860.50
- Line
- 2
- Their item
- LK-2217
- Picture
- 💍
- Serial
- SN-88105
- Description
- 45RD=0.48CTW 5BSAP=0.76CTW 18KW
- Stamping
- 18K + LFJ
- Size
- 6.5
- Their SO
- SO-77412
- Pcs
- 2
- Weight
- 9.10 g
- Line value
- $2,190.00
- Line
- 3
- Their item
- LK-3301
- Picture
- 💍
- Serial
- SN-88106
- Description
- 24RD=1.10CTW GH VS2+ 14KY
- Stamping
- 14K + LFJ
- Size
- 7
- Their SO
- SO-77415
- Pcs
- 1
- Weight
- 11.65 g
- Line value
- $3,275.00
- Line
- 4
- Their item
- LK-2290
- Picture
- 💍
- Serial
- SN-88107
- Description
- 120RD=2.40CTW GH VS2+ 18KW 18"
- Stamping
- 18K + LFJ
- Size
- 18 inch
- Their SO
- SO-77415
- Pcs
- 1
- Weight
- 22.30 g
- Line value
- $6,940.00
- Line
- 5
- Their item
- LK-2401
- Picture
- 💍
- Serial
- SN-88108
- Description
- 18OV=3.60CTW ?? 18KR
- Stamping
- 18K + LFJ
- Size
- ⚠ Unread — please complete
- Their SO
- SO-77418
- Pcs
- 3
- Weight
- 14.05 g
- Line value
- $5,120.00
- Line
- 6
- Their item
- LK-2455
- Picture
- 💍
- Serial
- SN-88109
- Description
- 60RD=0.90CTW GH VS2+ 14KW 6.75
- Stamping
- 14K + LFJ
- Size
- 6.75
- Their SO
- SO-77418
- Pcs
- 2
- Weight
- 7.80 g
- Line value
- $1,980.00
Their item numbers, their purchase order number and their sales-order numbers travel with our order, and show on the tracker and the export invoice.
Terms they printed on the purchase order
Shown to you, not enforced — you decide. Where our own standard wording differs, both are shown side by side.
Nothing here blocks the order
- What they agreed
- Finished weight may vary by no more than ±5% of the quoted weight.
- Our standard wording
- We work to ±7% on cast items.
- Same as ours?
- ⚠ Different — you decide
- What they agreed
- All stones must be natural and untreated. No lab-grown stones.
- Our standard wording
- Natural stones unless the order says otherwise.
- Same as ours?
- ⚠ Different — you decide
- What they agreed
- Kimberley Process confirmation and a responsible sourcing declaration with every shipment.
- Our standard wording
- Kimberley Process confirmation and a responsible sourcing declaration with every shipment.
- Same as ours?
- ✓ Same wording
- What they agreed
- Size 6.5 where a line gives no size.
- Our standard wording
- Size 7 where a line gives no size.
- Same as ours?
- ⚠ Different — you decide
- What they agreed
- Supplier covers the buyer against any design copyright claim.
- Our standard wording
- Both sides share responsibility for designs the customer supplies.
- Same as ours?
- ⚠ Different — you decide
Every issue of this purchase order
Newest first. The older issues are kept, so you can always see what changed.
This replaced version 2
Four things moved. Two of them changed after design work had already started on JOB-4085, so Priya Raman has been told.
- ⚠ Changed after work startedRequest date: 09 Oct 2026 → 02 Oct 2026
- ⚠ Changed after work startedLine 4 length: 16 inch → 18 inch
- ◔ Changed before work startedLine 5 pieces: 2 → 3
- ◔ Changed before work startedShip-to address: Suite 300 → Suite 400
- 📄
Version 3 — revised
✓ The one you are checkingSent by Dana Whitfield on the email thread. 6 lines, 10 pieces, $24,365.50. - 📄
Version 2 — revised
↩ Replaced6 lines, 9 pieces, $22,240.50. Checked by Marco Alvarez but not confirmed. - 📄
Version 1 — first issue
↩ Replaced5 lines, 8 pieces, $19,105.00. Arrived the day the quotation was approved.
Where this order connects
Work already running for Larkspur Fine Jewelry that this purchase order relates to.
Design work is already running on JOB-4085 from the approved quotation on INQ-2301, and their previous order is ORD-5502.
required details still missing
Line 3 style not set up · Line 5 colour and clarity not read · Line 5 size not read
No order, job or job bag exists until you press confirm. Your name and the time are recorded against it.
My Work Today
Everything open on your clients. Highest priority first, then highest value, then longest waiting. This order is a proposal — keep it or tell us to change it.
You are covering Rhea Menon's clients until 6 pm
Needs you now
Tap a card to show just those itemsRanked worklist
Highest priority first, then highest value, then longest waiting. Includes approvals past the reply date the customer was given and jobs running late on the promised delivery date. Every row opens the job.
My quotes aging
Age is true time since the quote was created — it never pauses or resets.
A note is required. The quote leaves this list and the Pricing count, but its age keeps running. Only a Client Manager can do this — nothing expires on its own.
You're clear for today
Nothing past a promised date, no quote aging, no approval waiting on you. New work appears here the moment it arrives.
Founder Cockpit
Only the jobs that need you — big money and disagreements. Everything else is finished without you.
Needs you now
Tap a card to filter the queue below.
How the team is doing without you
Rolling 30 days. These are team numbers, not your to-do list.
Target for first-pass review is 95%. You saw only 4% of reviews — 7 of 168 in the last 30 days. Numbers are a fixed snapshot in this demo build; a live deployment refreshes them from the review log every 15 minutes.
Loading 2 more jobs are still being checked
Your queue — exceptions and high value
8 items. Sorted by SLA risk first, then value, then age.
- Customer
- Meenakshi Gold PalacePune
- Why it is here
- EscalatedCAD lead disagreed with the AI pass verdict on the stone setting depth
- Value
- $27,400
- Waiting
- 3d 4h
- Owner
- RSRhea Sinha
- SLA risk
- Overdue2h 10m over
- Open
- Customer
- Anantara Retail GroupHyderabad
- Why it is here
- High valueAbove your $15,000 review threshold — order for 4 stores
- Value
- $22,100
- Waiting
- 2d 6h
- Owner
- DKDevang Kulkarni
- SLA risk
- At risk3h left
- Open
- Customer
- Vaidehi JewelsPune
- Why it is here
- High valueAbove your $15,000 review threshold — customer asked for a firm price today
- Value
- $19,500
- Waiting
- 1d 2h
- Owner
- PNPriya Nadkarni
- SLA risk
- At risk7h left
- Open
- Customer
- Rathod and Sons JewellersSurat
- Why it is here
- EscalatedReviewer overturned the AI fail on weight tolerance — needs your call
- Value
- $17,900
- Waiting
- 1d 9h
- Owner
- Unassigned
- SLA risk
- At risk5h left
- Open
- Customer
- Nandini Jewel MartNashik
- Why it is here
- High valueAbove your $15,000 review threshold — first order from this account
- Value
- $18,150
- Waiting
- 6h
- Owner
- Unassigned
- SLA risk
- On track2d 6h left
- Open
- Customer
- Shubhlaxmi JewellersNagpur
- Why it is here
- High valueAbove your $15,000 review threshold — repeat of last season design
- Value
- $16,500
- Waiting
- 22h
- Owner
- AMAarav Menon
- SLA risk
- On track1d 4h left
- Open
- Customer
- Trisha Bridal CollectiveMumbai
- Why it is here
- High valueAbove your $15,000 review threshold — from inquiry INQ-2314
- Value
- $15,480
- Waiting
- 11h
- Owner
- DKDevang Kulkarni
- SLA risk
- On track2d left
- Open
- Customer
- Kaveri Diamonds and CoMumbai
- Why it is here
- EscalatedBelow your threshold, but the reviewer disagreed with the AI pass on prong count
- Value
- $11,520
- Waiting
- 18h
- Owner
- RSRhea Sinha
- SLA risk
- On track1d 6h left
- Open
Showing all 8 exceptions — nothing hidden. Rows open the Job Timeline, or the AI Design Review when a person and the AI disagreed.
Client Workspace
Every client your group holds, one at a time. Under each: what needs a human, what is in progress anywhere in the building, and what is waiting on the customer.
Covering the Indigo group until 6 pm — 2 of their clients are shown below
Nothing waiting on you
Every client is either moving on its own or waiting on someone else. You will see it here the moment that changes.
Department Capacity
Who is holding what, by department and by person — the items and the points, as they stand right now.
This page shows work — it does not move it
Waiting for an owner
New design jobs sitting in a studio that nobody is holding yet. You can see them here; to give one to somebody, open the job. Showing all 6.
Sketch Team
Hand sketches · 3 artists · 35 points held right now
Coral Studio
Hand design · 5 designers · 120 points held right now
CAD Team
3 teams · Hip Hop, Bridal, Cuban · 103 points held right now
Pricing & Order
Quotes to build · orders to place in GATI · 35 points held right now
No open work here
Nobody in this department is holding open work. New jobs will appear against the person they are given to.
Vaidehi Jewels Pvt. Ltd.
Needs attention now
Live work for this client. Every row opens the order, inquiry or approval it refers to.
1 order is past its promised date
JOB-3182 Ruby halo pendant was promised on 2 Sep and is held at quality check.
Current work
All open items for this client, most urgent first.
Showing all 6 of 6 orders in production. Sorted by how late or close to its promised date each one is.
- Quality check hold
- Flags
- Repeat piece
- Order value
- $2,980
- Promised
- 2 Sep 20262 days late
- Owner
- RPRakesh Pawar
- Stone setting
- Flags
- High value
- Order value
- $8,300
- Promised
- 6 Sep 2026Due in 2 days
- Owner
- SRSunita Rane
- Polishing
- Flags
- —
- Order value
- $4,990
- Promised
- 9 Sep 2026Due in 5 days
- Owner
- IQImran Qureshi
- In casting
- Flags
- Reorder
- Order value
- $4,470
- Promised
- 12 Sep 2026Due in 8 days
- Owner
- RPRakesh Pawar
- Ready to pack
- Flags
- —
- Order value
- $2,240
- Promised
- 15 Sep 2026Due in 11 days
- Owner
- Unassigned
- Wax model
- Flags
- —
- Order value
- $1,130
- Promised
- 18 Sep 2026Due in 14 days
- Owner
- NKNeha Kulkarni
Everything on this client, in one place
Messages, designs and styles, quotes, past deliveries and the people we deal with — so nobody has to open five screens to answer one question.
Client record
Background detail for this account. Every row opens the item it refers to.
Showing all 5 messages from the last 14 days. Newest first.
Priya Vaidya asked for a firm date on the ruby pendant
We promised this to our customer for 5 Sep. Can you confirm it will ship tomorrow?
WhatsAppAbout JOB-3182Email from orders@vaidehijewels.example chasing the waist belt price
Sharing the reference photos again. Please send the final quote for the antique gold waist belt.
EmailAbout INQ-2388Aarti Deshmukh sent a second reminder for the quote approval
Gentle reminder on APV-0908. The gold rate on this quote holds until 10 Sep.
WhatsAppSent by usCall with Rohan Vaidya about the festive season order
Wants 24 temple-work bangles for Diwali stock. Notes written up by Aarti Deshmukh after the call.
Phone callAbout INQ-2419Priya Vaidya confirmed the dispatch address for the coral necklace
Send it to the Johari Bazaar shop, not the office. Same as last time.
WhatsAppAbout JOB-3151
How this relationship is performing
Money, repeat business and rework over the dates you pick. Each figure shows the period it covers and when it was worked out.
Showing 1 April 2026 to 4 September 2026. You can pick any dates back to March 2016, when this client's history starts. Figures are worked out once an hour; the last run finished at 06:30 IST today.
Value of business
1 Apr – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
September is part way through, so its bar covers 1 to 4 September only.
Reorders over the whole relationship
March 2016 – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
Built from the full order history imported from GATI, so it covers every year of the relationship, not only orders raised in this system.
Changes the client asked for
1 Apr – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
Counted as any change the client asks for after they have seen the design. Kept separate from CAD versions, which have their own card, because the two mean different things.
CAD versions
1 Apr – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
How many tries the drawing took on our side. Never added to the client's changes, so you can see which of the two is driving the extra work.
Rejections
1 Apr – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
Average order value
1 Apr – 4 Sep 2026 · worked out 4 Sep 2026, 06:30 IST
Reorders by piece type
March 2016 – 4 Sep 2026 · being worked out now, started 06:41 IST
In the finished product this panel fills in on its own once the calculation ends, with no need to reload the page.
Everyone on this account sees the same figures
Anantara Retail Pvt Ltd
11 orders · last order 14 Jun 2026 · handled by Priya Deshmane
Needs a decision now
One thing on this client is waiting on a person. Everything below it is reference.
1live order that goes against a standing rule
JOB-4488 (INQ-2314) asks for machine-set. The rule says never machine-set.
⚠Contradiction — the order winsJOB-4488 · INQ-2314
This order asks for machine-set. The standing rule says never machine-set. The order applies.
Nothing has been changed and nothing has been decided for you. Read both, then tell the client manager what you want done.
👁Read only for design and CAD
What we already know
Reference figures for this client. Nothing here needs an action.
1 · Standing rules
Rules that apply to every future job for this client. Each one names the person who stated it and the date they said it. Every rule here is typed in by a person — nothing is added on its own. A rule stands until someone changes or removes it — nothing runs out on its own. When two rules cover the same job, the one written for that product type beats the one written for every product type.
- Product type
- Every product type
- Stated by
- Priya DeshmaneClient Manager
- Date
- 04 Feb 2026
- Status
- ✓ Agreed rule⚠ 1 order disagrees
- Product type
- Every product type
- Stated by
- Priya DeshmaneClient Manager
- Date
- 19 May 2026
- Status
- ✓ Agreed rule
- Product type
- Pendants
- Stated by
- Priya DeshmaneClient Manager
- Date
- 12 Mar 2026
- Status
- ✓ Agreed rule
- Product type
- Chains
- Stated by
- Rohit SalunkhePDT
- Date
- 21 Jan 2026
- Status
- ✓ Agreed rule
- Product type
- Bridal
- Stated by
- Meera KulkarniFounder/Director
- Date
- 08 Nov 2025
- Status
- ✓ Agreed rule
Add a standing rule
Only Priya Deshmane, who manages this client, and the Founder/Director can add a rule here.
2 · What they have turned down
Every send-back and rejection, kept with the reason in the person’s own words. A person reads these and decides whether any of them should be written down as a standing rule.
- Reason, in their words
- “The setting looks machine-done. We asked for hand-set. The customer will not take it.”
- Kind
- ↩ Sent back
- Recorded by
- Priya Deshmane
- Date
- 22 Aug 2026
- Reason, in their words
- “Open backs show in the customer’s photos. Close them.”
- Kind
- ✕ Rejected
- Recorded by
- Priya Deshmane
- Date
- 04 Aug 2026
- Reason, in their words
- “Bale is fixed. It has to be hinged, we have said this before.”
- Kind
- ↩ Sent back
- Recorded by
- Rohit Salunkhe
- Date
- 14 Jul 2026
- Reason, in their words
- “Too shiny for the gents range. He wants a matte face.”
- Kind
- ✕ Rejected
- Recorded by
- Priya Deshmane
- Date
- 26 Jun 2026
- Reason, in their words
- “Charms sit open at the back and catch on clothes.”
- Kind
- ✕ Rejected
- Recorded by
- Priya Deshmane
- Date
- 09 May 2026
- Reason, in their words
- “Mirror polish again. Please make it dull like the last batch.”
- Kind
- ↩ Sent back
- Recorded by
- Rohit Salunkhe
- Date
- 28 Apr 2026
- Reason, in their words
- “Chain is lighter than last time for the same price. Go heavier.”
- Kind
- ↩ Sent back
- Recorded by
- Priya Deshmane
- Date
- 17 Apr 2026
- Reason, in their words
- “Two stones are I colour. We agreed G or better.”
- Kind
- ✕ Rejected
- Recorded by
- Meera Kulkarni
- Date
- 03 Mar 2026
Long reasons are shortened to one line. Hover the line on a computer, or open the job on any device, to read the whole thing.
3 · What they have ordered
Eleven past orders, newest first. Use the search below when someone asks for a piece by memory rather than by style number.
Find a past order from how the customer described it
You get a short list of orders that fit, with the reason each one fits. One is never picked for you.
Each part above is judged on its own. There is no single score for the whole search, because the date is a guess while the product type is not.
3 past orders fit — pick the right one
Ranked by how well each one fits- It is a bracelet, which is what was asked for.
- Ordered 12 weeks ago — the closest bracelet to two months ago.
- It is also the most recent order this client placed.
- It is a bracelet, ordered 15 weeks ago — a bit older than two months.
- This client has reordered this style twice before.
- It is a bracelet, but it was ordered 8 months ago.
- Only worth opening if the caller was thinking of an older order.
ⓘ Nothing is chosen for you and nothing is opened until you pick one. If none of these is right, widen the dates or search the full order history.
- Type
- Bracelets
- Ordered on
- 14 Jun 2026
- Order value
- $2,360
- Type
- Pendants
- Ordered on
- 02 Jun 2026
- Order value
- $3,420
- Type
- Bracelets
- Ordered on
- 21 May 2026
- Order value
- $4,960
- Type
- Chains
- Ordered on
- 30 Apr 2026
- Order value
- $1,785
- Type
- Bridal
- Ordered on
- 12 Mar 2026
- Order value
- $11,620
- Type
- Bangles
- Ordered on
- 26 Feb 2026
- Order value
- $2,665
- Type
- Rings
- Ordered on
- 08 Jan 2026
- Order value
- $3,680
- Type
- Bracelets
- Ordered on
- 19 Dec 2025
- Order value
- $1,050
- Type
- Earrings
- Ordered on
- 05 Nov 2025
- Order value
- $1,355
- Type
- Chains
- Ordered on
- 18 Sep 2025
- Order value
- $2,095
ⓘ The small squares stand in for the product photo held against each style. A live system shows the real photo from the style record.
Vaidehi Exports Pvt Ltd — nothing recorded yet
Added 28 Aug 2026 by Rohit Salunkhe. Pick this client in the switcher at the top and all three sections look like this until someone puts something in. For the clients that matter most, sit with them once before their first job and write down what they already expect, so nobody starts from an empty page.
No standing rules
Add the first rule after you speak to them, with your name and the date.
Nothing turned down yet
Send-backs and rejections land here on their own, with the reason as it was said.
No orders yet
Past orders appear here once their first order is placed.
Everything on this page is internal. It is never shown to the customer.
Customers & contacts
Each customer is a company, never one person. It has its own people, and most jobs are made for a shopper who ordered from them. Say who may approve for them, and join up any business entered twice.
Needs a person now
Tap a card to show only those customers in the list below.
1approval from someone not allowed to approve
Arun Malpani approved a price on INQ-2314. He may ask, not approve. Someone must confirm it.
3possible same business twice
Records that look like one business entered twice. Nothing joins up until a person confirms it.
2customers with no owner
Nobody is looking after these accounts. Pick an owner so messages have a person behind them.
How the book looks · last 90 days
Customer list
Sorted by what needs attention first, then by orders value. 24 customers in total.
🛑 Approval from Arun Malpani — not allowed to approve. A person must confirm.
Anantara Retail Pvt Ltd · INQ-2314 · PC-1 group · yes go ahead at $34,500 · received 3 Sep 2026, 6:41 pm. Arun is set as: may ask, cannot approve. Authority is set by hand on the contact — it is never assumed because he sent the message.
- Type ⚟
- 🏬 Retailer
- Segment ⚟
- ★ VIP
- People
- 5
- Open jobs
- Last order
- 28 Aug 2026
- Orders value
- $412,800
- Owner ⚟
- PNPriya Nair
- Type ⚟
- 📦 Wholesaler
- Segment ⚟
- ◆ Strategic
- People
- 3
- Open jobs
- Last order
- 21 Aug 2026
- Orders value
- $296,500
- Owner ⚟
- DSDevang Shah
- Type ⚟
- 💎 Brand
- Segment ⚟
- ⚠ At risk
- People
- 2
- Open jobs
- Last order
- 🕐 14 Jul 2026
- Orders value
- $233,400
- Owner ⚟
- ⚠ Unassigned
- Type ⚟
- 📦 Wholesaler
- Segment ⚟
- ● Regular
- People
- 4
- Open jobs
- Last order
- 30 Aug 2026
- Orders value
- $149,000
- Owner ⚟
- KIKavita Iyer
- Type ⚟
- 🏬 Retailer
- Segment ⚟
- ● Regular
- People
- 2
- Open jobs
- None
- Last order
- 02 Aug 2026
- Orders value
- $94,300
- Owner ⚟
- ⚠ Unassigned
- Type ⚟
- 🏬 Retailer
- Segment ⚟
- ◆ Strategic
- People
- 4
- Open jobs
- Last order
- 01 Sep 2026
- Orders value
- $213,900
- Owner ⚟
- PNPriya Nair
- Type ⚟
- 📦 Wholesaler
- Segment ⚟
- ● Regular
- People
- 3
- Open jobs
- Last order
- 26 Aug 2026
- Orders value
- $136,500
- Owner ⚟
- RMRohit Menon
- Type ⚟
- 🏬 Retailer
- Segment ⚟
- ● Regular
- People
- 2
- Open jobs
- Last order
- 18 Aug 2026
- Orders value
- $101,900
- Owner ⚟
- DSDevang Shah
- Type ⚟
- 💎 Brand
- Segment ⚟
- ✦ New
- People
- 1
- Open jobs
- Last order
- 27 Aug 2026
- Orders value
- $30,600
- Owner ⚟
- KIKavita Iyer
- Type ⚟
- 🏬 Retailer
- Segment ⚟
- ◌ Dormant
- People
- 2
- Open jobs
- None
- Last order
- 🕐 09 Feb 2026
- Orders value
- $18,650
- Owner ⚟
- RMRohit Menon
Showing 1–10 of 24 customers
Anantara Retail Pvt Ltd🏬 Retailer★ VIP
Customer C-1041 · GATI-MU-4471 · Mumbai · owned by Priya Nair · 5 people on file
What changed here
Who changed what, and when.
- ✎
Segment set to VIP
Priya Nair · was Strategic - 👤
Farida Contractor given approval rights
Devang Shah · up to $25,000 - 📞
Main WhatsApp number changed
Devang Shah · was +91 98204 41100 - 🏢
Customer created
Kavita Iyer · from a walk-in at the Mumbai office
People at this company
What each person may do is set here by hand. It is never taken from the fact that they sent a message. Their chats and groups are listed beside each name, so you can see where they talk to you.
- Role
- Buying head
- +91 98204 41127
- Where they chat ⓘ
- nikhil@anantararetail.in
- What they may do ⚟
- ✔ May approve up to $25,000
- Role
- Director
- +91 98195 88240
- Where they chat ⓘ
- farida@anantararetail.in
- What they may do ⚟
- ✔ May approve up to $25,000
- Role
- Store manager, Andheri
- +91 98330 27714
- Where they chat ⓘ
- arun@anantararetail.in
- What they may do ⚟
- ✋ May ask, cannot approve
- Role
- Merchandiser
- +91 99873 55021
- Where they chat ⓘ
- sneha@anantararetail.in
- What they may do ⚟
- ✋ May ask, cannot approve
- Role
- Accounts
- +91 98676 10934
- Where they chat ⓘ
- accounts@anantararetail.in
- What they may do ⚟
- 👁 Gets updates only
Who the work is for
Most custom work here is made for a shopper who ordered it from this company. That name is kept on the job and printed on the design sheet. They are a customer of this company, not of ours — nobody here messages them.
- Who it is for
- Priyanka Suthar
- What it is
- Diamond bangle pair, 22kt — asked for in the PC-1 group
- Asked by
- Nikhil Shroff
- Stage
- ⏳ Waiting on approval
- Who it is for
- Meher Kotwal
- What it is
- Emerald cocktail ring, size 14, engraved inside band
- Asked by
- Sneha Bhatt
- Stage
- ⚒ Being made
- Who it is for
- Rizwan Shaikh
- What it is
- Gents kada, 85g, hand engraved
- Asked by
- Nikhil Shroff
- Stage
- ✔ Delivered 22 Aug 2026
- Who it is for
- Aditi Rane
- What it is
- Bridal necklace set, polki, matched earrings
- Asked by
- Farida Contractor
- Stage
- ✔ Delivered 09 Aug 2026
- Who it is for
- Faraz Merchant
- What it is
- Repair — broken clasp on a 24in chain
- Asked by
- Arun Malpani
- Stage
- ✔ Delivered 30 Jul 2026
ⓘ This name goes on the design sheet that reaches the workshop. It is not a person on file here and has no phone number or login.
WhatsApp groups for this company
Messages in these groups belong to Anantara Retail Pvt Ltd. A person is matched only when their number matches someone above.
7 members · 3 matched to people on file · currently carrying INQ-2314
5 members · 2 matched to people on file
4 members · +91 90045 77213 has sent 6 messages and is not yet a person here
ⓘ Group activity is shown from the last sync. A live system updates these lines as each message arrives.
Joined-up records
Any record joined into this company, and who did it.
Nothing joined into this company yet
There is one record waiting to be checked below in Same business twice. Order history is never lost when two records are joined.
Same business twice?
The system only suggests. A person reads the two records side by side and decides. 3 waiting to be checked.
Anantara Retail Pvt Ltd ↔ Anantara Retail Private Ltd
Read as: the same number is on both records, the names differ only by Pvt Ltd against Private Ltd, and both GATI codes share the Mumbai 4471 root. Each signal is scored on its own, so you can see which part is a guess.
Anantara Retail Pvt Ltd
C-1041 · created 04 Mar 2024
Anantara Retail Private Ltd
C-1207 · created 17 Jan 2026
Join these two records
Both order histories are kept — all 47 orders and $456,700 stay on the record you keep. Nothing is deleted. The join is saved with your name and the time. A join cannot be undone, so read both records first — you will be shown exactly what is being combined before it happens, and the record you do not keep stays here to read as history.
Joining as Priya Nair · 5 Sep 2026. You will be asked to confirm once more before anything changes.
Rehaan Bros Jewellers ↔ Rehaan Brothers Jewellers
Vaidehi Jewels & Co ↔ Vaidehi Jewels and Company
ⓘ A live system runs this check every night against phone numbers, names and GATI codes. This panel shows it part-way through a run.
Records already joined
Every join, who did it and when. Both order histories were kept in each one. A join cannot be undone — the two records as they were before the join stay here to read.
Rasvihar Jewels Pvt Ltd
CL-1042 · Ahmedabad · Account owner: Priya Nadkarni
Read-only view. Nothing is edited here.
Internal activity is shown by default and marked Internal: who the work was handed to, approvals given outside the normal limits, and changes to rules. What you can see follows your role — internal notes stay with this account's own manager (Priya Nadkarni), the PDT and the Founder/Director. Turn this off to see only what the customer said and saw.
Needs attention now
Tap a card to show just those entries.
Approvals sent, no answer back yet
Oldest has been waiting 2 days
Placed, not yet fully dispatched
Everything that has happened
Messages, design, pricing, approvals, orders and dispatch, newest first, for the whole relationship. Internal activity is marked Internal. Every entry opens where it really lives.
Today
9 September 2026 · 4 entriesConfirmed ±0.4g per bangle is workable and asked the buyer team to confirm before the wax is cut on Thursday.
Approval link sent for the temple-set bangle CAD, version 4. No answer yet.
Stone substitution on the centre piece took the quote down by $505 against the first version.
Passed to the production team so the floor can be booked the moment version 4 is approved.
Yesterday
8 September 2026 · 4 entriesWants the bangle run to leave before 12 October so it reaches the Ahmedabad showroom in time.
More than a client manager can give on their own, so it went up for sign-off before the quote was sent.
Clasp reworked and stone count corrected to 118 pieces; the file is now locked for approval.
Order raised against approved quote QT-4458 for $11,310, promised for 6 October.
In: Order GT-88114
6 September 2026
Saturday · 4 entries96 jhumka pairs left the Mumbai unit, insured, expected in Ahmedabad on 8 September.
In: Order GT-88090
Was daily. The buyer team asked for fewer chasing messages during the festive run.
Quantity raised from 200 to 240 pieces; payment terms unchanged at 30 days.
Weight band, stone quality and finish signed off with the buyer before CAD work started.
2 September 2026
Tuesday · 2 entriesApproved from the emailed link 1.4 hours after it was sent, with no changes asked for.
Asked for the same jhumka design as last year with a lighter weight band for the showroom.
14 March 2025
Friday · 2 entriesClosing dispatch of the 2025 spring bangle order, 180 pieces, delivered 17 March 2025.
In: Order GT-71208
First order of the 2025 season, 180 bangles, agreed on a phone call with the owner.
In: Order GT-71208
Prototype note: in the real product, older orders and dispatches from the GATI order history stream into this list a few at a time as they are read, instead of appearing all at once.
Showing 16 of 243 entries · whole relationship, newest first · starts 6 January 2024
How this relationship performs
Same figures and formats as the client account page.
Shown for this review only — the two other ways this page can look.
Nothing has happened with this customer yet
As soon as a message, quote or order exists, it will appear here in time order.
No activity matches these filters
Try a wider date range, or remove a kind or conversation filter.
This page only shows history
Product Development Desk
Anwesha Roy — Product Development Team
7
Waiting for a briefInquiries handed to you by a Client Manager. ⚠ 3 are past the clock
4
Waiting for my reviewDesigns in from the studios. The Design Lead checks them for the design team. You check them against your brief. ⏳ 1 due within the hour
2
Floor raised a changeProduction cannot make the piece as designed and needs a change. ⚠ 1 is overdue
Your queue — 13 items
Ordered by how much time is left, then by how long each one has waited. Never by the order it arrived.
Loading Reading 2 new inquiries
INQ-4479 · Halcyon Trading House and INQ-4480 · Bay Ridge Boutique came in a few minutes ago. The assistant is still pulling out the request line, so they are not in the list yet.
13 of 17 items match. The 4 already handed to a studio are hidden by the filter above.
- Needs a brief
- Unassigned
- Overdue 2h
- Actions
- Needs a brief
- Unassigned
- Overdue 1h 25m
- Actions
- Change from the floor
- RSRohit Shenvi
- Overdue 55m
- Actions
- Needs a brief
- ARAnwesha Roy
- Due in 40m
- Actions
- Needs my review
- ARAnwesha Roy
- Due in 1h 10m
- Actions
- Needs a brief
- Unassigned
- Due in 3h
- Actions
- Needs my review
- ARAnwesha Roy
- Due in 3h 40m
- Actions
- Change from the floor
- Unassigned
- Due in 5h
- Actions
- Needs a brief
- FMFarida Mistry
- Due tomorrow
- Actions
- Needs a brief
- Unassigned
- Due tomorrow
- Actions
- Needs my review
- ARAnwesha Roy
- Due tomorrow
- Actions
- Needs a brief
- DKDevang Kulkarni
- No clock
- Actions
- Needs my review
- ARAnwesha Roy
- No clock
- Actions
Showing all 13 matching items on one page.
In a live build this list updates on its own: work handed over by a Client Manager, a design submitted by a studio, or a change raised on the floor appears here within seconds. In this demo the rows stay as they are.
The times shown come from the date each customer needs the work by. This desk does not have a target time of its own yet — that is planned for a later stage.
Cover for someone
When someone on this desk is away, a Client Manager picks up their briefs and reviews. Nothing moves on its own — it has to be taken by hand.
Rohit Shenvi
Product Development Team
Farida Mistry
Product Development Team
Devang Kulkarni
Product Development Team
Repeat orders never reach this desk
Work can travel more than one way
Every design job across the studios
Your queue above is only the work that reaches you. The full list shows every design job at every studio, in the order this desk has put them in.
Sent back — waiting on a studio
Work you returned with a reason that has not come back in yet.
Nothing waiting for you right now
Every design you sent back has already come in again. Those are in your review list.
Team numbers
Background for the month. Nothing here needs an action today.
Coral Studio
Your queue in the order it should be worked, the jobs that came back with a reason, and the submit step. Every submission needs a JPG or PNG plus an approximate carat value.
Approved designs go to Pricing on their own
Needs you now
Tap a card to filter the queue below to just those jobs.
2came back for a redo
J-4088 came back for customer preference, J-4091 for stone arrangement. Both now sit at the top of your queue.
3due today
J-4088 at 5:00 pm · J-4091 at 6:00 pm · J-4096 at 7:30 pm.
1with the reviewer
J-4096 — Rajvanshi Retail. It comes back either approved or with a reason.
Team CD-2 this week
How the team is tracking — nothing here needs an action from you.
Queue — CD-2
Ranked by priority, then due date. Showing all 7 jobs.
- Meenakshi Bridal HouseSent back today
- What they asked for
- Bridal choker rework — use the block font from ST-8741 and keep the coral bead spacing as before
- Priority
- Top priority
- Due
- Today, 5:00 pm
- PNPriya Nair (you)
- Redo it
- Open
- Zarina JewelsRepeat customer
- What they asked for
- Coral and pearl layered necklace, 5 strands, for the festive catalogue set
- Priority
- Top priority
- Due
- Today, 6:00 pm
- PNPriya Nair (you)
- Redo it
- Open
- Rajvanshi RetailShowroom trial
- What they asked for
- Temple-style coral pendant in 3 sizes for the showroom trial tray
- Priority
- High
- Due
- Today, 7:30 pm
- PNPriya Nair (you)
- Waiting on review
- Open
- Kanaka Gold MartBudget line
- What they asked for
- Coral bangle pair, thinner profile than their last order, budget-line finish
- Priority
- High
- Due
- Tomorrow, 5:00 pm
- PNPriya Nair (you)
- Carry on
- Open
- Sharda & Sons JewellersPairs with ST-8741
- What they asked for
- Coral drop earrings to pair with the ST-8741 choker — same bead grade and colour
- Priority
- Medium
- Due
- Mon 8 Sep
- DRDevika Rao
- Not started
- Open
- Tanvi Fine Jewels
- What they asked for
- Fix the colour balance on the coral cocktail ring render — reds reading too flat
- Priority
- Medium
- Due
- Tue 9 Sep
- Nobody yet
- Not started
- Open
- Aravalli Gems ExportExport order
- What they asked for
- New enquiry INQ-2419 — coral stack rings, 6 pieces, export sizing chart attached
- Priority
- Low
- Due
- Thu 11 Sep
- Nobody yet
- Not started
- Open
Showing all 7 jobs in CD-2.
Submit design —
Coral bangle pair, thinner profile · due tomorrow, Fri 5 Sep, 5:00 pm
2 things to add before you can send this
Note for this preview: in the live product the file uploads here and reaches the reviewer within a few seconds. This screen shows the moment just before that, with both required fields still empty.
With the reviewer
1 submission being checked right now.
Temple-style coral pendant · 2.85 ct · coverage 61% · sent 3 min ago
In the live product this panel updates by itself and the result lands here in seconds. This preview shows the halfway state.
Came back with a reason
Every returned job carries a reason category, whether it came back because the customer changed what they wanted or because the work did not match the brief, the note in the sender's own words and who sent it back — and it goes straight back to the top of your queue.
J-4088 · Sent back — font mismatch
Reason: Customer preferenceCause: did not match the briefThe customer's usual block font was not used — see the ST-8741 history for the exact face.
Sent back by Nisha Karve — Design Head.
Back at the top of your queueMeenakshi Bridal HouseJ-4091 · Sent back — carat looks low
Reason: Stone arrangementCause: did not match the brief1.20 ct entered for a 5-strand set — please recheck the stone count and send it again.
Sent back by the automatic check.
Back at the top of your queueZarina JewelsJ-4076 · Sent back — wider band asked for
Reason: ProportionCause: customer changed what they wantedThe brief asked for a narrow band. The customer now wants it wider — redone and approved the same day.
Sent back by Ritu Shenoy — Client Manager, on the customer's word.
Done · nothing for you to doKanaka Gold MartJ-4079 · Approved
Coverage 68% and 3.10 ct — both inside the agreed range, so it went to Pricing by itself.
Sent to Pricing · nothing for you to doSharda & Sons Jewellers
Sent to Pricing today
Approved work lands here on its own.
Nothing sent yet today
When a design is approved with its coverage and carat inside the range, it appears here and moves to Pricing without anyone handing it over.
CAD Studio
Work your team queue, submit a new version, and compare it with the version before it. Every submission needs three things: the .3dm model file, a render image and a weight report.
Needs your attention now
Cuban team · 04 Sep 2026
3 jobs are your turn
Oldest is due today at 17:00 — J-4091 Cuban link bracelet.
2 waiting for the customer to approve a render
Detailed CAD stays locked on these jobs until approval is recorded.
1 model file upload has stalled
J-4102 · 1.1 GB of 4.2 GB sent. It will carry on from where it stopped.
Cuban team this week
Performance, not a to-do list.
Team queues
Ranked by priority, then by due date. Pick a team to see its queue.
- Customer
- Priority
- 🔴 Urgent
- Due
- Today 17:00
- Owner▾
- DMDevan Mistry
- Next step
- ✋ Your turn · build v4
- Customer
- Priority
- 🔴 Urgent
- Due
- 05 Sep
- Owner▾
- MTMeera Talwar
- Next step
- ✋ Your turn · fix wall thickness
- Customer
- Priority
- 🟠 High
- Due
- 05 Sep
- Owner▾
- DMDevan Mistry
- Next step
- ⚠ Upload stalled · restart
- Customer
- Priority
- 🟠 High
- Due
- 08 Sep
- Owner▾
- ◻ Unassigned
- Next step
- 🔒 Waiting on customer render
- Customer
- Priority
- 🔵 Medium
- Due
- 09 Sep
- Owner▾
- AVAnjali Vora
- Next step
- ✋ Your turn · start v1
- Customer
- Priority
- 🔵 Medium
- Due
- 11 Sep
- Owner▾
- KSKabir Sheth
- Next step
- ⏳ Waiting on design check
- Customer
- Priority
- ⚪ Low
- Due
- 15 Sep
- Owner▾
- FQFarhan Qureshi
- Next step
- 🔒 Waiting on customer render
J-4091 · version comparev3 vs v2🔒 Versions are locked
Cuban link bracelet 14mm · · inquiry
v3✓ Newest
Submitted 02 Sep 2026 by Devan Mistry
v2🔒 Prior · locked
Submitted 27 Aug 2026 by Devan Mistry
✓ Minimum wall thickness passes
Renders open full size in the browser, so a version can be looked at without downloading the gigabyte model file. Prototype note: a live build would load the stored render image in place of the picture frame above.
Weight, carat and wall thickness come from the weight report and the stored file details. The 3D model itself is never opened to draw this screen.
Render checkpoint
Detailed CAD only opens once the customer has approved a render.
✓ J-4091 · approved 12 Aug 2026
🔒 J-4118 · no approval on record
Submit v4 — J-4091
All three files are required before a version can be submitted.
✕ Submit v4 is blocked
Rhea Kabadia sent v3 back on 03 Sep 2026: the clasp engraving is too shallow to cast. If a version is not sent back, type your own reason here instead.
cuban-link-J4091-v4.3dm · 3.8 GB
2.4 GB of 3.8 GB sent. It goes straight to Amazon S3 in chunks, so if the connection drops it carries on instead of starting again. There is no maximum file size — a model of any size can be sent. Prototype note: a live build would show real transfer progress here.
J4091-v4-render.png · 2.4 MB · added 04 Sep 2026
ℹ Four answers proposed · none confirmed yet
A version can be reviewed while its model file is still sending, but it can only be approved once that file finishes and its checksum matches.
Version history — J-4091
Once a version is submitted it cannot be changed or removed, and its model file cannot be swapped for another. A correction is always a new version.
- Submitted by
- DMDevan Mistry
- Date
- 02 Sep 2026
- Why this version exists
- Answers send-back SB-318 — Sona Kinara Retail asked for a heavier link
- Weight
- 41.8 g
- Min wall
- ✓ 1.62 mm
- Model file
- 3.6 GB · checksum verified
- Submitted by
- DMDevan Mistry
- Date
- 27 Aug 2026
- Why this version exists
- Answers send-back SB-306 — v1 wall was 1.08 mm, under the 1.20 mm minimum
- Weight
- 40.9 g
- Min wall
- ✓ 1.31 mm
- Model file
- 3.4 GB · checksum verified
- Submitted by
- AVAnjali Vora
- Date
- 19 Aug 2026
- Why this version exists
- Not sent back — first version after the render was approved on 12 Aug 2026
- Weight
- 39.4 g
- Min wall
- ✕ 1.08 mm
- Model file
- 3.1 GB · checksum verified
Every version says why it exists, so the history reads as a record of decisions rather than a list of files.
There is no edit or delete here on purpose. v1 failed the 1.20 mm minimum and stays on record exactly as it was submitted.
A job can have as many versions as it needs — there is no cap. Nothing is ever deleted. After a job is closed, its older model files may be moved to cheaper storage on Amazon S3: they can take longer to fetch, but they always come back.
Customers cannot download the model file. A Client Manager can choose to let one customer download a version, and only then is it reachable by them.
Design Brief
Everything you need before you draw: the customer’s photo, what they asked for, the limits you must build to, and past designs that look close.
Same brief, same four panels — only the contents change with the stage.
1 of 6 build limits is still missing — bail opening
You can start drawing, but the bail opening must be filled in before this sketch can go for checks. Rhea Kulkarni recorded the other five on 2 Sep 2026.
Customer’s references
Every picture Kavita Deshmane has sent on this job, from the whole chat — not only the first message.
All sent by Kavita Deshmane from +91 98204 71133 and pulled together here, so you do not have to scroll back through the chat. Placeholder artwork in this preview — the live screen shows the real pictures from the messages.
What the customer asked for
Three separate layers: her own words, what was read from those words, and what the team has added for you. Where they differ, the team notes win.
“Need a leaf-shaped pendant like the photo for our anniversary on 18 October. Same style but a little smaller and lighter. Diamonds should look bright, nothing dull. No chain needed — she will wear it on the one she has. Yellow gold only, she does not like white.”
Her words: “Need a leaf-shaped pendant like the photo”
Her words: “Yellow gold only, she does not like white”
They ask for 18kt but they mean the warmer, deeper yellow we used on order ORD-17610. Use the same alloy.
Her words: “our anniversary on 18 October”. The year is not written down, so 2026 was taken from today’s date.
Her words: “No chain needed — she will wear it on the one she has”. Her chain has not been seen yet, so the bail size cannot be read from this.
Her chain is thin. Keep the bail small and neat. She is sending a photo of the chain.
Added 30 Aug 2026, 12:10 · last edited 2 Sep 2026, 09:40
- •Wants the leaf outline softer than the photo — the photo’s edges are too sharp for her taste.
- •Repeat customer. Last piece was a matching leaf-motif ring, order , delivered March 2026.
- •Her existing chain is thin — keep the bail small and neat. She is sending a photo of the chain.
- •Hard date: piece must ship by 10 Oct 2026 to reach Pune in time.
Added 2 Sep 2026, 16:05
- •This family asks for 18kt but they mean the warmer, deeper yellow we used on order ORD-17610. Use the same alloy.
- •They turned down a hollow-back build in March 2026. Keep this one solid, even if it costs a little weight.
- •Use her photo for the leaf shape only. The chain in that photo is not part of this job.
Build to these limits
The target you were given for this piece, recorded on 2 Sep 2026. Draw inside these.
Allowed range 17.8 g – 19.0 g finished weight.
No white or rose gold anywhere on the piece.
Natural diamonds, no treated stones.
Round brilliant, largest centre stone 0.18 ct.
Height × width. Maximum thickness 4.2 mm.
Waiting on the photo of the customer’s own chain.
ℹ️ Where these limits come from
Past designs that look close
From our own past orders, ranked on the picture and the job details together. Use them as reference, not as a copy.
Our own past designs
18kt yellow · 17.9 g · 12 stones · 0.88 ct
18kt yellow · 19.2 g · 15 stones · 1.02 ct
18kt yellow · 16.4 g · 18 stones · 0.74 ct
22kt yellow · 21.6 g · 9 stones · 0.61 ct
18kt yellow · 8.8 g · 24 stones · 0.55 ct
Outside references
Designs found outside our own orders. Kept separate on purpose — never treat these as something we have already made.
88% alike · yellow gold · about 19 g · stone details not listed
74% alike · yellow gold · weight not listed · 11 stones
ℹ️ Matching runs automatically over past orders when the job opens. This preview shows the finished result; in the live product the list refreshes as new orders are added.
Design & CAD
Design Upload & Verification
Upload the design and the stone list your design tool exports for it. The checklist for this job runs straight away and the result shows below, while the work is still in front of you.
Customer
Job
JOB-2318 · from
Piece
Halo ring · 18K yellow gold
Uploading
Devansh Rathi · CAD lead
Due back to client
One station for both stages — only the checklist changes.
CAD v3 failed 2 of its 7 checks
This design does not move on. Upload a corrected version to run the checks again. This is correction round 2 of 3 on the CAD stage — if a third version also fails its checks, the job goes to the Design Lead to sort out.
Design or CAD render
JPG, PNG or PDF, up to 25 MB.
📄 render-cad-v4.png
4.2 MB · 14:22 today
The stone list is read from the exported file next to this, never from the picture.
Stones fileℹ️
The stone list exported from Matrix or Rhino. Text (.txt, .csv) or Excel (.xlsx, .xls). One row per stone, with the eight standard columns — DIA/COL, SETTING TYP., ST.Shape, MM SIZE, SIEVE SIZE, AVRG WT, PCS and CT WT — plus the gold weight with its karat. Needed on the version you send for pricing; you can leave it out on earlier versions.
✕ stones-cad-v3.txt could not be read
📊 stones-cad-v4.xlsx
48 rows read · all eight columns found · exported from Matrix · 14:22 today
This file prices the piece. The stone and diamond requirement that the store issues against is made separately when the order is placed, from the same data.
3D model fileℹ️
Large files upload on a separate track.
📦 JOB-2318-CAD-v4.3dm
218 MB
62% uploaded · about 4 min left
The checks read the render and the reports, not the geometry, so the result does not wait for this file.
ℹ️ In the live system this bar moves as the file transfers.
LoadingChecks running on CAD v4
Started at 14:22 today · 4 of 7 checks done
ℹ️ In the live system these results arrive one by one as each check finishes; the prototype shows the state part-way through.
Last result — CAD v3
Ran on upload at 13:58 today, against the checklist for this job.
✕ Failed — 2 of 7 checks did not pass
- Result
- ✕ Failed
- What the check found
- stones-cad-v3.txt — the MM SIZE column is missing from the first row.
- Result
- ✕ Failed
- What the check found
- Exported stone list has 44 stones; the brief for JOB-2318 asks for 48.
- Result
- ✓ Passed
- What the check found
- 0.94 mm at the thinnest point.
- Result
- ✓ Passed
- What the check found
- clearance-report-v3.pdf
- Result
- ✓ Passed
- What the check found
- 12.75 g, 2.8% over — inside tolerance.
- Result
- ✓ Passed
- What the check found
- Top, side and perspective all present.
- Result
- ✓ Passed
- What the check found
- JOB-2318-CAD-v3
Submit opens only when all 7 checks pass. A failed check cannot be passed from this screen.
Stones file for pricing
Goes to Pricing & Quotes when the version passes.
Nothing sent to pricing yet
48 rows from the Matrix export stones-cad-v4.xlsx are read and ready, with all eight columns found. They go to pricing the moment this version passes its checks.
Who can upload here
Upload history for JOB-2318
Newest first. Every version is recorded only once its checks have run.
- Stage
- 🖥️ CAD
- Result
- ⏳ Checks running
- Uploaded by
- Devansh Rathi
- Uploaded
- 4 Sep, 14:22
- What happened
- Render, exported stone list and 3D model uploaded; 4 of 7 checks done.
- Stage
- 🖥️ CAD
- Result
- ✕ Failed — fix and re-upload
- Uploaded by
- Devansh Rathi
- Uploaded
- 4 Sep, 13:58
- What happened
- Stones file had no MM SIZE column; stone count 44 against a brief of 48.
- Stage
- 🖥️ CAD
- Result
- ✕ Failed — fix and re-upload
- Uploaded by
- Devansh Rathi
- Uploaded
- 3 Sep, 17:40
- What happened
- Wall thickness 0.62 mm, under the 0.80 mm minimum.
- Stage
- 🖥️ CAD
- Result
- ✕ Failed — fix and re-upload
- Uploaded by
- Devansh Rathi
- Uploaded
- 3 Sep, 11:05
- What happened
- Clearance report missing; only one render angle attached.
- Stage
- 💎 Coral
- Result
- ✓ Submitted
- Uploaded by
- Priyal Sanghvi
- Uploaded
- 1 Sep, 16:10
- What happened
- Passed all 6 checks; stones file sent to pricing.
- Stage
- 💎 Coral
- Result
- ✕ Failed — fix and re-upload
- Uploaded by
- Priyal Sanghvi
- Uploaded
- 31 Aug, 12:35
- What happened
- Measurements sheet missing from the upload.
ℹ️ The checks run on the server the moment a file is uploaded. This prototype shows the results they would return for JOB-2318.
Final CAD lock
One version per job is the file production builds from. Everything downstream points at that number.
Pendant · Hinged bale · Cuban team · Style master SM-1180
Route to production
Both routes end at the same lock. The route this job took is highlighted.
Set by product type: flat, lettered and enamel pieces — name and number pendants, logos and hip-hop custom work — go to Coral first and come back as a DXF drawing file. This job is a pendant, so it took this route.
Set by product type: three-dimensional set pieces — rings, bands, tennis and bridal — go straight to CAD with no Coral stage.
Lock v3 as the production file
All three lines below must pass before this version can be locked.
