Employee workspace

Diamond Stone ERP

Sales, sourcing, operations, finance, and service work in one place.

Home Operational view

Inbox

A single operating inbox for the work that needs attention today across sales, sourcing, finance, logistics, support, and follow-up.

Open enquiries My tasks

New work

9

New enquiries, quote follow-ups, and support replies.

Blocked

4

Finance, supplier, or owner approval needed.

Due today

6

Shipment, payment, or client promise due today.

Follow-up

5

Messages and voice follow-ups needing a human decision.

Priority inbox

Today

3 open

Sales

WhatsApp

Review new enquiry

New villa marble enquiry needs qualification and client context.

New
Object Public enquiry
Next owner Sales support
Decision Qualify or close
Open record

Procurement

Gmail

Compare supplier quote

Supplier offer needs commercial and loading-readiness review.

Review
Object Supplier quote
Next owner Procurement
Decision Select supplier
Open record

Finance

WhatsApp

Verify payment proof

Bank transfer proof is waiting for finance verification.

Submitted
Object Payment proof
Next owner Accounts
Decision Verify proof
Open record

Selected work

Review new enquiry

WhatsApp conversation
New

Sales should review the client need, attach drawings or BOQ, and decide whether this becomes a client/project before sourcing starts.

Object

Public enquiry

Next owner

Sales support

Decision

Qualify or close

SLA

Same day

Work routing

The inbox should route the user to the exact page that can resolve the work, not a generic list.

Enquiries

Qualify public enquiries and attach client/project context.

Open

Supplier quote review

Compare supplier offers before customer pricing.

Open

Finance verification

Verify bank proof before full client portal access.

Open

Risk posture

Risk badges should be visible before the user opens a record.

Commercial approval

Margin below target or quote above approval threshold.

Open

Supplier release

PO dispatch held until payment or loading readiness is clear.

Open

Logistics proof

Shipment update waits for route evidence.

Open

Files and previews

Linked documents

Client BOQs, drawings, supplier photos, invoices, and proofs should surface against the related record.

Files

Communication trail

Every outbound message or call should attach to the client, project, quote, order, or shipment.

Timeline

Decision evidence

Owner approvals, finance verification, and shipment release should show before any risky action.

Audit