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Live dossier Open workspace

Client dossier

Diamond Stone Live UI QA

Portal documents and shipment tracking are open.

Full member access

Client type

Contractor

Payment terms

Bank Transfer

TRN

Missing

Last updated

Jun 12, 01:43 PM

Internal notes

Draft client context created from public enquiry.

Open client workspace Update account terms, TRN, addresses, and notes in the client workspace. Add contact Capture another decision-maker, finance contact, or site coordinator under the same account. Create project Create a new job or fitout scope without leaving the client context. Open live order SO-78ED8D77 is the current operational anchor for finance and logistics.

Contacts

1

green

1 primary, 1 tracked

Projects

1

blue

1 scoped for active follow-up

Commercial

3

green

1 quotes, 1 orders, 1 shipments

Portal access

Full member access

green

1 verified payment proof

Account snapshot

Client type

Contractor

Legal/account type used for routing the relationship.

Primary contact

Live UI QA 20260612134304

Public enquiry contact | Not set

Payment terms

Bank Transfer

Bank-transfer or staged-payment expectation currently saved on the account.

TRN

Missing

Collect the TRN before final finance handoff.

Billing and delivery details

Billing

Not recorded

Billing address still needs to be captured.

Contacts and portal access

Live UI QA 20260612134304

Primary Not Invited

Public enquiry contact | Updated Jun 12, 01:43 PM

Edit

Email

Not set

Phone

+96890000003

Project dossier

Live UI Villa 20260612134304

Lead

Muscat | Updated Jun 12, 01:43 PM

Open

Type

villa

Area

125 sqm

Budget

OMR 2,000-4,000

Materials

Omani beige marble for live UI staging verification

Timeline and notes

6-8 weeks

Fake staging workflow data created by Codex.

Readiness blockers

Tax registration missing

The account can move commercially, but finance and VAT review still need the TRN.

Primary contact email missing

The primary contact does not have a complete email trail for quotes, invoices, and support follow-up.

Commercial activity

Finance and payment proof

INV-E05246B4

SO-78ED8D77 | Jun 12, 01:43 PM

Issued

OMR  1,955.625

DST-STAGING-20260612134304

BANK-STAGING-20260612134304

INV-E05246B4 | Jun 12, 01:43 PM

Verified

Amount

OMR  1,955.625

Proof files

1 file

Submitted by Live UI QA Client | Verified by Staging Live UI QA

Shipment tracking and documents

SHP-A62E0C1E

Sea

SO-78ED8D77 | Jun 12, 01:43 PM

Loaded At Origin

Current milestone

Loaded at origin port 20260612134304

Current location

Sohar

Carrier

Live UI Sea Freight

ETA / delivery

ETA pending

SEA-STAGING-20260612134304

Preview affordances

Quote review

QT-3FFD5B69 | Client Approved

1 lines | Delivery pending

Invoice focus

INV-E05246B4 | Issued

DST-STAGING-20260612134304

Payment proof

BANK-STAGING-20260612134304 | Verified

1 file

Shipment detail

SHP-A62E0C1E | Loaded At Origin

SEA-STAGING-20260612134304

Timeline and support context

  1. SHP-A62E0C1E

    Jun 12, 01:43 PM

    Loaded At Origin | Sohar

  2. Loaded at origin port 20260612134304

    Jun 12, 01:43 PM

    Sohar | Container loaded and documents checked.

  3. SO-78ED8D77

    Jun 12, 01:43 PM

    Fulfillment Started | Loaded At Origin

  4. Payment proof

    Jun 12, 01:43 PM

    Verified | BANK-STAGING-20260612134304

  5. INV-E05246B4

    Jun 12, 01:43 PM

    Issued | OMR  1,955.625

  6. QT-3FFD5B69

    Jun 12, 01:43 PM

    Client Approved | OMR  1,955.625

  7. Live UI Villa 20260612134304

    Jun 12, 01:43 PM

    Muscat | Lead

  8. Live UI QA 20260612134304 updated

    Jun 12, 01:43 PM

    Public enquiry contact | Not Invited

Support placeholders

Primary support owner

Live UI QA 20260612134304 | +96890000003

Follow-up context

SO-78ED8D77 is the current job to reference in support messages.

Escalation focus

Tax registration missing