Design checklist passed
12 of 12 checks passed · 0 failed · signed off by Rhea Kapoor, 04 Sep 2026
Technical checks passed
8 of 8 checks passed · 0 failed · min wall 1.62 mm · weight 41.8 g against a target of 42 g
All files finished uploading and verified
3 of 4 files verified. The model file (JOB-2418-v3.3dm, 214 MB) has not finished uploading.
v3 cannot be locked yet
The model file has not finished uploading. The Lock button turns on by itself once that file arrives and passes verification. Nothing else is outstanding.
You will be asked to confirm before v3 is locked
- •We record who locked it and the date and time.
- •This replaces v2, locked by Sanjay Rathi on 02 Sep.
- •v2 stays visible in this job's history. Versions are never edited or deleted.
- •There is no way to unlock v3 afterwards. If the design changes, you lock a newer version instead, and that one replaces v3.
- •The job bag, the GATI order and the checklist all move to v3 by number.
Blocked: the model file has not finished uploading.
Used by
Everything that currently points at v2, by version number.
ⓘ Nothing here reads the latest CAD
Where the file itself is kept
The locked CAD file stays in Chandra OS. It is not sent to GATI — the GATI order carries the job and version number, not the file. Anyone who needs the file downloads it here and passes it on to the factory. How the factory receives it is being settled later.
In this demo build the button opens the v2 file list. In a live build it downloads the v2 files from Chandra OS.
Lock history
Every lock and every replacement stays on record.
- 📄
v3 submitted by Meera Iyer
Waiting on the model file. Not locked. - 🔒
v2 locked by Sanjay Rathi
Replaced v1. Job bag, GATI order and checklist moved to v2. - ↩
v1 lock ended
Kept in history and still viewable. The file itself was not changed. - 🔒
v1 locked by Sanjay Rathi
First locked version on this job. - 📄
v1 submitted by Meera Iyer
Built from the Coral design approved by the customer on 18 Aug.
CAD versions on JOB-2418
Newest first. Versions are never edited or deleted — a change means a new version and a new lock.
- Produced by
- Meera IyerCAD team · Cuban
- Date
- 04 Sep 202610:42
- Files present
- ✕Model (.3dm)Still uploading✓RenderVerified 04 Sep✓Weight reportVerified 04 Sep✓Stones fileVerified 04 Sep
- Checklist results
- ✓Design: 12 of 12 passed · 0 failed✓Technical: 8 of 8 passed · 0 failed
- Upload state
- ⏳3 of 4 files verifiedModel file 87%
- Status
- ○ Not lockedCandidate for lock
- Produced by
- Sanjay RathiCAD lead
- Date
- 31 Aug 202617:08
- Files present
- ✓Model (.3dm)Verified 31 Aug✓RenderVerified 31 Aug✓Weight reportVerified 31 Aug✓Stones fileVerified 31 Aug
- Checklist results
- ✓Design: 12 of 12 passed · 0 failed✓Technical: 8 of 8 passed · 0 failed
- Upload state
- ✓All 4 files verifiedFinished 31 Aug
- Status
- 🔒 Locked as the production fileLocked by Sanjay Rathi, 02 Sep 2026 14:20
- Produced by
- Meera IyerCAD team · Cuban
- Date
- 26 Aug 202616:05
- Files present
- ✓Model (.3dm)Verified 26 Aug✓RenderVerified 26 Aug✓Weight reportVerified 26 Aug✓Stones fileVerified 26 Aug
- Checklist results
- ✓Design: 12 of 12 passed · 0 failed✓Technical: 8 of 8 passed · 0 failed
- Upload state
- ✓All 4 files verifiedFinished 26 Aug
- Status
- ↩ Was locked until 02 SepLocked by Sanjay Rathi 28 Aug, replaced by v2
Showing all 3 versions on this job. A replaced version stays here for good — it is never removed.
Other jobs locked the same way
Both routes finish at one explicit lock, including when the approved CAD and the final CAD are the same file.
No Coral stage. CAD produced 24 Aug, customer approved the render 27 Aug, v2 locked by Sanjay Rathi on 29 Aug 2026.
A ring is a three-dimensional set piece, so its product family goes straight to CAD.
The approved CAD and the final CAD are the same file. It was still locked on its own, so production never has to work out which file to build.
An enamel bangle, so its product family goes to Coral first.
Style Gallery
Everything the workshop has made, plus concepts that were never approved — shown by picture first. Filter it, or type a style number to go straight there.
Also opens from where the work happens
Showing 1–12 of 342 matching styles
Tap or hover a tile — both show the same details
ST-8770
Ring · Bridal solitaire · 18K · Size 14 · Diamond 0.84 ct
ST-9120
Ring · Light weight · 18K · Size 12 · Diamond 0.36 ct
ST-8412
Pendant · Festive · 22K · Ruby 1.20 ct
ST-9031
Bangle · Temple · 22K · Size 2.6 · No stone
ST-7765
Chain · Daily wear · 18K · 18 in · No stone
ST-8899
Earrings · Bridal · 18K · Diamond 1.10 ct
ST-8054
Bracelet · Daily wear · 22K · 7.5 in · No stone
ST-9245
Earrings · Daily wear · 14K · Diamond 0.32 ct
ST-8336
Bangle · Festive · 22K · Size 2.4 · Uncut polki
ST-7710
Ring · Solitaire · 18K · Size 16 · Diamond 1.02 ct
ST-9188
Pendant · Light weight · 18K · Diamond 0.24 ct
ST-8801
Pendant · Festive · 22K · Emerald 0.90 ct
Page 1 of 29 · 12 per page
Table view
The same 342 styles as a sortable list — pick Table in the view toggle above. Columns become cards on a phone.
- Design status
- Made before
- Product type
- Ring
- Style class
- Bridal solitaire
- Karat
- 18K
- Size
- 14
- Stone
- Diamond 0.84 ct VS-GH
- Last made
- 22 Aug 2025
- Files
- 4 img · 2 CAD
- Open ›
- Design status
- Made before
- Product type
- Earrings
- Style class
- Daily wear
- Karat
- 14K
- Size
- —
- Stone
- Diamond 0.32 ct SI-IJ
- Last made
- 11 Aug 2025
- Files
- 2 img · 1 CAD
- Open ›
- Design status
- Made before
- Product type
- Pendant
- Style class
- Light weight
- Karat
- 18K
- Size
- —
- Stone
- Diamond 0.24 ct VS-GH
- Last made
- 29 Jul 2025
- Files
- 4 img · 1 CAD
- Open ›
- Design status
- Made before
- Product type
- Ring
- Style class
- Light weight
- Karat
- 18K
- Size
- 12
- Stone
- Diamond 0.36 ct SI-IJ
- Last made
- 14 Jul 2025
- Files
- 3 img · 1 CAD
- Open ›
- Design status
- Made before
- Product type
- Bangle
- Style class
- Temple
- Karat
- 22K
- Size
- 2.6
- Stone
- No stone
- Last made
- 02 Jun 2025
- Files
- 5 img · 3 CAD
- Open ›
- Design status
- Made before
- Product type
- Earrings
- Style class
- Bridal
- Karat
- 18K
- Size
- —
- Stone
- Diamond 1.10 ct VS-GH
- Last made
- 18 Apr 2025
- Files
- 6 img · 2 CAD
- Open ›
- Design status
- Made before
- Product type
- Pendant
- Style class
- Festive
- Karat
- 22K
- Size
- —
- Stone
- Emerald 0.90 ct
- Last made
- 27 Mar 2025
- Files
- No image · 1 CAD
- Open ›
- Design status
- Made before
- Product type
- Pendant
- Style class
- Festive
- Karat
- 22K
- Size
- —
- Stone
- Ruby 1.20 ct
- Last made
- 09 Jan 2025
- Files
- 3 img · 1 CAD
- Open ›
- Design status
- Approved — not made yet
- Product type
- Bangle
- Style class
- Festive
- Karat
- 22K
- Size
- 2.4
- Stone
- Uncut polki
- Last made
- —
- Files
- 5 img · 2 CAD
- Open ›
- Design status
- Concept — not approved
- Product type
- Bracelet
- Style class
- Daily wear
- Karat
- 22K
- Size
- 7.5 in
- Stone
- No stone
- Last made
- —
- Files
- 4 img · 2 CAD
- Open ›
- Design status
- Rejected concept
- Product type
- Ring
- Style class
- Solitaire
- Karat
- 18K
- Size
- 16
- Stone
- Diamond 1.02 ct VS-GH
- Last made
- —
- Files
- 3 img · 2 CAD
- Open ›
When nothing matches
Shown for the demo — this is what the grid shows for a filter set with no styles behind it.
No styles match Bangle · 14K · Emerald
Nothing has been made in that combination. Remove the karat filter to see 168 bangles with coloured stones, or search a style number instead.
While the grid loads
Shown for the demo — tiles appear as placeholders until the GATI mirror answers.
ST-8770 — Bridal solitaire ring
Ring · Bridal solitaire · 18K white gold · Size 14 · Diamond 0.84 ct VS-GH
Each style shows whatever first picture it has. Pictures come across from GATI as they are — nothing is cropped, resized or sorted into front, side or render views.
Attributes
As held in GATI on 05 Sep 09:40
CAD files
Download a file to open it in your own CAD program.
- Type
- Rhino
- Size
- 14.2 MB
- Added
- 18 Mar 2023
- Type
- STL
- Size
- 8.6 MB
- Added
- 18 Mar 2023
- Type
- PDF
- Size
- 340 KB
- Added
- 20 Mar 2023
- Type
- Image
- Size
- 2.1 MB
- Added
- 21 Mar 2023
Orders that used this style
All 6 orders shown. Each row opens the read-only GATI order record.
$52,760
37 pieces across 6 orders
- Customer
- Zarina Jewels, Mumbai
- Order date
- 22 Aug 2025
- Qty
- 5
- Value
- $7,350
- Open order ›
- Customer
- Amritsi Fine Jewels, Jaipur
- Order date
- 11 Feb 2025
- Qty
- 8
- Value
- $11,680
- Open order ›
- Customer
- Sundarvel Ornaments, Chennai
- Order date
- 30 Apr 2024
- Qty
- 2
- Value
- $2,860
- Open order ›
- Customer
- Kesaria Retail Jewels, Hyderabad
- Order date
- 19 Jan 2024
- Qty
- 12
- Value
- $16,920
- Open order ›
- Customer
- Vaidehi Gold House, Pune
- Order date
- 02 Aug 2023
- Qty
- 4
- Value
- $5,640
- Open order ›
- Customer
- Vasantika Jewels, Coimbatore
- Order date
- 14 Mar 2023
- Qty
- 6
- Value
- $8,310
- Open order ›
Figures are mirrored from GATI and cannot be changed here. Order values are shown to commercial roles only.
Design & CAD
External references
Look outside for pictures that help explain the brief for this job. Anything you keep stays attached to this brief, and anything found outside stays marked as somebody else's work.
⏳ Coming later — this screen is a preview, not switched on
On 15 Sep 2026 the business decided the whole outside picture search comes later. Nobody can search outside sources or keep an outside picture against a job yet. Everything below shows how it would work when it is built.
One question must still get a real answer before any of it is built: what rights apply when an outside picture is kept against a job.
JOB-2418 · Pendant with hinged bale
Kavitha Rajaram — Vasanti Jewel House, Chennai · from · designer Nikhil Barve
Search for reference pictures
Started from the job in hand. Change the words or narrow the sources, then search again.
Product type
Material
Inspiration for the brief — not something to copy
10 results for JOB-2418 — 4 of ours, 6 from outside
Searched 5 Sep 2026, 11:42 by Nikhil Barve
Our own work
Styles we have made before, from the . These are ours to reuse.
Teardrop pendant, hinged bale, plain 18K
STY-0912 · made for JOB-1988 · Mar 2026
Leaf pendant with folding bale, 18K yellow
STY-0771 · made for JOB-1802 · Nov 2025
Drop pendant, brushed finish, hidden bale
STY-1043 · made for JOB-2107 · Jun 2026
Coin pendant, wide bale, 18K plain
STY-0688 · made for JOB-1654 · Aug 2025
From outside — not ours
Found on outside sources. Every picture below belongs to somebody else and carries its source and a link back.
Teardrop pendant with hinged bale, brushed gold
Source: Lattice Image Search
Open original ↗Open bale close-up, hinge visible from the side
Source: Adorn Boards
Open original ↗Long drop pendant on fine cable chain, plain gold
Source: Studio Verrine Journal
Open original ↗Hammered teardrop, hinged bale, worn on the neck
Source: Lattice Image Search
Open original ↗Sketch of a hinge bale mechanism, side and front
Source: Adorn Boards
Open original ↗Polished teardrop with beaded edge, 18K tone
Source: Studio Verrine Journal
Open original ↗Still searching — Design Boards Exchange
Atelier Archive
No outside references found — try fewer words
Nothing on this source matched pendant hinged bale 18K teardrop. Drop a word or two, or take off a filter, and search again.
Attached to this job
3 outside pictures kept against JOB-2418. Each one keeps its source and link, so where the idea came from stays clear later.
- Source
- Lattice Image Search
- Link
- Open ↗
- Attached by
- Nikhil Barve · Coral Designer
- When
- 5 Sep 2026, 11:44
- Source
- Adorn Boards
- Link
- Open ↗
- Attached by
- Farida Mistry · CAD Lead
- When
- 5 Sep 2026, 11:51
- Source
- Studio Verrine Journal
- Link
- Open ↗
- Attached by
- Rohan Deshpande · Client Manager
- When
- 4 Sep 2026, 17:20
Each attachment keeps the source name and link. Only what is attached here is recorded against the job.
Three suggested answers — please say yes or change them
Suggested on 14 Sep 2026. Nothing here is settled until someone with the authority agrees.
When it runs: only when a designer asks for it. Never on its own, because each search costs money and raises questions about other people's rights.
Who can see it: staff only. An outside picture is never shown to the customer.
How we tell if it is any good: the designer gives each result a thumbs up or a thumbs down, and we count those over time.
Two other questions now wait for the later phase, along with the feature itself: which sources we may use, and what each search costs at volume. One does not wait — what rights apply when an outside picture is kept against a job still needs a real answer before anything is built.
This search runs only when someone asks for it, and only for the job whose brief you came from. Outside results are not collected or kept as though they were ours — nothing is saved except the pictures attached above, and those keep their source and link.
ⓘ Preview build — these results are a saved set. A real build asks the configured sources live each time someone searches.
Concept ideas
Rough pictures the customer can react to, before a designer starts drawing.
Put off to a later phase by the business on 15 Sep 2026, in full. This phase is about getting the whole flow from inquiry to order working, not about adding AI everywhere. It also needs the style library to be complete before it can ground anything. Where it sits is still open: the current leaning is that concepts belong inside the design brief, as an early step before a designer commits time, rather than as their own place in the menu.
Four answers waiting for a yes or no⚠ Not agreed yet
Suggested answers written on 14 Sep 2026. They are a best guess, not a decision. Say yes to each one, or give a different answer.
How many concepts should we make each time?
Suggested answer: three. Any more and the customer struggles to pick one.
Does the customer see the concepts straight away?
Suggested answer: no. A Client Manager looks at them first. Nothing made by AI goes to a customer unseen.
Who decides a concept is good enough to send?
Suggested answer: the Client Manager. They hold the relationship and know what this customer buys.
Does this actually make design faster, and how would we know?
Suggested answer: measure it. Compare how long design takes on jobs that started from a concept against jobs that did not, over the first three months.
Two questions wait until this work is picked up again
Both were put off on 15 Sep 2026 along with the rest of this work. The second one must still be answered before anything is built.
- How the pictures are grounded in our own past work — built from the whole library up front, looked up from it as each picture is made, or both. This is the whole technical question and nobody has answered it.
- Who owns a generated concept, especially one that ends up looking like a design a customer has exclusive rights to.
What the customer asked for
Their own words, their picture, and the product type. Nothing here has been rewritten.
Received on WhatsApp · 3 Sep 2026, 4:18 pm
12 December 2026 (wedding date)
Budget envelope🔒 Fixed
Agreed with the customer on 3 Sep 2026. It cannot be changed on this screen.
$5,200 – $6,100
Concepts must stay inside this range. A concept the customer falls in love with and the budget cannot buy is worse than no concept at all.
Inside the range3 of 4 concepts
Over the range1 of 4 concepts
Grounded in our own work
These four past styles are what the concepts were built from. They are pieces this studio has already made and had approved — not generic stock pictures.
ST-8770 · Open halo pendant
Made 2024 · approved · 18kt yellow gold
ST-8412 · Tapered baguette shoulders
Made 2023 · approved · repeated 6 times
ST-9021 · Milgrain under-gallery
Made 2025 · approved · same stone size
ST-7654 · Rose-cut centre, closed back
Made 2022 · approved · wedding order
What a concept is — and what it is not
- A concept is a starting point for a conversation. It is not a design.
- It never becomes a design version, and it never enters version history.
- It is never costed as design work.
- It can never be locked as the production file.
- The buttons that would do any of those things do not exist on this screen.
- The AI-generated concept label stays on the picture everywhere it goes, including on anything the customer sees.
CN-02 is carried into the design brief as direction
It goes in as direction for the designer, not as a design. Nothing is costed and nothing is locked.
Four concepts
Generated 5 Sep 2026, 11:24 am · from the customer's request, their picture and the four styles above.
Open halo, tapered baguette shoulders
Built from ST-8770 and ST-8412
Estimated price band
$5,350 – $5,680
Budget envelope $5,200 – $6,100
Closed back, rose-cut centre, milgrain gallery
Built from ST-8770 and ST-9021
Estimated price band
$5,510 – $5,850
Budget envelope $5,200 – $6,100
Carried into the design brief as direction
Added 5 Sep 2026, 12:02 pm by Priya Nadkarni. It is direction only — not a design version, not costed, not lockable.
Split shank halo with under-bezel
Built from ST-8412 and ST-7654
Estimated price band
$5,280 – $5,590
Budget envelope $5,200 – $6,100
Wide pavé band with raised centre
Built from ST-9021
Estimated price band
$6,290 – $6,720
$190 to $620 above the top of the envelope ($6,100).
Sending is blocked while the price band sits above $6,100.
LoadingWhile the concepts are being made
Usually 40 to 60 seconds. The cards fill in as each picture is finished.
ⓘ In this demo the cards are already filled in. In the real product the pictures arrive one by one and each card replaces its placeholder as it lands.
Before anything has been generated
What a designer sees when they open a fresh inquiry.
No concepts yet
We have the customer's words, their picture, the product type and the budget. Generate three or four rough pictures so they have something to react to.
Needs the style library to be complete enough to ground the concepts in our own work.
Send to a design team
Pick the team, write the brief they will work from, and set the work size. Nothing can be handed over without both.
What the customer asked for
Their own words, kept exactly as they sent them.
WA-4471-01.jpg
WA-4471-02.jpg
WA-4471-03.jpg
Still reading…
ⓘ One photo is still being read. In the live product each photo appears here on its own as soon as it finishes reading.
No email photos yet
Nothing has come in on email for this inquiry. Anything she emails later shows up here.
Where this should go
Pick one team. Their load today is shown on each card.
Reviews this will go through before the customer sees it
Each step has to pass before the next one starts.
Nikhil Bhagat is the Design Lead on the design team, not part of the Product Development Team. He checks the design first. Anwesha Roy then checks it against the brief she wrote. Farida Mistry looks at it last, because she is the one who knows what the customer asked for.
Any of these can send the design back with a reason. A send-back is marked as either a change or a mistake.
Once it passes, either Anwesha Roy or Farida Mistry may write to Nandita Shirke — both of them deal with her directly, and there is no fixed order for who does. Whoever sends it, the message is saved on INQ-4471 and the job shows who sent it.
The brief
What the design team works from. Fields marked with * must be filled — never guessed.
Work sizeⓘ points scale
Pick the size that matches. Each one names a job the studio already did, so the number means the same thing to everyone.
Who picks it up, and by when
Send it to a design lead to share out, or straight to one designer. Leave it open if the studio should decide themselves.
Coral Studio is told straight away
Ready to hand over?
Add the brief and a work size before handing this over
✍ Brief written by Anwesha Roy, Product Development Team — saved against INQ-4471. If the design has to be redone because the brief was wrong or missing something, that is recorded against the person who wrote the brief.
The Product Development Team normally does this handover. A Client Manager may also send work straight to a studio — for a small change, or while the Product Development Team is away. In that case the Client Manager wrote the brief, so a redo caused by the brief is recorded against them.
Sketch Studio
Hand sketches for Meridian Jewels and other clients
Needs you now
Tap a card to show just those sketches in the queue below
5Waiting to start
Nobody has picked these up or begun drawing yet.
3In progress
Being drawn right now by someone on the Sketch Team.
1Sent back to me
A reviewer asked for this sketch to be redrawn.
Sketch Team, this month
Your sketch queue
9 sketches with the Sketch Team. Sorted by soonest due first, then by biggest work size.
- Customer
- Pelican Crest JewellersPC-1 group
- What is needed
- Hand sketch of a three-stone engagement ring with tapered baguette side stones. Show two crown options — plain claws and a milgrain bezel — front view and side view on one page.
- Work size
- 8 points
- Assigned to
- RSRitvik SenBeing drawn since 9:40am
- Time left
- Overdue by 40m
- Status
- Started
- Actions
- Customer
- Meridian JewelsIvy line
- What is needed
- Sketch a pear-drop pendant that sits with the existing Meridian Jewels ivy pendant line. Sent back once already — the drop read too long against the collarbone.
- Work size
- 5 points
- Assigned to
- RSRitvik Sen
- Time left
- 1h 10m left
- Status
- Sent back — needs redoing
- Actions
- Customer
- Saffron & Vine JewelsBridal
- What is needed
- Two sketch options for a low-profile bezel-set solitaire in rose gold, 1.05 ct round centre. The customer wants to see it drawn on a hand for scale.
- Work size
- 5 points
- Assigned to
- ANAarohi NadkarniBeing drawn since 8:55am
- Time left
- 2h 45m left
- Status
- Started
- Actions
- Customer
- Meridian JewelsFestive range
- What is needed
- Sketch a pair of temple-motif bangles for the festive range. Six repeats around the band, front view and inside view.
- Work size
- 8 points
- Assigned to
- Unassigned
- Time left
- 4h 30m left
- Status
- Not started
- Actions
- Customer
- Calder House Fine JewelsBespoke
- What is needed
- Halo sketch around an emerald-cut centre stone on a wide band. The customer asked for the halo to look square, not round.
- Work size
- 5 points
- Assigned to
- DRDevika RaoBeing drawn since 10:05am
- Time left
- 6h 10m left
- Status
- Started
- Actions
- Customer
- Blue Lotus BoutiqueEveryday
- What is needed
- Small daisy-cluster stud sketch, seven stones per ear, matching the pendant this customer approved in July.
- Work size
- 3 points
- Assigned to
- Unassigned
- Time left
- Tomorrow, 11:00am
- Status
- Not started
- Actions
- Customer
- Harbourline JewellersGents
- What is needed
- Signet ring sketch with an engraved family crest on the face. The customer will send the crest artwork later — draw the ring shape and shoulders now.
- Work size
- 5 points
- Assigned to
- RSRitvik Sen
- Time left
- Tomorrow, 4:00pm
- Status
- Not started
- Actions
- Customer
- Meridian JewelsChains
- What is needed
- Redraw the existing chain with a thicker flat link. Same clasp, same length, same finish.
- Work size
- 3 points
- Assigned to
- Unassigned
- Time left
- Fri, 12 Sep
- Status
- Not started
- Actions
- Customer
- Nirvaan ExportsCatalogue
- What is needed
- Simple sketch of three toe-ring widths on one sheet for the export catalogue. No stones.
- Work size
- 2 points
- Assigned to
- ANAarohi Nadkarni
- Time left
- Mon, 15 Sep
- Status
- Not started
- Actions
Showing all 9 sketches in the queue · 10 rows per page
Marking a sketch as started only tells the team who is on it. The brief stays open to read before and after.
Paused — waiting on the customer
Sketches held until the customer sends a photo, a size or an answer.
No sketches waiting
Nothing is paused right now. If a sketch is held for something from the customer, it will sit here instead of cluttering your queue.
From inquiry INQ-2314 · PC-1 group · routed to the Sketch Team by Nikhil Barve on 9 Sep, 4:10pm
Being drawn by Ritvik Sen since 9:40am
The brief
The same brief the Coral Studio and the CAD Team get. It stays readable whether or not the sketch is marked as started.
What is needed
Hand sketch of a three-stone engagement ring with tapered baguette side stones. Show two crown options — plain claws and a milgrain bezel — front view and side view on one page.
Piece
Three-stone engagement ring
Metal
18k rose gold
Centre stone
1.20 ct oval — customer's own stone
Ring size
Size 13 (Indian)
Budget the customer gave
$2,200 – $2,500
Due
Today, 10 Sep, 9:40am — overdue by 40m
Price we can give at this stage
$2,350
A sketch can carry a price, but only an early one, inside the allowed swing either way. A Coral drawing gives an early price the same way. The close-to-final price is worked out once a CAD exists — and neither a sketch nor a Coral drawing has to happen before a CAD.
What the customer said on WhatsApp
Reference photos
Four photos came in with this inquiry. Tap one to see it full size.
Checks on this sketch
A checklist against the brief, plus what the assistant could read from the drawing itself.
Checklist against the brief
4 of 6 doneTicking every line is the floor, not the verdict. Kabir Malhotra (Design Head) still judges by eye whether the drawing answers the brief.
What the assistant could read from the drawing
Tap How it read this on any line to see what it saw, why it read it that way, and how sure it is about that one line.
Crown options on the page: 2
Plain claws, and a rim with a beaded edge
Views on the page: front and side
Both views are on the one sheet, as the brief asked
Centre stone shape: oval
Matches the 1.20 ct oval in the brief
Side stone shape: tapered baguette
Please look at this one yourself before it goes on
A person has to check these
These cannot be read from a pencil drawing at all, so the assistant leaves them alone:
A sketch never passes on the assistant check alone
Sketch versions on this job
Every sketch is saved as a numbered version, the same as a Coral drawing or a CAD.
Submitted 9 Sep, 6:20pm · seen by the customer on the approval link 10 Sep, 8:15am.
Submit this sketch
Photograph the paper drawing, or add the file from your tablet.
What happens next
A sketch takes the same path as any other design.
- 1.Kabir Malhotra (Design Head) checks it. The same review a Coral drawing or a CAD gets.
- 2.Meena Iyer (Client Manager) sends it to the customer. It goes out on the same approval link as any other design.
- 3.The customer approves it or asks for a change. The answer is recorded the same way as every other design approval — there is no lighter path for sketches.
An approved sketch is not the file we make from
Sketch versions the team submitted recently
Newest first. Hours come from what the sketcher declared when they submitted.
- Version
- Sketch v1
- Sketched by
- RSRitvik Sen
- Hours
- 2.5h
- Outcome
- Customer asked for another option
- Who has it now
- Ritvik Sen — drawing v2
- Submitted
- 9 Sep, 6:20pm
- Version
- Sketch v1
- Sketched by
- RSRitvik Sen
- Hours
- 3.5h
- Outcome
- Sent back — needs redoing
- Who has it now
- Ritvik Sen — needs redoing
- Submitted
- 9 Sep, 3:05pm
- Version
- Sketch v2
- Sketched by
- ANAarohi Nadkarni
- Hours
- 4h
- Outcome
- With the customer to approve
- Who has it now
- The customer — sent 9 Sep
- Submitted
- 9 Sep, 11:40am
- Version
- Sketch v1
- Sketched by
- DRDevika Rao
- Hours
- Not recorded
- Outcome
- Waiting to be reviewed
- Who has it now
- Kabir Malhotra (Design Head)
- Submitted
- 8 Sep, 7:15pm
Approved sketches carry on to the Coral Studio or the CAD Team — approval settles the direction, not the file the piece is made from.
Design Effort
Work size set at handover on the 1, 2, 3, 5, 8, 13 scale; hours entered by the designer at submission
Needs attention now
Target: 20% of hours or less
73.5h redone out of 237.0h declared this month.
Redone because the brief was wrong
35.5h, carried by whoever wrote the brief — not by the designer who followed it.
This month at a glance
Hours are typed in by the designer
Effort by designer and team
Sorted by hours redone, highest first. These figures describe the work, not the person.
- ◍ CAD
- Points delivered
- 34
- Hours declared
- 62.0h
- Hours per point
- 1.8h
- First-attempt hours
- 31.0h
- Rework hours
- ⚠ 31.0h
- Cause split
- Customer changed — 9h / Brief wrong — 14h / Work missed the brief — 8h⚑ Contested
- ✎ Sketch
- Points delivered
- 29
- Hours declared
- 38.0h
- Hours per point
- 1.3h
- First-attempt hours
- 26.0h
- Rework hours
- ⚠ 12.0h
- Cause split
- Customer changed — 2h / Brief wrong — 7h / Work missed the brief — 3h
- ❖ Coral
- Points delivered
- 21
- Hours declared
- 31.0h
- Hours per point
- 1.5h
- First-attempt hours
- 21.5h
- Rework hours
- ▲ 9.5h
- Cause split
- Customer changed — 1.5h / Brief wrong — 5h / Work missed the brief — 3h⚑ Contested
- ◍ CAD
- Points delivered
- 24
- Hours declared
- 34.0h
- Hours per point
- 1.4h
- First-attempt hours
- 26.5h
- Rework hours
- ▲ 7.5h
- Cause split
- Customer changed — 3h / Brief wrong — 2.5h / Work missed the brief — 2h
- ✎ Sketch
- Points delivered
- 18
- Hours declared
- 26.0h
- Hours per point
- 1.4h
- First-attempt hours
- 20.0h
- Rework hours
- ▲ 6.0h
- Cause split
- Customer changed — 1h / Brief wrong — 3h / Work missed the brief — 2h
- ❖ Coral
- Points delivered
- 12
- Hours declared
- 21.0h
- Hours per point
- 1.8h
- First-attempt hours
- 17.0h
- Rework hours
- ▪ 4.0h
- Cause split
- Customer changed — 1h / Brief wrong — 2h / Work missed the brief — 1h
- ◍ CAD
- Points delivered
- 4
- Hours declared
- 12.0h
- Hours per point
- 3.0h
- First-attempt hours
- 10.0h
- Rework hours
- ▪ 2.0h
- Cause split
- Brief wrong — 2h
- ✎ Sketch
- Points delivered
- 6
- Hours declared
- 13.0h
- Hours per point
- 2.2h
- First-attempt hours
- 11.5h
- Rework hours
- ▪ 1.5h
- Cause split
- Work missed the brief — 1.5h
Showing all 8 people and shared pools · 148 points · 237.0h declared · 73.5h redone
You can see everyone here because you are Design Head. Figures for other people are open to management and Founder-level users only; a designer opening this page sees only their own.
Version by version
Every version submitted this month. Opening a person or team above narrows this list to their versions.
- Version
- CAD v3
- Designer
- Meera Kulkarni
- Points
- 5
- Hours
- 9.0h
- First attempt or redone
- ↻ Redone
- Cause and who it sits with
- Brief wrong — sits with the Product Development Desk (Kavita Nair)⚑ Contested
- Outcome
- Sent to the customer
- Version
- CAD v2
- Designer
- Meera Kulkarni
- Points
- 5
- Hours
- 12.0h
- First attempt or redone
- ✓ First attempt
- Cause and who it sits with
- —
- Outcome
- Came back for changes
- Version
- Sketch v2
- Designer
- Ravi Deshmukh
- Points
- 3
- Hours
- 4.0h
- First attempt or redone
- ↻ Redone
- Cause and who it sits with
- Customer changed their mind — sits with the customer
- Outcome
- Approved by the customer
- Version
- Coral v1
- Designer
- Anjali Rane
- Points
- 8
- Hours
- ▢ Not recorded
- First attempt or redone
- ✓ First attempt
- Cause and who it sits with
- —
- Outcome
- With the reviewer
- Version
- CAD v4
- Designer
- Farhan Qureshi
- Points
- 2
- Hours
- 3.5h
- First attempt or redone
- ↻ Redone
- Cause and who it sits with
- Work missed the brief — sits with the CAD Team
- Outcome
- Locked for production
- Version
- Sketch v1
- Designer
- Nikhil Bhatt
- Points
- 3
- Hours
- 5.0h
- First attempt or redone
- ✓ First attempt
- Cause and who it sits with
- —
- Outcome
- Sent to the customer
- Version
- Coral v2
- Designer
- Priya Salunke
- Points
- 2
- Hours
- ▢ Not recorded
- First attempt or redone
- ↻ Redone
- Cause and who it sits with
- Brief wrong — sits with the Client Manager (Rohit Menon)⚑ Contested
- Outcome
- Came back for changes
- Version
- CAD v1
- Designer
- Unassigned — CAD pool
- Points
- 5
- Hours
- 6.0h
- First attempt or redone
- ✓ First attempt
- Cause and who it sits with
- —
- Outcome
- With the designer
Showing 8 of 34 versions submitted this month
Periods with nothing in them yet
Included for review, so you can see what a quiet period and a period still being added up look like.
Coral · week starting 8 September 2026
Nothing recorded yet
No points or hours for this period
Points are attached when work is handed to a design team, and hours are entered when a version is submitted. The first submitted version will show here.
All design teams · last quarter
Still being added up
Why Work Came Back
Every send-back, what was wrong and why it happened
Needs attention now
3Waiting for a cause
Nobody has said yet why these came back. The oldest has been open 2 days.
2Disagreed with
The person it was put against does not agree. A decision is still owed on both.
11Sent back this week
Every design returned since Monday, whatever the cause.
Why work comes back — the pattern
Send-backs
Newest ones with no cause first, then oldest first. Showing 10 of 11.
Loading One more send-back is still being read in
A message from Pelican Crest Jewellers on JOB-2314 is being read now. It will join the top of this list with no cause set.
In the live system this row appears on its own as soon as the message has been read. Here it is shown as a fixed example.
- Customer
- Marlowe & Vane Fine Jewels
- Raised by
- Client Manager
- What was wrong
- Proportion — shank reads too heavy against the 1.20ct centre stone
- Cause
- Cause not set yet
- Belongs to
- Not set
- Status
- Waiting for a cause
- Hours spent redoing it
- 6.5h
- Sent back
- 10 Sep · 2h ago
- Customer
- Pelican Crest Jewellers
- Raised by
- Automatic check
- What was wrong
- Clasp — box clasp is missing the safety catch shown in the reference
- Cause
- Cause not set yet
- Belongs to
- Not set
- Status
- Waiting for a cause
- Hours spent redoing it
- 4.0h
- Sent back
- 9 Sep · 1d ago
- Customer
- Saltmarsh Bridal Co.
- Raised by
- Customer
- What was wrong
- Stone size — customer now wants 2.00ct, the brief says 1.50ct
- Cause
- Cause not set yet
- Belongs to
- Not set
- Status
- Waiting for a cause
- Hours spent redoing it
- 3.5h
- Sent back
- 8 Sep · 2d ago
- Customer
- Ashgrove Retail Group
- Raised by
- Product Development
- What was wrong
- Metal finish — matte was asked for, polished was delivered
- Cause
- Did not match the brief
- Belongs to
- Meera Joshi · Coral Studio
- Status
- Disagreed — waiting for a decision
- Hours spent redoing it
- 5.0h
- Sent back
- 8 Sep · 2d ago
- Customer
- Verano Joyeria
- Raised by
- Client Manager
- What was wrong
- Engraving — the font used is not the one named in the brief
- Cause
- Did not match the brief
- Belongs to
- Rohan Mehta · Product Development
- Status
- Disagreed — waiting for a decision
- Hours spent redoing it
- 2.5h
- Sent back
- 7 Sep · 3d ago
- Customer
- Marlowe & Vane Fine Jewels
- Raised by
- Design Head
- What was wrong
- Proportion — gallery height is 1.4mm off the figure in the brief
- Cause
- Did not match the brief
- Belongs to
- Rohan Mehta · Product Development
- Status
- Disagreement settled
- Hours spent redoing it
- 9.0h
- Sent back
- 4 Sep · 6d ago
- Customer
- Kestrel Lane Boutique
- Raised by
- Customer
- What was wrong
- Stone shape — moved from oval to cushion after seeing the render
- Cause
- Customer changed their mind
- Belongs to
- No one — customer change
- Status
- Cause set
- Hours spent redoing it
- 7.5h
- Sent back
- 6 Sep · 4d ago
- Customer
- Pelican Crest Jewellers
- Raised by
- Client Manager
- What was wrong
- Band width — customer asked for 2.4mm after the brief was signed
- Cause
- Customer changed their mind
- Belongs to
- No one — customer change
- Status
- Cause set
- Hours spent redoing it
- 1.5h
- Sent back
- 5 Sep · 5d ago
- Customer
- Harbourlight Jewels
- Raised by
- Automatic check
- What was wrong
- Prong count — 4 prongs modelled, the brief asks for 6
- Cause
- Did not match the brief
- Belongs to
- Kabir Rane · CAD Team
- Status
- Cause set
- Hours spent redoing it
- 3.0h
- Sent back
- 4 Sep · 6d ago
- Customer
- Ashgrove Retail Group
- Raised by
- Product Development
- What was wrong
- Metal colour — customer switched to rose gold after the brief
- Cause
- Customer changed their mind
- Belongs to
- No one — customer change
- Status
- Cause set
- Hours spent redoing it
- 2.0h
- Sent back
- 3 Sep · 7d ago
Showing 10 of 11 send-backs from this week. Open any job to see the brief, the version and the message behind it.
JOB-2287 · v3—Marlowe & Vane Fine Jewels Waiting for a cause
Sent back 10 September at 09:40 by Priya Nair (Client Manager). 6.5 hours have gone into redoing it so far.
The brief it was given
BRF-2287, written 28 August by Rohan Mehta (Product Development)
Centre stone: 1.20ct oval
Shank: 2.1mm tapered
Metal: 18k yellow gold
Gallery height: 4.6mm
The version that came back
CAD-2287-v3, uploaded 9 September by Kabir Rane (CAD Team)
Proportion — shank reads too heavy against the 1.20ct centre stone.
The message that triggered it
From Elena Marlowe, 10 September at 09:12
WhatsApp · Marlowe & Vane group
The band looks much heavier than the sketch we signed off. The ring reads bulky next to the stone — can we bring it back closer to the drawing?
Earlier on this job
JOB-2287 · v2 — this one was disagreed with and has been decided
First set as: Did not match the brief, put against Kabir Rane (CAD Team) by Sana Qureshi (Product Development), 1 Sep.
Disagreed by Kabir Rane, 2 Sep: The brief did not give a gallery height, so there was nothing to build to.
The 9.0 hours of rework now sit with Rohan Mehta, not with Kabir Rane. A send-back that did not match the brief always names one person, never a team.
Set the cause
Pick one of the two. There are only these two.
Do you disagree?
For the person a cause has been put against.
When the list is clear
Shown here for review — this is what the list looks like when no design has come back.
No work has come back
Nothing has been sent back for redoing. New send-backs land here the moment they are raised, with no cause set.
Design change in production
Raise new design work against a job already being made — including a job that only lives in GATI. The job keeps its number, its order and its job bags.
Needs attention now
3
jobs stopped, waiting on a new design
2
changes with nobody handling them
2
new versions ready for the floor to restart
Find the job
One search across jobs in this system and the GATI order history. A job that only exists in GATI can still be used.
Pelican Crest Jewellers
Style PC-1-ARC-118 · Stage: stone setting — 4 of 12 bags made
Marigold & Vale Retail
Style MV-EAR-204 · Stage: polishing — 6 of 6 bags made
Kestrel & Row Fine Jewels
Style KR-BNG-077 · Stage: casting — 0 of 4 bags made
Aldermere Gems
Style AG-RNG-052 · Stage: quality check — 2 of 2 bags made
ⓘ In a live build the order record is read from GATI over its order interface and becomes a job here, keeping its GATI key. Shown here mid-pull with sample data.
Nothing else matched PC-1
If the piece was ordered before this system, search again using the GATI order number printed on the job bag.
Raise the change against JOB-4471
Pelican Crest Jewellers · Style PC-1-ARC-118 · pulled in from GATI-88214 on 9 Sep 2025.
Stones not sitting on the shoulder rail. 3 came loose on bag 03. Pls check
Naresh Kulkarni (setting bench) · 1 photo
ⓘ A photo and one line sent to the floor group at any hour lands on the job here. In a live build the message and photo arrive through the WhatsApp Business interface; shown here with sample data.
This makes version 5 on JOB-4471 — not a new job
What is approved today
The specification the floor is working to right now.
Production is building from this file. A new locked version will take its place.
12 bags in total · 4 already made · 8 not yet started
Dispatch date
30 Sep 2025
- ✏️
Sketch approved
Sketch Team — Meera Joshi - ↩
CAD v3 sent back — did not match the brief
Shoulder rail width wrong. Sits with CAD Team. - 🔒
CAD v4 locked for production
Rohit Varma (CAD Team) · checked by Design Head
What needs to change
Fields marked * are needed before this can go to a design team.
This job will show as waiting for a design change and work on the floor stops until there is an answer
JOB-4471 stops showing as moving forward. The setting bench, the Client Manager and the dispatch list all see it as waiting from the moment this is sent.
Turn this on to keep the unaffected bags moving while the new version is drawn.
Bags that stop
8 of 12 bags selected — only bags not yet started can be stopped. Bags 01 to 04 are already made, keep the CAD v4 build, and the difference is written down on the job.
This changes what the customer approved
Shown because the shoulder rail and the metal weight move away from the approved specification. The price moves with them. The customer is only asked when a change touches what they receive — the specification, the price or the date.
Approved price
$2,450
Price after this change
$2,620
Difference
↑ +$170
⚠ A changed specification that never goes back to the customer is recorded as an exception
Someone has to type this change into GATI
This job came in from GATI-88214. Nothing is written back to GATI from here.
✍ The GATI order is updated by hand
They do it after the new version is approved, not now.
Not done yet. The name and time are written on the job when this is ticked.
ⓘ This build does not send changes to GATI. An automatic update into GATI is for a later version.
Jobs waiting on a design change
Longest stop first — 7 of 7 shown.
- Pelican Crest Jewellers
Production floor
Naresh Kulkarni, setting
- Raised on
- 8 Sep 2025, 10:20
- ⚠ 3d 4h
- ⏸ Waiting on a new design
- Owner
- 👤 Unassigned
- Marigold & Vale Retail
Client Manager
Anita Sequeira
- Raised on
- 8 Sep 2025, 15:40
- ⚠ 2d 6h
- ⏸ Waiting on a new design
- Owner
- DR
Devika Rane
Product Development
- Sunhaven Jewels
Production floor
Imran Shaikh, polishing
- Raised on
- 9 Sep 2025, 08:05
- ▲ 1d 9h
- ✎ With the design team
- Owner
- RV
Rohit Varma
CAD Team
- Aldermere Gems
Customer
via Anita Sequeira
- Raised on
- 9 Sep 2025, 12:15
- ● 22h 40m
- ✎ With the design team
- Owner
- SM
Sana Merchant
Coral Studio
- Kestrel & Row Fine Jewels
Production floor
Farida Qureshi, casting
- Raised on
- 10 Sep 2025, 01:35
- ● 9h 15m
- ⏸ Waiting on a new design
- Owner
- 👤 Unassigned
- Vasant Jewel Mart
Production floor
Nitin Bhagat, setting
- Raised on
- 10 Sep 2025, 04:30
- ○ 6h 10m
- ✓ Ready for production
- Owner
- RV
Rohit Varma
CAD Team
- Harbourline Retail Jewellery
Customer
via Client Manager
- Raised on
- 10 Sep 2025, 09:35
- ○ 1h 05m
- ✓ Ready for production
- Owner
- MJ
Meera Joshi
Sketch Team
Showing 7 of 7 · longest stop first
Design Pending List
Every design job in flight, across Corel, CAD and Sketch — in the order the Product Development Team puts it. 32 jobs on the list at 6:40 am, 14 Sept 2026.
One list across all three studios is coming in a later stage
The business decided on 15 Sept 2026 not to bring in a single shared list across Corel, CAD and Sketch yet. Until then, the team works from each studio's own pending list and each designer's own list. Everything below is a preview of what this list will look like when it arrives — it is not live yet.
The list, in the PDT's order
Rank 1 is worked first. The clock column beside each row is information only — it never changes this order. Live across all three studios; in this preview the order is fixed at 6:40 am today.
- #
- 1
- Client
- PRM
- Studio
- CAD
- Designer
- Nikhil Rane
- Work size
- 8 pts
- Target weight
- 3.2 – 3.6 g
- Urgency
- 🔴Super urgent today
- What the clock says
- 🕐Overdue by 4h
- Reorder
- #
- 2
- Client
- MSJG
- Studio
- Corel
- Designer
- Devika Menon
- Work size
- 5 pts
- Target weight
- 4.0 – 4.4 g
- Urgency
- 🔴Super urgent today
- What the clock says
- 🕐Due 11:00 am
- Reorder
- #
- 3
- Client
- JU
- Studio
- CAD
- Designer
- Aarav Shetty
- Work size
- 13 pts
- Target weight
- 11.0 – 12.0 g
- Urgency
- 🔴Super ASAP
- What the clock says
- 🕐6h left
- Reorder
- #
- 4
- Client
- SVG
- Studio
- Sketch
- Designer
- Farhan Qureshi
- Work size
- 3 pts
- Target weight
- 2.8 – 3.1 g
- Urgency
- 🟠Today
- What the clock says
- 🕐Due 5:30 pm
- Reorder
- #
- 5
- Client
- MRB
- Studio
- CAD
- Designer
- 👤 Unassigned
- Work size
- 8 pts
- Target weight
- 5.2 – 5.8 g
- Urgency
- 🟠Today
- What the clock says
- 🕐Due 5:30 pm
- Reorder
- #
- 6
- Client
- YJ
- Studio
- Corel
- Designer
- Meera Joshi
- Work size
- 5 pts
- Target weight
- 2.4 – 2.7 g
- Urgency
- 🟠ASAP
- What the clock says
- 🕐22h left
- Reorder
- #
- 7
- Client
- AJ
- Studio
- CAD
- Designer
- Tanvi Deshpande
- Work size
- 8 pts
- Target weight
- 9.5 – 10.5 g
- Urgency
- ⏸Waiting for size confirmationArdent Jewels have not answered the finger size question, sent 12 Sept
- What the clock says
- 🕐Clock paused while blocked
- Reorder
- #
- 8
- Client
- CJ
- Studio
- CAD
- Designer
- 👤 Unassigned
- Work size
- 13 pts
- Target weight
- 8.6 – 9.4 g
- Urgency
- 🟠ASAP
- What the clock says
- 🕐1 day left
- Reorder
- #
- 9
- Client
- AVA
- Studio
- Corel
- Designer
- Devika Menon
- Work size
- 5 pts
- Target weight
- 3.0 – 3.4 g
- Urgency
- 🔵Due in 3 days
- What the clock says
- 🕐2 days 4h left
- Reorder
- #
- 10
- Client
- FLD
- Studio
- Sketch
- Designer
- Farhan Qureshi
- Work size
- 3 pts
- Target weight
- 4.6 – 5.0 g
- Urgency
- ⏸Waiting for approvalFieldstone Jewellery have not approved the sketch sent 11 Sept
- What the clock says
- 🕐Clock paused while blocked
- Reorder
- #
- 11
- Client
- PRM
- Studio
- CAD
- Designer
- Aarav Shetty
- Work size
- 8 pts
- Target weight
- 4.1 – 4.5 g
- Urgency
- 🔵Due in 3 days
- What the clock says
- 🕐2 days 9h left
- Reorder
- #
- 12
- Client
- MSJG
- Studio
- Corel
- Designer
- 👤 Unassigned
- Work size
- 13 pts
- Target weight
- 6.2 – 6.8 g
- Urgency
- ⚪On hold
- What the clock says
- 🕐Clock stopped — on hold since 9 Sept
- Reorder
Ranks are set by the Product Development Team with Move up, Move down and Move to position — no dragging, so it works the same on a phone.
The morning list, as the team reads it
Same wording and order as the list above. Goes out every morning at 7:00 am, or send it now.
In this preview the message is not actually sent. In the finished product, Send posts this to the studio group and files a copy on each job.
When the list is clear
What everyone sees once no design job is waiting.
Nothing pending today
Every design job in Corel, CAD and Sketch has been accepted. A new job joins this list the moment it is given to a designer.
CAD Sheet
Oval halo pendant for Castellane Jewels Inc. — this is the sheet Nilima Shah (CAD Lead) sent with design version v3 of JOB-4085. It is kept exactly as she sent it, and anyone who needs it can open it.
Use this sheet
Send the designer’s sheet where it is needed. Each send is saved with the design version it came from and the exact figures it showed that day.
For now the sheet is the designer’s own file, kept on the design version. Nothing is checked before you send it. Building the sheet from the job figures is planned for a later version.
⚠ No sheet yet for the matching earrings — DPK-400002-12-09-2026
Line 2 of JOB-4085 has a design version, but the designer has not sent a sheet for it yet. Nothing is blocked — whatever is sent is kept as it comes.
- ✓ Design version — v1, submitted 13 Sep 2026
- 📎 Files sent so far — 2 renders (front, side)
- ○ Sheet — not sent yet
The sheet — design version v3
Sent 12 Sep 2026 by Nilima Shah (CAD Lead) and kept exactly as it came in.
PRICE - $869 · 18KT YG/NATURAL · 16% DUTY
Views sent with this design version
There is no set of views a designer has to send — whatever comes in is kept as it is. Design version v3 came with these four. Overall size in inches, section sizes in millimetres, exactly as the sheets carry them today.
ℹ The design tool draws these views; the sheet only carries them as they were sent. In the live system each panel shows the render image saved with design version v3 — the panels above stand in for those four image files.
Stone table
Held as data on design version v3 — sort any column. It is not a picture of a table.
- Setting
- Four prong
- Shape
- Oval
- MM
- 7.00 × 5.00
- Sieve
- —
- Average weight
- 1.100 ct
- Pieces
- 1 pc
- Carat weight
- 1.100 ct
- Setting
- Prong
- Shape
- Round
- MM
- 1.70
- Sieve
- +1.65 −1.70
- Average weight
- 0.022 ct
- Pieces
- 18 pcs
- Carat weight
- 0.396 ct
- Setting
- Prong
- Shape
- Round
- MM
- 1.30
- Sieve
- +1.25 −1.30
- Average weight
- 0.010 ct
- Pieces
- 46 pcs
- Carat weight
- 0.460 ct
- Setting
- Pave
- Shape
- Round
- MM
- 1.00
- Sieve
- −1.00
- Average weight
- 0.005 ct
- Pieces
- 72 pcs
- Carat weight
- 0.360 ct
- Setting
- Bezel
- Shape
- Round
- MM
- 2.00
- Sieve
- +1.95 −2.00
- Average weight
- 0.035 ct
- Pieces
- 6 pcs
- Carat weight
- 0.210 ct
- Setting
- Channel
- Shape
- Baguette
- MM
- 2.50 × 1.50
- Sieve
- —
- Average weight
- 0.045 ct
- Pieces
- 8 pcs
- Carat weight
- 0.360 ct
✓ Same table the price was built from
Specification
Pulled from the job instruction fields and the design record — never retyped on the sheet.
Approved brief
Printed in the customer’s own words, taken from the original message. The original is never replaced.
“Need the oval halo pendant like the one we did for the Aspen order, but a bit lighter — around 20 gram is fine, 18kt yellow. Keep the halo tight. Backplate can be open if it saves weight. Engrave FOREVER 09.26 on the back. Chain 18 inch, same lobster clasp we always use. Please give me a price before Friday.”
Findings from the design team — 1 on this sheet
NO SPACE FOR STAMPING — once the backplate was opened there is no flat area left for 18K and the maker mark. Raised by Nilima Shah (CAD Lead) on 12 Sep 2026 and already recorded against JOB-4085, so it reached the record before it reached the paper.
Compare two sheets for this reference
Two design versions of BUD-150678 — the weight came down after the backplate was opened. The difference between them is kept as a variance record.
BUD-150678-08-09-26
Version A · design v2 · sent 08 Sep 2026
BUD-150678-12-09-26
Version B · design v3 · sent 12 Sep 2026
- Version A (28.00 g)
- 28.00 g
- Version B (20.00 g)
- 20.00 g
- Difference
- ⇄ −8.00 g (−28.6%)
- Version A (28.00 g)
- Closed
- Version B (20.00 g)
- Open
- Difference
- ⇄ Opened to cut weight
- Version A (28.00 g)
- $1,145
- Version B (20.00 g)
- $869
- Difference
- ⇄ −$276
- Version A (28.00 g)
- Fine
- Version B (20.00 g)
- No room to stamp
- Difference
- ⇄ New finding
- Version A (28.00 g)
- 151 pcs
- Version B (20.00 g)
- 151 pcs
- Difference
- ＝ Same
- Version A (28.00 g)
- 2.886 ct
- Version B (20.00 g)
- 2.886 ct
- Difference
- ＝ Same
Both versions stay on the record. The difference is kept as variance record VAR-3312, raised when the weight moved by more than 5%.
Sheets sent for this reference
Newest first. Each line keeps the design version the sheet came from and the figures that were on the paper that day.
- Sheet
- BUD-150678-12-09-26 · B
- Design version
- v3
- Figures used
- 20.00 g · 2.886 ct · brief of 08 Sep
- Sent by
- Rohit Desai (Client Manager)
- When
- 13 Sep 2026, 9:10 AM
- Sheet
- BUD-150678-12-09-26 · B
- Design version
- v3
- Figures used
- 19.50 – 21.00 g · 16% duty · $869
- Sent by
- Meera Kulkarni (Order desk)
- When
- 12 Sep 2026, 4:40 PM
- Sheet
- BUD-150678-08-09-26 · A
- Design version
- v2
- Figures used
- 28.00 g · 151 pcs · 2.886 ct
- Sent by
- Meera Kulkarni (Order desk)
- When
- 09 Sep 2026, 6:05 PM
- Sheet
- BUD-150678-08-09-26 · A
- Design version
- v2
- Figures used
- 28.00 g · brief of 08 Sep
- Sent by
- Rohit Desai (Client Manager)
- When
- 09 Sep 2026, 10:25 AM
- Sheet
- BUD-150678-08-09-26 · A
- Design version
- v2
- Figures used
- 27.50 – 28.50 g · 16% duty · $1,145
- Sent by
- Meera Kulkarni (Order desk)
- When
- 08 Sep 2026, 5:50 PM
Showing all 5 sends for this reference.
My design work
Seven jobs are open for you. The most urgent one is at the top.
The design vendor group on WhatsApp closes on 30 September
Needs you now
Tap a card to show only those jobs in the list below.
My jobs (7)
Only the jobs given to you. Ranked by how late or how close to the due date they are.
- Brief
- Cursive name in 1.4 mm wire, bail must take a 1.6 mm chain, keep the tail short so it does not catch on clothing.
- Target weight
- 3.4 – 3.8 g
- Work size
- 5 points
- Due
- 13 Sep
- Urgency
- Overdue by 1 day
- Brief
- Round halo around a 6.5 mm centre, four claws, shank tapering to 1.9 mm at the back.
- Target weight
- 2.9 – 3.3 g
- Work size
- 8 points
- Due
- 14 Sep
- Urgency
- Due today
- Brief
- Two names on one plate, second name smaller and set below the first, small heart between them.
- Target weight
- 4.6 – 5.2 g
- Work size
- 5 points
- Due
- 14 Sep
- Urgency
- Due today
- Brief
- Full band of 1.7 mm rounds, even gaps all the way round, comfort fit inside.
- Target weight
- 2.2 – 2.6 g
- Work size
- 3 points
- Due
- 16 Sep
- Urgency
- Due in 2 days
- Brief
- Seven-stone cluster on each ear, post and butterfly back, both earrings to match within 0.1 g.
- Target weight
- 5.8 – 6.4 g
- Work size
- 8 points
- Due
- 17 Sep
- Urgency
- Due in 3 days
- Brief
- Six charm stations on a 2.1 mm curb chain, lobster clasp, charms to hang clear of the wrist.
- Target weight
- 7.4 – 8.2 g
- Work size
- 5 points
- Due
- 23 Sep
- Urgency
- Due in 9 days
- Brief
- Oval face 14 by 12 mm, plain polished top left blank for engraving later, heavy shoulders.
- Target weight
- 11.0 – 12.0 g
- Work size
- 13 points
- Due
- 25 Sep
- Urgency
- Due in 11 days
Showing all 7 of 7 open jobs.
JOB-4098 · Name pendant, 14kt yellow
Everything the brief needs, and nothing else.
Pictures the customer sent
Three pictures came with this job on 9 September.
Written instructions
From the Product Development Desk, 9 September.
Cursive name pendant, single plate, 14kt yellow. Letter wire 1.4 mm, no thinner anywhere along the name. The first and last letters carry the weight of the piece, so keep those joins solid.
The bail must take a 1.6 mm chain and sit flat against the back of the plate. Keep the tail of the last letter short so it does not catch on clothing. Polish all edges; no sharp points on the underside.
Send a front view, a side view and one render with the DXF.
What the brief fixes
Work to these numbers.
You see this name because the pendant carries it. On a plain ring you would see no name at all.
What you can see here
You see the jobs given to you and the brief for each one. These are kept off this screen on purpose:
- ✕ Prices and quotations
- ✕ Margins and any money figure
- ✕ Customer phone numbers, emails and addresses
- ✕ Other jobs belonging to the same customer
- ✕ Any other client's work
- ✕ The wider pending list the internal teams work from
- ✓ The end customer's name, only where the piece carries it
An Admin sets what you see when the system goes live, including whether you also see a short client code. Ask your Admin to change it if you need something that is not here.
Send in your drawings and files
Files save onto a numbered design version with your name and the date, so nothing lives only in a chat.
No files on Version 3 yet
Add your files above. Each one saves with your name and today's date, and the Product Development Desk is told as soon as it lands.
In this preview the upload does not run. The list below shows exactly how a saved version looks once your files are in.
Files already on this job
Five files across two earlier versions.
- Version
- Version 2
- Saved by
- Nitin Vaghela
- Date
- 12 Sep, 6:40 pm
- Size
- 412 KB
- Version
- Version 2
- Saved by
- Nitin Vaghela
- Date
- 12 Sep, 6:40 pm
- Size
- 1.8 MB
- Version
- Version 2
- Saved by
- Nitin Vaghela
- Date
- 12 Sep, 6:41 pm
- Size
- 2.4 MB
- Version
- Version 1
- Saved by
- Nitin Vaghela
- Date
- 09 Sep, 4:05 pm
- Size
- 640 KB
- Version
- Version 1
- Saved by
- Nitin Vaghela
- Date
- 09 Sep, 4:05 pm
- Size
- 388 KB
Jobs sent back to you (2)
The full reason is written out each time. Fix the point raised and save a new version.
The bail on Version 2 has an inner width of 1.2 mm. The customer wears a 1.6 mm chain, so the pendant will not go on. Open the bail to at least 1.8 mm inside, keep the plate weight inside the band, and send the DXF again with a side view.
Stone gaps run from 0.28 mm to 0.51 mm around the band, so the setting will look uneven. Even the gaps to 0.35 mm all the way round. The finished weight then lands at the top of the band, which is fine.
You do not set the reason type on a send-back. The Product Development Desk records that; you get the reason in plain words.
My days off
Mark the days you are not working. Expected dates on your jobs move to match, and the Product Development Desk sees the new dates.
Days off you have recorded
Moved JOB-4142 from 21 Sep to 23 Sep.
No job is expected on this day.
Moved two jobs by one day at the time.
My work figures
A record of the work over the last 30 days, not a rating of you. The same three figures are kept for every designer, inside the company and outside.
Set up an outside designer
Admin only. Create the person, attach them to a studio, and check what they can see today.
Order / Style-master
Order → GATI
Job J-4085 is approved and priced. The GATI fields below are already filled in from the brief and the quote. Check them, correct anything wrong, then place the order — it goes straight into GATI.
J-4085 · Cuban bracelet · ST-8770
Vaidehi Jewels · Mumbai · quote frozen 12 Aug 2026
What the job says
Taken from the brief, the approved CAD and the frozen quote.
Two steps, not one
A style number must exist in GATI before an order can go against it.
✓ Step 1 already done
A brand-new style can only be spotted as a repeat after the next GATI sync brings it back in.
How much is filled in for you
Set for each style class at go-live. Anything under 100% is checked by hand before the order goes out.
Job value → GATI field
Edit any cell like a spreadsheet. Every correction is saved against the value that was filled in for you. These fields match the order sheet GATI prints today.
Style No
Belongs to the style
- OK
- Value on the job
- ST-8770 · Cuban bracelet · v2 (brief)
- Goes into GATI as
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Karat / Tone
Belongs to this order
- OK
- Value on the job
- 10K Yellow (brief)
- Goes into GATI as
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Size / Length
Belongs to this order
- OK
- Value on the job
- 10 mm wide · 22 cm (approved CAD)
- Goes into GATI as
✎ Changed from 21.5 cm — saved
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Delivery date
Belongs to this order
- OK
- Value on the job
- 15 Sep 2026 · ships Monday (quote)
- Goes into GATI as
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Quantity
Belongs to this order
- OK
- Value on the job
- 1 piece (quote line 1)
- Goes into GATI as
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Metal weight
Belongs to this order
- OK
- Value on the job
- 84.6 g (CAD estimate)
- Goes into GATI as
- Filled in for you
100%
Bracelet-Cuban
- What to do
- ✓ Just confirm it
Customer code
Belongs to this order
- OK
- Value on the job
- Vaidehi Jewels · Mumbai
- Goes into GATI as
- Filled in for you
Not mapped
Bracelet-Cuban
- What to do
- ⚠ Needs verification
Finish / Polish code
Belongs to this order
- OK
- Value on the job
- High polish, brushed clasp (brief, section 4)
- Goes into GATI as
- Filled in for you
Not mapped
Bracelet-Cuban
- What to do
- ⚠ Needs verification
These eight are the top and design-line fields of GATI's own order sheet. The bag lines and the metal and stone totals printed at the bottom of that sheet are built from the bags and stones below, so nobody types them here.
If GATI turns the order down
ⓘ Prototype note: in a live build, Place order sends these fields straight into GATI over the GATI order connection, and what was sent, when, and GATI's reply are all saved against this order. Pressing it twice cannot create two orders — a repeat of the same attempt gives back the first result. This demo screen sends nothing. Last sent to GATI: never.
Only the Order / Style-master can edit these values or send them to GATI.
Jobs going into this order
Vaidehi Jewels approved two pieces. Both go into GATI as one order.
J-4085 · Cuban bracelet
ST-8770 · repeat
- Pieces
- 1 pc
- Quote
- $6,840
- What to do
- ⚠ Checking it above
J-4087 · Tennis bracelet
ST-9310 · repeat
- Pieces
- 12 pcs
- Quote
- $3,660
- What to do
- ✓ Fields all confirmed
Order total $10,500 · 13 pieces
The Client Manager decides whether approved pieces go into GATI together or as separate orders. Take a job out here to place it on its own.
Bags for the production floor
Each job is split here into the bags the floor will actually work through.
BAG-4085-A
J-4085 · Cuban bracelet
- Pieces
- 1 pc
- Specification
- ✓ Same as the job
BAG-4087-A
J-4087 · Tennis bracelet
- Pieces
- 4 pcs
- Specification
- ✓ Same as the job
BAG-4087-B
J-4087 · Tennis bracelet
- Pieces
- 4 pcs
- Specification
- ✓ Same as the job
BAG-4087-C
J-4087 · Tennis bracelet
- Pieces
- 4 pcs
- Specification
- ✓ Same as the job
A bag splits the quantity only. Every bag keeps the job's approved specification exactly as it is.
Stones for the allocation team
What gets booked the moment this order is placed.
No stones on this job
J-4085 is solid 10K yellow gold, so nothing goes to the allocation team for this one.
Stones are booked at the same moment the order is placed
Price and date going out
Confirmed with the customer before this order is placed.
Customer approved this price and date on 12 Aug 2026 at 11:20.
2 fields still need your check
Customer code and Finish / Polish code are outside the mapped set for Bracelet-Cuban, so nothing was filled in for them. Fill them in and tick them above before you place the order.
Placing the order sends it into GATI against style ST-8770 and books the stones for it at the same moment. It shows as placed only once GATI confirms it. Nothing is downloaded or uploaded by hand.
Other approved jobs waiting to be ordered
Soonest due date first. 6 jobs — all shown below.
J-4079 · Cuban bracelet
ST-8770 · repeat
- Rajhans Retail · Jaipur
100%
Bracelet-Cuban
- Due
- ⚠ 06 Sep · 1 day
- Handled by
- ○ Unassigned
- What to do
- ✓ Ready to place
J-4088 · Halo pendant
ST-9142 · repeat
- Meher & Sons · Hyderabad
90%
Pendants
- Due
- ⚠ 07 Sep · 2 days
- Handled by
- Sana Qureshi
- What to do
- ⚠ 3 fields need verification
J-4091 · Solitaire ring
ST-9077 · repeat
- Vaidehi Jewels · Mumbai
92%
Rings
- Due
- ⏳ 09 Sep · 4 days
- Handled by
- Nikhil Raut (you)
- What to do
- ⚠ 2 fields need verification
J-4102 · Custom bangle
First-time piece · no style yet
- Kanaka Gold House · Coimbatore
New style
Bangles
- Due
- 🗓 18 Sep · 13 days
- Handled by
- Nikhil Raut (you)
- What to do
- ✎ Style fields to fill in first
J-4095 · Rope chain
ST-8801 · repeat
- Sitara Jewels · Ahmedabad
100%
Chains
- Due
- 🗓 22 Sep · 17 days
- Handled by
- Meera Iyer
- What to do
- ✓ Ready to place
J-4110 · Drop earrings
ST-9210 · repeat
- Nandini Ornaments · Pune
90%
Earrings
- Due
- 🗓 30 Sep · 25 days
- Handled by
- ○ Unassigned
- What to do
- ⚠ 3 fields need verification
Pricing & Quotes
Every quote still in flight, how old it is, whether every stone on it has a price, and which ones need re-pricing after a gold move.
⚠Gold moved +1.4% since Friday · 3 pending quotes crossed the re-price threshold
Those 3 quotes were priced on an older gold rate. Re-price them before they go to a customer, so the metal price is worked out at today's 24K rate.
This banner shows because the move (+1.4%) is at or above the 1.0% banner threshold set for this workspace. A single quote is flagged To re-price when gold has moved 2% or more since that quote was price-locked.
Needs attention now
Tap a card to filter the quotes table below.
· their own charts: PC-3 grid v4, labour LC-PC3-v4
The price is built from the piece itself: the metal weight at today's rate for its karat, plus loss and labour per gram, plus each stone at its chart price with markup, then the five duties, then any extra charge. The customer said they expect around $4,800 — that figure is kept on the inquiry as context and is never used to work the price out. A quote can only be sent when every stone on it has a price.
Today's pricing basis
Rates and rules every build-up on this screen uses.
The sketch or Coral band is for the team only. It is never printed on a quote and the customer is never shown a percentage. A price that moves more than the band, up or down, has to be acknowledged by the Client Manager, and above $6,000 by the Founder as well, and the new price then goes back to the customer to approve again — handled the same way as a change to an order already agreed.
⚑ Two parts of this rule are the working answer and are still to be confirmed by the business: that the band works both ways, and that a price outside it goes back to the customer to approve again.
Rate frozen at 09:15 today. A live build pulls this from the bullion feed each morning and locks it against each quote. For a quote that spans two currencies, a currency move of 2% or more flags it to re-price in the same way a gold move does.
Pending quotes
All 8 pending quotes, most urgent first: to re-price at the top, then oldest.
- ⚠ To re-priceGold +2.4% since lock
- ✎ Coral drawing✓ Now +3.9% — inside ±6% band
- ⏳ 6d 4h
- ✓ All stones priced
- $4,016.88Customer expects about $4,800
- PSPriya Shenoy
- Actions
- ⚠ To re-priceGold +2.2% since lock
- ◆ CAD v3✓ Firm price — no band
- ⏳ 4d 2h
- ✓ All stones priced
- $8,247.00
- AMArjun Mehra
- Actions
- ⚠ To re-priceGold +2.0% since lock
- ✎ Coral drawing⚠ Now +11.4% — outside ±10% band
- 🕐 2d 6h
- ✓ All stones priced
- $2,976.00
- ◌ Unassigned
- Actions
- 🧮 Needs pricing
- — Not priced yet
- ⚠ 9d 1h
- ⚠ Missing a stone price2 pink sapphires, 1.4 mm
- No total yetCustomer expects about $2,170
- PSPriya Shenoy
- Actions
- ⏳ Pending approval⛔ New quotation needed
- ◆ CAD v2✓ Firm price — no band
- ⚠ 7d 5h
- ✓ All stones priced
- $6,169.00
- AMArjun Mehra
- Actions
- 🧮 Needs pricing
- — Not priced yet
- ⏳ 5d 3h
- ⚠ Missing a stone price3 emeralds, 3 mm
- No total yetCustomer expects about $11,570
- ◌ Unassigned
- Actions
- ✓ Sent
- ◆ CAD v4✓ Firm price — no band
- 🕐 3d 8h
- ✓ All stones priced
- $10,181.00
- RKRohan Kulkarni
- Actions
- ✎ Draft
- ✏ Sketch◈ Estimate · ±10% band
- 🕐 1d 2h
- ✓ All stones priced
- $1,518.00
- PSPriya Shenoy
- Actions
Expired quotes (2)
A Client Manager expired each of these by hand, with a note. They are left out of the pending count and out of My Work Today. The clock keeps running, so the age shown is the true time since the quote was created. One point is parked, not settled: whether a second clock should stop while we are waiting on the customer. True age keeps running either way, and nothing changes here until deadline timers are built.
- Status
- ⛔ Expired
- Priced from
- ✎ Coral drawing
- True age
- ⚠ 21d 6h
- Stone prices
- ✓ All stones priced
- Value
- $3,590.00
- Why it was expired
- Customer went quiet after three follow-ups; the price at the current gold rate is well above what they said they expected to spend.
- Actions
- Status
- ⛔ Expired
- Priced from
- ◆ CAD v1
- True age
- ⚠ 26d 3h
- Stone prices
- ✓ All stones priced
- Value
- $4,506.00
- Why it was expired
- Buyer postponed the order to next season and asked us to park it.
- Actions
This week
Team numbers, not a work list.
Quote build-up
JOB-4085 · Pelican Crest Jewellers
Quote build-up
Every line that makes up the price for this job, in the order it is worked out.
Gold has moved +2.3% since this quote was locked
The rate was locked at $82.50/g on 9 Sep 2026. Today it is $84.40/g. Anything over 2% means the quote should be re-priced before it goes out.
2 stones still need a price
Lab green emerald centre 6.5 × 4.5 mm, 1 pc, 1.05 ct. It is not on the stone chart and has no price on file.Turquoise cabochon, 2 pcs. Its size in mm was never given, so it cannot be matched or priced. Add the size in mm so the Diamond Team can price it.This quote cannot go to the customer until both have a price.Loading Asked the Diamond Team on 12 Sep 2026 at 16:40 — waiting for their rate.
1Gold
18kt yellow gold at $82.50/g, locked on 9 Sep 2026. Weight taken from the final CAD.
- Weight
- 146.60 g
- Amount
- $12,094.50
- Weight
- 61.40 g
- Amount
- $5,065.50
2Diamonds and colour stones
White diamond rates come from the customer’s own stone chart, matched on shape and size in mm. Colour stones are almost never on the chart, so the Diamond Team prices them — that is the normal route, not an exception.
- Carat
- 2.96 ct
- Rate / ct
- $420.00
- Where the rate came from
- Stone chart v4
- Amount
- $1,243.20
- Carat
- 3.84 ct
- Rate / ct
- $610.00
- Where the rate came from
- Stone chart v4
- Amount
- $2,342.40
- Carat
- 2.34 ct
- Rate / ct
- $980.00
- Where the rate came from
- Stone chart v4
- Amount
- $2,293.20
- Carat
- 0.90 ct
- Rate / ct
- $1,150.00
- Where the rate came from
- ✎ Priced by handChart said $1,020.00
- Amount
- $1,035.00
- Carat
- 1.05 ct
- Rate / ct
- —
- Where the rate came from
- ⚠ No price on fileColour stone — not on the chart
- Amount
- Needs a price
- Carat
- —
- Rate / ct
- —
- Where the rate came from
- 📏 Size in mm missingCannot be matched without it
- Amount
- Needs a size first
A stone with no price always reads Needs a price. It is never shown as $0.00, so a missing price can never be mistaken for a free stone.
There is no standby price by shape and size. A stone that is not on the chart goes to the Diamond Team. Type a price yourself only when you cannot wait for them, and you will be asked for a short reason.
Colour stones and simulants — natural ruby, pink sapphire, alexandrite, tourmaline, turquoise, amethyst, lab green emerald and moissanite have all come up in the last two weeks — turn up on most quotes, so this is the everyday route for them, not a one-off. White diamonds are covered by the chart.
Every line is matched on its size in mm, so a stone with no size cannot be priced at all until someone fills it in.
A price you type here is used on this quote only. It is not added to the customer’s stone chart — the Diamond Team adds it there as a separate step.
3Labour
Rates come from the customer’s saved labour chart, version 4.
- Rate
- $2.40 each
- Where the rate came from
- Labour chart v4
- Amount
- $552.00
- Rate
- $9.50 each
- Where the rate came from
- Labour chart v4
- Amount
- $66.50
- Rate
- $3.10 per gram
- Where the rate came from
- Labour chart v4
- Amount
- $644.80
- Rate
- $310.00 flat
- Where the rate came from
- ✎ Changed by handChart said $280.00
- Amount
- $310.00
4Wastage
A flat allowance for metal and stone lost while the piece is made.
Everything added up
The four parts above, in the order they are worked out.
Every line here can be edited. The total and the margin are worked out again the moment a value changes, and each change is kept against the price the customer’s saved chart gave, together with the reason picked at the time.
Customer· group PC-1 · from inquiry INQ-2314
What they asked for: One bridal set — halo necklace with matching earrings, 18kt yellow gold, priced against the customer stone chart. Wanted in hand by 24 Oct 2026.
Margin is already built into the saved charts, labour and loss rates, so there is no separate floor to pass.
$911.72 under the $27,200.00 left after duties on their stated budget. The budget is a comparison only — the price above is worked out from the finished design.
The live system reads this rate from the feed set up in Pricing Rules. Here it is fixed sample data.
Saved price $1,020.00/ct → now $1,150.00/ct
Reason given: agreed with the customer
Nisha Varma · 12 Sep 2026, 10:12
Saved price $280.00 flat → now $310.00 flat
Reason given: saved price is out of date
Nisha Varma · 12 Sep 2026, 10:14
Any Client Manager can change a price here, and no one has to approve it — however big the change. The change is still recorded against what the saved price said, with who made it and when.
Changing a line here only changes this quote. Pelican Crest prices have been changed by hand 7 times in the last 30 days — when that keeps happening, fix their saved prices instead.
You can send this once every stone has a price.
Customer approvals
Customer approvals
A proper record of every design sent to a customer for a yes or no — the link, the reply and the exact time it happened.
Needs your attention now
Tap a card to filter the table below.
How the team is doing · last 30 days
Background numbers, not a to-do list. They count for your whole group, not for one person — everyone in the group sees every approval, so a late reply belongs to the group and not to whoever it was assigned to.
Every approval sent
Longest waiting first. Nothing is ever removed from this list.
- Customer
- Kolhapur
- ◔ Waiting on customer⚠ Past the expected reply time
- Waiting for
- ⏳ 1 yr 10 moSent 12 Oct 2024 · 693 days
- Customer
- Surat
- ◔ Waiting on customer⚠ Past the expected reply time
- Waiting for
- ⌛ 7 monthsSent 3 Feb 2026 · 214 days
- Customer
- Dadar, Mumbai
- ◔ Waiting on customer
- Waiting for
- 🕐 12 daysSent 24 Aug 2026 · opened twice
- Customer
- Nashik
- ◔ Waiting on customer
- Waiting for
- 🕐 5 daysSent 31 Aug 2026 · not opened yet
- Customer
- Thane
- ◔ Waiting on customer
- Waiting for
- 🕐 2 daysSent 3 Sep 2026 · not opened yet
- Customer
- Dadar, Mumbai
- ✎ Changes requested
- Waiting for
- 🕐 5 daysSent 31 Aug 2026 · replied 2 Sep
- Customer
- Pune
- ✓ Approved
- Waiting for
- 🕐 9 daysSent 27 Aug 2026 · replied 29 Aug
- Customer
- Rajkot
- ✕ Declined
- Waiting for
- 🕐 16 daysSent 20 Aug 2026 · replied 25 Aug
- Customer
- Nagpur
- ✓ Approved
- Waiting for
- 🕐 24 daysSent 12 Aug 2026 · replied 16 Aug
The sent and delivered ticks come straight from WhatsApp Business and Microsoft 365 in a live setup. In this demo they are sample values, and the sending row shows what an in-flight message looks like. ⓘ
◷ An approval never runs out — only the link does
💬 The customer reply is the approval
✓ A yes moves the job on by itself
Decision log
What the customer replied and the exact time it happened. Entries are kept for good and cannot be edited or deleted.
Details sent on WhatsApp
Sent to +91 98204 41127 by Anita Deshmukh. The message itself carried the design, the metal, the price $3,830 and the delivery date 24 Sep 2026, with a link to a page showing the same thing.Delivered to the customer phone
Confirmed by WhatsApp Business.Link opened
Opened on a mobile browser. No account or password needed, and the page is for reading only.Customer replied on WhatsApp asking for changes
From their registered number +91 98204 41127. Their words: “Make the halo a little narrower and use 18kt rose gold.” Recorded against J-4077, Ruby cocktail ring · CAD v2, and cannot be changed. Nothing was sent on to another team, because the customer did not approve.
No reply yet
The details were delivered on 24 Aug 2026 at 11:20 AM IST and the link has been opened twice. Nothing is written here until the customer replies on WhatsApp or by email.
Source: GATI · Last synced 05 Sep 2026, 08:14 IST🔒 Read-only copy🏢 Internal only
A copy of an order that already exists in GATI, kept here so a repeat claim can be checked without opening GATI. Nothing on this page can be changed. Anything changed in GATI shows up after the next sync.
Sending a new order out to GATI is a different screen with an amber outbound banner. This blue satellite banner always means you are looking at past history.
Loading A refresh from GATI runs every 30 minutes. While one is running this line shows it, and the figures below stay at the last synced values.
Order ST-8770
Anaya Fine Jewels Pvt Ltd · placed 08 Jan 2026 · 6 lines · 92 pieces
You can also reach this page from a customer order history, from a possible-repeat card, or from the job timeline.
Order header
Exactly as held in GATI at the last sync.
Order no.
ST-8770
GATI reference
GATI/ORD/25-26/8770
Customer
CUS-2041 · Ahmedabad · Priyanka Mehta · +91 79 4023 8811
Order date
08 Jan 2026
Promised delivery date
14 Mar 2026
Buyer purchase order ref.
PR/AFJ/25-26/0442
GATI holds this as PR No. It is the customer's own wording, copied across as typed.
Total PO cost
$24,015.54
Customer price, including GST at 3%
Order status
Dispatch status
50 of 92 pieces dispatched
This is the summary for the whole order. Each line also carries its own status in the list below.
Handled by
Rhea Kapadia · Client Manager
Currency
US Dollar ($)
Order closed date
not captured from GATI
Delivery terms
not captured from GATI
These are the fields people use most often. Everything else GATI sent across is one tap away.
Instructions written on the order
The wording GATI carries on the order print, copied across as typed.
Special remarks
Repeat of last season's band. Keep the same claw profile as CH-RG-2291. Customer will confirm the size run before the balance goes out.
Stamp instruction
Stamp CFJ and 750 inside the shank on every piece. No serial numbers on this order.
Design production instruction
Taper the shank from 2.6 mm at the top to 1.9 mm at the base. High polish only, no rhodium on line 1.
Customer production instruction
not captured from GATI
Hallmark name
CFJ · BIS 750
These instructions apply to the whole order unless a line says otherwise. Nothing here can be changed from this page.
Line items
Six lines on this order. Tap a specification to read it in full.
- Style class
- Ring
- Karat / tone
- 18K Yellow
- Order qty
- 24
- Specification
- Net wt
- 73.20 g
- Diamond wt / pcs
- 3.60 ct · 288 pcs
- Line total
- $9,628.20
- Dispatch
- ✓ Dispatched
- Style class
- Pendant
- Karat / tone
- 18K Rose
- Order qty
- 18
- Specification
- Net wt
- 32.04 g
- Diamond wt / pcs
- 1.92 ct · 216 pcs
- Line total
- $4,200.00
- Dispatch
- ✓ Dispatched
- Style class
- Earrings
- Karat / tone
- 14K White
- Order qty
- 12
- Specification
- Net wt
- 19.20 g
- Diamond wt / pcs
- 0.86 ct · 24 pcs
- Line total
- $1,940.00
- Dispatch
- 🚚 Part dispatched
- Style class
- Bracelet
- Karat / tone
- 18K Yellow
- Order qty
- 6
- Specification
- Net wt
- 29.10 g
- Diamond wt / pcs
- None on this line
- Line total
- $2,747.50
- Dispatch
- ○ Not dispatched yet
- Style class
- Necklace
- Karat / tone
- 22K Yellow
- Order qty
- 2
- Specification
- Net wt
- 32.80 g
- Diamond wt / pcs
- None on this line
- Line total
- $3,626.50
- Dispatch
- ✓ Dispatched
- Style class
- Ring
- Karat / tone
- 18K White
- Order qty
- 30
- Specification
- Net wt
- 18.60 g
- Diamond wt / pcs
- not captured from GATI
- Line total
- $1,649.70
- Dispatch
- — not captured from GATI
All 6 lines on this order are shown. Line pricing is the customer price held in GATI.
Gross weight and colour-stone weight are turned off here to keep the table readable. Turn them on under Columns, or open a line below to see every figure.
The wording of these dispatch statuses is still being agreed with the team, so it may change before this goes live.
Line detail — specification, metal and stones
Open a line to see everything held for it. Gaps read as not captured from GATI.
Full specification
Half-eternity band, 2.6 mm tapered shank, claw set across the front half, high-polish finish, no rhodium. Finger sizes 12 to 16 as per the size run below. BIS 750 hallmark, stamped CFJ inside the shank.
Size run: 12 (6 pcs), 13 (6 pcs), 14 (6 pcs), 15 (4 pcs), 16 (2 pcs)
Finish: High polish
Packing: not captured from GATI
Metal breakdown
Stone breakdown
Certificate number: not captured from GATI
Pricing and dispatch
Materials used, bag by bag
The bag-level detail GATI holds under a line. Open it only when you need that much detail.
Side by side with the new inquiry
What the customer is asking for now on INQ-2314, next to what was actually made on this order. Use it to confirm the repeat before quoting.
Asked for now · INQ-2314
Anaya Fine Jewels Pvt Ltd · received 03 Sep 2026
Half-eternity band, 2.6 mm tapered shank
18K Yellow · 36 pcs · sizes 12 to 17 · rhodium plated
Made before · ST-8770 line 1 · CH-RG-2291
Placed 08 Jan 2026 · dispatched 02 Mar 2026
Half-eternity band, 2.6 mm tapered shank
18K Yellow · 24 pcs · sizes 12 to 16 · high polish, no rhodium
- Asked for on INQ-2314
- Ring
- Made on ST-8770
- Ring
- Same?
- ✓ Same
- Asked for on INQ-2314
- 18K Yellow
- Made on ST-8770
- 18K Yellow
- Same?
- ✓ Same
- Asked for on INQ-2314
- 2.6 mm tapered
- Made on ST-8770
- 2.6 mm tapered
- Same?
- ✓ Same
- Asked for on INQ-2314
- Claw set, front half
- Made on ST-8770
- Claw set, front half
- Same?
- ✓ Same
- Asked for on INQ-2314
- Round 1.30 mm · 12 per piece
- Made on ST-8770
- Round 1.30 mm · 12 per piece
- Same?
- ✓ Same
- Asked for on INQ-2314
- BIS 750, stamped CFJ
- Made on ST-8770
- BIS 750, stamped CFJ
- Same?
- ✓ Same
- Asked for on INQ-2314
- Rhodium plated
- Made on ST-8770
- High polish, no rhodium
- Same?
- ⚠ Different
- Asked for on INQ-2314
- 12 to 17
- Made on ST-8770
- 12 to 16
- Same?
- ⚠ Different
- Asked for on INQ-2314
- 36 pcs
- Made on ST-8770
- 24 pcs
- Same?
- ⚠ Different
- Asked for on INQ-2314
- Individual pouch, boxed in tens
- Made on ST-8770
- not captured from GATI
- Same?
- — Cannot compare
Three points differ and one cannot be compared because GATI did not send it. Everything else matches.
Which details this comparison covers is still being agreed, so more rows may be added.
Pricing summary
Customer price as held in GATI. Figures are in US Dollars.
Two pricing lines were not sent across by GATI, so they read as not captured rather than as zero.
This is the customer price only. Cost and margin are not shown here. Anyone who can open this page sees the same figures — there is no extra rule hiding them. Which cost figures are added here is settled later, with the page design.
Dates and dispatch
What GATI holds about timing and what has already left.
Order date
08 Jan 2026
Promised delivery
14 Mar 2026
Courier
Dhruv Express Logistics
Insurance cover note
not captured from GATI
Order taken at GATI
6 lines, 92 pieces, promised for 14 Mar 2026.First dispatch
44 pieces on AWB 7742-118-6390, covering lines 1, 2 and 5.Second dispatch
6 pieces on AWB 7742-119-0114, part of line 3.Still to go
6 pieces on line 3 and 6 pieces on line 4. Line 6 has no dispatch record at all, so it reads as not captured from GATI.
This page never changes anything. To correct an order, it has to be changed in GATI, and the change shows here after the next sync. Customers never see this page — what they are told about their order comes from the updates sent to them.
GATI order history
Search every order brought over from GATI and open any full order record.
History current as of 5 Sep 2026, 06:45 IST
An order placed in GATI after that time is not in this list yet. The next sync runs at 18:45 IST.
Prototype note: a live build reads this time from the last completed GATI sync.
Search and filter
Every filter you add narrows the list further. They work together, they do not replace each other.
47orders match these filters
Newest order date first. Every order is listed, including cancelled and amended ones — use the Status filter if you want to leave them out.
- Order date
- 28 Aug 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-7841-R
- Style class
- Ring
- Karat / tone
- 18K Yellow
- Qty
- 24 pcs
- Order value
- $9,840
- Cost
- $6,790
- Margin
- 31.0%
- Status
- ⚙ In production
- Order date
- 22 Aug 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-6620-P
- Style class
- Pendant
- Karat / tone
- 22K Yellow
- Qty
- 60 pcs
- Order value
- $14,250
- Cost
- $10,260
- Margin
- 28.0%
- Status
- 📦 Ready to dispatch
- Order date
- 14 Aug 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-7803-E
- Style class
- Earring
- Karat / tone
- 18K Yellow
- Qty
- 36 pcs
- Order value
- $4,380
- Cost
- $3,220
- Margin
- 26.5%
- Status
- ✓ Delivered
- Order date
- 8 Aug 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-5527-N
- Style class
- Necklace
- Karat / tone
- 22K Yellow
- Qty
- 8 pcs
- Order value
- $22,700
- Cost
- $15,210
- Margin
- 33.0%
- Status
- ✓ Delivered⚑ Amended after order
- Order date
- 31 Jul 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-9014-B
- Style class
- Bangle
- Karat / tone
- 18K Yellow
- Qty
- 12 pcs
- Order value
- $6,960
- Cost
- $5,290
- Margin
- 24.0%
- Status
- ✕ Cancelled
- Order date
- 24 Jul 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-4402-C
- Style class
- Chain
- Karat / tone
- 22K Yellow
- Qty
- 40 pcs
- Order value
- $11,540
- Cost
- $8,540
- Margin
- 26.0%
- Status
- ✓ Delivered
- Order date
- 16 Jul 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-7841-R
- Style class
- Ring
- Karat / tone
- 18K Yellow
- Qty
- 18 pcs
- Order value
- $7,150
- Cost
- $4,930
- Margin
- 31.0%
- Status
- ✓ Delivered⚑ Repeat of GO-25-09612
- Order date
- 3 Jul 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-6688-P
- Style class
- Pendant
- Karat / tone
- 22K Yellow
- Qty
- 50 pcs
- Order value
- $8,700
- Cost
- $6,440
- Margin
- 26.0%
- Status
- ✓ Delivered
- Order date
- 26 Jun 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-8125-N
- Style class
- Necklace
- Karat / tone
- 22K Yellow
- Qty
- 6 pcs
- Order value
- $16,580
- Cost
- $11,110
- Margin
- 33.0%
- Status
- ✓ Delivered
- Order date
- 18 Jun 2026
- Customer
- Vaidya & Sons Jewellers, Pune
- Style no.
- CH-7962-E
- Style class
- Earring
- Karat / tone
- 18K Yellow
- Qty
- 30 pcs
- Order value
- $4,770
- Cost
- $3,670
- Margin
- 23.1%
- Status
- ✓ Delivered
While a search runs, and when nothing matches
Both are shown side by side for this review. In use, one of them replaces the results table above, so a slow search is never mistaken for an empty one.
No orders match these filters
The search ran and came back with nothing. Widen the date range or remove a filter chip to see more.
Reference only. This screen never edits an order, never creates one, and has no bulk export. Open an order to see its full record.
Pricing & quotes
Post-design quote
The customer price for ring CHN-RG-1182, built from the actual weight report for design version 3 and priced against this customer's own pricing configuration.
Proposed: an Admin or Client Manager enters the gold rate each morning — confirm it or change it
Raised 13 Sep 2026, answer proposed 14 Sep 2026. The proposal: an Admin or a Client Manager types in the 24K gold rate each morning, normally per gram, with per troy ounce selectable instead and divided by 31.1035. Every rate is saved with the date and time it was entered. Once a rate is more than 24 hours old it is marked as out of date everywhere it is used, and a new quote cannot be built until someone enters a fresh one. One rate is set for the whole business — the 24K rate — and every karat comes off it, so 18KT is three quarters of it. This quote used the 24K rate of $110.400 per gram held on 5 Sep 2026 at 09:30, which is now nine days old. This quote keeps the rate it was priced with, so its figures do not change; a new quote would need a fresh rate first.
Quote QT-2314-02 · Vaidehi Retail Jewels Pvt Ltd
Priced from weight report WR-2314-03, submitted by Faizan Qureshi on 5 Sep 2026 at 10:18 IST.
Job
JOB-2314
Customer
Surat · trade account
Style
CHN-RG-1182
18KT ring, emerald centre · 1 piece
Design version
submitted 5 Sep 2026
Weight report
actual metal weight
Priced by
Rhea Kulkarni
Priced after CAD · covers one item
A price can also be given earlier, from a Coral drawing. A Coral drawing has no exact weights, so that price is an estimate inside a set band. This quote was priced after CAD from exact weights, so no band applies. The customer asked for a bridal set, so the two items are quoted one by one.
Stage this price was built at
Built from weight report WR-2314-03 for design version 3. The stage is saved on the quote, so anyone reading it later can see this was not an early estimate.
Estimate band applied: none.
Band on a Coral-stage price
±12%
A price built from a Coral drawing is given to the customer as an estimate inside this band. It is changed once in Settings, not on a single quote.
Ring CHN-RG-1182
18KT, emerald centre · design version 3
- Priced at
- ✓ After CAD · exact weights
- Quote
- QT-2314-02 · you are here
- Price to customer
- $4,074.76
- Approval
Goes to the customer on its own
Pendant CHN-PD-1183
18KT, matching emerald · Coral drawing only
- Priced at
- ◔ At Coral · estimate ±12%
- Quote
- Price to customer
- $1,486.00 est.
- Approval
With the customer since 8 Sep
ⓘ The $4,074.76 total on this screen is the ring only. Vaidehi Retail Jewels approves each item on its own quote. A single quote can instead hold several items and be approved in one go — that choice is made when the quote is created.
❓ Proposed on 14 Sep 2026, to confirm or change: where one quote covers several items and the customer approves only some of them, the approved items go ahead and the rest stay waiting, each with its own approval record. Nothing is priced again unless the customer asks for a change.
❓ Proposed on 14 Sep 2026, to confirm or change: a price can be worked out against any design version, whenever someone asks for one. The price that counts is the one sent to the customer.
Build-up from the actual design
Every line can be changed. Each change re-prices the line, updates the total and works the duties out again straight away. The configured value each line replaced is shown next to it.
Gold 18KT — net weight
Weight report WR-2314-03
- Actual (editable)
- g
- Configured value replaced
24K rate $110.400/g · 18KT is three quarters of it
- Rate used
$82.800/g · gold rate held 5 Sep, 09:30
- Amount
- $2,058.41
- Changed by
- — configured value kept
Loss on the gold
A percentage of the gold value, from this customer configuration
- Actual (editable)
- %
- Configured value replaced
8.000% standard
- Rate used
8.000% of $2,058.41
- Amount
- $164.67
- Changed by
- — configured value kept
Labour — an amount per gram
Charged on the gold weight, never as a percentage
- Actual (editable)
- $
- Configured value replaced
$8.750/g standard band
- Rate used
24.860 g × $9.500/g · Labour chart v5
- Amount
- $236.17
- Changed by
- ✏ Changed · $8.750 → $9.500/gRhea Kulkarni (Client Manager) · 5 Sep, 11:42
Findings — clasps, posts and jump rings
Weighed on their own and priced at their own rate, not the metal rate
- Actual (editable)
- g
- Configured value replaced
No findings weight on profile PC-1 · rate $0.000/g
- Rate used
0.000 g × $0.000/g
- Amount
- $0.00
- Changed by
- — configured value kept
Diamonds — round brilliant VS/GH
Stone list from the design file, version 3
- Actual (editable)
- ct
- Configured value replaced
Chart row $640.000/ct · markup $0.000
- Rate used
$640.000/ct · Diamond chart v7
- Amount
- $908.80
- Changed by
- — configured value kept
Diamonds — baguette VS/GH
Stone list from the design file, version 3
- Actual (editable)
- ct
- Configured value replaced
Chart row $520.000/ct · markup $0.000
- Rate used
$520.000/ct · Diamond chart v7
- Amount
- $187.20
- Changed by
- — configured value kept
Emerald — centre stone
Stone list from the design file, version 3
- Actual (editable)
- ct
- Configured value replaced
Chart value $285.000/ct · emerald grade A
- Rate used
$310.000/ct · Colour stone chart v3
- Amount
- $263.50
- Changed by
- ✏ Changed · $285.000 → $310.000/ctAarti Chandra (Founder/Director) · 5 Sep, 12:05
Setting — a charge for each stone set
A setting code and a rate sit on every stone line
- Actual (editable)
- $
- Configured value replaced
No setting rate on profile PC-1
- Rate used
68 stones × $0.000 each
- Amount
- $0.00
- Changed by
- — configured value kept
CAD charge — one amount per piece
A flat amount for each piece ordered
- Actual (editable)
- $
- Configured value replaced
$0.000 on profile PC-1
- Rate used
1 piece × $0.000
- Amount
- $0.00
- Changed by
- — configured value kept
Making charge — one amount per piece
A flat amount for each piece ordered
- Actual (editable)
- $
- Configured value replaced
$0.000 on profile PC-1
- Rate used
1 piece × $0.000
- Amount
- $0.00
- Changed by
- — configured value kept
Quantity — pieces ordered
The gold, the stones and the duties are each multiplied by this
- Actual (editable)
- pieces
- Configured value replaced
1 piece as ordered
- Rate used
Priced for one piece, then multiplied
- Amount
- × 1
- Changed by
- — configured value kept
Export handling and insurance
Added on top of gold, stones and duties together
- Actual (editable)
- %
- Configured value replaced
3.000% standard for export orders
- Rate used
3.000% of $3,956.08
- Amount
- $118.68
- Changed by
- — configured value kept
ⓘ In the live product each keystroke re-prices that line, updates the total and works the duties out again. This preview shows the figures as they stand after the two recorded changes below.
ⓘ Findings, setting, CAD and making are all $0.00 for Vaidehi Retail Jewels. They are set for each customer, with one default for the whole business, and any of them can be left at zero. They are here because the packing lists and order prints already charge them, and every line of those documents has to add up to the same figure. Findings are weighed and rated on their own; the metal rate is applied to the net metal weight only.
✓ Answered on 15 Sep 2026: the loss percentage is set for each customer, and whoever is preparing a quote may change it on that quote. 8.000% is the Vaidehi Retail Jewels value and it has been kept as it is here.
✓ Answered on 15 Sep 2026: labour (an amount per gram) and making (a flat amount per piece) are two real charges, not one charge under two names. Either can apply to a job and either can be $0.00 — making is $0.00 for this customer. The setting charge stays on both the quote and the invoice for now.
ⓘ There is no separate margin line and there never will be one. The business confirmed on 15 Sep 2026 that the charts stay as they are, so margin keeps sitting inside the stone chart price, the labour rate and the loss percentage, and it cannot be shown or reported on its own.
ⓘ Every stone on version 3 has a price, so this total is a real figure. If even one stone had no price the whole total would be held at $0.00 and the quote could not be sent.
Stone list from the design file
The stones and their sizes were read straight out of the stone list the design tool exported for version 3 — not read off a picture and not typed in by hand. Each line is matched to a row in this customer's stone chart. Every stone also carries its class — natural diamond, lab-grown diamond, simulant or colour stone. The class is set on the stone type itself and is never worked out from the stone's name, so a moissanite is never charged as a natural diamond. A stone with no chart row has to be given a price and approved before this quote can be sent; until then the total is held at $0.00.
Diamonds — round brilliant VS/GH
1.1–2.4 mm, includes 14 pavé stones
- Count & weight
48 stones · 1.420 ct
- Stone class
- ◆ Natural diamond
- Where the price came from
- ✓ Price from the chart$640.000/ct · Diamond chart v7
- Amount
- $908.80
Diamonds — baguette VS/GH
1.8 × 1.2 mm, shoulder line
- Count & weight
19 stones · 0.360 ct
- Stone class
- ◆ Natural diamond
- Where the price came from
- ✓ Price from the chart$520.000/ct · Diamond chart v7
- Amount
- $187.20
Emerald — centre stone
6.5 × 5.0 mm oval, grade A
- Count & weight
1 stone · 0.850 ct
- Stone class
- 🟢 Colour stone
- Where the price came from
- ⚠ Not on the chart · priced by handSet at $310.000/ct and approved by Aarti Chandra, 5 Sep 12:05
- Amount
- $263.50
ⓘ 68 stones on the design · 2.630 ct in total · $1,359.50 of stones — 67 natural diamonds and 1 colour stone, none of them lab-grown. One stone was not on the chart; it was priced by hand and approved, so this quote is clear to send.
✓ Answered on 15 Sep 2026: the duty a stone is charged on comes from the duty set against its stone type, including moissanite, cubic zirconia and every colour stone. Nothing is worked out from the stone's name and nothing is guessed. Emerald is set to the natural stones duty, so that is where this centre stone is charged. If a stone type has no duty set, the quote says duty not available for that stone and someone puts it right in the settings, rather than the system assuming one.
Duties on this quote
Five duties. Each one is a percentage of its own base, and each is charged on every piece ordered — 1 piece here. Which duty a stone goes on comes from the duty set against its stone type. Duties are duties: none of this is margin.
Duties in this price
$137.32
Added to the gold and the stones to reach the base price of $3,956.08.
If the undercut did not apply
$145.49
Both totals are worked out every time, so the effect of the undercut is always visible.
Undercut price
$525.000/ct
Natural stones are duty-rated at whichever is lower, their chart price or this. It never changes what the stones are sold for.
Natural stones
The 67 natural diamonds and the 1 emerald, from the duty set against each stone type
- Charged on
- $1,196.20after the $525.000/ct undercut
- Rate
- 5.000%
- Amount
- $59.81
Gold
The full metal price, loss, labour and findings included
- Charged on
- $2,459.25$2,058.41 gold + $164.67 loss + $236.17 labour + $0.00 findings
- Rate
- 2.500%
- Amount
- $61.48
Loss and labour
The loss and the labour on their own
- Charged on
- $400.84$164.67 loss + $236.17 labour
- Rate
- 4.000%
- Amount
- $16.03
Lab-grown stones in gold
Applies when the piece is gold
- Charged on
- $0.00no lab-grown stones on this design
- Rate
- 3.000%
- Amount
- $0.00
Silver and lab-grown stones in silver
Applies when the piece is silver
- Charged on
- $0.00this piece is 18KT gold, not silver
- Rate
- 1.500%
- Amount
- $0.00
ⓘ The duty on gold is taken on the whole metal price — the gold itself plus its loss, its labour and its findings — not on the raw gold value alone.
ⓘ The customer sees the duty rate too: the copy that goes out states it on its header line. On this quote that is 3.596% of the gold and the stones, $137.32. The five duties above are how that one figure is worked out, and the rate in force is saved with the quote.
Changes recorded on this quote
Two lines were moved off their configured values. The whole quote was worked out again after each one.
- ✏
Emerald rate raised from $285.000 to $310.000 per carat
Aarti Chandra (Founder/Director) — the 0.85 ct stone actually supplied costs more than the chart band. Quote total after the change: $4,074.76. - ✏
Labour raised from $8.750 to $9.500 per gram
Rhea Kulkarni (Client Manager) — 68 stones on the finished design, including 14 pavé stones under 1.1 mm, so the piece takes longer to make. Quote total after the change: $4,051.78. - 🧾
Quote first built from weight report WR-2314-03
Rhea Kulkarni (Client Manager) — all lines started on the Vaidehi Retail Jewels profile PC-1 values. Opening total $4,031.32.
Charts and rates this quote was calculated with
Saved with quote QT-2314-02. Re-opening it later shows these figures, not a fresh calculation at that day’s rates.
Gold rate
24K $110.400/g · 18KT $82.800/g
Rate held at 5 Sep 2026, 09:30 IST · entered per gram (a per-ounce rate is divided by 31.1035)
Diamond chart
v7 · $640.000/ct round, $520.000/ct baguette
VS/GH band · markup $0.000
Colour stone chart
v3 · emerald $310.000/ct
Chart value $285.000/ct was changed on this quote
Labour and loss
v5 · labour $9.500 per gram · loss 8.000%
Labour is an amount per gram, never a percentage · the loss percentage can be changed on a quote
Findings, setting, CAD and making
All $0.000 on profile PC-1
Set for each customer, with one default for the whole business · each one can be zero
Duty rates
Natural 5.000% · lab 3.000% · gold 2.500%
Silver and labs 1.500% · loss and labour 4.000%
Duty rate shown to the customer
3.596% · $137.32
Stated on the header of the copy the customer receives
Undercut price
$525.000/ct
Changes the duty on natural stones only, never their price
Export handling and insurance
3.000% · $118.68
Worked out on gold, stones and duties together
Client pricing profile
PC-1 revision 4 · band B
Vaidehi Retail Jewels · in force since 28 Aug 2026
Stage this price was built at
After CAD · exact weights
No estimate band · a Coral-stage price carries ±12%
ⓘ Rates and weights are shown to three decimal places. Rounding is applied only when a figure is shown, never inside the calculation.
❓ Proposed on 14 Sep 2026, to confirm or change: the copy that goes to the customer shows the final price only, with the duty rate on its header line. The line-by-line build-up is included just where this customer's message template asks for it.
External design estimate
EST-0442 · from a photo sent by Meridian Rose Jewellers · priced on profile PC-1
⚠ This price is an estimate, and it is the normal first price
Source files
Kept with the estimate, so anyone can check later what was priced.
halo-ring-front.jpg
2,048 × 1,536 · sent on WhatsApp, 5 Sep 2026 09:14
ⓘ In the live system this opens in a zoomable viewer, so you can measure the stones off the picture. Here it is a still frame.
halo-ring-front.jpg
1.8 MB · WhatsApp · 5 Sep 09:14
halo-ring-side.jpg
1.2 MB · WhatsApp · 5 Sep 09:15
ⓘ More angles give a better price
Stones on the piece
Read off the photo and typed in by the person pricing the job. Check every row against the picture before it is priced. Nothing is priced from this table until you confirm it.
Showing all 6 rows · 47 stones · 2.86 ct in total. Biggest stones first, the same order as the price build-up below.
- Count
- Size (mm)
- Shape
- Round
- Quality
- Row
- Count
- Size (mm)
- Shape
- Pear
- Quality
- Row
- Count
- Size (mm)
- Shape
- Marquise
- Quality
- Row
- Count
- Size (mm)
- Shape
- Baguette
- Quality
- Row
- Count
- Size (mm)
- Shape
- Round
- Quality
- Row
- Count
- Size (mm)
- Shape
- Round
- Quality
- Row
ⓘ Two rows are hard to read in the photo
ⓘ Counting and sizing the stones from the photo automatically is planned for a later phase. For now the person pricing the job reads the photo and types each line in.
Confirmed by Anaya Sethi on 5 Sep 2026 at 11:42, which is when the price below was worked out. Changing any row clears this and the price stops until you confirm again.
Metal weight
A photo cannot give the metal weight. It has to come from a person or from a 3D file, and the price is only as good as this number.
ⓘ Uploads do not finish in this preview. In the live system the file is stored with the estimate and the weight field is filled in from it.
⚠ Price stays provisional
Price build-up
The same build-up, profile and rates as every other quote — only the inputs came from a photo.
✓ Every stone line has a price
Stone value
Each line is its carat weight × (chart price + markup).
ⓘ The undercut cap changes duty only
Estimated price
One piece · 18kt yellow gold · size 6.5
$8,130 – $8,980
Worked out at $8,554.39
Metal $1,848.46 · Stones $6,264.00 · Duties $256.93 · Extra $185.00
The customer is given the range. This is the normal first price on a job, and it is provisional until a measured metal weight replaces the 18.4 g estimate.
Duties on this estimate
Five duties, each worked out on its own base.
This estimate uses the capped figure. The cap lowers duty on natural stones only and never changes what a stone is sold for.
Customer and inquiry
Where this estimate came from.
When the customer accepts
We did not design this piece, so a style master has to be created and our own CAD made.
Creates a new style master from this estimate and sends it to the CAD team, because there is no earlier design for this piece.
Sending it puts the price out as a range marked INDICATIVE, with the same give-or-take band as a sketch price. It is priced again once a real weight is known.
What has happened so far
Kept with the estimate for later checking.
- 💬
Photo arrived from Meridian Rose Jewellers
halo-ring-front.jpg on WhatsApp, filed against INQ-2314. - 💎
Stone table typed in from the photo
Anaya Sethi · Client Manager. 6 lines, 47 stones, 2.86 ct in total. - ✓
Stone table confirmed
Anaya Sethi · Client Manager. Pear side stones corrected from 3.50 mm to 4.00 mm. - ⚖
Metal weight estimated at 18.4 g
Anaya Sethi · Client Manager. No 3D file supplied. - 🧮
Price worked out on profile PC-1
Gold taken from the 24K rate of $116.00 / g and derived at 18 ÷ 24. All five duties applied, natural stones capped at $2,500.00 / ct.
🧪Trial figures — this is not the quoteNothing saved yet🔒 Never shown to the customer
Price what-if
Change a weight, a gold rate, a stone grade, a quantity or a target price and see what it does to the price. The real quote is not touched.
Apply asks you to confirm first. Reset puts every trial box back to the quoted figure.
Quoted
Plain text. This is what QT-1182 says today.
Trial
Violet, bold, dashed underline. Scratch pad only.
All 42 stones have a price
If even one stone has no chart price, the whole price comes to $0.00, the screen names that stone, and the quote cannot be sent.
Trial inputs
Seeded from the build-up on QT-1182. The quoted figure sits beside every box so the change is obvious.
Trial 13.8g · +1.4g
Ways the weight comes down: open the back, take the backplate off, cage the back, thin the metal to the 5 mm minimum, scoop out under the stones. One pendant went from 28.00g to 20.00g this way.
Trial $99.60 · +$3.60 (3.8%)
This piece is 18K, so the rate used is 24K × 18 ÷ 24 = $74.70 a gram (quoted $72.00).
Trial VVS / F-G · +$464.00 on stones
Chart price plus markup, per carat: SI $620 + $90 · VS $780 + $110 · VVS $960 + $130 · IF $1,180 + $160.
Same as quoted · 34 stones
Trial $3.40 a gram · $46.92 on 13.8g
Trial 9% · +1 point
Same as quoted · caps natural stones for duty only, never for the stone price
Same as quoted
Same as quoted · a gram rate is the trial 24K rate of $99.60 × the karat ÷ 24. Customers often ask for all three side by side.
ⓘA real build recalculates against the live rate source. This trial starts from the 24K gold rate captured on QT-1182 ($96.00 per gram, read 4 Sep, 10:42 IST) until you change it.
In the working product the figures on the right update as you type. In this preview they show the result of the trial values above.
ⓘNothing on this screen is kept. The trial figures are for your own use, are never shown to Meher Jewels, and are gone once you leave. Pressing Apply to the quote creates a new version of QT-1182, and that version is the only record. Proposed on 14 Sep — the Founder/Director still has to confirm this or overrule it.
Six things that move the price most
Ranked by how often each one was actually used in real price talks with customers, most used first.
- On this piece
- Trial box above · 12.4g quoted, 13.8g on trial
- Try it
- On this piece
- 34 natural stones · 2.32 ct · not changed on this trial
- Try it
- On this piece
- 8 lab-grown accents · $118.80 · the 34 natural stones are unchanged
- Try it
- On this piece
- Trial box above · quoted and trialled at 18K
- Try it
- On this piece
- Certification sits inside the $145.00 extra charge
- Try it
- On this piece
- Not changed on this trial
- Try it
ⓘGold weight, stone quality and karat already have trial boxes above. Whether the screen can load one of these changes into the boxes for you is still to be agreed — proposed on 14 Sep, waiting for the Founder/Director to confirm or overrule. Until then you type the change into the boxes yourself.
Trial price — what it comes to
Metal, then stones, then the five duties, then the fixed extra charge. Quantity 1.
Metal price
$1,170.56
Stone value
$2,647.60
Duties
$178.37
Extra charge
$145.00
ⓘThe undercut cap is doing something here
Build-up, line by line
Quoted figure, trial figure and the difference for every line. Quantity 1.
- Quoted
- $892.80
- Trial
- $1,030.86
- Difference
- ▲ +$138.06
- Quoted
- $71.42
- Trial
- $92.78
- Difference
- ▲ +$21.36
- Quoted
- $38.44
- Trial
- $46.92
- Difference
- ▲ +$8.48
- Quoted
- $1,002.66
- Trial
- $1,170.56
- Difference
- ▲ +$167.90
- Quoted
- $2,064.80
- Trial
- $2,528.80
- Difference
- ▲ +$464.00
- Quoted
- $118.80
- Trial
- $118.80
- Difference
- No change
- Quoted
- $2,183.60
- Trial
- $2,647.60
- Difference
- ▲ +$464.00
- Quoted
- $167.73
- Trial
- $178.37
- Difference
- ▲ +$10.64
- Quoted
- $3,353.99
- Trial
- $3,996.53
- Difference
- ▲ +$642.54
- Quoted
- $145.00
- Trial
- $145.00
- Difference
- No change
- Quoted
- $3,498.99
- Trial
- $4,141.53
- Difference
- ▲ +$642.54
The trial price follows the same basis as the quote for this client: metal at the trial 24K rate for the karat used, stones at the chart price plus markup, then the five duties, then the fixed extra charge.
Duties, one by one
Five duties. Each one is a percentage of its own base, multiplied by the quantity. Biggest first.
- Base it is charged on
- $2,088.00
- Rate
- 5.0%
- Quoted
- $103.24
- Trial
- $104.40
- Base it is charged on
- $1,030.86
- Rate
- 6.0%
- Quoted
- $53.57
- Trial
- $61.85
- Base it is charged on
- $139.70
- Rate
- 4.0%
- Quoted
- $4.39
- Trial
- $5.59
- Base it is charged on
- $118.80
- Rate
- 3.0%
- Quoted
- $3.56
- Trial
- $3.56
- Base it is charged on
- $118.80
- Rate
- 2.5%
- Quoted
- $2.97
- Trial
- $2.97
With the undercut cap — this is what the price uses
$178.37
Natural stones charged at $900.00 a carat
Without the cap — for comparison only
$200.41
Natural stones charged at the full $1,090.00 a carat
ⓘThe cap is a duty rule only. Whichever is lower, the stone rate or the cap, is used for duty. What the customer pays for the stones is unchanged at $1,090.00 a carat.
Work back from a target price
Meher Jewels asked for $3,200.00. Here is what would have to change to get there, closest match first.
Trial target $3,200.00
Gap from the quoted price
$298.99
8.5% below the quoted $3,498.99
Gap from the trial price
$941.53
22.7% below the trial $4,141.53
⚠Still to be agreed: should the system suggest these ways to hit the target?
- New price
- $3,200.00
- Against the target
- Exactly on target
- Result
- ✓ Meets the target
- Try it
- New price
- $3,060.51
- Against the target
- −$139.49 under
- Result
- ✓ Under the target
- Try it
- New price
- $3,345.04
- Against the target
- +$145.04 over
- Result
- ⚠ Over the target
- Try it
- New price
- $3,373.66
- Against the target
- +$173.66 over
- Result
- ⚠ Over the target
- Try it
- New price
- $3,487.39
- Against the target
- +$287.39 over
- Result
- ⚠ Over the target
- Try it
- New price
- $4,141.53
- Against the target
- +$941.53 over
- Result
- ⛔ Well over the target
- Try it
ⓘOne option lands on $3,200.00, one comes in under it, four stay above it
ⓘThese options are worked out from the quoted build-up. A real build recalculates against the live rate source before any of them is applied.
Trial price · quote $3,498.99
$4,141.53▲ +$642.54
Duties, with the cap
$178.37 (no cap $200.41)
Approved record AR-0442 — frozen 28 Aug 2026, 16:12
Nothing on this page can be changed. A change means a new approval.
What was approved
Held as values, not links. Nothing here reads a live record.
This is the exact image the customer saw on WhatsApp at 15:58 on 28 Aug 2026. It is a copy held in this record, so a later change to the design file cannot change what is shown here.
Who approved
The person, the channel and the moment — the customer approved is not a fact until it says who.
If a customer says yes on the phone instead, the Client Manager writes it down here — who said it, when and how — and this record shows it as approved by phone. Over a set amount, a phone approval also has to be confirmed in writing before the order is placed.
Named approver on this account. Her limit is $7,500 and this record is $5,860.
Approved by Rahul Mehra (Purchase, Anantara Retail Pvt Ltd) on WhatsApp, 21 Aug 2026, 12:40.
Price $5,860 — the whole build-up as it stood
Rates and charges copied into this record on 28 Aug 2026. Later rate changes do not touch it.
Delivery date agreed
The date given to the customer at the moment of approval.
15 working days from approval, including the 2 extra days for the hinged bale. If this date has to move, it needs a new approval — this one keeps saying 20 Sep 2026.
Amendment attached to this approval
Agreed before the approval and frozen along with it.
Bale changed from fixed to hinged so the pendant sits flat on a wider chain.
Agreed on WhatsApp by Priya Nandwani. The wording above is the copy held in this record, not a link to the live amendment.
Version and supersession
Records are never edited. A change creates a new record that supersedes this one, and the older record stays readable.
- 📄
Replaces approved record AR-0431 of 21 Aug
Design v2 · $5,530 · delivery 14 Sep 2026. Superseded when the customer moved to a hinged bale and a better stone.
🔒 Still openable✕ Approver was an exception - ✓
AR-0442 — this record
Design v3 · $5,860 · delivery 20 Sep 2026. This is the record everything downstream points at.
✓ In force🔒 Frozen - ⋯
Replaced by — nothing yet
No later record has replaced this one. If the customer changes anything, a new record AR-0443 is created and it will appear here, with this record still openable.
Used by
What points at this record, by number. None of them read the live records — each one copied its values from AR-0442.
- What it is
- Job bag
- Values it copied from this record
- Specification, version v3, delivery date
- Created
- 28 Aug 2026, 16:12
- What it is
- Order record
- Values it copied from this record
- Price $5,860 and amendment AM-2314-02
- Created
- 28 Aug 2026, 16:13
- What it is
- GATI order
- Values it copied from this record
- Delivery date 20 Sep 2026 and the address as it stood
- Created
- 28 Aug 2026, 16:20
- What it is
- Locked production file
- Values it copied from this record
- Design v3 image and CAD version
- Created
- 28 Aug 2026, 16:31
If the live design, price or date changes tomorrow, none of these four change. They keep showing what was agreed on 28 Aug 2026.
⏳No record was frozen — the job is not confirmed yet. Waiting for a person
A later approval reply from Priya Nandwani on WhatsApp (2 Sep 2026, 11:04) could not be tied to a specific job, so nothing was frozen. Freezing the wrong agreement is worse than freezing none.
The same holds when a customer says yes to the design but not to the price. Nothing is frozen, the reply is kept as a request to change the price, and a record is only made once both the design and the price are settled.
Written once on 28 Aug 2026, 16:12 IST · record checksum a7f4-91c2-6de0 · never updated since. Kept forever — nothing removes it. It is our own evidence of what was agreed and is not sent to the customer.
Delivery dates
The date we promised, the date we now expect and the date it went — side by side on every job.
Needs action now
Tap a card to show just those jobs in the list below.
Jobs by promised date
Worst slip first, then the promises falling soonest.
- Pelican Crest Jewellers
- Item
- 18k yellow gold pavé halo ring — PC-1 group
- Promised date
- 4 Sep 2026
- Date we now expect
- 16 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +12 days
- Based on
- Typed in by Meera Raut
- Owner
- Meera Raut
- Late — ours
- Northwind Gem House
- Item
- Emerald-cut three-stone pendant, 1.20ct centre
- Promised date
- 5 Sep 2026
- Date we now expect
- 15 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +10 days
- Based on
- Typed in by Devika Shah
- Owner
- Devika Shah
- Late — ours
- Marigold & Vane
- Item
- Diamond tennis bracelet, 7.5 in, 4.10ct total
- Promised date
- 9 Sep 2026
- Date we now expect
- 18 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +9 days
- Based on
- Typed in by Arjun Nair
- Owner
- Arjun Nair
- Waiting on the customer
- Pelican Crest Jewellers
- Item
- Half-eternity band, channel set — PC-1 group
- Promised date
- 8 Sep 2026
- Date we now expect
- 14 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +6 days
- Based on
- Typed in by Meera Raut
- Owner
- Meera Raut
- Waiting on the customer
- Aurelia Bridal Co.
- Item
- Bridal set — ring with matching band, rose gold
- Promised date
- 11 Sep 2026
- Date we now expect
- 17 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +6 days
- Based on
- Typed in by Devika Shah
- Owner
- Unassigned
- Late — ours
- Pelican Crest Jewellers
- Item
- Ruby halo cocktail ring, 18k
- Promised date
- 21 Aug 2026
- Date we now expect
- —
- Date it went
- 26 Aug 2026
- Export no.
- Export 715Invoice 666 · certificate in export 718
- Gap in days
- +5 days
- Based on
- Dispatch read from GATI
- Owner
- Meera Raut
- Went late
- Coromandel Jewels
- Item
- Polki choker, kundan setting, 18 pieces
- Promised date
- 12 Sep 2026
- Date we now expect
- 16 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +4 days
- Based on
- Typed in by Arjun Nair
- Owner
- Arjun Nair
- Waiting on the customer
- Saffron Row Retail
- Item
- Temple-work jhumka pair, 22k, antique finish
- Promised date
- 10 Sep 2026
- Date we now expect
- 13 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +3 days
- Based on
- Typed in by Devika Shah
- Owner
- Devika Shah
- Late — ours
- Aurelia Bridal Co.
- Item
- Pear-drop earrings, 0.90ct pair
- Promised date
- 16 Sep 2026
- Date we now expect
- 18 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +2 days
- Based on
- Typed in by Nikhil Bose
- Owner
- Nikhil Bose
- At risk
- Marigold & Vane
- Item
- Signet ring, engraved crest, 18k
- Promised date
- 18 Sep 2026
- Date we now expect
- 19 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- +1 day
- Based on
- Typed in by Nikhil Bose
- Owner
- Nikhil Bose
- At risk
- Coromandel Jewels
- Item
- Gold chain, 22k, 20 in, box link
- Promised date
- 28 Aug 2026
- Date we now expect
- —
- Date it went
- 28 Aug 2026
- Export no.
- Export 712Invoice 661 · gold
- Gap in days
- 0 days
- Based on
- Dispatch read from GATI
- Owner
- Arjun Nair
- Went on time
- Northwind Gem House
- Item
- Sapphire eternity band, 2.40ct total
- Promised date
- 25 Sep 2026
- Date we now expect
- 25 Sep 2026
- Date it went
- —
- Export no.
- Not packed yet
- Gap in days
- 0 days
- Based on
- Typed in by Devika Shah
- Owner
- Devika Shah
- On track
Showing 12 of 14 —
JB-7742 · Pelican Crest Jewellers
18k yellow gold pavé halo ring — PC-1 group · Owner Meera Raut
The three dates
The date we now expect is typed in by hand by the Client Manager — Meera Raut set 16 Sep 2026 on 9 Sep 2026. It is not worked out from the production stage and not read from GATI.
Export no. — not packed yet. If the customer asks which export this is in, the answer is the date we now expect: 16 Sep 2026.
⚠ 12 days late
Order value $5,860
Promised date — full history
28 Aug 2026 → 4 Sep 2026
Meera Raut (Client Manager) · Reason: customer asked for an extra pavé row.
Customer was toldFirst promise set: 28 Aug 2026
Meera Raut (Client Manager) · The customer asked for it in 2 weeks when they placed the order, and we replied that we would ship it on 28 Aug 2026. Order confirmed on approval CA-1187.
Customer was told
Re-promised once. Old dates are kept, never replaced.
Where the piece has reached
Casting — done 22 Aug 2026
Setting — done 6 Sep 2026
Polishing — running now
Quality check — not started
Dispatch — not started
Read from GATI 4 minutes ago. In a live build this refreshes from GATI automatically.
The stage above is shown to help you choose. The date we now expect is still typed in by hand — and whoever types it leaves out days nobody is working, such as 14 and 15 Sep 2026, off for Ganesh Puja.
How we are doing
Measured against the date first promised, never the latest one. Last 90 days. Reported for each client manager group as a whole, not for one person.
On time by client manager group
Furthest from the 90% target first. Tap a group to see its jobs.
- Delivered on time
- 73%
- Against the 90% target
- 17 points under
- Average days late
- 5.4 days
- Jobs measured
- 15 jobs
- Delivered on time
- 78%
- Against the 90% target
- 12 points under
- Average days late
- 4.1 days
- Jobs measured
- 9 jobs
- Delivered on time
- 83%
- Against the 90% target
- 7 points under
- Average days late
- 3.2 days
- Jobs measured
- 18 jobs
On-time is scored for the group as a whole. Individual client managers are not scored here.
Four answers waiting for your yes
Each one below is a suggested answer, not a decision. Confirm it or change it. Nothing here counts as agreed until you say so.
Who may change a promised date?
Suggested 14 Sep 2026 · nobody has answered yet
The Client Manager, and they must record that the customer was told. The customer does not have to agree — but they do have to be told.
Why this was suggested: every change on this screen already records a name, a reason and whether the customer was told — Meera Raut moved JB-7742 from 28 Aug to 4 Sep 2026 that way.
When an order holds several jobs, does the order get its own date?
Suggested 14 Sep 2026 · nobody has answered yet
The order shows the latest date of the items inside it. Each item still keeps its own date.
Why this was suggested: Pelican Crest Jewellers has three jobs running at once — JB-7742, JB-7773 and JB-7601 — all on different dates, so the customer needs one date they can rely on.
When does a piece count as delivered?
Suggested 14 Sep 2026 · nobody has answered yet
The day it ships. That is the day GATI can see. The day the customer actually received it is not tracked.
Why this was suggested: JB-7601 shows 26 Aug 2026 because that is the day GATI recorded dispatch, in export 715. Nothing anywhere tells us when it reached the customer.
How soon do we flag a job as slipping?
Suggested 14 Sep 2026 · nobody has answered yet
The moment the date we now expect goes past the date we promised. No grace period — the point is to see it early.
Why this was suggested: JB-7834 is one day over its promise and already shows as at risk in the list above, so the list is built this way today.
Three of these are now settled. Two came from what customers and we actually wrote to each other: the promised date is our reply to what the customer asked for on their order, and it is set when the order is confirmed. The third the business settled on 15 Sep 2026: the date we now expect is typed in by hand by the Client Manager — it is not worked out from the production stage and not read from GATI. Nothing on this list is still without an answer.
Other states of this list
Shown here so you can see them without waiting for them to happen.
No jobs with a promised date yet
A job appears here as soon as a delivery date is promised to the customer.
Reading progress from GATI
While the stage is being fetched.
A live build refreshes this from GATI automatically.
JB-7601 — already dispatched
Pelican Crest Jewellers · went 26 Aug 2026
Export and invoice numbers are read from GATI. This is what the customer quotes when they ask which export their piece is in. One job can span more than one export — here the ring went in 715 and its certificate follows in 718.
Tap the button to see why it is locked.
Quoted price vs GATI price
JOB-2314-01 · Pelican Crest Jewellers · Halo pear ring, style CH-PC-1182 · order group PC-1
This GATI price is zero and cannot be sent — one natural diamond has no price yet
Stone: 2 × 0.42 ct natural pear, F VS1, added when the CAD was locked. Waiting 2 days 4 hours, since 10 Sep 2026 at 16:40. Every other line on the GATI price is priced, but while one stone has no price the whole price stays at zero and cannot be sent.
When the diamond team send the price it goes into this quote on its own. In this demo build the figures are fixed.
Quoted to the customer
Sent 28 Aug 2026 · prepared by Aarti Deshmukh, Client Manager
Version 2 · approved by the customer on 2 Sep 2026 · this is the number they are invoiced against
This is the only price the customer ever sees. Proposed on 14 Sep 2026 and waiting to be confirmed.
What this price includes
Duties are not part of this price.
Price for GATI
Started 10 Sep 2026 · prepared by Nikhil Rao, Order/Style-master
Version 2 · the 2 × 0.42 ct natural pear pair has no price on file, so the whole price is zero and cannot be sent to anyone
Priced so far, if that stone is priced today: $6,954.52
That is a working figure for comparison only. It is not a price anyone can send.
What this price includes
The one marked with a plus sits only on this price. It is most of the gap.
Duty is the same for every client. It is set by the material or component used — diamond, gold, silver and so on. The margin is the part that is set per client.
Either the Client Manager or the Order/Style-master can prepare this price. Both have access to it.
Proposed on 14 Sep 2026 and waiting to be confirmed.
Total difference
The GATI figure priced so far is 9.4% above the quoted price.
Worked out against the $6,954.52 priced so far. The GATI price a person can actually send is still $0.00.
The tolerance is 5%. Anything above that is flagged in red and the Client Manager is told.
Every difference is written down whether it is over the tolerance or not. The gap will grow once the missing pear diamonds are priced.
If any part of this difference is passed on to the customer, the price has to be sent to them again and they have to approve it again. If it stays inside the business, the price they already approved does not change. Proposed on 14 Sep 2026 and waiting to be confirmed.
Line by line
Every difference is tied to a named input. Nothing here is left unexplained without being marked. Both prices are now built from the same parts — metal, findings, diamonds, colour stones, hand-setting, a CAD charge and making — so they can be read against each other line by line.
- Quoted $
- $4,058.40
- GATI $
- $4,220.50
- Difference
- +$162.10+4.0%
- Why they differ
- ↗ Chart price moved
- Quoted $
- —
- GATI $
- ⛔ No price on file
- Difference
- —Holds the whole price at zero
- Why they differ
- ⚠ Needs a price before anything can be sent
- Quoted $
- $0.00
- GATI $
- $0.00
- Difference
- $0.00Not on this job
- Why they differ
- — Not on this job
- Quoted $
- $1,734.30
- GATI $
- $1,819.17
- Difference
- +$84.87+4.9%
- Why they differ
- ↗ Rate moved
- Quoted $
- $0.00
- GATI $
- $0.00
- Difference
- $0.00Not on this job
- Why they differ
- — Not on this job
- Quoted $
- $344.40
- GATI $
- $413.28
- Difference
- +$68.88+20.0%
- Why they differ
- ✎ Specification changed
- Quoted $
- $0.00
- GATI $
- $0.00
- Difference
- $0.00Same on both
- Why they differ
- ✓ Same on both prices
- Quoted $
- $69.37
- GATI $
- $72.77
- Difference
- +$3.40+4.9%
- Why they differ
- ↗ Rate moved
- Quoted $
- —
- GATI $
- $243.80
- Difference
- +$243.80New line
- Why they differ
- ＋ Component only on the GATI price
- Quoted $
- $150.00
- GATI $
- $185.00
- Difference
- +$35.00+23.3%
- Why they differ
- ✎ Charge changed
Difference sheet — this job and the shipment it goes out in
The same comparison the business writes out by hand today. It is built here for each job and added up for the whole shipment, so nobody has to put it together in a spreadsheet.
This job · JOB-2314-01
Weight, metal, diamonds, the CAD charge and making, set side by side.
- Quoted
- 24.6 g
- GATI
- 24.6 g
- Difference
- —✓ Same on both
- Quoted
- $1,734.30
- GATI
- $1,819.17
- Difference
- +$84.87↗ Rate moved
- Quoted
- 2.20 ct
- GATI
- 3.25 ct
- Difference
- +1.05 ct✎ Specification changed
- Quoted
- $4,058.40
- GATI
- $4,220.50 priced so far
- Difference
- +$162.10 so far⛔ Pear pair still has no price
- Quoted
- $0.00
- GATI
- $0.00
- Difference
- —✓ Same on both
- Quoted
- $344.40
- GATI
- $413.28
- Difference
- +$68.88✎ 24 settings added
- Quoted
- $6,356.47
- GATI
- $6,954.52 priced so far
- Difference
- +$598.05 (+9.4%)⚠ Over the 5% tolerance
The total also carries loss, duties and the extra charge. Those are shown in full in the line by line table above.
Whole shipment · EXP#635 · 14 jobs · sent 5 Sep 2026
Every job in that shipment added up. Only the diamond value moved, with a making adjustment to match.
- Quoted
- 412.8 g
- GATI
- 412.8 g
- Difference
- —✓ Same on both
- Quoted
- $32,480.15
- GATI
- $32,480.15
- Difference
- —✓ Same on both
- Quoted
- 38.62 ct
- GATI
- 38.62 ct
- Difference
- —✓ Same on both
- Quoted
- $27,102.50
- GATI
- $17,644.60
- Difference
- −$9,457.90↘ Stones priced lower on the invoice
- Quoted
- $1,850.00
- GATI
- $1,850.00
- Difference
- —✓ Same on both
- Quoted
- $9,338.20
- GATI
- $7,003.25
- Difference
- −$2,334.95✎ Making adjusted with the stones
- Quoted
- $74,210.40
- GATI
- $62,417.55
- Difference
- −$11,792.85 (−15.9%)⚠ Over the 5% tolerance — somebody has to explain this
Every difference is kept whether it is over the tolerance or not. Demo build — the figures here are fixed. In the live system this sheet is built from the two prices on every job and made again whenever either price changes.
What each price was built from
Every rate, chart and rule is kept as the value used on the day, with the date it was in force.
These figures are never worked out again
Every version of both prices
Newest first. Nothing is ever changed in place — a change makes a new record and the old one stays readable.
- Total $
- $0.00 · $6,954.52 priced so far
- Prepared by
- Nikhil Rao
- When
- 12 Sep 2026, 10:05
- What changed
- Labour raised by hand from $16.00 to $16.80 per gram after the CAD lock added 24 settings
- Open
- Total $
- $0.00 · $6,934.35 priced so far
- Prepared by
- Nikhil Rao
- When
- 10 Sep 2026, 16:40
- What changed
- First GATI price taken from the locked CAD CH-PC-1182-v4
- Open
- Total $
- $6,356.47
- Prepared by
- Aarti Deshmukh
- When
- 28 Aug 2026, 11:20
- What changed
- Sent to the customer and approved on 2 Sep 2026
- Open
- Total $
- $6,318.67
- Prepared by
- Aarti Deshmukh
- When
- 26 Aug 2026, 17:05
- What changed
- Side stone count corrected from 112 to 118 before sending
- Open
Older versions open read-only. You can read them and copy from them, but you cannot edit them. Both GATI versions read $0.00 because the pear pair has never had a price.
Other jobs on this order
Order group PC-1 · Pelican Crest Jewellers ·
Each job has its own GATI price. The order total is those three prices added together. Proposed on 14 Sep 2026 and waiting to be confirmed.
JOB-2314-02 · Pear drop pendant
Quoted $2,912.00 on 28 Aug 2026 · approved 2 Sep 2026
No GATI price yet
This job has only been quoted so far. The second price is prepared when the order is entered into GATI, and it will also carry the five duties. The Client Manager or the Order/Style-master can start it.
JOB-2314-03 · Halo stud earrings
Quoted $2,198.50 on 28 Aug 2026 · approved 2 Sep 2026
The GATI price is being prepared
Started 3 minutes ago by Nikhil Rao, Order/Style-master
This card fills in on its own when the price is ready. In this demo build it stays as it is.
Diamond rate requests
One queue for the diamond team. Every job waiting on a diamond rate, oldest first, with an owner and the price it is holding up.
Rates are set by the existing diamond department, the same team that answers diamond@chandrajewels.com today. Asking for a rate is the exception, not a step on every quote.
A lab-grown stone already on the client's stone chart needs no request
Needs attention now
Diamond team this week
Requests waiting on a rate
Oldest first, so the longest wait is always at the top. No turnaround time is set for these, so every row simply shows how long it has been waiting.
- Job
- JOB-4417
- Client
- Pelican Crest Jewellers
- Stone
- Round brilliant · 1.15 ct · F · VS1 · qty 4
- Type
- ⛰ Natural
- Asked by
- Anaya Desai
- Waiting for
- ⚠ 6d 3h
- Job value
- $10,250
- Which price is held
- Quote QT-1183 · line 3 — centre stone
- Owner
- ○ Unassigned
- Job
- JOB-4423
- Client
- Marigold & Vane Jewels
- Stone
- Oval · 0.72 ct · G · VVS2 · qty 6
- Type
- ⛰ Natural
- Asked by
- Rohit Malviya
- Waiting for
- ⚠ 5d 8h
- Job value
- $6,180
- Which price is held
- Quote QT-1190 · line 1 — halo stones
- Owner
- NRNikhil Rane
- Job
- JOB-4431
- Client
- Ashvale Retail Group
- Stone
- Princess · 0.45 ct · H · VS2 · qty 12
- Type
- ⛰ Natural
- Asked by
- Anaya Desai
- Waiting for
- ⚠ 4d 6h❓ Question sent back to Anaya Desai
- Job value
- $4,490
- Which price is held
- Quote QT-1196 · line 2 — side stones
- Owner
- FSFarida Sheth
- Job
- JOB-4438
- Client
- Sundara Gems, Chennai
- Stone
- Pear · 1.80 ct · E · VS1 · qty 2
- Type
- ⛰ Natural
- Asked by
- Priya Nandakumar
- Waiting for
- ⚠ 3d 4h
- Job value
- $14,280
- Which price is held
- Quote QT-1202 · line 5 — drop stones
- Owner
- ○ Unassigned
- Job
- JOB-4442
- Client
- Whitfield Row Boutiques
- Stone
- Marquise · 0.60 ct · G · SI1 · qty 8
- Type
- ⛰ Natural
- Asked by
- Rohit Malviya
- Waiting for
- ⚠ 2d 2h
- Job value
- $3,460
- Which price is held
- Quote QT-1208 · line 1 — shoulder stones
- Owner
- NRNikhil Rane
- Job
- JOB-4449
- Client
- Kanta Lal & Sons
- Stone
- Round brilliant · 0.30 ct · I · SI1 · qty 24
- Type
- ⛰ Natural
- Asked by
- Anaya Desai
- Waiting for
- ⏱ 1d 6h
- Job value
- $2,360
- Which price is held
- Quote QT-1211 · line 4 — pave stones
- Owner
- ○ Unassigned
- Job
- JOB-4453
- Client
- Orchid Quay Jewellers
- Stone
- Emerald cut · 2.05 ct · D · VVS1 · qty 1
- Type
- ⛰ Natural
- Asked by
- Priya Nandakumar
- Waiting for
- 🕐 22h
- Job value
- $17,220
- Which price is held
- Quote QT-1214 · line 1 — centre stone
- Owner
- DSDevang Shirke
- Job
- JOB-4458
- Client
- Beniwal Heritage Jewels
- Stone
- Cushion · 1.02 ct · F · VS2 · qty 3
- Type
- 🔬 Lab-grown
- Asked by
- Rohit Malviya
- Waiting for
- 🕐 9h
- Job value
- $2,900
- Which price is held
- Quote QT-1216 · line 2 — centre stone
- Owner
- NRNikhil Rane
Showing all 9 of 9 requests waiting on the diamond team.
DRR-0104 · Pelican Crest Jewellers
Raised from quote QT-1183, line 3. Waiting 6 days 3 hours.
The stone
Exactly as it was priced on the job.
Cut
Round brilliant
Size
1.15 ct each
Colour
F
Clarity
VS1
Quantity
4 stones (4.60 ct)
Stone type
Natural
The job and the customer
JOB-4417 · Pelican Crest Jewellers
From inquiry INQ-2314, group PC-1. Job value $10,250.
Delivery promised 30 Sep 2026.
Who asked
Anaya Desai · Client Manager
Raised 6 Sep 2026 at 10:12.
Chased once, 11 Sep 2026 at 09:40.
The price waiting on this rate
Quote QT-1183 · line 3 — centre stone, 4 × 1.15 ct
The diamond cost on this line is blank until a rate is entered, so the quote cannot be finished.
A matching stone on a supplier listing
Verabright Stones sent this listing to the diamond team on 12 Sep 2026. It matches the stone asked for here. Use it if it helps — the rate you enter is still yours to set.
Stock number
VB-77412
Lab and report
Meridian Gem Lab · 2291847
Shape and size
Round brilliant · 1.15 ct
Colour and clarity
F · VS1
Cut · polish · symmetry
Excellent · Excellent · Very good
Depth and table
61.8% · 57.0%
Fluorescence
None
Measurements and ratio
6.72 × 6.75 × 4.15 mm · 1.00
Growth type
Natural
Listings like this only come with bought-in centre stones. Small stones priced from the client's stone chart stay the diamond team's own judgement. In a real build these details are read from the supplier's listing, so nobody types them again.
What has happened so far
- 📝
Anaya Desai raised the request
Raised from quote QT-1183, line 3. No rate held for this stone. - 📣
Anaya Desai chased it
Sent to the diamond team. Still nobody has picked it up. - ⚠
Raised with the diamond team lead
Still unanswered after two days, so the diamond team lead was told.
Anaya Desai is told straight away, your name and the time are recorded, and the job stays on this queue, plainly marked as waiting, until the answer comes back.
✓ The price is complete and Anaya Desai has been told
Rate being applied
One rate entered a moment ago is going onto its price.
DRR-0101 · Putting $1,065 per carat onto quote QT-1178, line 2
Rohit Malviya is told the moment the price is complete. A real build does this write-back with no re-keying.
Lab-grown stones
A lab-grown stone already on the client's stone chart never reaches this queue.
Nothing is waiting on a rate right now
Every lab-grown stone priced this week used the rate on its client's stone chart.
Your held jobs
Anaya Desai · Client Manager. Four of your jobs cannot be priced until a rate comes back.
- Job
- JOB-4417
- Stone
- Round brilliant · 1.15 ct · F · VS1 · qty 4
- Which price is held
- Quote QT-1183 · line 3 — centre stone
- Waiting for
- ⚠ 6d 3h
- Owner
- ○ Unassigned
- Action
- Job
- JOB-4431
- Stone
- Princess · 0.45 ct · H · VS2 · qty 12
- Which price is held
- Quote QT-1196 · line 2 — side stones
- Waiting for
- ⚠ 4d 6h❓ A question is waiting for you
- Owner
- Farida Sheth
- Action
- Job
- JOB-4449
- Stone
- Round brilliant · 0.30 ct · I · SI1 · qty 24
- Which price is held
- Quote QT-1211 · line 4 — pave stones
- Waiting for
- ⏱ 1d 6h
- Owner
- ○ Unassigned
- Action
Chasing records your name and the time, and raises the request with the diamond team lead.
Stone purchase requests
Ask the diamond team to buy stones for a job. This is not the stone list that is raised on its own when an order is placed (GATI order record), and it is not asking what a stone costs (Diamond rate requests).
2 jobs are waiting on stones from this list
JOB-2291 (Pelican Crest Jewellers) and JOB-2312 (Aurelia House of Design) cannot move until the missing stones arrive. Both have promise dates this month.
Needs attention now
Open and part supplied requests. Tap a card to show just those.
- Request no.
- SPR-0118
- Stones
- 10 pcs — 1.30 mm round brilliant G-H VS +2 lines
- Supplied
- 6 of 10
- Needed by
- ⚠04 Sep 20268 days late
- Asked by
- Meera Raghavan
- Owner
- DSDevendra Shah
- State
- ◑Part supplied
- Request no.
- SPR-0121
- Stones
- 24 pcs — 1.10 mm round brilliant F-G VVS
- Supplied
- 0 of 24
- Needed by
- ⚠09 Sep 20263 days late
- Asked by
- Aditya Kulkarni
- Owner
- ○Unassigned
- State
- ⏳Open
- Request no.
- SPR-0126
- Stones
- 30 pcs — 2.00 mm round brilliant G-H VS +1 line
- Supplied
- 18 of 30
- Needed by
- ⚠11 Sep 20261 day late
- Asked by
- Sanjana Iyer
- Owner
- FCFarida Contractor
- State
- ◑Part supplied
- Request no.
- SPR-0131
- Stones
- 12 pcs — 1.50 mm baguette F-G VS
- Supplied
- 0 of 12
- Needed by
- ⏱14 Sep 2026in 2 days
- Asked by
- Meera Raghavan
- Owner
- ○Unassigned
- State
- ⏳Open
- Request no.
- SPR-0133
- Stones
- 6 pcs — 2.50 mm princess G-H SI
- Supplied
- 0 of 6
- Needed by
- ⏱15 Sep 2026in 3 days
- Asked by
- Aditya Kulkarni
- Owner
- DSDevendra Shah
- State
- ⏳Open
- Request no.
- SPR-0135
- Stones
- 40 pcs — 1.10 mm round brilliant G-H VS
- Supplied
- 0 of 40
- Needed by
- ◷19 Sep 2026in 7 days
- Asked by
- Sanjana Iyer
- Owner
- ○Unassigned
- State
- ⏳Open
- Request no.
- SPR-0129
- Stones
- 16 pcs — 1.30 mm round brilliant F-G VVS
- Supplied
- 16 of 16
- Needed by
- ○22 Sep 2026in 10 days
- Asked by
- Sanjana Iyer
- Owner
- FCFarida Contractor
- State
- ✓Supplied
- Request no.
- SPR-0137
- Stones
- 8 pcs — 2.00 mm pear G-H VS
- Supplied
- 0 of 8
- Needed by
- ○25 Sep 2026in 13 days
- Asked by
- Aditya Kulkarni
- Owner
- ○Unassigned
- State
- ⏳Open
- Request no.
- SPR-0124
- Stones
- 50 pcs — 2.50 mm marquise D-F VVS
- Supplied
- 0 of 50
- Needed by
- ○28 Sep 2026in 16 days
- Asked by
- Meera Raghavan
- Owner
- DSDevendra Shah
- State
- ✕Turned down
- Request no.
- SPR-0119
- Stones
- 14 pcs — 1.50 mm round brilliant I-J SI
- Supplied
- 0 of 14
- Needed by
- ○30 Sep 2026in 18 days
- Asked by
- Meera Raghavan
- Owner
- FCFarida Contractor
- State
- —Cancelled
Showing 1 to 10 of 37 requests, soonest needed first
SPR-0118 — what has been supplied◑Part supplied
Pelican Crest Jewellers — JOB-2291. Put in the quantity that actually arrived on each line.
4 stones are still missing
Sample data for review. In the live system, saving here updates the request straight away and tells the person who asked.
SPR-0118 — where it stands
The same record the person who asked can see, with every change and who made it.
These stones are holding a job
- ✚
Raised by Meera Raghavan, client manager
10 stones in 3 lines for JOB-2291. Reason: stock is short for this job. - ◎
Owner set to Devendra Shah
Assigned by Farida Contractor, diamond team. - ◑
Part supplied — 4 of 10
Recorded by Devendra Shah. Value in so far $940. - ◑
Part supplied — 6 of 10
Recorded by Devendra Shah. 2.00 mm round brilliant still 2 short, 1.50 mm baguette not started.
Meera Raghavan, who asked for these stones, sees this state and every change here. They are told when stones are supplied, part supplied or the request is turned down, so nobody has to email to ask.
When nothing matches
How the list looks once the filters leave no requests.
No requests match these filters
Try a wider date range, or clear the filters to see all 37 requests.
While a request is being sent
How a new request looks at the top of the list until it is saved.
Sample data for review. In the live system the row turns into a normal Open request as soon as it is saved, and the diamond team is told.
Past quotations
Find a quote already given to a client, read it exactly as it was sent, and start the next one from it.
Quote history starts on the day this system went live. Quotes sent before that went out as WhatsApp messages or emailed PDFs, so they are not held here. For anything older, open the past invoices from the old billing system (GATI) — you can read them, and use one when preparing a new quote.
Everyone in the client’s group can see every quote for that client, whoever wrote it.
Off by default, so you only see the quotes a customer actually saw.
halo-ring-ref.jpg
Matched against the style library on shape, stone layout, metal colour and product type — the same signals the style library search uses.
ⓘ In the live system the match starts on its own as soon as the photo finishes uploading. In this demo the results below are already matched.
Results
Showing 8 of 18. Search is on, so the closest matches come first. Clear the search to go back to newest first.
Same halo outline, round centre stone, 18K yellow gold. Style number and product type came from the record, not the photo.
QT-2026-0412
Pelican Crest Jewellers
CFJ-RG-4471 · Engagement ring · 14 Mar 2026
$1,995.00
Quoted by Meera Khanolkar
Same halo outline and shoulder stones, but white gold instead of yellow.
QT-2026-0290
Ashgrove & Kite
CFJ-RG-4408 · Engagement ring · 28 Jan 2026
$1,706.00
Quoted by Devan Rao
Same halo stone layout, different piece — a pendant, not a ring.
QT-2026-0388
Marisol Bridal House
CFJ-PD-2290 · Pendant · 2 Mar 2026
$1,102.00
Quoted by Devan Rao
Round centre stone and 18K yellow gold in common; plain band, no halo.
QT-2026-0341
Pelican Crest Jewellers
CFJ-ER-0932 · Earrings · 16 Feb 2026
$1,403.00
Quoted by Meera Khanolkar
Shared diamond setting style; a necklace, so shape and size differ.
QT-2026-0318
Varenna Fine Jewels
CFJ-NK-5560 · Necklace · 9 Feb 2026
$8,215.00
Quoted by Nikhil Bhatt
Matched on pavé stone work only; the outline is quite different.
QT-2026-0355
Halcyon Gem Traders
CFJ-BR-1184 · Bracelet · 21 Feb 2026
$3,916.00
Quoted by Farah Contractor
Same 18K yellow gold finish; stone layout does not match.
QT-2026-0266
Saffron Row Jewellers
CFJ-BN-3117 · Bangle · 19 Jan 2026
$3,041.00
Quoted by Farah Contractor
Weak match — same pendant family, different stone shape.
QT-2026-0231
Marisol Bridal House
CFJ-PD-2244 · Pendant · 8 Jan 2026
$1,008.00
Quoted by Meera Khanolkar
QT-2026-0412 · Pelican Crest Jewellers
CFJ-RG-4471 · Engagement ring, 18K yellow gold · quoted by Meera Khanolkar
These are the stored values from 14 March 2026
Lines and components
Read only. Every line shows the rate that was used on the day. The undercut caps natural stones for duty only, so it never changes what the stones were priced at.
What happened next
Sent, answered, and what the job finally went out at.
- 📤
Sent to Nandita Rege at Pelican Crest Jewellers
Sent by email and WhatsApp against inquiry INQ-2314. - 💬
Customer answered
Asked to keep the same centre stone and confirm the delivery date. - ✓
Approved at $1,995.00
Approved in writing by Nandita Rege. - 📦
Order placed at $2,014.00
Job JOB-2026-0871, 4 pieces. $19.00 above the quote after the final stone was picked.
Where this quote came from, and what came after it
Copies link both ways, so the trail can be read from either end.
Later copied into
QT-2026-0466 · Ashgrove & Kite · 9 Apr 2026✓ This quotation has not been changed
Start a new quote from QT-2026-0412
The new quote keeps the lines, components, stone sizes and the labour treatment. It prices on today’s rates, 12 September 2026.
Only jobs for Pelican Crest Jewellers are listed. A quote cannot be copied to a different client, because prices are agreed client by client.
Picked: JOB-2026-1043 · Pelican Crest Jewellers · halo ring, 6 pieces.
Older piece for this client, from before this system started? Open the past invoices from the old billing system (GATI) and use one as a starting point instead. Invoices are read only, and today’s rates above still apply to the new quote.
As priced on 14 March 2026
The stored quote. Nothing here changes.
On today’s rates — 12 September 2026
What the same piece prices at now.
What changed since 14 March 2026
In plain words, so you can explain it to the client.
- ↑The 24K gold rate moved from $74.20 to $79.80 per gram. 18K is still three quarters of it, so it moved from $55.65 to $59.85 per gram.
- ↑Diamond chart moved from v2026.02 to v2026.08. A 0.70 ct natural round now prices at $1,690 per carat, up from $1,620. The $80 markup on it is unchanged.
- ↑Small natural stones moved from $690 to $720 per carat on the same chart. The $30 markup on them is unchanged.
- ↑Labour moved from $13.80 to $14.90 per gram.
- ↑Certification and hallmark, the fixed extra charge added at the end, moved from $46.82 to $49.50.
- ↑The natural stone duty undercut moved from $1,050 to $1,120 per carat. It only caps what duty is worked out on — it never changes the stone price.
- =Unchanged: loss stays at 2.5% of the metal value, and all five duty rates stay as they were. Weights, stone sizes and the making method are copied across as they were.
What saving does
How the results area looks in other situations
Shown side by side here so they can be reviewed. In the live screen only one of these appears at a time.
While a picture match is running
Matching halo-ring-ref.jpg against the style library.
When nothing matches
Searched for CFJ-RG-9999 with the filters above.
No past quotation matches that search
Try searching by client instead — for example Pelican Crest Jewellers — or widen the date range and clear the metal filter.
When a stone still has no price
Draft quotation QT-2026-0477 for Ashgrove & Kite.
⚠ This quotation has no price yet and cannot be sent
Stones waiting for a price
Everything else on the quote is worked out — metal, loss, labour and the five duties — but the total is held at $0.00 until both stones have a price.
Invoice price
Job JOB-4085 · Pelican Crest Jewellers (PC-1 group) · Halo cluster ring, 18K yellow gold, 1.10 ct centre
Order GO-77410 · from inquiry INQ-2314 · Open the GATI order record →
⛔ Send to GATI order entry is off until stone ST-6412 has a rate.
One stone has no natural diamond rate — stone ST-6412
ST-6412 is the 1.10 ct round brilliant natural diamond, F VS1, in the centre. There is no rate for it in the invoice-pricing values for Pelican Crest Jewellers, so this price cannot be finished. The approved quotation is not affected — only this price is waiting.
Quoted to customer
Agreed with the customer. Nothing here changes.
$13,610.49
Quotation QT-5521 · approved by Meera Kulkarni at Pelican Crest Jewellers.
See the quote build-up →Invoice price for GATI
The price the order will be invoiced at.
$14,074.24
From the run on 12 Sep 2026 at 16:42. Six of the seven stone lines are priced; ST-6412 is not, so this figure will move once the rate arrives.
Other states of this price: Ready · Waiting for a rate · Not started.
Difference so far
Invoice price minus quoted price.
+$463.75
+3.4%
Working tolerance ±3.0%.Figure not set yet ⓘ
Compare the two prices across jobs →What makes up each price
Both columns go through exactly the same calculation. Only the values read from the Pelican Crest Jewellers configuration differ. Rows that differ are marked, with a one-line reason.
- Quotation value
- $3,186.40$2,412.00 / oz · 18K (0.750)
- Invoice value
- $3,218.75$2,436.50 / oz · 18K (0.750)
- Same or different
- ≠ Differs
- Why
- Invoice uses the metal rate on the GATI entry date, 12 Sep.
- Quotation value
- $143.394.5% of metal
- Invoice value
- $160.945.0% of metal
- Same or different
- ≠ Differs
- Why
- Loss is set at 5.0% in the invoice values and 4.5% in the quotation values.
- Quotation value
- $312.002.60 g · $120.00 / g
- Invoice value
- $312.002.60 g · $120.00 / g
- Same or different
- = Same
- Why
- Same labour rate in both sets of values.
- Quotation value
- $9,140.007 of 7 lines priced · chart v4.2
- Invoice value
- $9,510.006 of 7 lines priced · chart v4.4
- Same or different
- ≠ Differs
- Why
- Newer stone chart, and one line is still waiting for a rate.
- Quotation value
- $228.207.16% of metal
- Invoice value
- $230.557.16% of metal
- Same or different
- ≠ Differs
- Why
- Follows the metal value, which differs.
- Quotation value
- $412.605.20% of diamonds
- Invoice value
- $429.105.20% of diamonds
- Same or different
- ≠ Differs
- Why
- Follows the diamond value, which differs.
- Quotation value
- $86.404.00% of coloured stones
- Invoice value
- $86.404.00% of coloured stones
- Same or different
- = Same
- Why
- Coloured stone prices are the same in both charts.
- Quotation value
- $54.103.50% of findings
- Invoice value
- $54.103.50% of findings
- Same or different
- = Same
- Why
- Same findings and the same rate.
- Quotation value
- $161.402.80% of labour
- Invoice value
- $161.402.80% of labour
- Same or different
- = Same
- Why
- Same labour and finishing value.
- Quotation value
- −$210.001.5% of subtotal
- Invoice value
- −$185.001.3% of subtotal
- Same or different
- ≠ Differs
- Why
- The invoice values allow a smaller undercut than the quotation values.
- Quotation value
- $96.002 charges
- Invoice value
- $96.002 charges
- Same or different
- = Same
- Why
- Same rhodium and hallmarking charges.
⚠ Gap of +$463.75 (+3.4%) — four rows differ, and one stone is still unpriced.
Stone lines — which chart row priced each stone
Tap a stone to see the chart row and the chart version used on each side.
Inputs used
Recorded with each price so it can be re-read exactly as it was worked out.
- Configuration version
- v7.1 — quotation values
- Metal rate date
- 28 Aug 2026
- Stone chart version
- v4.2 — 14 Jul 2026
- Configuration version
- v7.1 — invoice values
- Metal rate date
- 12 Sep 2026
- Stone chart version
- v4.4 — 1 Sep 2026
Previous runs
Every attempt at this price, newest first. Nothing here changes the quoted price.
- When
- 12 Sep 2026 · 16:42
- Run by
- Nikhil BhattOrder/Style-master
- What happened
- ⏳ Waiting for a rate
- Price it reached
- $14,074.24 (not final)
- When
- 10 Sep 2026 · 11:05
- Run by
- Nikhil BhattOrder/Style-master
- What happened
- ⏳ Waiting for a rate
- Price it reached
- $14,061.10 (not final)
- When
- 8 Sep 2026 · 09:20
- Run by
- Aarti DeshmukhClient Manager
- What happened
- ⛔ Stopped — invoice values were not set up
- Price it reached
- —
Other jobs on order GO-77410
One invoice price is kept per job for now. Whether it should be one per order is still open — see question 5 below.
JOB-4086 — no invoice price yet
Pendant, 18K white gold, 0.45 ct centre. Nobody has worked out the invoice price for this job.
Quoted price: $4,980.00 · approved 2 Sep 2026
Matching ring, 18K yellow gold, 0.25 ct centre. Started by Nikhil Bhatt at 17:04.
Step 4 of 7 — matching stones to the chart
ⓘ In a live system this bar moves on its own as each step finishes, then the price appears here.
Open questions on invoice pricing
Six points on invoice pricing, each with a named owner. Two are now answered. Three have a suggested answer waiting to be confirmed or overruled. One is still open. Until they are answered, this price is built as a twin of the quotation.
Where do the two prices genuinely differ? Right now they use the same calculation and only the values change.
The stone prices differ, and nothing else. On the business’s own difference sheet for EXP#635, the weight, the metal value and the CAD value were the same on both sides. Only the diamond value moved — from $27,102.50 down to $17,644.60, a fall of 34.9% — with a matching change to the making rate. So the invoice side keeps its own stone chart and its own making rate, while metal and findings stay shared with the quotation.
Every difference between the two prices is still recorded on the job.
Does the invoice price carry margin as a line of its own? In the quotation, margin sits inside the chart price, the labour rate and the loss percentage.
The business is still deciding, and has chosen to leave this one open for now. It will most likely be settled in the walkthrough of how quotation prices are built, which is on hold at the moment.
Until it is settled, the invoice price carries no separate margin line — margin stays inside the chart price, the labour rate and the loss percentage, exactly as in the quotation.
Who prepares the invoice price — the Client Manager who quoted, or the Order/Style-master placing the order?
The Order/Style-master prepares it, at the point the order is placed, from the approved specification.
Does the customer ever see this price, or is the quotation the only number they are shown?
The customer never sees this price. The quotation stays the only number they are shown.
When one order carries several jobs, is there one invoice price per job or one per order?
One invoice price per job.
How big a gap between the two prices is acceptable before somebody has to explain it?
One shared figure applies to every client, and any client can be given a figure of its own instead. Where a client has no figure of its own, the shared one applies. Every gap is recorded either way — the figure only decides who has to look at it and explain it.
The shared figure itself has not been set yet. 3.0% is being used on this screen until it is.
Every amount on this screen is in US dollars.
Who was told
Quotation Bands
Build the quotation as a price band, a weight band and a carat total, and set what that band promises the customer. All amounts are in US dollars.
1 settled price landed outside a binding band
JOB-4072 for Aurelia Fine Jewels settled at $668.00. That is $28.00 above the top of its $610.00 – $640.00 binding band. Someone must re-quote it or explain it and carry on.
Band builder
Quotation QTN-5512 · Job JOB-4085 · Aurelia Fine Jewels · 18kt yellow gold · 6 pieces
What this band commits to
Two settings. One of them is in force for this quotation.
The final price must land inside the band. A price outside it is an exception, and someone must re-quote or explain it.
The band is a guide. A price outside it is allowed and is still written down as a difference. A quotation usually moves by about 5% to 10%.
Set for everyone: ≈ Indicative. Every client gets that unless they have their own setting.
Admin, Founder and Client Manager can change this.
Checks before sending
All of these must pass before the quotation can go to the customer.
An edit was rejected at 11:04
What the customer will see
Aurelia Fine Jewels layout, sent on WhatsApp.
Preview only. Sending posts this message to the client thread and saves the band, the width and the binding setting onto the quotation.
Prices that landed outside the band
What happens depends on the setting that was in force when the quotation was sent.
Job JOB-4072 · Aurelia Fine Jewels
Invoiced 12 Sep 2026 · ring, 6 pieces
Mira Castellanos (Client Manager) was alerted. Daniel Okoye (Founder) was alerted too, because the order value is above the founder alert limit.
Job JOB-4090 · Northbridge Gem Co.
Invoiced 10 Sep 2026 · pendant, 4 pieces
Saved against the quotation as a difference. Nobody is alerted, because this client treats the band as a guide.
Band settings by client
8 clients have their own setting. Everyone else gets ≈ Indicative with a ±$25.00 fixed width. Newest change first.
- Setting
- 🔒 Binding
- Width
- ±$12.50 fixed
- Changed by
- Priya Raghavan · Admin
- When
- 14 Sep 2026, 11:02
- Setting
- 🔒 Binding
- Width
- ±2.5%
- Changed by
- Daniel Okoye · Founder/Director
- When
- 12 Sep 2026, 16:40
- Setting
- ≈ Indicative
- Width
- From the weight range
- Changed by
- Mira Castellanos · Client Manager
- When
- 09 Sep 2026, 09:15
- Setting
- ≈ Indicative
- Width
- ±$25.00 fixed
- Changed by
- Priya Raghavan · Admin
- When
- 04 Sep 2026, 14:28
- Setting
- 🔒 Binding
- Width
- ±$50.00 fixed
- Changed by
- Daniel Okoye · Founder/Director
- When
- 28 Aug 2026, 10:05
- Setting
- ≈ Indicative
- Width
- ±4%
- Changed by
- Mira Castellanos · Client Manager
- When
- 21 Aug 2026, 17:52
- Setting
- ≈ Indicative
- Width
- From the weight range
- Changed by
- Priya Raghavan · Admin
- When
- 15 Aug 2026, 12:30
- Setting
- 🔒 Binding
- Width
- ±$100.00 fixed
- Changed by
- Daniel Okoye · Founder/Director
- When
- 02 Aug 2026, 08:47
Showing all 8 client settings. Tap a client to open its account.
Bring the price down
Price request on quotation QT-2291 v3 · Job JOB-4085 · Solitaire halo ring, 18K, 32.6 g · Handled by Meera Raval (Client Manager)
You work out the lower price — the system does not
What the customer asked for
Tessa Marchetti · WhatsApp · 13 Sep 2026, 4:12 pm · recorded against quotation QT-2291 v3 by Meera Raval
“Still need to reduce the price some more. Around $15,000 budget and we can confirm the order this week. Keep the look — the stone can be a little smaller if it has to be.”
The target they named
$15,000
Their own words: around $15,000 budget. Measure whatever you offer against this figure.
Quoted now (version 3)
$18,400 – $19,200
14K, 2.40 ct natural centre, 32.6 g, certified sides. Band reflects the gold rate on the day of order.
Gap still to close
$3,400 – $4,200
23% above target at the low end
Margin check — Founder and Director only
Margin today 27%. At the customer’s target of $15,000 it lands at 19%, which is above the 15% floor for this account.
What to do next
Meera Raval (Client Manager) is handling this one. Three steps, all done by a person.
Work out the lower price
Use the ways of cutting cost you already know — the list below is a reminder. Price What-If lets you try weights, karats and stone sizes against the $15,000 target before you promise anything.
Reply to Tessa Marchetti
Write what you can offer and what it changes about the ring, then send it on WhatsApp like any other message on this job. Your message stays on the job either way.
Raise the new quotation
When she agrees a price, a lower price is simply a new version of the quotation — QT-2291 v4. Send the design change to Farhan Qureshi if the piece itself changes.
Ways this business usually brings a price down
Notes for the person doing the work, with what each one changes about the piece. Tap a heading to read the note.
These are notes only. In this version the system does not work out savings, check stone availability or build priced options for you — you put the numbers together yourself and write them into the message or the new quotation.
The customer’s choice
One choice is recorded on this quote. Today’s two options are still with the customer.
Chosen on 2 Sep 2026 — drop the gold from 18K to 14K
Tessa Marchetti picked the 14K option
Her words: make it 14K, keep the stone as it is. Recorded by Anand Joshi (Product Development Desk).New quotation version created — QT-2291 v3 at $18,400 – $19,200
Version 2 was $19,380 – $20,180. The chosen option is attached to the new version, so the reason for the drop stays on the quote.
Design revision sent to Farhan Qureshi
Reason recorded with the revision: customer moved to 14K to reach budget; bring the target weight down to 30 g and keep the 5 mm minimum section.
Nothing picked from today’s options yet
Options A and B went to Tessa Marchetti on 14 Sep 2026 at 11:50 am. Her reply comes back on WhatsApp. When she picks, record it here and it becomes version 4 of the quote — plus a design revision for Farhan Qureshi if the piece changes.
Everything we have offered on this quote
Nine entries across three rounds, newest first. All amounts in US dollars.
- Date
- 14 Sep 2026
- Lever
- Gold weight
- Effect on price
−$1,700 to −$1,770
$16,700 – $17,500
- Sent by
- Meera Raval
- Outcome
- Sent — waiting for a reply
- Quote version
- —
- Date
- 14 Sep 2026
- Lever
- Lab or natural
- Effect on price
−$3,500 to −$3,800
$14,900 – $15,400
- Sent by
- Meera Raval
- Outcome
- Sent — waiting for a reply
- Quote version
- —
- Date
- 13 Sep 2026
- Lever
- Gold weight
- Effect on price
No saving left
Floor reached at 5 mm
- Sent by
- Farhan Qureshi
- Outcome
- Lever finished
- Quote version
- —
- Date
- 12 Sep 2026
- Lever
- Stone size
- Effect on price
−$780
$17,650 – $18,450
- Sent by
- Kavita Shah
- Outcome
- Not offered — stones not available
- Quote version
- —
- Date
- 12 Sep 2026
- Lever
- Stone size
- Effect on price
−$240 to −$310
$18,100 – $18,900
- Sent by
- Kavita Shah
- Outcome
- Held back — hard to find
- Quote version
- —
- Date
- 12 Sep 2026
- Lever
- Karat
- Effect on price
Already taken
Used in version 3
- Sent by
- Meera Raval
- Outcome
- Lever finished
- Quote version
- Date
- 2 Sep 2026
- Lever
- Karat
- Effect on price
−$980
$18,400 – $19,200
- Sent by
- Anand Joshi
- Outcome
- Chosen by the customer
- Quote version
- Date
- 2 Sep 2026
- Lever
- Gold weight
- Effect on price
−$1,150
$18,100 – $18,900
- Sent by
- Anand Joshi
- Outcome
- Turned down — did not want an open back
- Quote version
- —
- Date
- 1 Sep 2026
- Lever
- Diamond coverage
- Effect on price
−$1,600
$17,800 – $18,500
- Sent by
- Anand Joshi
- Outcome
- Turned down — wanted the halo kept full
- Quote version
- —
Showing all 9 entries for quotation QT-2291. Founder and Director see this history across every quote from the client account page.
Stone Certificates
The certificate files attached to each piece, and whether the printed card travelled with the piece. Anyone can attach a certificate at any time.
3Pieces that shipped without their card
The packing list shows the card was not in the box. The job stays incomplete until the customer has it.
2Pieces with no certificate attached
Anyone can attach the certificate to the piece as soon as they have the file.
Pieces and their certificates
Pieces that shipped without their card first, then pieces with nothing attached yet. Red means the customer has the piece but not the card.
- Piece / bag
- Bag 1 · Piece 4
- Certificate
- ⚠ Nothing attached
- Lab
- Not known yet
- Report number
- None
- Stone it belongs to
- Band stone — 0.55ct VVS E round brilliant
- Attached by
- Nobody yet
- Card with the piece
- ⚠ Shipped without it — export 715
- Piece / bag
- Bag 1 · Piece 2
- Certificate
- 📎 IGI-624081235.pdf
- Lab
- IGI
- Report number
- IGI-624081235
- Stone it belongs to
- Centre stone — 1.02ct G VS1 round brilliant
- Attached by
- Devang Shah
- Card with the piece
- ⚠ Shipped without it — export 715
- Piece / bag
- Bag 2 · Piece 1
- Certificate
- 📎 GIA-2416885031.pdf
- Lab
- GIA
- Report number
- GIA-2416885031
- Stone it belongs to
- Centre stone — 1.25ct F VS2 oval
- Attached by
- Anita Bhatt
- Card with the piece
- ⚠ Shipped without it — export 728
- Piece / bag
- Bag 2 · Piece 5
- Certificate
- ⚠ Nothing attached
- Lab
- Not known yet
- Report number
- None
- Stone it belongs to
- Centre stone — 0.90ct VVS E, being sourced
- Attached by
- Nobody yet
- Card with the piece
- 📦 Not shipped yet
- Piece / bag
- Bag 1 · Piece 3
- Certificate
- 📎 IGI-624112907.pdf
- Lab
- IGI
- Report number
- IGI-624112907
- Stone it belongs to
- Centre stone — 0.75ct H VS2 round brilliant
- Attached by
- Karan Mehta
- Card with the piece
- ⚠ Packed without the card — export 731
- Piece / bag
- Bag 2 · Piece 1
- Certificate
- 📎 GSL-2245119.pdf
- Lab
- GSL
- Report number
- GSL-2245119
- Stone it belongs to
- Band stone — 0.90ct VVS E round brilliant
- Attached by
- Priya Nair
- Card with the piece
- ✈️ Card sent after the piece — export 730
- Piece / bag
- Bag 1 · Piece 1
- Certificate
- 📎 GSL-2247803.pdf
- Lab
- GSL
- Report number
- GSL-2247803
- Stone it belongs to
- Band stone — 0.62ct VVS E round brilliant
- Attached by
- Priya Nair
- Card with the piece
- 📦 Not shipped yet
- Piece / bag
- Bag 2 · Piece 2
- Certificate
- 📎 IGI-624130558.pdf
- Lab
- IGI
- Report number
- IGI-624130558
- Stone it belongs to
- Centre stone — 1.10ct G VS1 round brilliant
- Attached by
- Devang Shah
- Card with the piece
- 📦 Not shipped yet
- Piece / bag
- Bag 3 · Piece 1
- Certificate
- 📎 IGI-623994117.pdf
- Lab
- IGI
- Report number
- IGI-623994117
- Stone it belongs to
- Centre stone — 0.90ct F VS1 round brilliant
- Attached by
- Anita Bhatt
- Card with the piece
- ✅ Card was in the box — PL-702-009
- Piece / bag
- Bag 1 · Piece 2
- Certificate
- 📎 GIA-2415530882.pdf
- Lab
- GIA
- Report number
- GIA-2415530882
- Stone it belongs to
- Centre stone — 1.50ct E VVS2 cushion
- Attached by
- Devang Shah
- Card with the piece
- ✅ Card was in the box — PL-698-002
Certificate GSL-2245119
Attached to JOB-4085 · Bag 2 · Piece 1 — Prime
Lab
GSL
Report number
GSL-2245119
Stone it belongs to
Band stone — 0.90ct VVS E round brilliant
Also printed on the CAD sheet stone line and the packing list.
Printed card needed
Yes — 1 card, one per piece
Piece travelled in
Export 715 — left 6 Sep 2026, card was not in it
Card travelled in
Export 730 — left 13 Sep 2026
✓ The card was in the box
Files on this piece
GSL-2245119.pdf — the lab certificate
Attached by Priya Nair, Diamond Team, on 2 Sep 2026 · 1.4 MB
Photo of the printed card before packing.jpg
Attached by Anita Bhatt, Shipping and EXIM, on 13 Sep 2026 · 820 KB
Anyone can add another file here at any time — there is no stage at which this piece stops accepting files.
Certified stones change the price
JOB-4085 — Prime
Six pieces, four certificates. The job is not finished until every card has reached the customer.
Bag 1 · Piece 2 — Halo ring, 1.02ct G VS1
IGI-624081235.pdf attached
Bag 1 · Piece 4 — Matching band, 0.55ct VVS E
No certificate attached yet
Bag 2 · Piece 1 — Band, 0.90ct VVS E
GSL-2245119.pdf attached — card posted in export 730
Bag 2 · Piece 3 — Solitaire, 1.20ct F VS1
IGI-624077302.pdf attached — card went in the box
Attach a certificate
JOB-4110 · Bag 2 · Piece 5 — 0.90ct VVS E centre, nothing attached yet
Uploading IGI-624130558.pdf — 1.2 MB of 1.9 MB
In the finished product the file lands on the piece the moment the upload finishes, and everyone on the job can see it. This preview shows the uploading state only.
JOB-4077 — Northbay Fine Jewellery
Certificates on this job
Nothing to fix here
All 3 pieces on this job have their certificate attached, and every card went in the box. Anything attached later will appear in this list.
What the customer sees
How certificates are running — last 30 days
Background numbers for the team. Nothing here needs action today.
Split an order into jobs and bags
One message from Aventine Jewellers, 50 pieces, five chain lengths and three metal colours. You type each quantity — nothing is split for you. Check every cell below before it becomes real work.
Confirm stays locked until the grid matches the 52 pieces the message asks for.
⚠The grid is 2 pieces short of the message
The message says 52 pieces in total. The cells below add up to 50. The missing 2 are never rounded away or spread across cells — put them in the cell they belong to, or ask Aventine Jewellers which length and colour they meant.
50
pieces in the grid
the message asks for 52
12
jobs will be created
one per length and colour
50
job bags will be created
one per piece
50 pieces · 12 jobs · 50 bags — read this line out loud before you confirm.
The message exactly as it arrived
WhatsApp · Dara Whitcombe, Aventine Jewellers · 14 Sep 2026, 9:42 am
Hi Meera — repeat of the halo pendant CH-PD-2210 for our Denver floor, all 14K, centre 0.30ct.
16in: White x 6 / Rose x 3 / Yellow x 1
18in: White x 6 / Rose x 3 / Yellow x 1
20in: White x 6 / Rose x 3 / Yellow x 1
22in: White x 6 / Rose x 4
24in: White x 10
52 pcs total. End customer Ferraro Bridal, Denver. Need by 20 Oct.
What was read from it
Each reading shows the words it came from and how sure it is. Confirm it or correct it. Nothing here goes into the grid on its own.
Metal colour — 3 values
White gold · Rose gold · Yellow gold
from: White x 6 / Rose x 3 / Yellow x 1
Chain length — 5 values
16 in · 18 in · 20 in · 22 in · 24 in
from: 16in: … 18in: … 20in: … 22in: … 24in:
Centre size — same on every piece
0.30 ct centre
from: all 14K, centre 0.30ct
Read as one value for the whole order, not as a column. A second centre size would split every job in two.
Pointer range — not stated in the message
28-32 ptr, taken from the last order of this style
no words in this message — filled from style CH-PD-2210
Karat — same on every piece
14K
from: all 14K
Ring size — not something a pendant varies on
Skipped for this product type
On a ring order a size list such as Size 3 / Size 6.75 becomes a column like any other.
What the percentage means— who may confirm without a check is set separately in
The grid — a quantity in every cell
Rows and columns come from what a pendant is allowed to vary on. A person types every quantity — no grid is built and no job is split for you.
🔀One order with all of these, or separate orders — Meera Raghavan decides
Nothing is forced here. These variants can all sit on this one order, or some rows can go onto an order of their own. Most of the time people keep one order. If Aventine Jewellers also want this pendant in 18K, that can be another variant on this order or a separate order — both are allowed, and the jobs and bags work the same way either way.
ℹOne GATI line per job
Jobs that will be created — 12 of 12 shown
A different length or a different metal is a different job, because the piece and the price change. The same piece repeated is another bag inside the same job. Job numbers are reserved when you confirm.
2 jobs picked — JOB-4096 and JOB-4085
- Chain length
- 24 in
- Metal
- White gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 10
- Price each
- $514.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 12
- Chain length
- 16 in
- Metal
- White gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 6
- Price each
- $486.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 1
- Chain length
- 18 in
- Metal
- White gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 6
- Price each
- $492.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 4
- Chain length
- 20 in
- Metal
- White gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 6
- Price each
- $498.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 7
- Chain length
- 22 in
- Metal
- White gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 6
- Price each
- $506.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 10
- Chain length
- 22 in
- Metal
- Rose gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 4
- Price each
- $512.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 11
- Chain length
- 16 in
- Metal
- Rose gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 3
- Price each
- $492.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 2
- Chain length
- 18 in
- Metal
- Rose gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 3
- Price each
- $498.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 5
- Chain length
- 20 in
- Metal
- Rose gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 3
- Price each
- $504.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 8
- Chain length
- 16 in
- Metal
- Yellow gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 1
- Price each
- $486.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 3
- Chain length
- 18 in
- Metal
- Yellow gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 1
- Price each
- $492.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 6
- Chain length
- 20 in
- Metal
- Yellow gold
- Karat
- 14K
- Centre
- 0.30 ct
- Bags
- 1
- Price each
- $498.00
- End customer
- Ferraro Bridal, Denver
- GATI line
- Line 9
12 jobs · 50 bags · every bag keeps the length, metal, karat and centre of its own cell.
The bags inside each job
Open a job to see every bag it makes. 4 of the 12 jobs are opened out here — the other 8 follow the same pattern.
Ten identical pieces, so one job with ten bags — not ten jobs.
The same grid as a stock order📦 No end customer
Turn on stock order at the top of this page and the end-customer column goes away. The split into jobs and bags does not change.
- Chain length
- 24 in
- Metal
- White gold
- Bags
- 10
- Held for
- Showroom stock
- GATI line
- Line 12
- Chain length
- 16 in
- Metal
- White gold
- Bags
- 6
- Held for
- Showroom stock
- GATI line
- Line 1
- Chain length
- 22 in
- Metal
- Rose gold
- Bags
- 4
- Held for
- Showroom stock
- GATI line
- Line 11
- Chain length
- 16 in
- Metal
- Yellow gold
- Bags
- 1
- Held for
- Showroom stock
- GATI line
- Line 3
First 4 of the same 12 jobs, shown without the end customer.
Ready when the grid balances
Confirming creates 12 jobs and 50 job bags, keeps each cell's colour, length, karat and centre on its bag, and writes 12 GATI lines. Client managers and the product development desk can confirm.
Other states of this step
Shown here for review: what a person sees while a message is still being read, and when a message has no grid in it.
LoadingStill reading the second message
Aventine Jewellers sent a follow-up at 10:04 am with 2 photos and a note. Nothing can be confirmed from it yet.
In the finished product this panel fills itself in as soon as the reading is done, with no refresh.
No grid of quantities in this message
This message names one piece and one quantity, so there is nothing to split. Create a single job with one bag, or add a grid by hand.
Instructions for the bench
Job JOB-4085 · 18 kt yellow gold hinged bangle · style ST-6412 · from inquiry INQ-2301
Two instructions cannot be made as written
The design team says there is no room to engrave inside the bangle, and the hallmark stamp needs a laser instead of a punch. Agree a change with Dana Ruiz at Cordera Fine Jewels. Nothing stops you placing the order first — that is your call.
A promise you made to the customer
You sent this on 12 Sep. It tells the bench how to finish the piece, so it can be saved as an instruction on this job.
“Bangle is on the bench this week. Will make sure prongs on center are not thick and sticking out far.”
Words used: “prongs on center are not thick and sticking out far”
Read as: centre stone prongs must be kept thin and filed flush — a finish instruction for the bench, not a date or a price.
Saved here it prints on the job bag and is checked at the final quality check before the piece ships.
The instructions on this job
Every field shows where its wording came from: read from a message, typed by somebody here, or taken from the client’s saved settings.
Stamping and hallmark
Goes to GATI as Stamp Instruction Detail and Hallmark Name
Words used: “METAL KT & SEEMA LOGO inside the hinge please”
Read as: stamp the metal karat plus the client’s seema mark, placed inside the hinge.
Engraving
Goes to GATI as Special Remarks
⚠ The bench cannot do this as written
Words used: “inside engraving for Nora, always with the date”
Read as: engraving text plus the wedding date, inside the bangle. The date format was taken from the same email.
Logo and branding
Which logo to use and where it goes. The logo file itself is kept outside this system.
ℹ The logo file lives outside this system
Design production instruction
Goes to GATI as Design Production Instruction
Customer production instruction
Goes to GATI as Customer Production Instruction · checked at the final quality check
Words used: “stones will sit straight, they won’t flip”
Read as: a promise about how the piece is finished, so it belongs with the bench and with quality check.
🧾 Prints on the job bag · ✓ Checked at the final quality check
Packing and handling
Read by the packing table and by Shipping
Words used: “send it with somebody, don’t courier this one”
Read as: hand-carry only. The words did not name a carrier, so this one is worth reading before you confirm it.
Delivery address
Its own field on the order. Somebody picks it — it is never worked out from the end customer’s name.
ℹ Shipping needs the full address before the piece can leave
How sure a reading is never decides on its own what may go through unchecked — who is allowed to act without a person confirming is set separately.
Can we make it?
What the design team found on each instruction. Anything other than ✓ is worth agreeing with the client first — nothing here stops the order. Hardest first.
- Design says
- ✗ No room to stamp
- Checked by
- Amit Chavda, CAD Lead · 12 Sep
- What happens next
- Design says
- ⚠ Needs laser stamping instead
- Checked by
- Amit Chavda, CAD Lead · 12 Sep
- What happens next
- Design says
- ✓ Fine
- Checked by
- Farida Shaikh, Design Head · 11 Sep
- What happens next
- Nothing to do
- Design says
- ✓ Fine
- Checked by
- Amit Chavda, CAD Lead · 11 Sep
- What happens next
- Nothing to do
- Design says
- ✓ Fine
- Checked by
- Farida Shaikh, Design Head · 11 Sep
- What happens next
- Nothing to do
🔔 The client manager on this job is told the moment the design team marks something it cannot make.
Being read right now
A voice note from this morning
Anything found lands in the field it belongs to, with the words that were said, for you to confirm.
Added after the order goes out
Late changes the floor must be told about
Nothing added yet
This job has not been placed. If an instruction is added after it is placed, it shows here and somebody types the change into GATI by hand — nothing is sent across on its own.
Where each instruction ends up
Written into GATI when the order is placed. The bench works from the job bag, and the job bag prints out of GATI.
- Written to GATI as
- Stamp Instruction Detail · Hallmark Name
- On the job bag
- ✓ Prints
- At quality check
- Checked
- Written to GATI as
- Special Remarks
- On the job bag
- ✓ Prints
- At quality check
- Checked
- Written to GATI as
- Special Remarks
- On the job bag
- ✓ Prints as written — artwork comes from the order desk
- At quality check
- Checked
- Written to GATI as
- Design Production Instruction
- On the job bag
- ✓ Prints
- At quality check
- Not checked
- Written to GATI as
- Customer Production Instruction
- On the job bag
- ✓ Prints
- At quality check
- Checked
- Written to GATI as
- Special Remarks
- On the job bag
- ✓ Prints
- At quality check
- Checked at packing
- Written to GATI as
- Ship-to address
- On the job bag
- — Goes on the packing slip
- At quality check
- Checked before it ships
None of these has to be filled in first — the business decided on 15 Sep that no field is compulsory before a job goes to production. Write what you know, add the rest later.
Order status board
Every open line for Seema Jewels — bag, style, picture, their reference, quantities, metal and the date we promised. Orders from 25-26 and 26-27 sit together on one board.
Live from GATI — last refresh 09:15 today. A built system pulls a fresh state every 15 minutes on its own; this preview is frozen at one moment, and any line whose state did not come through in its window carries the ⏳ mark below.
7past their date
The date we promised has already gone by. Oldest is 24 days late.
3blocked
Work has stopped and someone has to clear it before it can move.
12shipping this week
Due between today and Sunday 20 Sep 2026.
Open order lines
151 lines across 6 orders, sorted by expected delivery date with the most overdue first. Colour follows the date: red once it has passed, amber within three days, blue on track — each one also spelled out in words.
- Bag
- BG-25-4471
- Category
- Ring
- Stream
- Main line
- Expected date
- 21 Aug 202624 days late
- Style no.
- ST-6412
- Picture
- 💍
- Their reference
- SJ-PO-8841 / 12
- Ordered qty
- 24
- Balance qty
- 24
- Gold quality
- 18K
- Metal colour
- Yellow
- Status
- ⏸ Blocked — customer stone not in⏳ Not refreshed since 09:15
- Export
- Not packed yet
- Bag
- BG-26-1180
- Category
- Pendant
- Stream
- Crestvale retail
- Expected date
- 02 Sep 202612 days late
- Style no.
- ST-7734
- Picture
- 📿
- Their reference
- SJ-PO-9002 / 3
- Ordered qty
- 60
- Balance qty
- 42
- Gold quality
- 14K
- Metal colour
- White
- Status
- 🏭 In production✱ Changed
- Export
- Not packed yet
- Bag
- BG-26-1181
- Category
- Pendant
- Stream
- Crestvale retail
- Expected date
- 05 Sep 20269 days late
- Style no.
- ST-7735
- Picture
- 📿
- Their reference
- SJ-PO-9002 / 4
- Ordered qty
- 36
- Balance qty
- 36
- Gold quality
- 14K
- Metal colour
- Rose
- Status
- 🎨 In design⏳ Not refreshed since 09:15
- Export
- Not packed yet
- Bag
- BG-25-4885
- Category
- Earring
- Stream
- Crestvale retail
- Expected date
- 10 Sep 2026Left 2 days early
- Style no.
- ST-6684
- Picture
- ✨
- Their reference
- SJ-PO-8903 / 5
- Ordered qty
- 20
- Balance qty
- 0
- Gold quality
- 14K
- Metal colour
- White
- Status
- ✈️ Shipped 08 Sep
- Export
- Export 726
- Bag
- BG-26-1244
- Category
- Bangle
- Stream
- Saanjh
- Expected date
- 11 Sep 20263 days late
- Style no.
- ST-7801
- Picture
- 💫
- Their reference
- SJ-PO-9017 / 1
- Ordered qty
- 12
- Balance qty
- 4
- Gold quality
- 18K
- Metal colour
- Yellow
- Status
- 🏭 In production✱ Changed
- Export
- Not packed yet
- Bag
- BG-26-1245
- Category
- Bangle
- Stream
- Saanjh
- Expected date
- 15 Sep 2026Due tomorrow
- Style no.
- ST-7802
- Picture
- 💫
- Their reference
- SJ-PO-9017 / 2
- Ordered qty
- 18
- Balance qty
- 18
- Gold quality
- 18K
- Metal colour
- Yellow
- Status
- 📦 Packed into export 730
- Export
- Export 730
- Bag
- BG-25-4890
- Category
- Earring
- Stream
- Crestvale retail
- Expected date
- 16 Sep 2026Due in 2 days
- Style no.
- ST-6688
- Picture
- ✨
- Their reference
- SJ-PO-8903 / 7
- Ordered qty
- 40
- Balance qty
- 16
- Gold quality
- 14K
- Metal colour
- White
- Status
- 🏭 In production✱ Changed
- Export
- Not packed yet
- Bag
- BG-26-1302
- Category
- Ring
- Stream
- Main line
- Expected date
- 17 Sep 2026Due in 3 days
- Style no.
- ST-7846
- Picture
- 💍
- Their reference
- SJ-PO-9024 / 2
- Ordered qty
- 25
- Balance qty
- 25
- Gold quality
- 18K
- Metal colour
- Rose
- Status
- 🎨 In design
- Export
- Not packed yet
- Bag
- BG-26-1303
- Category
- Ring
- Stream
- Main line
- Expected date
- 22 Sep 2026Due in 8 days
- Style no.
- ST-7847
- Picture
- 💍
- Their reference
- SJ-PO-9024 / 3
- Ordered qty
- 30
- Balance qty
- 30
- Gold quality
- 18K
- Metal colour
- White
- Status
- 🏭 In production
- Export
- Not packed yet
- Bag
- BG-26-1355
- Category
- Necklace
- Stream
- Main line
- Expected date
- 30 Sep 2026Due in 16 days
- Style no.
- ST-7912
- Picture
- 📿
- Their reference
- SJ-PO-9031 / 1
- Ordered qty
- 6
- Balance qty
- 6
- Gold quality
- 18K
- Metal colour
- Yellow
- Status
- 🎨 In design✱ Changed
- Export
- Not packed yet
- Bag
- BG-26-1182
- Category
- Pendant
- Stream
- Crestvale retail
- Expected date
- 06 Oct 2026Due in 22 days
- Style no.
- ST-7736
- Picture
- 📿
- Their reference
- SJ-PO-9002 / 5
- Ordered qty
- 48
- Balance qty
- 48
- Gold quality
- 14K
- Metal colour
- White
- Status
- 🎨 In production hold — waiting for wax
- Export
- Not packed yet
Tap or click a line to open its order in GATI. The style number opens the style. On a phone each line becomes a card with the same fields.
Seema Jewels runs three separate businesses through one relationship, so every order carries the stream it belongs to. The list of streams is kept on the client — open Seema Jewels to change it. Clients with only one business have no stream and see no such column.
Showing 1–11 of 151 open lines
By order — the latest date on each
Each line keeps its own date. The order takes the latest date across its lines, and that is the date the delivery promise is measured against.
Every date here has a basis. See how each date was promised.
What Seema Jewels sees
Send the board to the client
The file goes out built from the lines above — nobody types it into a spreadsheet.
Last sent Monday 08 Sep 2026 at 09:02 — 148 lines, sent by Priya Raghunathan.
Nobody has decided yet which clients get the board sent to them, or how often. That decision is not part of this build, so for now a person sends it from here whenever the client asks or it is time.
Northbay Collective
Also one of yours — nothing open on their board right now.
No open order lines
Every line for this client has shipped. New lines land here as soon as their next order is placed and its bags are made.
Piece serial numbers
The number stamped into each piece. One serial, one piece — never used again, not even after a return. Type or scan a number to find the piece, its order, its design and its shipment.
⛔ The same serial has been entered twice
CH-SR-00319 is recorded on job bag JOB-4102 and again on JOB-4118. A serial belongs to one piece and is never used again, including after a return. Someone has to change one of them before either bag can be finished.
Find a piece by its serial number
Anyone can search. Works for a piece that left the building years ago.
📷 Scan the tag on the job bag, or paste the number straight out of the customer email. One number returns one piece.
VFJ-112-1984
Delivered 22 Feb 2025. Came back once for a repair and went out again with the same number.
Photo taken at quality check, 17 Feb 2025.
Style
ST-6120 — 18K halo ring
Job bag
JOB-3742
Customer and stream
Veylan Fine Jewelry Co. · Gold – Diamond
Order
ORD-1907
Their purchase order
VJ-PO-44119 — serial printed on it
Final design version
CAD v6 — locked 04 Feb 2025
Stamping set actually applied
Applied at the bench on 14 Feb 2025 and confirmed by Vikram Iyer. The design was checked for room for the stamp before production started.
Quality check
Shipment
SHP-0921 — dispatched 22 Feb 2025
Repairs, returns and movements
- 🛠
Came back for a repair — worn prong
Customer quoted this serial in the email. Repair RMA-0318. - 📦
Repaired and sent back — same serial kept
No remake, so the number stayed on the piece. - 🧳
Held on memo for a trade show, returned 21 Oct 2025
Travelled on memo MG-0442 against this serial.
The other answers this search gives
Shown side by side for review: a number that is not ours, a number being issued right now, and a quiet day.
No piece has the number VFJ-112-1948
Check the number and try again. The nearest numbers we hold are below.
Issuing CH-SR-00321 for job bag JOB-4114
The number is held while the registry confirms nothing else has taken it. Sana Qureshi started this at 10:42.
ℹ In the built product this finishes on its own and the row updates. Here it is a fixed example of that moment.
No serials on live work
Nothing needs a number today. New ones appear here as orders are placed.
Needs someone now
Each card opens the matching rows in the list below.
2 pieces at quality check with no serial yet
These bags cannot be finished without a number. The client manager has been told.
2 designs with no room for the stamp
The design has nowhere to put the purity mark, the customer mark and the serial. A person decides what changes.
3 serials waiting to be issued
We supply the number for these customers and it has not been taken from the registry yet.
Reference counts
Background numbers, not work to do. Tap one to filter the list.
Serials on live work
Nearest quality check first. Showing 8 of 12 — change the page size or turn the page for the rest.
- Piece
- 💍
- Job bag
- Style
- ST-6412
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ✓ Yes
- Room for the stamp
- ✓ Checked
- Stage
- At quality check
- Quality check due
- ⚠ Today 14:00
- Handled by
- Meera Kulkarni
- Piece
- 💎
- Job bag
- Style
- ST-6455
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ○ Not yet
- Room for the stamp
- ✓ Checked
- Stage
- At quality check
- Quality check due
- ⚠ Today 15:30
- Handled by
- 👤 Unassigned
- Piece
- 💍
- Job bag
- Style
- ST-6412
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ○ Not yet
- Room for the stamp
- ✓ Checked
- Stage
- Stamping
- Quality check due
- ⚠ Today 17:30
- Handled by
- Meera Kulkarni
- Piece
- 📿
- Job bag
- Style
- ST-6470
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ○ Not yet
- Room for the stamp
- ✓ Checked
- Stage
- At quality check
- Quality check due
- 🕐 Tomorrow 09:00
- Handled by
- 👤 Unassigned
- Piece
- 💎
- Job bag
- Style
- ST-6503
- Customer
- Where it came from
- 🏷 Issued by us
- Stamped
- ✓ Yes
- Room for the stamp
- ✓ Checked
- Stage
- In production
- Quality check due
- 🕐 Tomorrow 11:00
- Handled by
- Rohit Nair
- Piece
- 💍
- Job bag
- Style
- ST-6503
- Customer
- Where it came from
- 🏷 Issued by us
- Stamped
- ✓ Yes
- Room for the stamp
- ✓ Checked
- Stage
- In production
- Quality check due
- 🕐 Tomorrow 11:00
- Handled by
- Rohit Nair
- Piece
- 📿
- Job bag
- Style
- ST-6388
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ○ Not yet
- Room for the stamp
- ⚠ No space
- Stage
- Design locked
- Quality check due
- 🕐 In 2 days
- Handled by
- Arjun Deshpande
- Piece
- 💎
- Job bag
- Style
- ST-6431
- Customer
- Where it came from
- 📄 Customer PO
- Stamped
- ✓ Yes
- Room for the stamp
- ✓ Checked
- Stage
- At quality check
- Quality check due
- 🕐 In 2 days
- Handled by
- Farida Sheikh
Showing 8 of 12 serials on live work.
Design review
AI Design Review
Machine checks and the reviewer checklist, side by side. Standard jobs clear here without the Director.
J-4091 · CAD v3
Pendant and chain for · from inquiry · uploaded by Nikhil Barot (CAD team) on 5 Sep 2026, 11:40
Target weight
42.0 g
set before design started
Target carat
3.40 ct
set before design started
Chain length asked for
22 cm
from the brief
Order value
$6,400.00
under the Director sign-off level
Still checking the Coral render uploaded 4 minutes ago. Results for CAD v3 below are complete.
✕ Approve is switched off for two reasons
- One brief check is failing: the customer asked for a safety clasp and the design has a box clasp. A design that fails a brief check cannot go forward until the brief is amended, or you approve past it and write down why.
- Two of the five checklist items below are not ticked yet.
If the customer has since changed their mind, amend the brief. That updates the affected checks and is recorded on the job history. Amending the brief is the route to take. If you then send the design back to the CAD team, it is checked again against the new version of this list. If it does not go back for design work, it is not checked again. There is also an exception route at the bottom of this page: you may approve past a failing check if you record your reason. It is saved against your name on the job. That exception route is proposed and not yet agreed, so check before you rely on it.
Can it be made? — build checks
The same six checks run on every job, whatever the customer asked for.
- Rule
- within ±15% of 42.0 g
- What the design shows
- 41.8 g
- Result
- ✓ Pass
- Rule
- must match the brief
- What the design shows
- 22 cm, as asked
- Result
- ✓ Pass
- Rule
- at least 1.5 mm
- What the design shows
- 1.62 mm
- Result
- ✓ Pass
- Rule
- prongs present and fully formed
- What the design shows
- 4 prongs, tips fully formed
- Result
- ✓ Pass
- Rule
- must match the brief
- What the design shows
- Box clasp fitted. The brief asks for a safety clasp.
- Result
- ⚠ Flag
- Rule
- must match the 3.40 ct target
- What the design shows
- 3.42 ct
- Result
- ✓ Pass
ⓘ The 1.5 mm minimum is not typed in here. It is read live from , the same number uses. Change it there and both screens change together.
ⓘ The designer is given a target weight and a target carat before they start, and these two checks measure the finished design against those targets. How those targets are set is still being decided, so treat the ±15% allowance as a guide, not a rule, and check weight and carat against the job ticket yourself.
Checks ran on their own when CAD v3 was uploaded, 5 Sep 2026 at 11:42. In the live system they run again on every new upload.
Is it what the customer asked for? — brief checks
Built from this customer's brief, so it is different on every job. A design can pass every build check above and still be the wrong design.
- Customer asked for
- 14K yellow gold
- Design shows
- 14K yellow gold
- Result
- ✓ Pass
- Customer asked for
- Solitaire pendant, plain setting
- Design shows
- Solitaire pendant, plain setting
- Result
- ✓ Pass
- Customer asked for
- 22 cm
- Design shows
- 22 cm
- Result
- ✓ Pass
- Customer asked for
- Safety clasp
- Design shows
- Box clasp
- Result
- ✕ Fail
- Customer asked for
- 3.40 ct round brilliant
- Design shows
- 3.42 ct round brilliant
- Result
- ✓ Pass
ⓘ The brief said nothing about engraving, so no engraving check was made. A blank field in the brief is not a failed check.
ⓘ Every check above comes from what the customer themselves asked for. Proposed, not yet agreed: a detail a colleague typed into the brief later becomes a check here too when they mark it as an instruction, while a plain comment stays a comment and is not checked. Until that is agreed, read the colleague notes on the brief yourself.
ⓘ Proposed, not yet agreed: the AI makes the checks it can read reliably from the render and the stone file, and you confirm the rest with this list in front of you. Metal tone and clasp type are hard to read from a render, so look at those yourself.
Your checklist — all five needed
Tick every item to switch on the two buttons at the bottom.
Every design is checked in this order. The Design Lead and the PDT have both passed this one. The Design Lead sits in the Design Team and is not part of the PDT, which is why these are two separate steps: the design side checks its own work first, then the person who wrote the brief checks the design against that brief. It is with the Client Manager now, and this checklist is that step. Each reviewer fills in their own copy of the list. Any step can send the design back, and the customer only sees it after the last step.
3 of 5 done
2 leftWhat the reviewers before you said
Read this before you write your own notes, so the same point is not raised twice and a point already answered is not raised again.
- ↩
Design Lead (Design Team) · Meera Sanghvi · sent CAD v2 back
Reason: does not match the brief. Cause: a brief detail was missed while designing. The chain came back at 20 cm when the customer asked for 22 cm.
↩ Sent back - 🧾
Machine checks · CAD v3
11 checks run. Chain length now 22 cm, as asked. One flag on the clasp and one brief check failing.
⚠ 1 flag - ✓
Design Lead (Design Team) · Meera Sanghvi · passed CAD v3
Chain length is fixed and the setting is sound for casting. I have already raised the clasp with Nikhil Barot, so there is no need to raise it again — it needs the brief settled, not another send-back.
✓ Passed on - ✓
PDT · Aditya Rane · passed CAD v3
Weight at 41.8 g and wall at 1.62 mm are both fine for the floor. A safety clasp adds about $45.00 of labour, so Pricing needs telling before the quote goes out.
✓ Passed on - ◐
Client Manager · Priya Nadkarni · with you now
Your checklist above is this step. What you decide here, and any reason you give for sending it back, is added to this list for the next person.
◐ Your step
Decide
Send it back to the CAD team, or pass it to .
Both buttons stay switched off until all five checklist items are ticked. Approve also stays off while a brief check is failing — amend the brief to clear that, or tick the box above and give your reason. Ticking the list is not the same as the design passing.
Approving here means this step is done. The design moves to the next person in the order shown above, and your notes travel with it.
Approving sends J-4091 straight to Pricing. At $6,400.00 this one is under the Director sign-off level, so it clears without them. The Director still sees the flag on this job.
AI verification & learning
How much of the checking the AI can do on its own, area by area — and the evidence behind each decision. Chandra Fine Jewellery · Mumbai.
9 disagreements are waiting for a label
On these jobs a person decided something different from the AI. Saying who was right teaches the next version. The oldest has been waiting 4 days 6 hours.
How often the AI and a person agree
Rolling 30 days, up to 5 Sep 2026.
Review agreement
How often the AI verdict matched the person's verdict · last 30 days
1,284 AI verdicts checked against a person's decision. 49 disagreed.
Intake reading accuracy
How often the AI read the inquiry details correctly · last 30 days
612 inquiry briefs checked. 32 fields corrected by a person.
Briefs finished without asking the customer
How often the AI published a brief with no question back · last 30 days
565 of 612 briefs published on their own. 47 needed a person after the AI asked a question.
⚠ Down from 96.1% last week. Something changed — worth a look before any area is allowed to go live.
Corrections this month
Every one saved as a labelled example for the next tune.
Ask-first threshold
Below 0.75 confidence the AI asks a question instead of publishing.
Areas still watching only
CAD review, the final instruction check and three newer areas do not act on their own yet.
What the AI is allowed to do, area by area
One area at a time. An area only starts working on its own once the numbers above — agreement, and how often it finished without asking — earn it.
Two states, two very different meanings
- Working on its own?
- ● LIVE
- Why it has that status
Publishes the brief on its own at 0.75 confidence or higher. Below that it asks the customer a question, then hands the inquiry to a person.
- Number behind it
- 94.8%reading accuracy · 30d
- Next step
- Live since 12 Aug 2026
- Working on its own?
- ● LIVE
- Why it has that status
Standard jobs are cleared by the client manager plus the AI. The Director only sees the ones that fail.
- Number behind it
- 97.4%agreement · 30d
- Next step
- Live since 26 Aug 2026
- Working on its own?
- ◐ SHADOW
- Why it has that status
96% agreement over the last 30 days. Going live is proposed for next week and needs the Director to approve it.
- Number behind it
- 96.0%agreement · 30d
- Next step
- Go-live proposed for 12 Sep 2026
- Working on its own?
- ◐ SHADOW
- Why it has that status
Still collecting a baseline. Not enough days of data yet, so no go-live bar has been met.
- Number behind it
- 18 of 30 daysbaseline collected
- Next step
- Review again on 17 Sep 2026
- Working on its own?
- ◐ SHADOW
- Why it has that status
Newer area, watching only. It suggests the team, a person confirms it. It can go live once the agreement it earns holds up over 30 days.
- Number behind it
- 91.2%agreement · 30d
- Next step
- Review again on 20 Sep 2026
- Working on its own?
- ◐ SHADOW
- Why it has that status
Newer area, watching only. It prepares the repeat order, a person places it. Nothing reaches production without a person saying yes.
- Number behind it
- 12 of 30 daysbaseline collected
- Next step
- Review again on 23 Sep 2026
- Working on its own?
- ◐ SHADOW
- Why it has that status
Newer area, watching only. It suggests which job a message belongs to, a person confirms it before anything is filed against that job.
- Number behind it
- 88.5%agreement · 30d
- Next step
- Review again on 20 Sep 2026
ⓘ These figures are rebuilt every night from the review log. In this demo build they are a fixed snapshot taken on 5 Sep 2026.
Disagreements to label
A person decided something different from the AI on these jobs. Say who was right, and the answer is kept as a training example.
- Area
- CAD review
- AI said
- ✓ Ready to send
- Person said
- ✕ Send back for changes
- AI confidence
- 0.82
- Waiting
- ⚠ 4d 6h
- Who is handling it
- PDPriya Deshmukh
- Area
- Intake brief
- AI said
- Centre stone 2.4 ct
- Person said
- Centre stone 2.04 ct
- AI confidence
- 0.71 ⚑
- Waiting
- ⚠ 3d 1h
- Who is handling it
- ◇ Nobody yet
- Area
- Coral review
- AI said
- ✓ Pass
- Person said
- ✕ Fail — prong height
- AI confidence
- 0.68 ⚑
- Waiting
- ⏱ 2d 8h
- Who is handling it
- FQFarah Qureshi
- Area
- CAD review
- AI said
- ✕ Send back
- Person said
- ✓ Ready to send
- AI confidence
- 0.64 ⚑
- Waiting
- ⏱ 1d 22h
- Who is handling it
- PDPriya Deshmukh
- Area
- Final instruction check
- AI said
- ✓ Instructions complete
- Person said
- ✕ Finish note missing
- AI confidence
- 0.59 ⚑
- Waiting
- ⏱ 1d 4h
- Who is handling it
- ◇ Nobody yet
- Area
- Intake brief
- AI said
- Metal 18k yellow
- Person said
- Metal 18k rose
- AI confidence
- 0.73 ⚑
- Waiting
- ⏱ 22h
- Who is handling it
- SKSameer Kulkarni
- Area
- Coral review
- AI said
- ✕ Fail — pave gap
- Person said
- ✓ Pass
- AI confidence
- 0.77
- Waiting
- ⏱ 14h
- Who is handling it
- FQFarah Qureshi
- Area
- CAD review
- AI said
- ✓ Ready to send
- Person said
- ✕ Send back for changes
- AI confidence
- 0.88
- Waiting
- ⏱ 6h
- Who is handling it
- ◇ Nobody yet
- Area
- Intake brief
- AI said
- Budget $5,200
- Person said
- Budget $8,000
- AI confidence
- 0.62 ⚑
- Waiting
- ⏱ 2h
- Who is handling it
- SKSameer Kulkarni
Where the labels go
Every label is added to the set used to re-check the AI and tune its thresholds.
Rejections count too. When a customer or a reviewer rejects something, the reason they give is saved as a labelled example — it teaches the AI, and it is added to what we already know about that customer.
ⓘ In a live system this runs on the training server and updates on its own. This demo build shows a fixed moment part-way through, taken on 5 Sep 2026 at 18:40 IST.
Alerts & SLA
Deadline alerts, alerts that stop the screen until someone confirms they have seen them, and alerts that pass on to a manager when nobody acts are all planned for a later phase. None of it is being built now, so there is nothing to review on this screen yet.
Not part of the current build
The thinking so far
Early notes only. Nothing here is agreed, and none of it should be treated as a decision.
Four levels of seriousness, where only the top level can stop someone and ask them to confirm. Stopping people works because it is rare.
Which event counts as which level would be a setting someone can change, not something fixed in the build. It would need tuning once real volumes are known.
Repeat alerts about the same job would join into one, with a count. Twenty notices about one job is noise. One notice saying it has been late for twenty hours is useful.
Every alert would say what to do about it, not just what happened. If there is nothing to do, it belongs on a screen, not in someone's day.
How many alerts each person gets would be watched. If someone gets more than they can act on, the settings are wrong and whoever sets them should be able to see that.
Still to be decided
Five questions, all open. Each one is deferred to the later phase — please do not assume an answer.
Which events are serious enough to stop someone's screen until they confirm they have seen them?
How is each level sent — in the app, by email, on WhatsApp — and does that change by role?
Outside working hours, do alerts arrive one by one, or as a single summary the next morning?
If nobody confirms an alert, who gets it next, and after how long?
How many alerts a day is too many for one person?
No alerts to show
Nothing sends, counts down or passes on to a manager yet, because none of that is being built in this phase. Late jobs still need to be spotted by hand until it is.
Exceptions
Every time someone decided to go ahead against a rule — what rule, on what, who said yes, and why.
Needs someone now
4
Critical ones to read this week
Oldest 2 days — JOB-2377, signed off by a contact with no authority. Tap to show only these.
11
Raised in the last 7 days
4 critical · 3 important · 3 warning · 1 informational
QT-1183 cannot be sent
Going ahead anyway
Nothing is skipped quietly. If the business still wants this quote sent, it becomes a record with your name on it.
The failed duty total check stays on the quote as failed.
The record shows on JOB-2431 and in the Founder Cockpit.
It covers QT-1183 only. It does not carry over to any other quote or job, and it does not change the rule.
A reason is required. It cannot be left blank.
No one else has to sign it off. Whoever may send the quote can go ahead as soon as the reason is written.
Raise an exception · QT-1183
Opened from the blocked action on the quote. Rule broken: duty total missing.
Exception register
Sorted by severity, then newest first. Showing 11 raised in the last 7 days.
- Rule broken
- Order entered after the agreed cut-off
- On
- Category
- Order entered late
- Severity ▼
- Warning
- Raised by
- Devika Rao
- Reason
- When
- 5d ago31 Aug, 12:40
- Rule broken
- Order forced through after a GATI rejection
- On
- Category
- Shipment delayed in transit
- Severity ▼
- Warning
- Raised by
- Anjali Menon
- Reason
- When
- 6d ago30 Aug, 09:25
- Rule broken
- Quote sent with unpriced stones
- On
- Category
- Approval differs from quotation
- Severity ▼
- Informational
- Raised by
- Tanvi Shah
- Reason
- When
- 7d ago29 Aug, 16:00
Showing 8 of 11 raised in the last 7 days — use the pages above, or set the list to 25 per page to see them all.
EXC-0091 · Minimum wall thickness · JOB-2418
Sethia Jewellers · solitaire band · raised 5 Sep 2026, 09:40
The check that failed Still failed
Run on the final CAD, 4 Sep 2026 at 16:20.
Wall thickness 0.72 mm — minimum is 0.90 mm
This stays failed. It is never turned into a pass because an exception was allowed — the exception sits beside it.
The exception attached to it In effect since 5 Sep, 09:40
In effect from the moment Rohit Kulkarni saved it. Nobody else had to sign it off, and the job carried on.
Category
Severity
Raised by
Rohit Kulkarni · CAD Lead
In effect since
5 Sep 2026, 09:40
Applies to
JOB-2418 only
It covers this one job. It does not carry over to any other job, and it does not change the rule for anyone else.
Reason
Client asked for a lighter band and accepted in writing that resizing later may not be possible. Shank reinforced under the head to hold the setting.
Wall thickness check failed
0.72 mm against a 0.90 mm minimum. Job held.Rohit Kulkarni raised an exception
Category: not manufacturable as designed. Reason recorded in full.JOB-2418 carried on, exception recorded
Saved against the job and showing in the Founder Cockpit. Nothing else was needed for it to count.
Same exception, again and again
How often each category has been excepted in the last 90 days.
The duty total rule has been excepted 7 times in 90 days
Quiet period · 1–14 July 2026
The same register, set to an earlier fortnight.
No exceptions raised in this period
Nothing departed from the rules between 1 and 14 July 2026.
Your bracelet design is ready
Hello Nilesh — please look at the design and price below. When you are ready, just reply in your WhatsApp chat or to our email, in your own words.
Cuban bracelet 10 mm
Third design · sent to you on 2 Sep 2026
Your record for this order
Every answer is saved with its date and time, and cannot be changed afterwards.
- ✓
You approved the first price estimate
Saved as record AP-4085-1 - ✎
You asked for changes
Wider clasp and a heavier link. Saved as record AP-4085-2 - 📿
Third design sent to you
Sent on WhatsApp to +91 98204 41127 - ⏳
Waiting for your answer
Nothing is made until you answer.
How to answer
Reply on WhatsApp or by email, in your own words. Your reply is your answer — there is nothing to fill in here.
👁 This page is for reading only
ⓘ Demo build — in a live link, your WhatsApp or email reply reaches the studio at once and is saved against this order, word for word, with its date and time.
What we save when you reply
Your answer is kept exactly as you sent it, and cannot be changed later.
Everything of yours waiting for an answer
This link shows all three. Each order is answered on its own — a reply about one order does not answer the others.
🔑 This link works until 30 Sep 2026. If it stops opening, ask us and we will send a fresh one — your orders and your answers are never affected.
Chandra Fine Jewellery · Zaveri Bazaar, Mumbai · +91 22 4896 2210
Kalyani Jewels · Surat
Your orders
Everything you have with us right now, and what happens next.
3 in production·1 shipping Mon·1 waiting for your OK
1 design is waiting for your OK
Tennis bracelet (order J-4091) — design v3 is ready to look at, further down this page. Nothing moves forward until you reply on WhatsApp or by email with a yes or a change you want.
Open orders
Showing all 5 open orders · newest first
1 item · placed 28 Aug 2026
Design v3 is ready for you to look at
🗓 We can promise 26 Sep if you reply by 8 Sep.
What is in this order
Tennis bracelet ×1
🗓 26 Sep, if you reply by 8 Sep · 1 piece, not started
This page is view-only. To say yes to design v3, or to ask for a change, reply on WhatsApp or by email — we will move it forward for you.
1 item · placed 2 Aug 2026
Passed final quality check · tracking number on dispatch
🗓 Leaves us Monday 7 Sep · we send the courier tracking number the moment it goes.
What is in this order
Signet ring ×4
🗓 Leaves us Mon 7 Sep · all 4 on track
1 item · placed 12 Aug 2026
Casting done → finishing
🗓 On track for 15 Sep
What is in this order
Cuban bracelet ×1
🗓 15 Sep · 1 piece on track
1 item · placed 19 Aug 2026
Stone setting in progress
🗓 On track for 24 Sep
What is in this order
Diamond halo pendant ×1
🗓 24 Sep · 1 piece on track
2 items · placed 24 Jul 2026
Wax model approved → casting starts 8 Sep
🗓 Dates run from 30 Sep to 6 Oct · each item below has its own date.
What is in this order
Emerald cocktail ring ×1
🗓 30 Sep · 1 piece on track
Emerald eternity band ×6
🗓 4 on track for 30 Sep · 2 running late, now 6 Oct
Finished orders
1 item · Pearl drop earrings ×2 · placed 3 Jul 2026
Delivered 22 Aug · signed for at your Surat front desk.
Nothing older to show
Orders finished more than a year ago are not kept on this page. Message us if you need an old invoice or repair record.
You do not need to check this page
This page is private to Kalyani Jewels and shows only your own orders. It is view-only — to change anything on an order, or to say yes to a design, message us and we will take care of it.
You reached this page through your own private link, so there is no account and no password to remember. The link stops working after a while, and we can switch it off at any time.
Chandra Fine Jewellery · Mumbai · +91 22 4000 1180
Sample line · style number only
Take an order at the stand
Two minutes per order. Scan or type the style number, pick the customer, and tap Capture order — it is saved for the office the moment you do.
Quick order
Only the style number is required. Everything else can be filled in later at the office.
ⓘ Demo build — nothing is sent from this screen. On the stand, Capture order saves the line to the office system straight away and adds it to the log with the current time.
Today at the booth
8 orders captured today, newest first. All 8 are shown.
- Time
- 15:42
- Customer
- 🪪 New — badge scanned
- Metal
- 🟡 14K Y
- Qty
- 3
- Changes noted
- initials TG, matte top
- Saved?
- Loading Sending to office
- Time
- 15:10
- Customer
- PC-1
- Metal
- 🟠 18K Y
- Qty
- 4
- Changes noted
- thinner band, matte finish
- Saved?
- ✓ Saved
- Time
- 14:52
- Customer
- PC-6
- Metal
- 🟡 14K Y
- Qty
- 5
- Changes noted
- heavier lobster clasp
- Saved?
- ✓ Saved
- Time
- 14:05
- Customer
- PC-4
- Metal
- 🟡 14K Y
- Qty
- 6
- Changes noted
- as per sample, no changes
- Saved?
- ✓ Saved
- Time
- 13:20
- Customer
- 🪪 New — badge scanned
- Metal
- 🟠 18K Y
- Qty
- 2
- Changes noted
- wants screw backs
- Saved?
- ✓ Saved
- Time
- 12:40
- Customer
- PC-6
- Metal
- 🔴 14K R
- Qty
- 2
- Changes noted
- box clasp instead of lobster
- Saved?
- ✓ Saved
- Time
- 11:15
- Customer
- 🪪 New — badge scanned
- Metal
- 🟡 14K Y
- Qty
- 1
- Changes noted
- same stone size as sample
- Saved?
- ✓ Saved
- Time
- 10:35
- Customer
- PC-4
- Metal
- 🟠 18K Y
- Qty
- 4
- Changes noted
- polish, not diamond cut
- Saved?
- ✓ Saved
ⓘ The log refreshes on its own on the stand tablet, so a second person taking orders on another tablet shows up here too. In this demo the rows are fixed sample data.
System
Admin & Channels
Check that WhatsApp and email are connected, and that every message is reaching the Inbox quickly.
✓ Both doors are open — WhatsApp and email are connected
Intake channels
The two ways customers reach us. Both feed the same Inbox queue, and every chat keeps its own separate thread.
WhatsApp Business
+91 22 4890 3312 · Chandra Fine Jewellery
Quality rating
Separate chats
23
14 groups (PC-1 and 13 others) · 9 direct
Messages today
128
Last message
4 min ago
What each group is used for
One customer's groups are not interchangeable, so each group is set to one job. Customers name their own groups, so every name is typed in here rather than guessed. Each Client Manager sets this for their own customers — RM-1 and RM-2 can run the same job in different groups.
Every message lands in the Inbox on its own. One customer can have a group chat and a direct chat at the same time, and they stay separate — a group message is never folded into that customer's direct chat, so a reply always goes back to the chat it arrived in. Nobody forwards anything by hand.
Microsoft 365 mail
3 mailboxes connected
Mailboxes
Emails today
46
Last check
2 min ago
What each mailbox is used for
A mailbox belongs to a customer and their Client Manager, never to one person — the manager and their juniors all read it and all reply from it. A customer can be on WhatsApp only, on email only, or on both: when we send something out it goes to every place set for that job. If a job has no place set on either channel, it is flagged here like the approvals row above until someone sets one. Nothing is guessed.
Who each mailbox is for
A mailbox kept for one customer works just like that customer's WhatsApp group: it has a job, it belongs to a Client Manager and their juniors, and anything arriving there is filed under that customer straight away — nobody has to work out who sent it. Replies on that customer's email threads are written here and go out from that same address.
These mailboxes carry every kind of email — a new enquiry, a question about an order already placed, a request to change or speed up a piece, or a general product question. This connection only makes sure each one arrives as an Inbox item that looks and behaves exactly like a WhatsApp one. An email thread is its own chat as well: it is kept apart from the same customer's WhatsApp group and direct chats, so a reply goes back by email. Working out which kind it is, and who it goes to, happens in the Inbox.
Needs attention now
Messages that have not made it into the Inbox yet.
3 messages arrived in the last minute and are still being read. They appear in the Inbox as soon as that finishes.
Stuck messages
Anything that failed to reach the Inbox shows up here with a retry button.
Nothing is stuck
Every message from the last 24 hours reached the Inbox. If one fails, it lands here so an admin can retry it.
Processing speed today
How long a message takes to turn into an Inbox item.
Recent intake activity
The last messages each channel handed to the Inbox. Newest first.
- Arrived
- Today 09:12
- Channel
- WhatsApp
- Which chat
- PC-1 group
- Time to Inbox
- 1.4s
- Status
- ✓ In the Inbox
- Arrived
- Today 09:10
- Channel
- WhatsApp
- Which chat
- Kalyani Gems, Jaipur — direct chat
- Time to Inbox
- —
- Status
- ⟳ Being read
- Arrived
- Today 09:06
- Channel
- ✉ Email
- Which chat
- inquiries@chandrafine.in — email thread
- Time to Inbox
- 2.1s
- Status
- ✓ In the Inbox
- Arrived
- Today 08:58
- Channel
- WhatsApp
- Which chat
- Marina Jewels, Dubai group
- Time to Inbox
- 3.6s
- Status
- ✓ In the Inbox
- Arrived
- Today 08:47
- Channel
- ✉ Email
- Which chat
- orders@chandrafine.in — email thread
- Time to Inbox
- 4.2s
- Status
- ✓ In the Inbox
- Arrived
- Today 08:39
- Channel
- 🖊️ Manual
- Which chat
- Walk-in logged by RM-2
- Time to Inbox
- —
- Status
- ✓ In the Inbox
Showing 6 of 9 messages from today.
Users & roles
Who can sign in, and what each team can see.
AI thresholds & settings
The rules the assistant follows today. Read-only here.
AI thresholds and settings
The numbers the AI works to. Change them here. A change starts as soon as you save it, the date it started is kept on the record, and every earlier value stays on record too.
Jobs already running are not affected
Where these numbers are used
The screens that read this page instead of holding their own number.
Reads 1.20mm for pass or fail
Reads 1.20mm for its wall check
Reads 0.75 and 2 rounds
Picking up $15,000
ⓘIn the live product each screen picks up a saved change within about a minute. This prototype shows the finished result.
Check a job already running
See which version a job is being checked against, based on the day it was created.
INQ-2314 · Meher Rathod
Created 3 Sep 2026, 09:12. It keeps these numbers until it is finished, even after a newer version starts.
Clarify below
0.75
Questions allowed
2 rounds (1 used)
Director review above
$15,000
Min wall thickness
1.20mm
Last change saved
The most recent value saved on this page, and the day it started.
Director review above → $15,000
Version 7 · saved by Neha Sabnis on 12 Aug 2026
Version history
Every value this page has ever held, with the dates it applied. Nothing here can be edited or deleted.
- Version
- v7
- Value
- 0.75
- Dates it applied
- 12 Aug 2026 → now
- Changed by
- Rohan Vaz
- Status
- ✓Live now
- Version
- v7
- Value
- 2 rounds
- Dates it applied
- 12 Aug 2026 → now
- Changed by
- Rohan Vaz
- Status
- ✓Live now
- Version
- v7
- Value
- $15,000
- Dates it applied
- 12 Aug 2026 → now
- Changed by
- Neha Sabnis
- Status
- ✓Live now
- Version
- v7
- Value
- 1.20mm
- Dates it applied
- 12 Aug 2026 → now
- Changed by
- Kunal Deshpande
- Status
- ✓Live now
- Version
- v6
- Value
- 0.70
- Dates it applied
- 2 Jun 2026 → 11 Aug 2026
- Changed by
- Rohan Vaz
- Status
- ↩Older value
- Version
- v6
- Value
- $12,000
- Dates it applied
- 2 Jun 2026 → 11 Aug 2026
- Changed by
- Neha Sabnis
- Status
- ↩Older value
- Version
- v5
- Value
- 0.65
- Dates it applied
- 15 Mar 2026 → 1 Jun 2026
- Changed by
- Aditi Kulkarni
- Status
- ↩Older value
- Version
- v4
- Value
- 3 rounds
- Dates it applied
- 20 Jan 2026 → 11 Aug 2026
- Changed by
- Rohan Vaz
- Status
- ↩Older value
- Version
- v3
- Value
- 1.10mm
- Dates it applied
- 5 Nov 2025 → 11 Aug 2026
- Changed by
- Kunal Deshpande
- Status
- ↩Older value
- Version
- v2
- Value
- 1.00mm
- Dates it applied
- 10 Jul 2025 → 4 Nov 2025
- Changed by
- Kunal Deshpande
- Status
- ↩Older value
Showing 1–10 of 24 changes
Users & roles
Role and CAD team decide who new work goes to, and which screens each person can open.
Needs your attention
2 accounts are switched off
Kabir Sethi (CD-3) and Rahul Gaikwad (CAD-HH-6) are inactive, so no new work is routed to them.
Bridal and Cuban have one CAD person each
Ananya Shirke (CAD-BR-1) and Vikram Salvi (CAD-CU-1) are the only people set for those teams. Work for a team waits if that person is away.
Roster make-up
People with access
16
of 18 accounts on the roster
CAD Team members
8
Hip Hop 6 · Bridal 1 · Cuban 1
Client-facing people
3
2 Client Managers · 1 PDT
Staff roster
Every person who can sign in, with the role and team their work is routed by.
Showing all 18 users · sorted by role, then user ID
- Role
- ★ Founder-Director
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 09:41
- Edit
- Role
- ⚙ Admin
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 09:12
- Edit
- Role
- 💬 Client Manager
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 08:55
- Edit
- Role
- 💬 Client Manager
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 10:07
- Edit
- Role
- 🧭 PDT
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 08:20
- Edit
- Role
- ✏️ Sketch Team
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 08:38
- Edit
- Role
- 🎨 Coral Designer
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 09:30
- Edit
- Role
- 🎨 Coral Designer
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Yesterday 18:44
- Edit
- Role
- 🎨 Coral Designer
- CAD team
- — not a CAD role
- Status
- ⊘ Inactive
- Last signed in
- 14 Aug 2026
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ✓ Active
- Last signed in
- Today 09:02
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ✓ Active
- Last signed in
- Today 09:18
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ✓ Active
- Last signed in
- Today 08:47
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ✓ Active
- Last signed in
- Yesterday 19:05
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ✓ Active
- Last signed in
- Today 10:22
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 🎧 Hip Hop
- Status
- ⊘ Inactive
- Last signed in
- 28 Jul 2026
- Edit
- Role
- 🧊 CAD Team
- CAD team
- 💍 Bridal
- Status
- ✓ Active
- Last signed in
- Today 09:36
- Edit
- Role
- 🧊 CAD Team
- CAD team
- ⛓ Cuban
- Status
- ✓ Active
- Last signed in
- Yesterday 17:12
- Edit
- Role
- 📐 Order/Style-master
- CAD team
- — not a CAD role
- Status
- ✓ Active
- Last signed in
- Today 08:03
- Edit
ⓘ Demo build — role and team changes are not saved here. In a live deployment a new role applies the next time that person signs in, and it changes both the screens they can open and the work routed to them.
Client Manager groups
Which managers are in each group, who leads it, who new work goes to by default, and which clients the group holds. One manager can be in more than one group.
Showing all 4 groups · most clients first
- Managers in it
- PDAKPriya Deshmukh · Aarav Kulkarni
- Group leader
- ★ Priya Deshmukh
- New work goes to
- → Aarav Kulkarni
- Clients held
- Edit
- Managers in it
- AKAarav Kulkarni
- Group leader
- ★ Aarav Kulkarni
- New work goes to
- → Aarav Kulkarni
- Clients held
- Edit
- Managers in it
- PDAKPriya Deshmukh · Aarav Kulkarni
- Group leader
- ★ Priya Deshmukh
- New work goes to
- → Priya Deshmukh
- Clients held
- Edit
- Managers in it
- PDAKPriya Deshmukh · Aarav Kulkarni
- Group leader
- ★ Priya Deshmukh
- New work goes to
- → Aarav Kulkarni
- Clients held
- Edit
ⓘ A manager cannot be taken out of a group while they lead it — give the group a new leader first. When a manager is taken out, whatever they were holding for that group moves to the group leader.
ⓘ Each client sits in exactly one group. You pick that group on the client's own record, not here — so the client counts above follow whatever is set there.
ⓘ Demo build — group changes are not saved here.
Waiting to accept an invite
People invited but not signed in yet.
No invites waiting
Everyone on the roster has signed in at least once.
CAD seats by team
Where the 8 CAD users sit today.
Directory check
New staff accounts from the company directory.
Last check today 09:12 · nothing new found.
ⓘ Demo build — this check does not run here. A live deployment reads new joiners from the company directory and lists them so an admin can give each one a role.
Client pricing profiles
Each client keeps its own stone chart, loss percent, labour rate, five duty rates, duty cap on natural stones and extra charge. Every value is held twice — once for quotation pricing and once for invoice pricing.
✎ You can change these numbers
Profile in force now
These are the numbers every new quotation for this client starts from today.
2 stone prices are missing, so this client cannot be quoted
Lab 0.15 – 0.29 ct and Lab 0.30 – 0.49 ct have no price in PC-3 chart v4. If a quotation uses either of them the whole quotation comes to $0 and cannot be sent. Add both prices in version 5 to clear this.
ⓘ How a price is worked out from these numbers
- Metal: weight × rate, plus the loss percent on that same amount, plus labour × weight.
- Stones: carat weight × (chart price + markup), added up for every stone on the piece.
- Duties: each base × quantity × its own rate.
- Base price: (metal + stones) × quantity, plus the duties.
- Final price: the base price plus the extra charge — either a fixed amount or a percent of the whole price.
Version history
Newest first. A version in force is never edited — a change makes the next version, and everything already priced keeps the numbers it was given.
- Effective dates
- 12 Jun 2026 — today
- Charts
- PC-3 chart v4 · duties, loss & labour v4
- Created by
- Rohan Mehta · Founder
- Priced against it
- 8 quotations · 4 invoices
- Effective dates
- 03 Feb 2026 — 11 Jun 2026
- Charts
- PC-3 chart v3 · duties, loss & labour v3
- Created by
- Aditi Shirodkar · Admin
- Priced against it
- 17 quotations · 7 invoices
- Effective dates
- 18 Sep 2025 — 02 Feb 2026
- Charts
- PC-3 chart v2 · duties, loss & labour v2
- Created by
- Aditi Shirodkar · Admin
- Priced against it
- 21 quotations · 10 invoices
- Effective dates
- 02 Apr 2025 — 17 Sep 2025
- Charts
- PC-3 chart v1 · duties, loss & labour v1
- Created by
- Rohan Mehta · Founder
- Priced against it
- 12 quotations · 5 invoices
Version 4 numbers
In force since 12 Jun 2026. Values are fixed — to change a rate, make version 5.
- Stone
- 💎 Natural
- Sieve
- +1.25 / −2
- Quality
- SI · GH
- Chart price
- $420 / ct
- Markup
- +$15
- Change from v3
- — no change
- Stone
- 💎 Natural
- Sieve
- +2 / −4
- Quality
- SI · GH
- Chart price
- $510 / ct
- Markup
- +$15
- Change from v3
- — no change
- Stone
- 💎 Natural
- Sieve
- +4 / −6.5
- Quality
- VS-SI · GH
- Chart price
- $640 / ct
- Markup
- +$20
- Change from v3
- — no change
- Stone
- 💎 Natural
- Sieve
- +6.5 / −8
- Quality
- VS-SI · GH
- Chart price
- $760 / ct
- Markup
- +$20
- Change from v3
- — no change
- Stone
- 💎 Natural
- Sieve
- +8 / −10
- Quality
- VS · GH
- Chart price
- $910 / ct
- Markup
- +$25
- Change from v3
- — no change
- Stone
- 💎 Natural
- Sieve
- Star melee
- Quality
- VS · GH
- Chart price
- $1,180 / ct
- Markup
- +$25
- Change from v3
- ▲ +5.4% vs v3
- Stone
- 💎 Natural
- Sieve
- Loose
- Quality
- VS · FG
- Chart price
- $1,540 / ct
- Markup
- +$30
- Change from v3
- ▲ +4.8% vs v3
- Stone
- 💎 Natural
- Sieve
- Loose
- Quality
- VS · FG
- Chart price
- $2,150 / ct
- Markup
- +$30
- Change from v3
- — no change
- Stone
- 🧪 Lab-grown
- Sieve
- Loose
- Quality
- VS · FG
- Chart price
- ⚠ No price yet
- Markup
- +$10
- Change from v3
- — no change
- Stone
- 🧪 Lab-grown
- Sieve
- Loose
- Quality
- VS · FG
- Chart price
- ⚠ No price yet
- Markup
- +$10
- Change from v3
- — no change
A row with no price stops the whole quotation: the total comes to $0 and it cannot be sent until the price is filled in. The duty cap on natural stones changes duty only — it never changes the price above.
Version 5 — draft
Change the numbers here. Version 4 stays exactly as it is, and nothing already priced on it moves.
12 items are priced on version 4
Publishing version 5 changes new pricing only. Quotations already sent keep the numbers the customer was given.
ⓘ Demo build — in a live deployment this upload fills the chart rows below as each one is read, and flags the ones it cannot read so you can check them before saving.
Clients with no profile yet
A job cannot be priced for these clients until someone sets up version 1.
PC-5 · Tanvir Gems FZE has no pricing profile
Nothing can be priced for this client until version 1 is saved. The quickest way is to copy another client's whole profile and change what differs — most new clients are set up as the same as an existing one. You can also type every number in by hand.
There are no house default numbers: a duty left at 0% by default looks exactly like a client who genuinely pays none, so pricing stays blocked until someone saves version 1. Every client ends up with its own stone chart, loss, labour rate and duties.
Workflow & ownership
Set the states a job can be in at each stage, which moves between them are allowed, and who owns a job whatever state it is in.
Dispatch has no states set up yet
Jobs start reaching Dispatch on 12 Sep 2026. Until it has a starting state and a finishing state, a job that arrives there cannot be moved on and will sit with no owner.
Stage
The number on each stage is how many states that stage has. A stage with no states cannot move a job on.
States in Design
What a job can be in while it is in Design, and who is allowed to put it there.
- Who may move a job into it
- The system, when Design opens
- Start or finish
- ▶ Starting state
- Jobs here now
- 6
- Who may move a job into it
- Ops Coordinator, Design Head
- Start or finish
- In the middle
- Jobs here now
- 4
- Who may move a job into it
- CAD Team/Lead
- Start or finish
- In the middle
- Jobs here now
- 9
- Who may move a job into it
- CAD Team/Lead
- Start or finish
- In the middle
- Jobs here now
- 3
- Who may move a job into it
- The system (design check), Design Head
- Start or finish
- In the middle
- Jobs here now
- 5
- Who may move a job into it
- Design Head, Client Manager
- Start or finish
- In the middle
- Jobs here now
- 2
- Who may move a job into it
- Design Head
- Start or finish
- ⏹ Finishing state
- Jobs here now
- 11
Moves allowed in Design
Each move says where a job can go, who is allowed to make it, and whether it can be undone.
Not allowed
A design cannot be approved before anyone has looked at it.
Work has to be submitted and checked first.
Reopen it to Being checked first, so the reopen is on the record.
The designer withdraws the submission, which is its own move.
A job never goes back to the front of a stage. Its history would stop making sense.
A move that is not allowed is refused, not quietly ignored
ⓘ In this demo build the refusal message is shown as an example. In the live system it appears the moment someone tries the move.
Two statuses on one job
Where the money is up to, and where the making is up to, are held as two separate fields.
Business status
Quote QT-0912 · $5,860.00 sent on 4 Sep 2026. Its own field. Nothing the workshop does changes it.
Work status
Approved in the Design stage on 5 Sep 2026 at 11:24. Its own field. It does not wait for the customer.
Both are true at the same moment. Forcing them into one field would make one of them untrue — the design really is finished, and the customer really has not approved the quote yet. A screen may show them together; the record keeps them apart.
Ownership
Four separate fields on every job. Who is responsible does not change just because a job moved stage.
Meera Kulkarni
Client Manager
Answers to the customer for this job.
CAD Team — Bench 2
5 people
The bench that carries the work.
Nobody is named, so the field says Unassigned rather than sitting blank. Suggested on 14 Sep 2026, waiting for a yes or no: fill this in with the leader of the group that owns the job, so it is never nobody.
Rohit Vaidya
Design Head
One chain for the whole job at the moment, not one per stage. A separate chain for each stage comes in a later phase, along with the alerts that go with it.
These four are their own fields. Moving a job to another stage does not change any of them.
Decisions waiting for your yes or no
We have suggested an answer to each of these. Nothing here is switched on until someone says yes.
Use the states suggested on the Inquiry, Pricing, Approval, Order and Dispatch tabs above. Design stays exactly as it is. None of them adds an approval step or a turnaround clock, and any of them can be renamed, added to or dropped later without a developer.
Allow it, with a reason written down every time. Pricing can go back to Design, and the move is kept on the job history. A quote that was already built is kept and marked as replaced, never deleted.
Allow it, one stage per job bag. The job shows the stage of the bag that is furthest behind, and the other bags stay visible next to it.
The leader of the group that owns the job, filled in for you. Never nobody.
Allow it from any state up until production starts, with a reason. Money already spent stays recorded against the job. Once production has started it counts as a change to the job, not a cancellation.
Not in this phase. Escalation means alerting someone, and alerts come later. One chain for the whole job until then.
ⓘ Nothing is saved in this demo build. In the live system, a yes here writes the rule into the next version and records who agreed it and when.
How a real job reads with these settings
JOB-2418 · Kanaklata Retail Jewellers, Pune · pendant set, PC-1 group
Both statuses
Shown together here, kept apart in the record.
Who owns it
Owner: Meera Kulkarni
Team: CAD Team — Bench 2
Backup owner:
Escalation owner: Rohit Vaidya
Last three moves
- ✓
Design: Being checked → Approved
Rohit Vaidya (Design Head). Reason: CAD matches the brief on all six stones. - 🤖
Design: Submitted → Being checked
🤖 Made by the systemThe design check ran on its own and passed the job to a person. - 📤
Design: Being worked on → Submitted
Anjali Desai (CAD Team). Reason: files handed in for checking.
Publish these changes
Nothing here is saved over the old settings. Each save becomes a new version.
ⓘ Nothing is saved in this demo build. In the live system, saving writes a new version, records who changed it and why, and applies it from the date above.
Change history
Every change to states, moves and ownership rules, with what it was before.
- Previous value
- Not allowed
- New value
- Allowed, reversible within 48 hours
- Changed by
- Priya Salunke · Admin2 Sep 2026, 14:12
- Reason
- The Design Head needs to reopen a design without raising a new job.
- Takes effect
- 📅 3 Sep 2026
- Previous value
- Design Head
- New value
- Design Head, Client Manager
- Changed by
- Priya Salunke · Admin28 Aug 2026, 10:05
- Reason
- Client Managers were waiting on the Design Head just to send work back.
- Takes effect
- 📅 29 Aug 2026
- Previous value
- Did not exist
- New value
- Being checked
- Changed by
- Farhan Qureshi · Ops Coordinator21 Aug 2026, 16:30
- Reason
- Quotes were going out without a second pair of eyes on them.
- Takes effect
- 📅 24 Aug 2026
- Previous value
- Copied from the team lead
- New value
- Unassigned until someone is named
- Changed by
- Priya Salunke · Admin14 Aug 2026, 09:47
- Reason
- Team leads were being paged for jobs they had never seen.
- Takes effect
- 📅 14 Aug 2026
- Previous value
- Allowed for Ops Coordinator
- New value
- Not allowed
- Changed by
- Rohit Vaidya · Design Head2 Aug 2026, 12:18
- Reason
- Orders were being approved before the job bag was checked.
- Takes effect
- 📅 5 Aug 2026
Product fields
Set which details matter for each kind of piece, and which of them may never be guessed. The design brief, the checklist and the style record all read this one list.
Changes are dated, never backdated
Two answers are proposed — confirm them or change them
Product types
Each type carries its own field list. The letter beside it is the letter used in its style number.
Admins change these lists. Everyone else — client managers, designers and directors — can read every list here but cannot change it.
Ring fields
One list, three places. The design brief, the brief checklist and the style record all read these same fields, so they cannot drift apart.
- Size scale
- ⛔ Must be answered before design starts
- US 6.5 (Ind 13)
- BriefChecklistStyle record
- Edit
- Choice list
- ⛔ Must be answered before design starts
- Oval
- BriefChecklistStyle record
- Edit
- Number (ct)
- ⛔ Must be answered before design starts
- 1.20 ct
- BriefChecklistStyle record
- Edit
- Choice list
- ⛔ Must be answered before design starts
- Half bezel
- BriefChecklistStyle record
- Edit
- Date
- ⛔ Must be answered before design starts
- 18 Nov 2026
- BriefChecklistStyle record
- Edit
- Number (pt)
- ⛔ Must be answered before design starts
- 60 pt
- BriefChecklistStyle record
- Edit
- Choice list
- ⛔ Must be answered before design starts
- Round brilliant
- BriefChecklistStyle record
- Edit
- Whole number
- ⛔ Must be answered before design starts
- 1
- BriefChecklist
- Edit
- Choice list
- ✋ Never guessed — always ask the customer
- 18 kt
- BriefChecklistStyle record
- Edit
- Choice list
- ✋ Never guessed — always ask the customer
- Rose gold
- BriefChecklistStyle record
- Edit
The questions we keep having to ask
Each question below is a field that was missing when the order came in. Counted over the last two weeks of customer messages. Anything that keeps coming back belongs on the list above.
- Finger size⛔ Must be answered
- 9×
- Metal colour✋ Never guessed
- 8×
- Finger size⛔ Must be answered
- 6×
- Finish🕘 May come from history
- 5×
- Stone quality🕘 May come from history
- 4×
- Accent stone size⛔ Must be answered
- 4×
- Letter thickness · hip-hop custom⛔ Must be answered
- 3×
- Enamel · hip-hop custom✋ Never guessed
- 3×
- Quantity⛔ Must be answered
- 3×
- Colour stone dimensions✋ Never guessed
- 2×
- Accent stone size⛔ Must be answered
- 2×
- Setting style⛔ Must be answered
- 2×
Size and metal colour come back most often, so both are never guessed. One quote went out at $2,475 for lab-grown stones and had to be re-quoted at $4,500 when the customer said natural, three messages later.
The same list, in the three places that read it
Live example: inquiry · Ananya Bhatia · PC-1 group · engagement ring.
What was found in her messages, what came from her history, what is still missing.
Nothing in her three messages, and she has not ordered a ring before.
Never guessed. She chose rose on 3 of her last 4 orders, but a colour taken from an old order cannot stand in here — ask her.
Never guessed. Natural and lab-grown are not the same price — one quote went from $2,475 to $4,500 when the answer arrived three messages later.
Her words: 18 kt, like the chain last year. WhatsApp, 3 Sep.
Her words: oval, not too long. Voice note, 3 Sep.
Her words: about one and a quarter carat. WhatsApp, 3 Sep.
Her words: before our anniversary on 20 Nov. Email, 4 Sep.
She did not say. Same band as her last three orders. Confidence 88% for this field.
From order CH-2201 (Aug 2025) — same band width. Confidence 74% for this field.
A range proposed from the same design at this size — a customer never states a weight. Confidence 76% for this field.
Built straight from the field list above — nothing added, nothing dropped.
fields ready — design cannot start yet
Cannot be ticked from history — ask the customer. This tick stays locked until she gives a size.
Never guessed from an older order — she may want white this time. Ask the customer.
Never guessed — natural, lab-grown, simulant and colour stone are different prices. Ask the customer.
STY-4471 · written against the same field list, so it can be searched later.
Field list version 4 · effective 15 Sep 2026. Three fields stay blank until the customer answers; they are never filled with a guess.
ⓘ This preview is shown against a real inquiry as an example. In the live product it refreshes the moment a field change takes effect, and older briefs keep the list they were captured with.
Design rules
The technical checks every design is measured against. A failed check never stops a design being sent on — it raises a flag that travels with the design to whoever reviews it. Every rule is written in plain words, carries a version, and starts on a date you set.
1 rule change starts on 12 Sep 2026
From that date DR-10 needs both an STL file and a 3DM file. Designs submitted before then are still judged against the version live today.
Rule set by product type
A heavy Cuban link and a delicate bridal setting cannot share the same thickness, so each product type has its own set.
Needs attention now
Tap a card to show just those rules in the table below.
Checks that could not run today
A missing file is never a quiet pass. Show these →
Change starting soon
Show these →
This rule set at a glance
Reference figures for the Cuban link and bracelet set.
The same values apply to every customer
Rules for Cuban link and bracelet
Sorted so a change starting soon sits at the top, then the rules that raise a flag for the reviewer.
The design must be uploaded as both an STL file and a 3DM file.
DR-10
- Value or tolerance
- both files present
- What it checks
- Files
- If it fails
- ⚑ Flags for the reviewer
- Version
- v2
live since 2 May 2026
- Status
- 📅 Starts 12 Sep 2026
- Open
Finished weight must be within 15% of the weight we quoted the customer.
DR-02
- Value or tolerance
- within 15% of the estimate
- What it checks
- Metal
- If it fails
- ⚑ Flags for the reviewer
- Version
- v3
live since 14 Jul 2026
- Status
- ✓ Live
- Open
Wall thickness must be at least 0.80 mm at every point of the link.
DR-01
- Value or tolerance
- at least 0.80 mm
- What it checks
- Structure
- If it fails
- ⚑ Flags for the reviewer
- Version
- v4
live since 1 Sep 2026
- Status
- ✓ Live
- Open
A weight report must be uploaded with the CAD file.
DR-07
- Value or tolerance
- report must be present
- What it checks
- Files
- If it fails
- ⚑ Flags for the reviewer
- Version
- v2
live since 2 May 2026
- Status
- ✓ Live
- Open
Gold purity must match the order — 22K unless the order says otherwise.
DR-03
- Value or tolerance
- exactly as ordered
- What it checks
- Metal
- If it fails
- ⚑ Flags for the reviewer
- Version
- v2
live since 2 May 2026
- Status
- ✓ Live
- Open
Every link must be fully closed and soldered, with no open joins.
DR-04
- Value or tolerance
- no open joins
- What it checks
- Structure
- If it fails
- ⚑ Flags for the reviewer
- Version
- v1
live since 12 Jan 2026
- Status
- ✓ Live
- Open
A bracelet over 40 g must have a box clasp with a safety catch.
DR-05
- Value or tolerance
- box clasp and catch above 40 g
- What it checks
- Findings
- If it fails
- ⚠ Warns the designer
- Version
- v2
live since 12 Jun 2026
- Status
- ✓ Live
- Open
Total diamond weight must be within 5% of the estimate.
DR-06
- Value or tolerance
- within 5% of the estimate
- What it checks
- Stones
- If it fails
- ⚠ Warns the designer
- Version
- v3
live since 20 Jul 2026
- Status
- ✓ Live
- Open
Link width must be within 0.3 mm of the width the customer approved.
DR-08
- Value or tolerance
- within 0.30 mm
- What it checks
- Structure
- If it fails
- ⚠ Warns the designer
- Version
- v1
live since 12 Jan 2026
- Status
- ✓ Live
- Open
Engraving must be at least 0.15 mm deep so it survives polishing.
DR-09
- Value or tolerance
- at least 0.15 mm
- What it checks
- Finish
- If it fails
- ⚠ Warns the designer
- Version
- v2
live since 4 Aug 2026
- Status
- ✓ Live
- Open
Results preview — design
Job · · from inquiry · submitted 14 Aug 2026. Judged against the rule versions in force that day.
DR-01 — Wall thickness must be at least 0.75 mm at every point of the link.
Thinnest point measured 0.82 mm.
DR-02 — Finished weight must be within 15% of the weight we quoted the customer.
Quoted 84.0 g. Finished design is 99.4 g, which is 18.3% over.
The designer could still send this design on — the flag went with it. Accepting the value anyway is recorded as an exception, with a named approver and a reason.
EXC-0148 · approved by Anjali Rao (Director) · 15 Aug 2026
Reason: customer accepted the heavier weight in writing before casting. Agreed on the WhatsApp thread for INQ-2314.
DR-06 — Total diamond weight must be within 5% of the estimate.
No diamond weight report uploaded, so this check could not run. A check that cannot run is recorded as a fail, never as a quiet pass.
DR-09 — Engraving must be at least 0.15 mm deep so it survives polishing.
Measured 0.12 mm. The design still goes forward, and the CAD team sees this on the checklist.
Re-checking the 6 remaining rules…
ⓘ In the live system this runs against the uploaded files and finishes in a few seconds. This demo build shows the finished result above.
Where this is used
Three places read this rule set every day.
Design Upload & Verification
Every file a designer uploads is checked against this set as it arrives.
Job-Bag Checklist
The automated checklist a reviewer works through reads the same rules.
CAD Studio — version compare
When a new CAD version is compared with the last one, both are scored against this set.
Change a rule here and it changes in all three. None of them keeps its own copy.
History — DR-01 Wall thickness
Every previous value, who changed it, when it started and why.
A design is judged against the rule version in force on the day it was submitted
v4 — at least 0.80 mm
✓ In force nowChanged by Rohan Deshpande (Admin) on 24 Aug 2026.
Why: the casting house reported pitting on 22K Cuban links below 0.8 mm.
v3 — at least 0.75 mm
Used for 14 Aug 2026Changed by Meera Kulkarni (CAD Lead) on 26 May 2026.
Why: heavier bracelets were bending at the joins during polishing.
v2 — at least 0.70 mm
Changed by Meera Kulkarni (CAD Lead) on 10 Feb 2026.
Why: brought the Cuban set in line with what the workshop was already making.
v1 — at least 0.60 mm
First value, set by Rohan Deshpande (Admin) when the Cuban set was created.
Edit rule — DR-01 Wall thickness
Saving creates a new version. The current version stays on every design already submitted.
Pricing rules
The numbers every price is built from — metal rates, stone charts, duties, metal loss, labour, extra charges and currency. Each one is dated, versioned, and written onto every quote that uses it.
Pricing is blocked — 2 stones have no price on chart SC-PC5-v2
Ruby 3.00 mm round and Emerald 2.50 mm pear have no price per carat. While any stone on a design has no price, the whole quote totals $0.00 and cannot be sent. QT-1207 and QT-1211 are waiting on it.
1 · Rate sources
Where each outside number comes from, how often it moves, and how old it may get before pricing stops.
Metal rates
One 24K gold rate is entered — every karat is worked out from it
Same rate per troy ounce: $2,512.85/ozt
- Source
- Entered by hand — there is no feed
- How often
- Once a day — proposed 14 Sep 2026
- Silver
- $0.98/g · entered 05 Sep 09:40
- Platinum
- $32.40/g · entered 05 Sep 09:40
- Last entered
- 05 Sep 09:40 · 6 min ago
- Goes stale after
- hours
⛔ Out of date — pricing is blocked
⚠ Proposed 14 Sep 2026 — the Founder to confirm or overrule
ⓘ In the live build the 24K rate is typed in and checked before it is saved. Who enters it each day is still to be confirmed with the Founder.
Stone charts
One chart per client price group
⛔ Quotes using these stones total $0.00
- Source
- Supplier chart, uploaded by the Order/Style-master
- Updates
- Weekly, every Monday
- Stone price
- Carat weight × (chart price + markup)
- Goes stale after
- days
Currency
Every price is in US dollars
ⓘ No currency rate is read here
- Source
- None — no currency feed is read
- Updates
- Not applicable
- Goes stale after
- Never — there is no rate to age
- Turning conversion on
- Needs the Founder to decide first
ⓘ If the business ever quotes in a customer own currency, a rate source is added here first. Until then nothing on any screen or document is in another currency.
ⓘ A missing price stops the quote
2 · Duties and metal loss
Five duties, each a percentage of its own base. Metal loss is separate — it changes with the piece and the technique, so it has its own table.
The five duties
Each one is base × quantity × its own rate ÷ 100, and all five are added to the base price
- Charged on
- Natural stone value, capped by the undercut
- Rate
- 5.0%
- Effective from
- 01 Aug 2026
- Last changed by
- Priya Chandra
- Charged on
- Lab-grown stone value
- Rate
- 3.0%
- Effective from
- 14 Aug 2026
- Last changed by
- Priya Chandra
- Charged on
- Gold value in the piece
- Rate
- 4.0%
- Effective from
- 01 Aug 2026
- Last changed by
- Priya Chandra
- Charged on
- Silver value plus lab-grown stone value
- Rate
- 2.5%
- Effective from
- 01 Aug 2026
- Last changed by
- Priya Chandra
- Charged on
- Metal loss value plus labour value
- Rate
- 6.0%
- Effective from
- 01 Aug 2026
- Last changed by
- Priya Chandra
Natural stone undercut
Caps the natural stone rate for duty only. It never changes the price the customer pays.
The duty uses whichever is lower, the chart rate or the undercut. Both totals are recorded on every quote.
Metal loss — default
Used when a product type has no entry of its own below.
4 product types override this. Handmade work scraps more than casting.
Metal loss by product type and technique
7 entries · overrides beat the 2.5% default
- Technique
- Handmade tube
- Metal loss
- 4.0%
- Against default
- ▲ Above default
- Effective from
- 01 Sep 2026
- Last changed by
- Rohit Kamath
- Technique
- Handmade solid
- Metal loss
- 4.5%
- Against default
- ▲ Above default
- Effective from
- 01 Sep 2026
- Last changed by
- Rohit Kamath
- Technique
- Filigree
- Metal loss
- 3.2%
- Against default
- ▲ Above default
- Effective from
- 01 Aug 2026
- Last changed by
- Arjun Rele
- Technique
- Casting
- Metal loss
- 2.5%
- Against default
- = Default
- Effective from
- 01 Aug 2026
- Last changed by
- Arjun Rele
- Technique
- Casting
- Metal loss
- 2.5%
- Against default
- = Default
- Effective from
- 01 Aug 2026
- Last changed by
- Arjun Rele
- Technique
- Casting
- Metal loss
- 2.0%
- Against default
- ▼ Below default
- Effective from
- 01 Aug 2026
- Last changed by
- Arjun Rele
- Technique
- Machine made
- Metal loss
- 1.8%
- Against default
- ▼ Below default
- Effective from
- 01 Aug 2026
- Last changed by
- Arjun Rele
3 · Labour
What the making costs — a rate in dollars per gram, set for each client group.
ⓘ Labour is dollars per gram, never a percentage. Per hour and per operation are not switched on — every chart in use today is per gram. Confirm with the Founder before adding another method.
Per gram — chart LC-STD-v7
6 entries · in force since 01 Sep 2026
- Technique
- Filigree
- Per gram
- $4.60/g
- From
- 01 Aug 2026
- Technique
- Handmade solid
- Per gram
- $4.40/g
- From
- 01 Sep 2026
- Technique
- Handmade tube
- Per gram
- $3.85/g
- From
- 01 Sep 2026
- Technique
- Casting
- Per gram
- $2.35/g
- From
- 01 Aug 2026
- Technique
- Casting
- Per gram
- $2.10/g
- From
- 01 Aug 2026
- Technique
- Machine made
- Per gram
- $0.95/g
- From
- 01 Aug 2026
Per client
5 client groups · set alongside
- Chart
- LC-PC3-v5
- Pendant, per gram
- $3.95/g
- Why
- Hand finishing and extra polish on every piece
- From
- 01 Sep 2026
- Chart
- LC-PC2-v2
- Pendant, per gram
- $2.60/g
- Why
- Bridal sets need matched pairs, slower work
- From
- 01 Aug 2026
- Chart
- LC-STD-v7
- Pendant, per gram
- $2.10/g
- Why
- Standard chart, no change agreed
- From
- 01 Aug 2026
- Chart
- LC-STD-v7
- Pendant, per gram
- $2.10/g
- Why
- Standard chart, no change agreed
- From
- 01 Aug 2026
- Chart
- LC-PC5-v3
- Pendant, per gram
- $1.85/g
- Why
- Volume repeat orders, agreed at renewal
- From
- 01 Jul 2026
4 · Extra charges
The last step after the base price. Either a fixed amount added on, or a percentage of the base price.
A fixed amount
Final price = base price + the amount.
Example — Marisol Joyas, for export packing and courier.
A percentage
Final price = base price × (1 + the percentage ÷ 100).
Example — Westport Fine Jewels. Rising to 6.5% on 01 Oct 2026 · v13 scheduled.
Extra charge by client group
5 client groups · one method each, never both
- How it is applied
- ％ Percentage
- Amount
- 6.0%
- Why
- Hand finishing and export certification
- From
- 14 Aug 2026
- How it is applied
- ＋ Fixed amount
- Amount
- $18.00
- Why
- Export packing and courier
- From
- 01 Aug 2026
- How it is applied
- ％ Percentage
- Amount
- 4.5%
- Why
- Matched pair checking on bridal sets
- From
- 01 Aug 2026
- How it is applied
- ＋ Fixed amount
- Amount
- $12.50
- Why
- Volume packing agreed at renewal
- From
- 01 Jul 2026
- How it is applied
- ◇ None
- Amount
- —
- Why
- Nothing agreed, base price is the final price
- From
- 01 Aug 2026
ⓘ Who may change a price
Extra charge exceptions by product type
Where one product type is agreed on a different charge.
No product type is on a different extra charge
Every piece uses the charge set for its client group. Add an exception only where a contract says something different.
5 · Currency
What we quote in, how amounts are written, and what gets recorded on the quote.
Prices are given in
One currency for every quote, whatever currency the customer asked in.
- Quotes given in
- $ USD
- Written as
- $15,000 · $4,860.50
- Costs paid in another currency
- Handled outside this system
- Price held for
- 7 days, the life of the quote
ⓘ Costs may be paid in other currencies, but nothing here shows or works in them. Who carries a currency move between the quote going out and the money arriving sits outside pricing for now — agreed with the Founder on 13 Sep 2026.
A price worked through
Every step, the way quote QT-1182 was built — 2 pendants, 18K gold.
ⓘ The rate used is recorded on every quote
ⓘ This example follows one quote already priced here. Walking a real customer quote all the way through — from the budget they gave to the final selling price — is held over to a separate pricing session with the Founder, agreed 15 Sep 2026. Prices stay in US dollars and no currency conversion is done here.
6 · Versions and changes
Nothing here changes quietly. Every setting keeps who changed it, when, what it was before, why, and the date it starts.
Change a setting
Saving does not change today. It creates version 13 and starts it on the date you pick.
Change history
26 changes recorded since 01 Jan 2026 — showing the 9 most recent
- Was → now
- 6.0% → 6.5%
- Why
- Hand finishing hours up on the new collection
- Changed by
- Priya Chandra03 Sep 2026 10:20
- Takes effect from
- 01 Oct 2026
- Version
- v13📅 Scheduled
- Was → now
- $3.76/g → $3.95/g
- Why
- Hand finishing measured longer across a 40 piece run
- Changed by
- Rohit Kamath28 Aug 2026 16:12
- Takes effect from
- 01 Sep 2026
- Version
- v12✓ In force
- Was → now
- 3.5% → 4.0%
- Why
- Tube bangle scrap measured higher across a 40 piece sample
- Changed by
- Rohit Kamath24 Aug 2026 11:05
- Takes effect from
- 01 Sep 2026
- Version
- v12✓ In force
- Was → now
- 24 hours → 8 hours
- Why
- A rate entered yesterday morning should not price a quote today
- Changed by
- Rohit Kamath24 Aug 2026 09:48
- Takes effect from
- 01 Sep 2026
- Version
- v12✓ In force
- Was → now
- 4.0% → 4.5%
- Why
- Heavier sections lose more at filing and finishing
- Changed by
- Rohit Kamath22 Aug 2026 15:30
- Takes effect from
- 01 Sep 2026
- Version
- v12✓ In force
- Was → now
- SC-PC3-v4 → SC-PC3-v5
- Why
- Supplier moved the 1.00 to 1.24 ct band
- Changed by
- Arjun Rele10 Aug 2026 15:02
- Takes effect from
- 14 Aug 2026
- Version
- v11↩ Replaced
- Was → now
- 2.5% → 3.0%
- Why
- Revised import schedule for lab-grown goods
- Changed by
- Priya Chandra08 Aug 2026 12:40
- Takes effect from
- 14 Aug 2026
- Version
- v11↩ Replaced
- Was → now
- Read from a market feed → One 24K rate, entered by hand
- Why
- The feed could not be checked; every karat now comes from one entered 24K rate
- Changed by
- Rohit Kamath29 Jul 2026 09:15
- Takes effect from
- 01 Aug 2026
- Version
- v10↩ Replaced
- Was → now
- $850.00/ct → $900.00/ct
- Why
- Undercut lifted in line with the revised duty schedule
- Changed by
- Priya Chandra28 Jul 2026 16:40
- Takes effect from
- 01 Aug 2026
- Version
- v10↩ Replaced
What a quote records
Ask in December why a piece was priced the way it was in August, and the quote answers it on its own.
Quote QT-1182
Priced by Neha Sequeira (Client Manager) at 12 Aug 2026 14:22
The same piece priced today comes to $5,728.77 — 2.3% more. Three numbers moved since August:
- 💰
QT-1182 priced under v10
24K gold $79.05/g, metal loss 2.5%, labour $3.76/g, five duties, undercut $900.00/ct. - 📄
v11 started — stone chart PC-3 moved to SC-PC3-v5
QT-1182 kept its own numbers. Quotes built after this date used the new chart. - 📄
v12 started — labour per gram raised, metal loss entries revised
The version in force today.
✓ Nothing here is worked out again later
SLA calendar & clock
How reply and turnaround time is actually counted: working hours or clock hours, against which calendar, with which holidays, and whether the clock ever stops.
⏸Parked — reply and turnaround timing is not being built yet
Two questions left for later
Neither needs an answer now. They are kept here with the thinking behind them, so none of it has to be worked out again when this comes back.
Should the clock stop while we wait for the customer?
A proposal is written up below with both clocks shown on a real inquiry. Parked on 12 September 2026 — read it now, decide it later.
Do some customers get their own SLA targets?
Seven draft overrides are written down below. Nobody has confirmed whether customer-level targets are allowed at all, and that is parked too.
SLA definitions
Every target in plain words, the basis it is counted on, the calendar it counts against, the stage it applies to, and the version it came from. All of it is a draft while this is parked.
- Basis
- 🏢Working hours
- Calendar
- Front office
- Stage
- First reply
- Version
- v1.3from 1 Apr 2026
- Basis
- ⏱Clock hours
- Calendar
- Round the clock
- Stage
- Conversation
- Version
- v1.1from 1 Apr 2026
- Basis
- 🏢Working hours
- Calendar
- Factory floor
- Stage
- Design
- Version
- v2.0from 1 Apr 2026
- Basis
- 🏢Working hours
- Calendar
- Factory floor
- Stage
- Design
- Version
- v2.0from 1 Apr 2026
- Basis
- 🏢Working hours
- Calendar
- Front office
- Stage
- Quotes
- Version
- v1.2from 1 Apr 2026
- Basis
- ⏱Clock hours
- Calendar
- Round the clock
- Stage
- Quotes
- Version
- v1.0from 12 Jan 2026
- Basis
- ⏱Clock hours
- Calendar
- Round the clock
- Stage
- Approvals
- Version
- v1.0from 12 Jan 2026
- Basis
- 🏢Working hours
- Calendar
- Factory floor
- Stage
- Dispatch
- Version
- v1.4from 1 Jun 2026
A number on its own is not a definition. 24 hours means nothing until it also says clock hours or working hours, and which calendar it counts against. Every row above states both. None of it is switched on while this is parked.
Working calendars
The front office and the factory floor keep different hours, so they are held as two separate calendars. Working-hour SLAs name the one they use. These hours are written down as a draft and have not been confirmed.
🏢Front office
Used by reply, conversation and quote targets. 51 working hours a week.
Time zone: India Standard Time (IST, UTC+5:30). Messages that arrive outside these hours start their clock when the office next opens.
🏭Factory floor
Used by design turnaround and dispatch targets. 47 working hours a week.
The 45 minute lunch break from 13:00 is not counted as working time. Time zone: India Standard Time (IST, UTC+5:30).
Holidays
Anyone with the calendar permission can add or remove a holiday here. No developer and no release is needed. Nothing counts against these dates while this is parked.
- Date
- Mon 26 Jan 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- MRMeera Rathod
- Added on
- 12 Jan 2026
- Date
- Wed 4 Mar 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- MRMeera Rathod
- Added on
- 12 Jan 2026
- Date
- Thu 19 Mar 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- PDPriya Deshmukh
- Added on
- 2 Feb 2026
- Date
- Fri 1 May 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- PDPriya Deshmukh
- Added on
- 2 Feb 2026
- Date
- Thu 28 May 2026
- Closed for
- 🏭Factory floor
- Added by
- ASAnil Salvi
- Added on
- 14 Apr 2026
- Date
- Sat 15 Aug 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- MRMeera Rathod
- Added on
- 12 Jan 2026
- Date
- Mon 14 Sep 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- PDPriya Deshmukh
- Added on
- 3 Aug 2026
- Date
- Tue 15 Sep 2026
- Closed for
- 🏭Factory floor
- Added by
- ASAnil Salvi
- Added on
- 3 Aug 2026
- Date
- Tue 20 Oct 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- PDPriya Deshmukh
- Added on
- 3 Aug 2026
- Date
- Sun 8 Nov 2026
- Closed for
- 🏢🏭Both calendars
- Added by
- MRMeera Rathod
- Added on
- 3 Aug 2026
Nothing added for 2027 yet
Festival dates move every year. Add next year before January so working-hour targets stay correct.
Does the clock ever stop?
The team says it cannot be held to account for a customer staying silent. The rule book says a quote age never pauses and an approval never expires quietly. Both are fair. The proposal below keeps both true by running two clocks instead of one. It was parked on 12 September 2026 and is kept here as thinking, not as an agreed answer.
Real time since the message arrived on 30 Aug 2026 at 11:50. This is what the customer feels, and it is what a quote age and an approval always use.
6 days 4 hours in total, minus 4 days waiting on the customer, leaves 2 days 4 hours running. Of that, 1 day 2 hours falls inside front-office working hours.
Every pause, with its reason and how long it lasted
A pause nobody can see is indistinguishable from a bug, so it is shown on the item itself and not worked out afterwards.
- 💬
Message arrived on WhatsApp — both clocks start
Sunday is a closed day, so the working-hours target started at 10:30 on Monday. - ✓
First reply sent by Priya Deshmukh
48 working minutes after the office opened. Inside the 2 hour target. - ⏸
Paused — waiting for the customer
⏸Reason: centre stone size not confirmedLasted 3 days 0 hours - ▶
Customer replied — responsibility clock restarted
True age carried on running throughout, as it always does. - ⏸
Paused — waiting for approval of the revised CAD
⏸Reason: approval sent, no answer yetLasted 1 day 0 hours - ▶
Customer approved — responsibility clock restarted
Now with the CAD team for final lock.
What never pauses, whatever is decided
The choice, for when this comes back
Nothing is selected, and nothing needs choosing now. This was parked on 12 September 2026, so the three options are written down here and left open until reply-time tracking is picked up again.
ⓘThe two clocks above are a worked example frozen at 5 Sep 2026, 15:50. Nothing is counting today. If this is built later, the clocks would keep running and recalculate whenever the calendar or a holiday changes.
Worked example: a message that arrives after hours, just before a holiday
A WhatsApp message from Vasant Jewellers, Pune arrives on Saturday 12 September 2026 at 19:10 — ten minutes after the front office shuts. Sunday is a closed day and Monday 14 September is Ganesh Chaturthi. This shows why the question matters; it is not how anything works today.
By the time the office opens on Tuesday it is already 2 days 15 hours late, and the alert fires at 21:10 on a Saturday night.
This is the draft written down as version 1.3. The customer still waits nearly three real days, which is why true age would stay visible on the item.
Overrides by customer and by priority
These are draft settings, not a second set of numbers buried in code. Each one names the target it replaces, its own basis and calendar, and the date it would take effect. None of them are in force while this is parked.
- Target it replaces
- Reply to a new message
- Override
- 30 minuteswas 2 hours
- Basis
- ⏱Clock hours
- In effect from
- 1 Apr 2026Meera Rathod
- Target it replaces
- Reply to a new message
- Override
- 1 hourwas 2 hours
- Basis
- 🏢Working hours
- In effect from
- 1 Apr 2026Meera Rathod
- Target it replaces
- Reply to a new message
- Override
- 2 hourswas 2 hours (default)
- Basis
- 🏢Working hours
- In effect from
- 1 Apr 2026Meera Rathod
- Target it replaces
- Reply to a new message
- Override
- 4 hourswas 2 hours
- Basis
- 🏢Working hours
- In effect from
- 1 Apr 2026Meera Rathod
- Target it replaces
- Reply to a new message
- Override
- 1 hourwas 2 hours
- Basis
- 🏢Working hours
- In effect from
- 1 Jul 2026Priya Deshmukh
- Target it replaces
- Design turnaround 24 to 48 hours
- Override
- 24 hourswas 24 to 48 hours
- Basis
- 🏢Working hours
- In effect from
- 1 Jul 2026Priya Deshmukh
- Target it replaces
- Send the quote after CAD lock
- Override
- 48 hourswas 24 hours
- Basis
- 🏢Working hours
- In effect from
- 15 Aug 2026Meera Rathod
⏸Still to confirm — parked for a later phase
Questions to settle when this work starts
All seven were parked on 12 September 2026. Earlier answers are no longer treated as agreed, so nothing should be built on any of them until each is settled again.
Parked 12 Sep 2026: reply and turnaround timing is not being built in this phase, so nothing here counts as agreed. Last change before that: version 2.4 saved 1 Apr 2026 by Meera Rathod (Admin). Every change here is dated, kept in the history, and never applied backwards to work already measured.
Business rules
Every rule the system runs on, in one place. A change you save is live straight away, and every change is recorded with who made it, when, what it was before and why.
Needs attention now
Recent changes worth a look, and decisions still to settle.
Configuration at a glance
How much of the system is set here rather than in code.
What the rules govern
Grouped by what a rule controls, not by which part of the system asked for it. Open a card to change that area — what you save is live straight away.
Work stages and ownership
The stages a job moves through, and who owns it at each one.
Roles, teams and access
Who is on which team, and what each role is allowed to see and do.
Response times, calendars and escalation
How fast we must reply, which days count as working days, and who is told when we are late.
Pricing rules, rates and margins
Making charges, wastage, the gold rate source, the stone chart rates and the loss percentage.
Client pricing profiles
The agreed rates for each client group, such as the PC-1 group.
AI thresholds and what it may do unattended
How sure the AI must be before a person is asked, kept separate from what it is allowed to do on its own.
Clarification wording
The exact words we send when a detail is missing, in English and in Hindi.
Document Layouts
The layout of every message and document we send, which step uses which layout, and what each one looks like before it goes out.
Reference Number Registry
Every reference prefix the business uses, such as INQ, what it means, how it is built, and the next number to be issued.
Product fields
What we record for a ring, a bangle or a pendant, and which of those are required.
Design rules
The limits a CAD file must meet, such as the thinnest wall we will cast.
Customer Making Standards
The rules a customer sets for how their pieces are made — post length, prong thickness, polish grade and packing.
Findings Catalogue
Clasps, posts, nuts, jump rings and chains as catalogued parts, each with a code, a specification and a weight.
Approval limits
The value each role may sign off alone on a quote or a discount, and what has to go to the Founder/Director.
Alert levels and who gets them
How loud each alert is, and which people or teams receive it.
Exception policy
What counts as a problem job, who picks it up, and when it closes itself.
Where work happens and what is recorded
All internal work happens here — briefs, versions, prices, approvals and handovers — with no side spreadsheets. Customers keep using WhatsApp and email, and those messages are sent and kept here. From the first day everything internal starts here, with no period of also working the old way. Whatever is already outside the system stays outside. Anything agreed elsewhere shows as not recorded, never as done.
Admin and message channels
Who can sign in, and the WhatsApp and email accounts customer messages come in and go out on.
Field mapping to other systems
Which of our fields go to which fields in an outside system.
The mapping to GATI is fixed in the build on purpose. There is one manufacturing system today, so a fixed map is the simpler and safer choice. This is a decision on the record, not something that was missed. If a second system is ever added, or GATI changes the shape it expects, the map moves here and becomes a setting like any other.
The four questions that go with it — whether a second system is really coming, whether it would have to convert units and date formats, who would own the mapping, and how a mapping change would be tried before real orders use it — were parked on 14 Sep 2026. They are answered in that later phase, not now.
Versions and what may change
One policy for the whole system, so no area has to decide for itself.
Where each value comes from
One named source for each important field, so two screens can never disagree.
Everything else on every screen reads these values. Nothing keeps its own copy, because a copy drifts.
Keeping old versions — what we settled on 14 Sep 2026
One point is now firm. Three are our best answer and need a yes, or a different answer, from Priya Deshmukh (Admin) or the Founder/Director.
Forever. Nothing is ever deleted. Older versions move to cheaper storage, so keeping all of them stays affordable.
They keep the details they were sent with. The correction applies from now on.
It is never edited. Someone allowed to work on that kind of record adds a correcting version with a reason, and the wrong one stays visible as the replaced version.
None. Every change leaves a record, with no exceptions.
ⓘ In the live system, saying yes here records the decision with your name, the date and your reason, and it appears in the change history below. In this preview build these buttons do not save anything.
Try a rule before you change it
A saved change is live at once, so try it first. Run a rule against a real past job and see exactly what it does, before anyone is affected by it.
Set up a test
Pick a rule and a job. Nothing is saved and the live rule is not touched.
Result —
Anantara Jewels · PC-1 group · 18.42 g · gold rate $86.50 per gram
ⓘ In the live system this runs the rule through the pricing engine against a copy of the job. In this preview build the figures are a worked example.
Testing against the last 30 days
Runs in the background. You can leave this page.
ⓘ A real run updates this bar on its own as each job is checked.
No test run yet for approval limits
Pick that rule and a sample job to see what it would have done.
Change history
Every change to every setting, newest first. Nothing here can be changed without leaving a record.
Showing 8 of 48 recorded changes —
- Previous value
- 2.5%
- New value
- 3.0%
- Priya Deshmukh
- When
- 4 Sep 202616:20
- Reason
- Metal lost in casting has been running above the old figure on filigree work.
- Live since
- ✓ 4 Sep 2026
- Version
- 🏷️ v12was v11
- Previous value
- $3,000
- New value
- $5,000
- Priya Deshmukh
- When
- 4 Sep 202611:05
- Reason
- Fewer routine quotes sent up to the Founder for sign-off.
- Live since
- ✓ 4 Sep 2026
- Version
- 🏷️ v4was v3
- Previous value
- 0.82
- New value
- 0.88
- Nikhil Shetty
- When
- 3 Sep 202609:40
- Reason
- Two replies went out last week that a person should have checked.
- Live since
- ✓ 3 Sep 2026
- Version
- 🏷️ v9was v8
- Previous value
- Send replies to known customers
- New value
- Draft only — a person sends
- Nikhil Shetty
- When
- 3 Sep 202609:36
- Reason
- Kept separate from the confidence figure on purpose.
- Live since
- ✓ 3 Sep 2026
- Version
- 🏷️ v3was v2
- Previous value
- 2h
- New value
- 1h 30m
- Anjali Rao
- When
- 2 Sep 202618:12
- Reason
- PC-1 group asked for a faster first answer during festival season.
- Live since
- ✓ 2 Sep 2026
- Version
- 🏷️ v7was v6
- Previous value
- Ops Coordinator
- New value
- Ops Coordinator and Client Manager
- Nikhil Shetty
- When
- 1 Sep 202614:55
- Reason
- Late replies were being missed when Ops was on the floor.
- Live since
- ✓ 1 Sep 2026
- Version
- 🏷️ v5was v4
- Previous value
- 0.90 mm
- New value
- 1.00 mm
- Farida Merchant
- When
- 31 Aug 202612:30
- Reason
- Three filigree pieces failed in casting at 0.90 mm.
- Live since
- ✓ 31 Aug 2026
- Version
- 🏷️ v6was v5
- Previous value
- 11%
- New value
- 12.5%
- Anjali Rao
- When
- 28 Aug 202610:15
- Reason
- Agreed at the annual rate review on 26 Aug.
- Live since
- ✓ 28 Aug 2026
- Version
- 🏷️ v8was v7
Sensible defaults are already set
Navigation Map
Where every screen sits, and how someone gets to it.
What people start their day from
These 12 entries stay in the left menu. Everything else is opened from the page it belongs to.
Everything else is opened from the page it belongs to
Where every screen sits
Open a branch and click through it — parent, then child, then detail. Each name opens that screen.
Screens with no way in
Screens with no parent set that are also not in the left menu.
Three screens can only be opened by a direct link today. Someone has to say whether that is right.
Once all three have a parent, this panel reads: Every screen can be reached.
Breadcrumb example
The breadcrumb, not the menu, says where you are. Every step below opens that screen.
The thread opens full width when it needs the room. It still belongs to Kalyani Exports, and the breadcrumb walks back up.
Every screen and its parent
Search, sort or filter the map. 23 screens match — 3 top-level screens are hidden by the filter below.
- Parent
- Inbox
- Reached from
- Open a row in the Inbox
- Who can see it
- Everyone
- Top level
- No
- Parent
- Inquiry Detail
- Reached from
- Timeline tab on the inquiry
- Who can see it
- Everyone
- Top level
- No
- Parent
- Job Timeline
- Reached from
- Link a loose message to the job
- Who can see it
- Ops Coordinator, Client Manager
- Top level
- No
- Parent
- Client Workspace
- Reached from
- Pick a client in Client Workspace
- Who can see it
- Client Manager, Founder/Director
- Top level
- No
- Parent
- Client Account
- Reached from
- Conversations tab on the client
- Who can see it
- Client Manager
- Top level
- No
- Parent
- Conversations
- Reached from
- Conversation list on Kalyani Exports
- Who can see it
- Client Manager
- Top level
- No
- Parent
- Conversations
- Reached from
- Conversation list on Kalyani Exports
- Who can see it
- Client Manager
- Top level
- No
- Parent
- Conversations
- Reached from
- Conversation list on Kalyani Exports
- Who can see it
- Client Manager
- Top level
- No
- Parent
- Client Account
- Reached from
- Knowledge tab on the client
- Who can see it
- Client Manager, Design Head
- Top level
- No
- Parent
- Client Account
- Reached from
- Contacts tab on the client
- Who can see it
- Client Manager
- Top level
- No
Review options
A flat list of all 55 screens, kept only for people reviewing the build.
This flat list exists only so every screen, including the standalone ones, can be opened during review. It sits alongside the real structure above and does not replace it.
Still to decide
Three points are open. They are written down here rather than quietly decided in the build.
The client branch already goes four levels down. Each level is one more click for a busy person.
Either the breadcrumb alone says where you are, or the menu item stays lit as well.
A deep path costs more on a phone. The same parents may not suit a small screen.
Where Messages Go
Set the WhatsApp group and mailbox used for each purpose, per client. These settings are held on the client's Client Manager group, never on one person — so a manager joining or leaving that group changes nothing about where things go out
3Purposes with nowhere to send
Nothing can go out for these three until a WhatsApp group or a mailbox is set. Halcyon Bay Trading, Marigold & Vane Retail and Verdant Lane Jewellers are affected.
Anything sent to us is still read in
The client's Client Manager group is told when something is held up
Destinations
One line per client and purpose. Purposes with nowhere to send are listed first.
- Client Manager group
- Farah Qureshi's group2 people work this client
- Purpose
- The PO group
- WhatsApp destination
- Not set
- Email destination
- Not set
- Can it go out
- ⛔ Nothing setMessages cannot go out
- Last changed
- Farah Qureshi2 Sep 2026, 4:12 pm
- Client Manager group
- Nikhil Raut's group2 people work this client
- Purpose
- The approval group
- WhatsApp destination
- Not set
- Email destination
- Not set
- Can it go out
- ⛔ Nothing setMessages cannot go out
- Last changed
- Priya Kulkarni (Admin)28 Aug 2026, 11:05 am
- Client Manager group
- Meera Sathe's group2 people work this client
- Purpose
- Where questions go
- WhatsApp destination
- Not set
- Email destination
- Not set
- Can it go out
- ⛔ Nothing setMessages cannot go out
- Last changed
- Meera Sathe21 Aug 2026, 6:40 pm
- Client Manager group
- Farah Qureshi's group2 people work this client
- Purpose
- Where inquiries arrive
- WhatsApp destination
- HB Trading — Inquiries
- Email destination
- ✉️halcyonbay@chandrafine.in
- Can it go out
- ✓ Goes to both
- Last changed
- Farah Qureshi2 Sep 2026, 4:08 pm
- Client Manager group
- Nikhil Raut's group2 people work this client
- Purpose
- Where inquiries arrive
- WhatsApp destination
- Not set
- Email destination
- ✉️marigold@chandrafine.in
- Can it go out
- ✓ Ready to send
- Last changed
- Nikhil Raut27 Aug 2026, 9:20 am
- Client Manager group
- Nikhil Raut's group2 people work this client
- Purpose
- The PO group
- WhatsApp destination
- Not set
- Email destination
- ✉️marigold.po@chandrafine.in
- Can it go out
- ✓ Ready to send
- Last changed
- Nikhil Raut27 Aug 2026, 9:24 am
- Client Manager group
- Devika Menon's group2 people work this client
- Purpose
- Where inquiries arrive
- WhatsApp destination
- Orchid Quay — Main group
- Email destination
- Not set
- Can it go out
- ✓ Ready to send
- Last changed
- Devika Menon5 Sep 2026, 3:02 pm
- Client Manager group
- Arjun Bhatia's group3 people work this client
- Purpose
- Where inquiries arrive
- WhatsApp destination
- PC-1 group
- Email destination
- ✉️pelicancrest@chandrafine.in
- Can it go out
- ✓ Goes to both
- Last changed
- Arjun Bhatia6 Sep 2026, 10:45 am
- Client Manager group
- Arjun Bhatia's group3 people work this client
- Purpose
- The approval group
- WhatsApp destination
- PC Approvals
- Email destination
- Not set
- Can it go out
- ✓ Ready to send
- Last changed
- Arjun Bhatia6 Sep 2026, 10:47 am
- Client Manager group
- Arjun Bhatia's group3 people work this client
- Purpose
- The PO group
- WhatsApp destination
- PC PO desk
- Email destination
- ✉️pelicancrest.po@chandrafine.in
- Can it go out
- ✓ Goes to both
- Last changed
- Priya Kulkarni (Admin)1 Sep 2026, 5:30 pm
Edit destination
Pelican Crest Jewellers · Arjun Bhatia's group · The approval group
Change history
Pelican Crest Jewellers · Arjun Bhatia's group · The approval group
- ✎Version 4WhatsApp group changedChanged by Arjun Bhatia (Client Manager)Before: PC-1 group · After: PC ApprovalsEffective from 6 Sep 2026
- ✉️Version 3Mailbox removedChanged by Priya Kulkarni (Admin)Before: pelicancrest@chandrafine.in · After: not setEffective from 1 Sep 2026
- ⛔Version 2Left with nothing set for 2 daysChanged by Priya Kulkarni (Admin)Before: PC-1 group · After: not set on either channel4 approvals were held during this periodEffective from 18 Aug 2026
- ＋Version 1First set upSet up by Arjun Bhatia (Client Manager)Before: nothing · After: PC-1 group and pelicancrest@chandrafine.inEffective from 14 Jul 2026
Purposes the business uses
These are the names the business says out loud. Add your own when a new one is needed.
Eight purposes, all of them in use in real groups and mailboxes today. The last four were added to this list on 14 Sep 2026 and still need a WhatsApp group or a mailbox against each client. Shipping questions do not get a group of their own — they go in the order confirmation group.
There is no house default. A new purpose starts with no destination for any client, so set it for each client before it is used.
Cobalt Reef Retail
Devika Menon's group · client added 8 Sep 2026
Nothing set up for this client yet
No purpose has a WhatsApp group or a mailbox against it, so nothing can go out to Cobalt Reef Retail. Everyone in Devika Menon's group is told every time something is held up.
Client Manager Groups
Every group, the people in it, the clients it holds, and the WhatsApp groups and mailboxes that come with those clients.
Needs attention now
Tap a card to show only those rows below.
Nobody has been made responsible for them.
Oldest has been waiting 4h 20m — past the answer-by time.
For reference
Looking for new WhatsApp groups and mailboxes
Checking the connected WhatsApp Business account and 2 Microsoft 365 mailboxes.
Demo build — this check is frozen part-way so you can see it. A live system adds each new WhatsApp group or mailbox to the lists below the moment it appears.
Groups
Sorted by messages waiting for an owner, then by how many clients each group holds. The default group stays at the top. If a group is ever removed, its clients move to the default group on their own.
Who a new message goes to
- Leader
- RMRhea Mathur· Leader
- Default assignee
- RMRhea Mathur
- Members
- RMAS2 in this groupRhea Mathur, Aarav Shetty
- Clients held
- None held yet
- Channels covered
- 2 WhatsApp✉ 1 mailbox⚠ 3 with no group set up
- Messages waiting for an owner
- ⚠ 4 waitingOldest 4h 20m — past the answer-by timeOpen these messages ↗
- Leader
- RMRhea Mathur· Leader
- Default assignee
- ASAarav Shetty
- Members
- RMASMI+25 in this groupRhea Mathur, Aarav Shetty, Meera Iyer, Nikhil Barot, Sana Kapadia
- Clients held
- 14 clients ↗
- Channels covered
- 18 WhatsApp✉ 4 mailbox
- Messages waiting for an owner
- ⚠ 2 waitingOldest 18m — still inside the answer-by timeOpen these messages ↗
- Leader
- FQFarhan Qureshi· Leader
- Default assignee
- ZAZoya Ansari
- Members
- FQZADR3 in this groupFarhan Qureshi, Zoya Ansari, Devang Rawal
- Clients held
- 9 clients ↗
- Channels covered
- 10 WhatsApp✉ 3 mailbox
- Messages waiting for an owner
- ⚠ 1 waitingOldest 4h 20m — past the answer-by timeOpen these messages ↗
- Leader
- KMKavya Menon· Leader
- Default assignee
- INIshita Nair
- Members
- KMINTM+14 in this groupKavya Menon, Ishita Nair, Tarun Malpani, Meera Iyer
- Clients held
- 14 clients ↗
- Channels covered
- 17 WhatsApp✉ 3 mailbox
- Messages waiting for an owner
- ✓ 0 waitingEverything has an owner
- Leader
- ASAarav Shetty· Leader
- Default assignee
- SKSana Kapadia
- Members
- ASSKNB3 in this groupAarav Shetty, Sana Kapadia, Nikhil Barot
- Clients held
- 9 clients ↗
- Channels covered
- 9 WhatsApp✉ 2 mailbox
- Messages waiting for an owner
- ✓ 0 waitingEverything has an owner
Clients not assigned to a group
These messages landed in the default group because nobody has put the client in a group yet. Showing 3 of 3.
Asked for a price on 12 pieces of the Nazaara bangle, about $2,850 each, delivery before Diwali.
Reorder of the Rajwadi temple set in 22k, same as last year, about $6,700 — wants a revised quote.
Asked when INQ-2331 will be ready and whether the $2,200 price still holds.
Rhea Mathur holds these three for now as leader of the default group, so nothing is sitting with nobody.
Bridal & High Value
Everyone in this group can see every message on every channel of the 8 clients it holds.
Messages on this group's channels
24 messages are waiting. The one closest to missing its reply time is first.
Demo build — these two stay like this. In a live system they join the queue on their own within a few seconds, once the sender is matched to a client and a job.
- Channel ▾
- WhatsApp
- Message
- The bride now wants the emerald bridal set in 18k rose gold instead of yellow gold. Is that still possible for the 2 October delivery?
- Job or inquiry
- JOB-2418
- Status ▾
- ◔ New
- Flags
- ◆ High value⟲ Possible repeat
- Held by ▾
- ○ Nobody yet
- Time left to reply
- ⏱ Under 1h · 18 min left
- Open
- Read it ›
- What you can do
- Channel ▾
- WhatsApp
- Message
- Can you hold the 1.1ct pear pair until the client is back from Dubai on the 19th? Happy to pay an advance today.
- Job or inquiry
- ⚑ Not linked yet
- Status ▾
- ◔ New
- Flags
- ◆ High value
- Held by ▾
- NSNikhil Sawant
- Time left to reply
- 🕐 Today · 5h 10m left
- Open
- Read it ›
- What you can do
Showing 8 of 24 waiting — the most at risk first.
Phone and walk-in desk
Bridal desk line, +91 22 4021 8890
Nothing waiting on this group's channels right now
No calls are waiting for a call back. Anything the front desk logs on this line lands here for every member of the group to see.
Who moved what, and when
Every hand-off and every membership change in this group.
- ↪
Meera Raghavan took INQ-2314
Pelican Crest Jewellers, WhatsApp. It had been sitting with nobody for 22 minutes. - ↪
Arjun Desai passed JOB-2402 to Farida Contractor
Meenakshi Gold Palace, email. Reason given: evening desk is closer to this client. - ↪
Nikhil Sawant passed JOB-2377 to Ritu Malhotra
Roshan Bros Jewellers, phone. - ＋
Ritu Malhotra joined the group
Added by Meera Raghavan. - ⚠
Sunil Kadam left the group
9 open items he was holding moved to Meera Raghavan, the group leader. - ◆
Nilaya Fine Jewels moved into this group
Moved from the Retail counter group by Meera Raghavan. Its email channel came with it. - ★
Arjun Desai made default assignee
Set by Meera Raghavan. New messages with nobody on them go to him after 30 minutes.
Members
Five people. Everyone here sees every message in the queue above.
- Role
- Client Manager
- Joined
- 12 Mar 2024
- In this group
- ★ LeaderHolding 6
- What you can do
- Role
- Client Manager
- Joined
- 4 Apr 2024
- In this group
- ↪ Default assigneeHolding 6
- What you can do
- Role
- Client Manager
- Joined
- 18 Jul 2024
- In this group
- Holding 5
- What you can do
- Role
- Client Manager, evening desk
- Joined
- 2 Sep 2024
- In this group
- Holding 3
- What you can do
- Role
- Client Manager, in training
- Joined
- 6 Jan 2025
- In this group
- Holding 2
- What you can do
Clients this group holds
8 clients. Their messages are the ones in the queue above.
A client can sit in only one group at a time
- City
- Mumbai
- Channels
- WhatsApp✉ Email📞 Phone
- Open jobs
- 6
- Value in play
- $128,400
- What you can do
- City
- Jaipur
- Channels
- WhatsApp✉ Email
- Open jobs
- 4
- Value in play
- $84,500
- What you can do
- City
- Ahmedabad
- Channels
- WhatsApp
- Open jobs
- 3
- Value in play
- $71,200
- What you can do
- City
- Hyderabad
- Channels
- ✉ Email📞 Phone
- Open jobs
- 3
- Value in play
- $58,900
- What you can do
- City
- Pune
- Channels
- ✉ Email📞 Phone
- Open jobs
- 2
- Value in play
- $44,300
- What you can do
- City
- Surat
- Channels
- WhatsApp
- Open jobs
- 2
- Value in play
- $31,750
- What you can do
- City
- Coimbatore
- Channels
- WhatsApp✉ Email
- Open jobs
- 1
- Value in play
- $22,400
- What you can do
- City
- Kochi
- Channels
- ✉ Email
- Open jobs
- 1
- Value in play
- $14,600
- What you can do
Channels covered
Read only. This list comes from the 8 clients above.
Business number · 5 clients · 12 messages waiting
Shared mailbox · 6 clients · 8 messages waiting
Bridal desk line · 3 clients · 4 calls logged
Channels follow the client. Adding someone to this group, or taking them out, never changes channel setup.
How this group is doing
Last 30 days, to 12 Sep 2026. Each figure is shown against the target set for the group.
These figures belong to the group, because everyone here can see everything here.
Client stone charts
The price per carat for every stone on this client's quotations comes from one row of this chart.
Version 7 ✓ In force
Every quotation for Pelican Crest Jewellers has priced against this chart since 5 Sep 2026. Each quotation records the version it used.
Uploaded by
Meera Raghavan
Diamond Team
Accepted by
Devika Shah
Admin
Date accepted
4 Sep 2026
3:48 PM
Effective from
5 Sep 2026
No end date set
Rows in this chart
214
Version 8 cannot be accepted — 12 rows need fixing
Seven of those rows could never be matched to a stone. Open the tab Upload under review below to see every line and the reason.
3 stones on live jobs have no price
Three quotations are held as not finished until each stone gets a price. The list is further down this page.
Chart rows in use
Sorted by stone type, then millimetre size, smallest first. A row is a threshold: it prices every stone up to its size.
- Shape code
- RD
- MM size
- 1.10 mm
- Carat weight
- 0.006 ct
- Sieve size (shown only)ⓘ
- +11
- Price per carat (USD)
- $305.00
- ›
- Shape code
- RD
- MM size
- 1.30 mm
- Carat weight
- 0.010 ct
- Sieve size (shown only)ⓘ
- +9.5
- Price per carat (USD)
- $318.00
- ›
- Shape code
- RD
- MM size
- 1.80 mm
- Carat weight
- 0.025 ct
- Sieve size (shown only)ⓘ
- 6-7
- Price per carat (USD)
- $342.00
- ›
- Shape code
- RD
- MM size
- 2.20 mm
- Carat weight
- 0.040 ct
- Sieve size (shown only)ⓘ
- 4-5
- Price per carat (USD)
- $386.00
- ›
- Shape code
- RD
- MM size
- 2.70 mm
- Carat weight
- 0.080 ct
- Sieve size (shown only)ⓘ
- 3-4
- Price per carat (USD)
- $450.00
- ›
- Shape code
- RD
- MM size
- 3.40 mm
- Carat weight
- 0.160 ct
- Sieve size (shown only)ⓘ
- 1-2
- Price per carat (USD)
- $524.00
- ›
- Shape code
- RD
- MM size
- 4.10 mm
- Carat weight
- 0.280 ct
- Sieve size (shown only)ⓘ
- —
- Price per carat (USD)
- $596.00
- ›
- Shape code
- RD
- MM size
- 1.50 mm
- Carat weight
- 0.015 ct
- Sieve size (shown only)ⓘ
- 8-9
- Price per carat (USD)
- $96.00
- ›
- Shape code
- RD
- MM size
- 2.70 mm
- Carat weight
- 0.080 ct
- Sieve size (shown only)ⓘ
- 3-4
- Price per carat (USD)
- $118.00
- ›
- Shape code
- RD
- MM size
- 3.40 mm
- Carat weight
- 0.160 ct
- Sieve size (shown only)ⓘ
- 1-2
- Price per carat (USD)
- $132.00
- ›
Showing 1–10 of 46 rows that match the filters, out of 214 rows in this chart. Sieve size is shown only and is never used to find a price. Tap any row to open its detail.
Stones on live jobs with no price (3)
No row of version 7 fits these stones. Each one holds its quotation as not finished until someone gives it a price.
- Job
- JOB-4085
- Quotation
- QT-2291
- Why it has no price
- Bigger than the largest natural round row in this chart, which is 4.10 mm. Nothing above it to match.
- State
- ⏸Quotation held as not finished
- Job
- JOB-4102
- Quotation
- QT-2305
- Why it has no price
- This chart has no natural pear rows at all, so no row has the same type and shape.
- State
- ⏸Quotation held as not finished
- Job
- JOB-3987
- Quotation
- QT-2277
- Why it has no price
- This chart has no lab-grown emerald rows, so no row has the same type and shape.
- State
- ⏸Quotation held as not finished
A stone with no price leaves the whole quotation at zero and marked not finished, until the chart gains a row that fits or someone enters the price by hand.
How a stone finds its price
A real stone on job JOB-4085, priced against version 7 of this chart.
✓ Step 1 found the price
— Step 2 not used
— Step 3 not reached
Rows that were looked at
ℹ One row can price every stone below it
Stone types and shape codes
The stone type on a chart row is read as Natural or Lab-grown before any matching happens.
Read as Natural
Read as Lab-grown
Shape codes — use exactly these
⚠ No other spellings are kept
Admin and the Diamond Team can change these lists. Client Managers and Founders can see them.
Six points about how charts work
Three have a suggested answer waiting for you to keep or change. The other three are already settled, so there is nothing to do on them.
1.Should a stone be able to take its price from the sieve size? Thirteen rows in one chart in use are written by sieve alone, and nothing can ever match them.
✓ This one is settled
2.What should happen to a stone bigger than the largest row? Today it gets no price and the whole quotation is held.
✓ This one is settled
3.One chart lists ninety-seven rows by carat with no shape, and someone turned them into four fancy shape rows at one price. Is that the rule for every chart?
✓ This one is settled
4.Does a chart have dates between which it is valid, or does a new chart simply replace the last one?
💡 Suggested answer
5.Is there any fallback price when a stone matches nothing, or is typing the price by hand the only route?
💡 Suggested answer
6.Who owns chart accuracy — the Diamond Team, or the Client Manager who looks after that client?
💡 Suggested answer
A client with no chart yet
What this page shows for Saltmarsh Diamond House.
No stone chart for Saltmarsh Diamond House
Nothing can be priced for this client until a chart is uploaded, checked row by row and accepted.
While a file is being read
What this page shows between the file landing and the check finishing.
Reading PelicanCrest_StoneChart_Sep2026.xlsx — 157 of 231 rows
ⓘ In the finished product the file is read on the server, and this page updates on its own when the check is done.
Document Layouts
Build the wording and layout of every message and document the business sends, say which step uses which one, and see each filled with real job data beside the paper document it replaces.
Repair declared has no layout — it is written by hand today
Five of the six steps have a layout for everyone. Repair declared has none, so whoever raises a repair writes the declaration themselves and attaches it to the job. Nothing is blocked — a layout would just save them the typing.
A layout is never forced
The layout library at a glance
Layout list
Every layout the business sends. Open a row to edit its wording, fields and order.
- Kind
- 💬 Message
- Step used for
- Quote sent
- Applies to
- 🌐 Everyone
- Version
- v4.2
- In force from
- 12 Jan 2026
- Changed last by
- Meera Kulkarni
- ›
- Kind
- 💬 Message
- Step used for
- Quote sent
- Applies to
- 👤 Marlowe & Finch Jewelers
- Version
- v2.0
- In force from
- 03 Mar 2026
- Changed last by
- Anjali Shetty
- ›
- Kind
- 📄 Sheet
- Step used for
- Drawing for approval
- Applies to
- 🌐 Everyone
- Version
- v6.1
- In force from
- 27 Feb 2026
- Changed last by
- Dev Ranganathan
- ›
- Kind
- 📄 Sheet
- Step used for
- Drawing for approval
- Applies to
- 👤 Cerelia Diamonds
- Version
- v1.3
- In force from
- 15 Mar 2026
- Changed last by
- Dev Ranganathan
- ›
- Kind
- 💬 Message
- Step used for
- Drawing for approval
- Applies to
- 🌐 Everyone
- Version
- v3.0
- In force from
- 08 Feb 2026
- Changed last by
- Meera Kulkarni
- ›
- Kind
- 📄 Sheet
- Step used for
- Order confirmed
- Applies to
- 🌐 Everyone
- Version
- v5.4
- In force from
- 21 Jan 2026
- Changed last by
- Rohit Vaidya
- ›
- Kind
- 💬 Message
- Step used for
- Order confirmed
- Applies to
- 🌐 Everyone
- Version
- v2.7
- In force from
- 21 Jan 2026
- Changed last by
- Meera Kulkarni
- ›
- Kind
- 📋 List
- Step used for
- Packed
- Applies to
- 🌐 Everyone
- Version
- v3.1
- In force from
- 04 Mar 2026
- Changed last by
- Farah Qureshi
- ›
- Kind
- 📋 List
- Step used for
- Packed
- Applies to
- 👤 Halden Row Fine Jewelry
- Version
- v1.1
- In force from
- 09 Mar 2026
- Changed last by
- Farah Qureshi
- ›
Drafts (0)
Layouts you have started but not put in force yet.
No drafts
Every layout in the library is live. Anything you start building will sit here until you set the date it comes into force.
Builder — Quotation message — WhatsApp
Applies to everyone · v4.2 · in force from 12 Jan 2026 · changed last by Meera Kulkarni
What a layout may change
Fields you can add
Where these fields come from ›Only values that already exist on a job or a client appear in this list.
Order of the message
Use the up and down buttons to move a block. They work with a finger — nothing here needs dragging.
Wording only. If you type a figure in here it is rejected when you save — prices, weights, carats and dates are always read from the job.
Branding
The assistant may draft the wording of a message layout for you. It never arranges a sheet, and it never changes a figure.
Live preview
Filled with real data from job JOB-4085 · style ST-6412 · Marlowe & Finch Jewelers
Please find our quotation for the style below. Let us know if you would like a different metal or weight band and we will requote.
Prices hold for 14 days. Duty and freight are billed at cost.
$450 – $475 / 14KT Gold / 1) 2.5 – 3.0 grams / 2) 1.80CTW CVD / Band: 12ptr Labgrown Marquise Diamond
In the live product this preview redraws every time you add, move or remove a block. Here it shows the finished result for job JOB-4085.
A field with no value is never hidden
Which layout each step uses
Each step has one layout for everyone. A client can have their own instead, shown underneath. A step with no layout still works — the person writes the document themselves and attaches it to the job.
Quote sent✓ Layout set
Anyone can still write this document themselves and attach their own version to the job instead of using the layout.
Drawing for approval✓ Layout set
Anyone can still write this document themselves and attach their own version to the job instead of using the layout.
Order confirmed✓ Layout set
No client has their own version — everyone gets the layout above.
Anyone can still write this document themselves and attach their own version to the job instead of using the layout.
Packed✓ Layout set
Anyone can still write this document themselves and attach their own version to the job instead of using the layout.
Shipped✓ Layout set
Anyone can still write this document themselves and attach their own version to the job instead of using the layout.
Repair declared⚠ No layout — written by hand
Nothing is mapped to this step
When a repair is raised on a job, whoever handles it writes the declaration themselves and attaches it to the job. Build a form layout and map it here to save that typing.
Language per client
The language a client is written to in. The layout stays the same; only the fixed wording changes.
- Language
- 🗣 English (US)
- Own layouts
- 2 of 6 steps
- Changed last by
- Anjali Shetty
- ›
- Language
- 🗣 English (UK)
- Own layouts
- 1 of 6 steps
- Changed last by
- Dev Ranganathan
- ›
- Language
- 🗣 English (US)
- Own layouts
- 1 of 6 steps
- Changed last by
- Farah Qureshi
- ›
- Language
- 🗣 French
- Own layouts
- 2 of 6 steps
- Changed last by
- Meera Kulkarni
- ›
- Language
- 🗣 English (US)
- Own layouts
- None — uses everyone
- Changed last by
- —
- ›
Versions — Quotation message — WhatsApp
Every change makes a new version with the date it comes into force.
Every document keeps the version that made it
- ✓
v4.2
✓ In force nowAdded the duty percentage line under the price band and moved the stone table above the price. - 🕐
v4.1
ReplacedShortened the closing wording to one line. 61 quotations were sent on this version. - 🕐
v4.0
ReplacedAdded the weight band as its own line instead of inside the metal line. - 🕐
v3.5
ReplacedFirst version built from the job record rather than typed by hand.
Sample gallery
Every layout filled with sample data, beside the paper document it replaces, so anyone can see what the customer receives.
Quotation message — WhatsApp 💬 Message v4.2
$450-475 / 14KT Gold / 1) 2.5-3 grams / 2) 1.80CTW CVD / Band: 12ptr Labgrown Marquise Diamond
Retyped for every quotation. Spacing, order and wording change from person to person.
Please find our quotation for the style below.
$450 – $475 / 14KT Yellow Gold / 1) 2.5 – 3.0 g / 2) 1.80 CTW CVD / Band: 12 ptr labgrown marquise diamond
Prices hold for 14 days. Duty and freight are billed at cost.
Sample job JOB-4085 · style ST-6412 · Marlowe & Finch Jewelers
CAD sheet — standard 📄 Sheet v6.1
The first and most used layout in the business.
Packing list 📋 List v3.1
Reference Number Registry
Every reference prefix we use, what it is for, and how it is built. This is a note of what we know today — no number is given out from here yet.
This is not being built yet — it comes in a later phase
The business decided on 15 September 2026 to hold this until it is settled what the prefixes stand for. Until that is settled there is nothing to register, so nothing on this screen gives out a number. Everything below is kept as a record of what we know today, ready for when the work starts.
Held until these are answered
Both questions were put back to a later phase on 15 September 2026. Nothing is expected of anyone today.
4prefixes with no meaning written down
AKA- , BUD- , GSP- , PS- — nobody has written what the letters stand for or why the number is built that way.
3style-number series with no owner yet
K#### , ###### and the letter-prefixed series. Nobody has said whether GATI creates the style number or we do.
What we know so far
Notes taken from the walkthroughs. Nothing here needs action today.
All prefixes
One row per prefix, as written down so far. Tap a row to open it and read the full wording. Sorted so prefixes still waiting for a meaning come first, then ours, then GATI’s.
- Owner
- 🏠 Ours — we issue it
- What it is for
- Seen on the studio sketch sheet given to the sketch team
- Why it is written that way
- ⚠ Nobody has written this yet
- Goes on
- Sketch sheet
- Number format
- 7 digitsStarted at 3200001
- Date format
- DD.MM.YYAt the end, after the letter
- Version letter
- Yes — letter sits before the date
- Who may issue
- Sketch Team
- Owner
- 🏠 Ours — we issue it
- What it is for
- Seen on the budget sheet sent with the first price
- Why it is written that way
- ⚠ Nobody has written this yet
- Goes on
- Budget sheet
- Number format
- 6 digitsStarted at 150001
- Date format
- DD-MM-YYAt the end
- Version letter
- No
- Who may issue
- Client Manager, Admin
- Owner
- 🏠 Ours — we issue it
- What it is for
- Seen on the sample proforma that travels with a sample piece
- Why it is written that way
- ⚠ Nobody has written this yet
- Goes on
- Sample proforma
- Number format
- 4 digitsBack to 0001 each financial year
- Date format
- YY (financial year)At the end
- Version letter
- No
- Who may issue
- Admin
- Owner
- 🏠 Ours — we issue it
- What it is for
- Seen on the stone picking slip handed to the diamond team
- Why it is written that way
- ⚠ Nobody has written this yet
- Goes on
- Stone picking slip
- Number format
- 6 digitsStarted at 110001
- Date format
- D-M-YYAt the end
- Version letter
- No
- Who may issue
- Diamond Team
- Owner
- 🏠 Ours — we issue it
- What it is for
- The sales work order raised once the customer approves the design and price
- Why it is written that way
- SW is our sales work order. The number carries on from the old paper book so it never clashes, and the letter changes when the same order is drawn again.
- Goes on
- Sales work order
- Number format
- 9 digitsCarries on from 240001001
- Date format
- No date in this one—
- Version letter
- Yes — A, then B, then C on the same number
- Who may issue
- Order/Style-master
- Owner
- 🏠 Ours — we issue it
- What it is for
- The design pack the CAD team works from
- Why it is written that way
- DPK is the design pack. One number per pack, and the date is written out in full so the bench can read it without asking anyone.
- Goes on
- CAD sheet
- Number format
- 6 digitsStarted at 400001
- Date format
- DD-MM-YYYYAt the end
- Version letter
- No
- Who may issue
- CAD Team/Lead
- Owner
- 🔗 GATI’s — we only read it
- What it is for
- GATI’s customer order number for a special order
- Why it is written that way
- GATI writes this one. CO is the customer order, SPL is the special series, 26-27 is the financial year, then a running number.
- Goes on
- GATI order confirmation
- Number format
- Read from GATINot ours to start
- Date format
- 26-27 (financial year)In the middle
- Version letter
- No
- Who may issue
- Nobody here — read from GATI
- Owner
- 🔗 GATI’s — we only read it
- What it is for
- GATI’s job number for an export job
- Why it is written that way
- GATI writes this one. CJ is their job, EXP marks it as export, then their job number and the financial year.
- Goes on
- GATI job card
- Number format
- Read from GATINot ours to start
- Date format
- 26-27 (financial year)At the end
- Version letter
- No
- Who may issue
- Nobody here — read from GATI
- Owner
- 🔗 GATI’s — we only read it
- What it is for
- GATI’s number for a repair or remake sent back to them
- Why it is written that way
- GATI writes this one. REP is the repair series, then the financial year and a running number.
- Goes on
- GATI repair note
- Number format
- Read from GATINot ours to start
- Date format
- 26-27 (financial year)After the letters
- Version letter
- No
- Who may issue
- Nobody here — read from GATI
- Owner
- 🔗 GATI’s — we only read it
- What it is for
- GATI’s quotation number, quoted back to us on their price
- Why it is written that way
- GATI writes this one. QO is their quotation, with the financial year folded into the number itself.
- Goes on
- GATI quotation
- Number format
- Read from GATINot ours to start
- Date format
- 26-27 inside the numberStraight after QO
- Version letter
- No
- Who may issue
- Nobody here — read from GATI
- Owner
- 🔗 GATI’s — we only read it
- What it is for
- GATI’s bag number on the physical job bag
- Why it is written that way
- GATI writes this one on the bag itself. The year comes first, then their department letter, then the bag number.
- Goes on
- GATI job bag label
- Number format
- Read from GATINot ours to start
- Date format
- 26 (year) at the startAt the start
- Version letter
- No
- Who may issue
- Nobody here — read from GATI
Showing all 11 prefixes — 25 per page. Long wording is cut to one line; hover it on a computer, or tap the row to read it in full below.
Open: SW- SW-240001062-A
The row you tapped, shown in full.
Sales work order — SW-
Raised once the customer approves the design and the price.
How this reference is built
Reads as: SW-240001062-A
Where a format carries the financial year
SW- has no year in it. GSP- does, and it is written as the opening year of the financial year.
References outlive the year
Goes on
Sales work order
Who may issue it
Order/Style-master
Why it is written that way, in the business's own words
SW is our sales work order. The number carries on from the old paper book so it never clashes, and the letter changes when the same order is drawn again.
A new drawing moves the letter
It does not create a new reference.
SW-240001062-A
First work order · 12 Sep 2026 · JOB-4085
SW-240001062-B
Redrawn for a four-prong head · 14 Sep 2026 · in use now
SW-240001062-C
The next letter, if it is drawn again
The number stays the key
How numbers are given out today
Nothing changes for now. This is how it works until this part is built.
Our numbers
Still taken by hand from the paper books.
Whoever raises the document takes the next number from the book, the same way as before. SW-240001062-B was written this way on 14 Sep 2026 for JOB-4085 — Amaravati Gems & Jewels.
ℹ️ Giving out the next number from this screen was held back to a later phase on 15 September 2026, so this system does not give out any number yet.
GATI’s numbers
Copied from GATI’s own paperwork.
🚫 We never create these numbers
Last one GATI sent us
CO/SPL/26-27/0750
Format history
The date each format started being used.
- 🆕
Six of our prefixes written down
BUD- , SW- , DPK- , PS- , AKA- and GSP- noted, with GATI's five noted as read-only. Written down by Nikhil Barot (Admin). - 📅
DPK- date written out in full
Changed from DD-MM-YY to DD-MM-YYYY so the bench could read the year without asking. DPK-400001-10-09-2026 onwards use the long form. - 🔁
GSP- count restarts each financial year
The four-digit count goes back to 0001 on 1 April, and the year is written at the end as 26.
Changing a format never renumbers anything
Style-number series
The number that identifies the design itself, not the document.
Nothing written down here yet
Three series are in use on paper — K#### , ###### and the letter-prefixed series — but none has been written down here, because nobody has said yet whether GATI creates the style number or we do. That question was held back to a later phase on 15 September 2026, together with the rest of this screen.
Customer Making Standards
How this customer wants their pieces made. These apply to every piece they order until they change.
You will also see these on the design brief and the quality checklist of every Aurevale job.
👁 Read-only for designers and production
5jobs ask for something that clashes
A person decides each one. Nothing is changed or blocked on its own.
7jobs in flight a change would touch
The designers holding them are told when a standard changes.
2standards the buyer signs off on the piece
Aurevale approves these themselves, not us.
Jobs asking for something that clashes with a standard⚠ 5 to decide
Sorted by how urgent the decision is. Open the job to read both and decide — showing all 5.
- Piece
- 4-prong studs, 1.50 ct pair
- The job asks for
- Light push backs, to keep the pair under 2.4 g
- The standard says
- Heavy push backs — Aurevale sign off on the piece
- Urgency
- ⚠ Urgent
- Held by
- Kavita Nair
- Piece
- Pavé eternity band, 2.6 mm
- The job asks for
- Stone gap 0.06 mm so 34 stones fit
- The standard says
- Minimum 0.10 mm between stones in pavé
- Urgency
- ⚠ Urgent
- Held by
- Nikhil Barot
- Piece
- Halo drop earrings, 0.75 ct
- The job asks for
- Post length 8 mm for the clip conversion
- The standard says
- Post length 9–10 mm
- Urgency
- ▲ High
- Held by
- Kavita Nair
- Piece
- Knife-edge solitaire ring
- The job asks for
- Shank 1.40 mm at the base per the style file
- The standard says
- Shank finishes no thinner than 1.60 mm
- Urgency
- ● Medium
- Held by
- Sameer Dholakia
- Piece
- Cluster cocktail ring, 18k
- The job asks for
- Grade B polish acceptable inside the shank
- The standard says
- Grade A mirror on every visible surface
- Urgency
- ▁ Low
- Held by
- 👤 Unassigned
The standards
Four groups, as Aurevale wrote them. Tap a group to open or close it. Editing never overwrites — saving keeps the old wording and adds a new dated version.
Earring posts must be long enough to pass through the ear and hold the back.
Measured value: 9–10 mm
Posts must stay thin enough to go through a healed piercing without pressure.
Measured value: Under 1.00 mm
Every post carries two notches so the back grips and does not slide off.
Measured value: 2 notches, 0.60 mm apart
Earrings are finished with heavy push backs, not light ones.
Measured value: Heavy push back, 0.90 g the pair
Aurevale signs this off on each piece: Open the customer approval APR-1184 ›
Ring shanks must not finish thinner than this at the base after polishing.
Measured value: Minimum 1.60 mm
Hand-made chains are made to these lengths unless the order asks for another.
Measured value: 16 in and 18 in, ±3 mm
A finished prong may differ from the drawing only by this much.
Measured value: ±0.05 mm
The basket wall must stay thick enough to hold the stone after polishing.
Measured value: Minimum 0.80 mm
Each prong must touch the stone at the girdle, not above it and not below it.
Measured value: Contact within 0.15 mm of the girdle line
Stones must never touch each other in pavé or cluster work.
Measured value: 0.10 mm in pavé, 0.25 mm in cluster
Every surface the customer can see is polished to a mirror finish.
Measured value: Grade A mirror, no tool marks at 10x
Aurevale signs off the first piece of each new style: Open the customer approval APR-1197 ›
Joints must be filled right through and invisible once the piece is finished.
Measured value: No seam, full fill, no pits at 10x
No porosity and no pitting anywhere the customer can see.
Measured value: Zero on visible faces; up to 2 pits under 0.10 mm on hidden faces
All edges are softened by hand so nothing catches on skin or clothing.
Measured value: Chamfer 0.20–0.30 mm, no sharp edge
No longer a standing rule. Aurevale now states the plating on each order.
Last value: 0.75 microns on white gold
Each piece ships in the customer own-brand navy box, never in ours.
Measured value: Navy box 55 × 55 mm, barcode label on the base
A soft pouch goes inside every box, with the piece already inside it.
Measured value: Cream microfibre pouch, 70 × 90 mm, printed mark
Earlier versions — Shank thickness
Read-only. Opened from the Earlier versions button on a standard. A piece made last year was made to last year wording.
Work in flight a change would touch🛠 7 jobs
All 7 shown, most advanced work first. Tap a job to open it.
📣 Saving a change tells these designers
Preview — a customer with no standards yet
This is what the page shows when you pick a customer such as Windermere Gold.
This customer has not set any making standards
Until standards are added, only our house design rules apply to their pieces. The client manager or the product development desk adds the first one.
⚠ Later phasePlanned, not built yet
Findings Catalogue
Clasps, posts, nuts, jump rings and chains held as parts with a code, a specification, a weight and a rate. A design points at the code instead of describing the part in a sentence.
Import is shown with sample results. A real build reads the existing findings spreadsheet file and matches every row to a part code.
Fix these first
A part with no rate cannot be priced, and a part with no supplier stops a piece the same way a missing stone does.
The 5 parts that need someone
All 5 are listed here — nothing is hidden behind a page.
All catalogued parts
45 parts. Parts missing a rate or a supplier are shown first, then by code.
- Name
- Jump ring 4.0mm open
- Category
- ◯ Jump rings
- Metal
- 18K
- Specification
- 4.0mm outside diameter, 0.80mm gauge, open, soldered on assembly, satin finish
- Weight
- 0.045 g
- Rate per piece
- ⚠ No rate
- Supplier
- Ashgrove Findings Co.
- Lead time
- 7 days
- Made here or bought in
- 🏭 Made here
- Meets which customer standard
- Not linked to a standard
- Name
- Earring backing pad, silicone lined
- Category
- ◼ Other
- Metal
- 14K
- Specification
- 6.0mm pad, silicone lined, 0.76mm bore, bright finish
- Weight
- 0.120 g
- Rate per piece
- ⚠ No rate
- Supplier
- Ashgrove Findings Co.
- Lead time
- 9 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Not linked to a standard
- Name
- Box clasp with figure-8 safety
- Category
- ⬚ Clasps
- Metal
- Platinum
- Specification
- 12.0 x 6.2mm box, 1.10mm gauge, figure-8 safety, notched tongue, high polish
- Weight
- 1.220 g
- Rate per piece
- $92.00
- Supplier
- ⚑ No supplier
- Lead time
- —
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Cordell & Vance · CS-11
- Name
- Cable 030 diamond cut chain, 18 in
- Category
- ⛓ Chains
- Metal
- 14K
- Specification
- Cable 030 diamond cut, 9.10mm lobster, jumper at 16 and 17 in, total 18 in
- Weight
- 2.640 g
- Rate per piece
- $38.50
- Supplier
- Meridian Chain Works
- Lead time
- 12 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Halloway Fine Jewels · CS-07
- Name
- Rolo 1.8mm chain, 16 in
- Category
- ⛓ Chains
- Metal
- 18K
- Specification
- Rolo 1.8mm, 7.60mm lobster, jumper at 15 in, total 16 in
- Weight
- 3.180 g
- Rate per piece
- $61.00
- Supplier
- Northbridge Metals
- Lead time
- 15 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Larkspur Jewellery Group · CS-04
- Name
- Lobster clasp 9.10mm
- Category
- ⬚ Clasps
- Metal
- 14K
- Specification
- 9.10 x 5.40mm, 0.90mm wire gauge, notched tongue, high polish
- Weight
- 0.410 g
- Rate per piece
- $6.20
- Supplier
- Meridian Chain Works
- Lead time
- 12 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Halloway Fine Jewels · CS-07
- Name
- Spring ring 5.5mm
- Category
- ⬚ Clasps
- Metal
- 14K
- Specification
- 5.5mm outside diameter, 0.70mm gauge, bright finish
- Weight
- 0.280 g
- Rate per piece
- $3.70
- Supplier
- Meridian Chain Works
- Lead time
- 10 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Not linked to a standard
- Name
- Friction post 11.5mm
- Category
- ⌶ Posts & nuts
- Metal
- 14K
- Specification
- 11.5mm length, 0.76mm gauge, single notch at 9.0mm, bright finish
- Weight
- 0.085 g
- Rate per piece
- $1.95
- Supplier
- Ashgrove Findings Co.
- Lead time
- 9 days
- Made here or bought in
- 🏭 Made here
- Meets which customer standard
- Larkspur Jewellery Group · PS-02
- Name
- La pousette post and catch
- Category
- ⌶ Posts & nuts
- Metal
- 18K
- Specification
- 10.8mm length, 0.80mm gauge, twin notch, matte finish
- Weight
- 0.190 g
- Rate per piece
- $9.80
- Supplier
- Ashgrove Findings Co.
- Lead time
- 14 days
- Made here or bought in
- 📦 Bought in
- Meets which customer standard
- Cordell & Vance · PS-05
- Name
- Friction nut 4.0mm
- Category
- ⬤ Posts & nuts
- Metal
- 14K
- Specification
- 4.0mm dome, 0.76mm bore, tension fit, bright finish
- Weight
- 0.060 g
- Rate per piece
- $1.40
- Supplier
- Ashgrove Findings Co.
- Lead time
- 9 days
- Made here or bought in
- 🏭 Made here
- Meets which customer standard
- Larkspur Jewellery Group · PS-02
FND-CHN-0310Cable 030 diamond cut chain, 18 in⛓ Chains14K📦 Bought in
Opened from the row above. In the product this slides in as a panel beside the table.
Specification
The fields a bench worker needs to make or check the part.
Chain make-up
Held as fields, so the same chain is the same chain on every order.
Weight and rate, metal by metal
One row per metal, the same shape as a stone chart row.
Supplier quotes
Findings are quoted like stones, by their own suppliers.
Customer standards it meets
Where a customer asks for something specific.
Halloway Fine Jewels · CS-07 Chain length and jumperingJumper rings at 16 in and 17 in on an 18 in chain.
Larkspur Jewellery Group · CS-04 Lobster sizeLobster clasp not below 9.00mm on necklaces.
Designs using this code
The CAD sheet and the parts list carry the code.
JOB-4085 — Halloway Fine Jewels, pendant and chain set
JOB-4112 — Larkspur Jewellery Group, station necklace
JOB-4067 — Cordell & Vance, paperclip necklace
Open orders using this code
Work on the floor that needs this part.
ORD-2290 — 24 pieces, due 6 Oct 2026
ORD-2311 — 8 pieces, due 22 Oct 2026
How this is priced
The price calculator reads this same row — the weight and the rate below are the ones that land on the quote.
24 pieces × $38.50 per piece = $924.00. Change the rate here and the next quote picks it up. A person still checks and confirms every quote before it goes out.
Import from the spreadsheet
Findings master v7.xlsx, started 11:04 by Priya Raghavan (Order/Style-master).
Sample progress shown for review. A real build reads the actual spreadsheet file and shows every row it could not match, for a person to accept or correct before anything is saved.
A fresh catalogue
What a customer or a metal type with nothing catalogued yet looks like.
No parts catalogued yet
Add the first clasp, post, nut, jump ring or chain, or bring the whole list over from the spreadsheet.
Two questions nobody has answered yet
These need an answer before this catalogue is built. Anyone who knows can answer.
Is there already a findings list in GATI, or only in spreadsheets?
If GATI already holds one, this catalogue reads from it instead of starting again. Nobody has answered yet.
Are parts made here, bought in, or both?
This decides whether every part needs a supplier and a lead time, or only some of them. Nobody has answered yet.
Later phase — planned, not built yet
Factory audits
Every audit a customer asks our factory to pass — who requires it, who carries it out, its reference, its deadline, how it went and what we still have to fix.
Needs attention now
Tap a card to filter the audit list below.
2Overdue
Deadline has passed and no outcome has been recorded yet.
4Due in the next 30 days
Booked, on site or not started — all due by 12 Oct 2026.
5Corrective actions still open
Across 2 audits. 3 of them sit on 202606-COC-18587.
⚠ Why this matters to the business
Audits
Soonest deadline first. Open a row to see the request, the report and the corrective actions.
- Scheme
- Good Manufacturing Practice
- Who is involved
- Requires it: Harrowgate StoresPassed to us by: Lumaire Fine JewelryCarried out by: Sentinel Quality Partners
- What it affects
- Lumaire Fine Jewelry accountEveryday Gold refresh
- Deadline
- 31 Jul 2026
- Days remaining
- ✕ Failed — re-audit needed
- Status
- ✕ Failed
- Who gets us ready
- AMAnand Mehta
- Scheme
- Code of Conduct
- Who is involved
- Requires it: Northvale ClubPassed to us by: Vandermeer Jewelry GroupCarried out by: Meridian Assurance Group
- What it affects
- Vandermeer Jewelry Group accountAnniversary Bands 2027
- Deadline
- 20 Aug 2026
- Days remaining
- ✓ Closed, nothing to do
- Status
- ✓ Passed
- Who gets us ready
- RSRitika Shah
- Scheme
- Code of Conduct
- Who is involved
- Requires it: Northvale ClubPassed to us by: Vandermeer Jewelry GroupCarried out by: Meridian Assurance Group
- What it affects
- Vandermeer Jewelry Group accountHoliday Bridal 2026
- Deadline
- 2 Sep 2026
- Days remaining
- ⚠ 12 days overdue
- Status
- 📄 Report received
- Who gets us ready
- RSRitika Shah
- Scheme
- Other — Responsible sourcing
- Who is involved
- Requires it: Belport Retail GroupPassed to us by: Kestrel & BoydCarried out by: Calder Inspection Services
- What it affects
- Kestrel & Boyd accountGemstone Fashion Q4
- Deadline
- 11 Sep 2026
- Days remaining
- ⚠ 3 days overdue
- Status
- 🗓 Booked
- Who gets us ready
- ⚠ Nobody yet
- Scheme
- Good Manufacturing Practice
- Who is involved
- Requires it: Northvale ClubPassed to us by: Vandermeer Jewelry GroupCarried out by: Sentinel Quality Partners
- What it affects
- Vandermeer Jewelry Group accountHoliday Bridal 2026
- Deadline
- 18 Sep 2026
- Days remaining
- ⏰ 4 days left
- Status
- 🏭 Auditor on site
- Who gets us ready
- AMAnand Mehta
- Scheme
- Code of Conduct
- Who is involved
- Requires it: Harrowgate StoresPassed to us by: Lumaire Fine JewelryCarried out by: Meridian Assurance Group
- What it affects
- Lumaire Fine Jewelry accountEveryday Gold refresh
- Deadline
- 29 Sep 2026
- Days remaining
- 🗓 15 days left
- Status
- 🗓 Booked
- Who gets us ready
- DRDevika Rao
- Scheme
- Good Manufacturing Practice
- Who is involved
- Requires it: Belport Retail GroupPassed to us by: Kestrel & BoydCarried out by: Ashcombe Certification
- What it affects
- Kestrel & Boyd accountDiamond Solitaire programme
- Deadline
- 8 Oct 2026
- Days remaining
- 🗓 24 days left
- Status
- ○ Not started
- Who gets us ready
- RSRitika Shah
- Scheme
- Other — Hallmarking
- Who is involved
- Requires it: Northvale ClubPassed to us by: Vandermeer Jewelry GroupCarried out by: Calder Inspection Services
- What it affects
- Vandermeer Jewelry Group accountAnniversary Bands 2027
- Deadline
- 12 Oct 2026
- Days remaining
- 🗓 28 days left
- Status
- ○ Not started
- Who gets us ready
- SKSunil Kadam
- Scheme
- Code of Conduct
- Who is involved
- Requires it: Belport Retail GroupPassed to us by: Kestrel & BoydCarried out by: Meridian Assurance Group
- What it affects
- Kestrel & Boyd accountGemstone Fashion Q4
- Deadline
- 20 Nov 2026
- Days remaining
- ○ 67 days left
- Status
- 🗓 Booked
- Who gets us ready
- ⚠ Nobody yet
- Scheme
- Other — Site security
- Who is involved
- Requires it: Harrowgate StoresPassed to us by: Lumaire Fine JewelryCarried out by: Ashcombe Certification
- What it affects
- Lumaire Fine Jewelry accountDiamond Solitaire programme
- Deadline
- 15 Dec 2026
- Days remaining
- ○ 92 days left
- Status
- ○ Not started
- Who gets us ready
- DRDevika Rao
Showing 10 of 10 audits. Two audits have nobody getting us ready yet.
When nothing is outstanding
What the list shows once every audit has passed and every corrective action is closed.
No audits outstanding
Nothing is waiting on the factory. When a customer sends a new audit request, it lands here with its deadline.
Audit record — 202606-COC-18587
Opened from the row above. Code of Conduct audit for Northvale Club, carried out by Meridian Assurance Group.
The request as it arrived
Email from Vandermeer Jewelry Group, 12 Jun 2026, 09:41.
Northvale Club requires a Code of Conduct audit of your Jaipur unit before the Holiday Bridal 2026 buy is released. Meridian Assurance Group will contact you to book. Please quote reference 202606-COC-18587 in all correspondence and bring in your HR and safety teams. The audit must be completed by 2 September 2026.
Sent by: Alicia Fernsby, Compliance, Vandermeer Jewelry Group · Open the email thread
Dates
Everything this audit is tied to.
Documents
Sent to the auditor, and what came back.
In the finished product these open from the shared drive and a new file can be uploaded here. This preview only lists them.
The outcome
Meridian Assurance Group, report dated 29 Aug 2026.
The unit passed on wages, hours and grievance handling. Five findings were raised on fire safety signage, overtime records and chemical storage. Northvale Club will accept the audit once all five are closed and evidence is sent back.
What it could stop
The programme that depends on this audit.
Corrective actions
3 still open on this audit · 5 still open across all audits.
A person always confirms an action is done — the record keeps who marked it and when.
Two things nobody has answered yet
Please answer these if you know — they decide how much of this screen we build.
1. Which audits and certifications is the factory subject to overall? We have only seen the two the retailer asked for. There are probably standing ones that have nothing to do with a customer.
2. Who owns audit readiness inside the business? Right now each audit is given to whoever is free.
See every open question in one place
How we are doing overall
Track record over the last 12 months. Nothing here needs action today.
Moved to a later build — decided by the business on 15 Sep 2026
Export EXP-730
Gold shipment to Verabelle Fine Jewels, New York — packed 11 Sep 2026, leaving 15 Sep 2026.
2 pieces have no price yet — this export cannot close
JOB-4140 (2 pieces) is waiting on a diamond rate for code RD-VS-3.8. Add the price and this export can close. 1 more piece, JOB-4147, is held back by quality check — Rhea Menon (Client Manager) has been told.
EXP-730
Export invoice CJ/EXP/730/26-27 · Invoice date 11 Sep 2026 · Gold and silver always travel as separate exports.
Pieces in this export
12
Declared total (USD)
$48,620.75
Customer
New York · pays in 30 days
Looked after by
PNPriya Nadkarni
Shipping / EXIM
12 pieces make up the declared total. 3 more pieces sit on this export and are not counted: 2 are waiting for a price, 1 is held back.
Pieces on this export
15 pieces across 8 jobs. Pieces without a price are listed first, because they stop the export closing. Tap Open job to go to the job bag.
- Bag
- BAG-5
- Style
- ST-6812
- Customer reference
- VBL-PO-88214 · Line 7
- Qty
- 2
- Invoice price
- Not priced
- Ready to ship
- ⚠ Price incomplete
- Handled by
- Priya Nadkarni
- Open
- Bag
- BAG-2
- Style
- ST-6520
- Customer reference
- VBL-PO-88214 · Line 8
- Qty
- 1
- Invoice price
- $3,120.00
- Ready to ship
- ⏸ Held back
- Handled by
- Rhea Menon
- Open
- Bag
- BAG-2
- Style
- ST-6412
- Customer reference
- VBL-PO-88214 · Line 1
- Qty
- 3
- Invoice price
- $14,280.00
- Ready to ship
- ✓ Priced and ready
- Handled by
- Priya Nadkarni
- Open
- Bag
- BAG-1
- Style
- ST-6588
- Customer reference
- VBL-PO-88214 · Line 2
- Qty
- 2
- Invoice price
- $9,460.50
- Ready to ship
- ✓ Priced and ready
- Handled by
- Priya Nadkarni
- Open
- Bag
- BAG-4
- Style
- ST-6701
- Customer reference
- VBL-PO-88214 · Line 3 (repair return)
- Qty
- 1
- Invoice price
- $7,915.25
- Ready to ship
- ✓ Priced and ready
- Handled by
- Devang Rao
- Open
- Bag
- BAG-1
- Style
- ST-6455
- Customer reference
- VBL-PO-88214 · Line 4
- Qty
- 2
- Invoice price
- $6,842.00
- Ready to ship
- ✓ Priced and ready
- Handled by
- Priya Nadkarni
- Open
- Bag
- BAG-3
- Style
- ST-6733
- Customer reference
- VBL-PO-88214 · Line 5
- Qty
- 3
- Invoice price
- $5,930.00
- Ready to ship
- ✓ Priced and ready
- Handled by
- Devang Rao
- Open
- Bag
- BAG-2
- Style
- ST-6690
- Customer reference
- VBL-PO-88214 · Line 6 (repair return)
- Qty
- 1
- Invoice price
- $4,193.00
- Ready to ship
- ✓ Priced and ready
- Handled by
- Devang Rao
- Open
Showing all 8 jobs. The 6 priced jobs add up to $48,620.75 — the declared total above.
Packing list — how the price is built
Every line comes from the jobs on this export and adds up to the cent. Nobody types a figure here.
The description line on the invoice
One fixed reference is agreed per customer, so the invoice never carries stray text from a chat or an email.
Customer purchase order number
Shown on this invoice as: VBL-PO-88214
What it will never use
Wording pulled from an email subject cannot reach the invoice.
Repair returns — the three figures we must declare
Repaired pieces travel under a Chapter 98 declaration, which needs the value we first shipped, what the repair cost, and the two added together.
Both totals already sit in the packing list above, so the declaration and the invoice cannot drift apart.
Compliance details
Kept once as master data and copied onto every document. Nobody retypes these on an invoice.
Our details as the exporter
Unit
SEEPZ-SEZ Unit F-14, Andheri East, Mumbai
GST
27AAGCJ4471P1ZK
PAN
AAGCJ4471P
IEC
0318026744
Banker
Meridian Commercial Bank, Andheri East branch
SWIFT
MRDCINBBAND
AD code
0298341-2
Account for payment
EEFC 4402 8817 3390
Details for this shipment
Leaves from
Mumbai (BOM), India
Arrives at
New York (JFK), United States
HS code
71131914ℹ
Country of origin
India
Payment terms
30 days from invoice date
Currency
US dollars (USD)
Carrier
GATI air freight
Declaration
Chapter 98 (repair return)
✓ All compliance details are filled in
Papers for this export
Each paper records where it came from — printed here from a layout, or read back from GATI/EXIM.
- Number
- CJ/EXP/730/26-27
- Where it came from
- 🖨 Printed here
- State
- ⚠ Blocked by a missing price
- Last updated
- 14 Sep 2026, 09:12
- Actions
- Number
- PL/730/26-27
- Where it came from
- 🖨 Printed here
- State
- ⚠ Blocked by a missing price
- Last updated
- 14 Sep 2026, 09:12
- Actions
- Number
- DEC/730/26-27
- Where it came from
- 🖨 Printed here
- State
- ✓ Ready
- Last updated
- 13 Sep 2026, 17:40
- Actions
- Number
- 618-44920315
- Where it came from
- 🔗 Read from GATI/EXIM
- State
- ⏳ Waiting for the carrier
- Last updated
- 13 Sep 2026, 16:05
- Actions
Each paper is opened and read on its own. There is no one-click pack of all the papers together — that was moved to a later build on 15 Sep 2026.
All exports
Exports that still need something are listed first. Tap an export number to open it.
- Invoice number
- CJ/EXP/730/26-27
- Customer
- Verabelle Fine Jewels, New York
- Metal
- 🟡 Gold
- Pieces
- 12
- Declared value
- $48,620.75
- State
- ◔ Packing
- Needs attention
- ⚠ Price missing
- Handled by
- Priya Nadkarni
- Invoice number
- CJ/EXP/729/26-27
- Customer
- Halstead & Vance Jewellers, Chicago
- Metal
- 🟡 Gold
- Pieces
- 9
- Declared value
- $31,405.00
- State
- ◔ Packing
- Needs attention
- ⏸ Piece held back
- Handled by
- Priya Nadkarni
- Invoice number
- CJ/EXP/728/26-27
- Customer
- Calder Row Fine Jewelry, Dallas
- Metal
- ⚪ Silver
- Pieces
- 24
- Declared value
- $9,872.40
- State
- ✓ Ready to close
- Needs attention
- ⏳ Air waybill awaited
- Handled by
- Devang Rao
- Invoice number
- CJ/EXP/727/26-27
- Customer
- Verabelle Fine Jewels, New York
- Metal
- 🟡 Gold
- Pieces
- 7
- Declared value
- $22,118.90
- State
- ✈ Gone out
- Needs attention
- —
- Handled by
- Priya Nadkarni
- Invoice number
- CJ/EXP/726/26-27
- Customer
- Marloe Bay Jewels, Toronto
- Metal
- ⚪ Silver
- Pieces
- 31
- Declared value
- $12,604.15
- State
- ✈ Gone out
- Needs attention
- —
- Handled by
- Devang Rao
- Invoice number
- CJ/EXP/725/26-27
- Customer
- Halstead & Vance Jewellers, Chicago
- Metal
- 🟡 Gold
- Pieces
- 14
- Declared value
- $57,930.00
- State
- ✈ Gone out
- Needs attention
- —
- Handled by
- Priya Nadkarni
- Invoice number
- CJ/EXP/724/26-27
- Customer
- Calder Row Fine Jewelry, Dallas
- Metal
- 🟡 Gold
- Pieces
- 5
- Declared value
- $16,245.50
- State
- 🔒 Closed
- Needs attention
- —
- Handled by
- Devang Rao
Showing all 7 exports for September 2026.
When there is nothing to ship
What this list looks like with no matching exports — for example when the silver filter is on and no silver is ready.
No exports match these filters
No silver export is open this week. Pieces become available for an export once their job is finished and priced.
Complaints, Repairs & Remakes
What came back after delivery — the cause, what we promised, and whether we explain, repair or remake it.
Complaints are in the first build. Repairs and remakes come later.
Needs you now
7New complaints
Nobody has replied to these customers yet.
4Waiting on us for more than 2 days
The customer has had no answer from anyone here for over 48 hours.
3Repairs to ship back
Repaired pieces finished here, waiting for the export declaration. Later phase — shown for review only, the repair workflow is not in the first build.
Complaint worklist
Ranked by how upset the customer is and how long they have waited — not by the date it arrived.
- Shipped job
- JOB-4085
- What is wrong
- Photos
- 📷📷📷
- Cause
- 📦 Packing
- Owner
- Priya Raval
- Upset · waiting
- 🔴 Very upset🕐 5d 6h waiting
- State
- 🔍 Being looked at
- Shipped job
- JOB-3977
- What is wrong
- Photos
- 📷📷📷+1
- Cause
- 🔧 Making
- Owner
- Priya Raval
- Upset · waiting
- 🔴 Very upset🕐 4d 2h waiting
- State
- 🛠 Repair
- Shipped job
- JOB-4120
- What is wrong
- Photos
- 📷📷
- Cause
- 💎 Stone
- Owner
- 👤 Unassigned
- Upset · waiting
- 🔴 Very upset🕐 1d 8h waiting
- State
- 🆕 New
- Shipped job
- JOB-3860
- What is wrong
- Photos
- 📷📷📷+2
- Cause
- 🔧 Making
- Owner
- Rohit Shah
- Upset · waiting
- 🟠 Upset🕐 6d 3h waiting
- State
- ♻️ Remake
- Shipped job
- JOB-4011
- What is wrong
- Photos
- 📷
- Cause
- ✈️ Late in transit
- Owner
- Rohit Shah
- Upset · waiting
- 🟠 Upset🕐 2d 5h waiting
- State
- 🔍 Being looked at
- Shipped job
- JOB-3918
- What is wrong
- Photos
- 📷📷📷
- Cause
- 🔧 Making
- Owner
- Nirav Doshi
- Upset · waiting
- 🔵 Unhappy🕐 3d 7h waiting
- State
- 🛠 Repair
- Shipped job
- JOB-4142
- What is wrong
- Photos
- 📷📷
- Cause
- 📄 Certificate missing
- Owner
- 👤 Unassigned
- Upset · waiting
- 🔵 Unhappy🕐 1d 1h waiting
- State
- 🆕 New
- Shipped job
- JOB-4066
- What is wrong
- Photos
- 📷📷
- Cause
- 🔧 Making
- Owner
- 👤 Unassigned
- Upset · waiting
- ⚪ Calm🕐 0d 6h waiting
- State
- 🆕 New
CMP-0238 · Stones flip on the neck🔴 Very upset🛠 Repair🔧 Making
Cardinal Row Jewellers · Marcus Bell · came in on WhatsApp 10 Sep 2026, waiting 4d 2h
My client wore the pendant on Saturday and the stones flip on the neck — it will not sit flat at all. She is asking me to take it back. I have had this piece for three weeks. Photographs attached, you can see how it turns.
I am very sorry. Send the piece back to us and we will re-set the bail so it sits flat, at no charge, and I will see how it can be avoided on the next ones.
Answered by Priya Raval (Client Manager) · 10 Sep 2026, 11:42 AM
- 💬
Complaint arrived on WhatsApp and was matched to the shipped job
Matched to JOB-3977, shipped on export EXP/26-27/0138. - ✍️
Priya Raval answered and promised a free re-set
Cause recorded as Making. Decision taken: repair. - 📥
Piece received back at the factory
Weighed and checked in by Nirav Doshi (Production) against repair order REP/26-27/0118.
What do we do about it?
Repair is the decision on this complaint. Priya Raval chose it on 10 Sep 2026.
Repair order REP/26-27/0118
Linked to the original job JOB-3977 · style ST-5988 · Cardinal Row Jewellers
Later phase — shown here so you can review it
Piece received back
1 pendant, 18K yellow gold, 4.62 g
Checked in 13 Sep 2026 by Nirav Doshi (Production)
Work done
Bail re-set lower and widened, re-polished, re-checked on a neck form
Bench: Iqbal Sayeed · finished 14 Sep 2026
Three figures the repair export needs
Original value as exported
$4,860.00
From the first export, EXP/26-27/0138
Repair cost (value added)
$185.00
Total after repair
$5,045.00
Declared value on the way back
US Customs Chapter 98 — goods returned after repair
Settled on 15 Sep 2026: this declaration is a later phase. Whether the original export value comes across on its own or someone looks it up by hand is decided then, not now.
Where this complaint came from
Shipped job JOB-3977 · export EXP/26-27/0138 · style ST-5988
Repairs and remakes are kept on the customer record and on the style, so the next person sees them.
Packing complaint — CMP-0244
Halbrook & Vine Jewelers found wax shavings in the box on JOB-4085.
A packing complaint should change how we pack for this client from now on, not just get an apology.
Standing packing instruction to add
No wax in the box
Applies to every later job for Halbrook & Vine Jewelers, and shows on the job bag.
Repairs received, cost not yet recorded
Production records the work and its cost before a repair can be declared. Later phase — shown here so you can review it, not part of the first build.
Nothing waiting
Every piece received back has its work and cost recorded. Anything missing a cost would sit here and block the export.
Later phase — planned, not built yet
Goods held for a customer
Pieces on memo and sample pieces sent in to be copied. These goods are not ours. They stay the customer's property, they are never mixed with stock or used on another job, and each one has a date it must go back.
3Overdue back to the customer
The due date has passed on 3 memos. 14 pieces are still with us.
3Due back in the next 14 days
Soonest is MEMO-8863, due 18 Sep 2026.
31Open quantity still held
Pieces neither returned nor invoiced, across 9 memos.
Goods currently held
9 memos · 31 pieces still open · $120,080 stated value held. Soonest return date first.
- Veldora Fine Jewels
- Picture
- 💍
- What it is
- 18kt gold curb bracelet, 7 inch
- 💍 Piece
- Held
- 6
- Returned
- 2
- Invoiced
- 1
- Still open
- 3
- Stated value
- $14,250
- Received
- 02 Jun 2026
- Due back
- 31 Aug 2026
- How urgent
- ⛔ Overdue 14 days
- Gets it back
- MNMeera N.
- Kestrel and Vane
- Picture
- 📿
- What it is
- Brass and cubic zirconia hand chain — copies ST-6412
- 📦 Sample
- Held
- 4
- Returned
- 1
- Invoiced
- 0
- Still open
- 3
- Stated value
- $720
- Received
- 18 Jun 2026
- Due back
- 05 Sep 2026
- How urgent
- ⛔ Overdue 9 days
- Gets it back
- APArvind P.
- Marisol Diamonds LLC
- Picture
- 💎
- What it is
- 12 loose round diamonds, customer supplied
- 💎 Stone
- Held
- 12
- Returned
- 0
- Invoiced
- 4
- Still open
- 8
- Stated value
- $46,800
- Received
- 21 Jul 2026
- Due back
- 12 Sep 2026
- How urgent
- ⛔ Overdue 2 days
- Gets it back
- MNMeera N.
- Veldora Fine Jewels
- Picture
- 💍
- What it is
- Pave halo ring, size 6.5
- 💍 Piece
- Held
- 4
- Returned
- 1
- Invoiced
- 0
- Still open
- 3
- Stated value
- $9,640
- Received
- 01 Aug 2026
- Due back
- 18 Sep 2026
- How urgent
- ⚠ Due in 4 days
- Gets it back
- NRNikhil R.
- Altmoor Jewelry Group
- Picture
- 💍
- What it is
- Rose gold huggie earrings, pair
- 💍 Piece
- Held
- 8
- Returned
- 3
- Invoiced
- 2
- Still open
- 3
- Stated value
- $7,320
- Received
- 09 Aug 2026
- Due back
- 24 Sep 2026
- How urgent
- ⚠ Due in 10 days
- Gets it back
- SQSana Q.
- Sable Reef Jewels
- Picture
- 📿
- What it is
- Carved jade pendant — reference for INQ-2301
- 📦 Sample
- Held
- 1
- Returned
- 0
- Invoiced
- 0
- Still open
- 1
- Stated value
- $640
- Received
- 16 Aug 2026
- Due back
- 26 Sep 2026
- How urgent
- ⚠ Due in 12 days
- Gets it back
- APArvind P.
- Marisol Diamonds LLC
- Picture
- 💎
- What it is
- 6 emerald-cut sapphires, customer supplied
- 💎 Stone
- Held
- 6
- Returned
- 0
- Invoiced
- 0
- Still open
- 6
- Stated value
- $21,400
- Received
- 27 Aug 2026
- Due back
- 15 Oct 2026
- How urgent
- ✓ In hand
- Gets it back
- MNMeera N.
- Halcyon Bridal Co.
- Picture
- 💍
- What it is
- Three-stone engagement ring, platinum
- 💍 Piece
- Held
- 3
- Returned
- 0
- Invoiced
- 1
- Still open
- 2
- Stated value
- $18,900
- Received
- 02 Sep 2026
- Due back
- 30 Oct 2026
- How urgent
- ✓ In hand
- Gets it back
- NRNikhil R.
- Kestrel and Vane
- Picture
- 📿
- What it is
- Textured cuff bangle — copies ST-6708
- 📦 Sample
- Held
- 2
- Returned
- 0
- Invoiced
- 0
- Still open
- 2
- Stated value
- $410
- Received
- 08 Sep 2026
- Due back
- 07 Nov 2026
- How urgent
- ✓ In hand
- Gets it back
- SQSana Q.
MEMO-8829📦 Sample⛔ Overdue 9 days
Kestrel and Vane · brass and cubic zirconia hand chain · received 18 Jun 2026 · due back 5 Sep 2026 · stated value $720
This panel slides in from the right when a row is opened. It is shown open here so it can be read.
What the customer wrote on the memo
🔒 Never use on another job
What this sample is a reference for
The physical piece sits beside the pictures so the designer can hold it while working on style ST-6412, raised from inquiry INQ-2301.
Where these goods have been
Received from Kestrel and Vane — 4 pieces
Counted and put in the customer-goods safe by Meera Nandakumar. Not added to stock.Photographed and tied to this memo
Arvind Pillai added 6 pictures and switched the never-use-on-another-job lock on.Given to the product development desk as a reference
Signed out against style ST-6412 by Arvind Pillai. Returned to the safe the same evening.1 piece sent back on shipment EXP-2214
Paperwork quoted MEMO-8829. Confirmed by Meera Nandakumar.Return date passed with 3 pieces still here
Arvind Pillai was told. No new date has been agreed with the customer yet.
In the built product this opens a new export shipment with MEMO-8829 already written on the paperwork, and records it as an export event.
Two questions nobody has answered yet
The answers change how this page would work. Please send them to the person who knows.
1. How are goods sent in by a customer received and kept safe today, and is a GATI record created for them?
2. Who is accountable for getting these goods back to the customer on time?
Goods here with no owner recorded
Anything received without a memo number waits here.
Nothing is sitting unmatched
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6 people still work in Diamond: Meera Shanbhag, Rakesh Doshi, Farhan Qureshi, Anaya Bhatt, Kunal Vaghela and Priyanka Sethia. Move them to another department first, then switch Diamond off.ℹ️In a real build this check runs against the saved records the moment Switch off is pressed.
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Trial build. These records sit in their own small database and are not yet joined up with the rest of Chandra OS.
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In the finished build the email check runs against the database the moment you save. The message above is a worked example of what you would see.
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