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v1.0.0·dev

Hana Duarte

Resolved client #71

NewOpen order· Rosa Raman

Orders

Lifetime booked

Net collections

Outstanding

First order

Last order

Relationship

Stages this client has reached, from the dates the ERP records.

—Ring registry

Not recorded

✓Engagement ring

2023-06-22

—Wedding band

Not recorded

—Repairs

Not recorded

—Repeat purchase

Not recorded

Current position

Live operational state

Open orders
1
Outstanding
$0
Latest status
In Production
Latest order
#10099
Latest order date
2023-06-22
Latest pickup
2023-09-18
Latest payment
2023-07-15
Salesperson
Rosa Raman

Wedding band opportunity

Engagement ring purchased 2023-06-22 — 3 years 4 months ago. No wedding-band purchase is recorded against this client.

Whether that is still an opportunity depends on how long after an engagement ring this studio's clients typically return — ask Foundry rather than assuming.

Timeline

Events the ERP records, newest first

  • 2023-09-18Picked upOrder #10099
  • 2023-07-15Payment receivedbalance$2,863
  • 2023-06-24Payment receiveddeposit$2,863
  • 2023-06-22Engagement RingOrder #10099 · Rosa Raman$5,726

Designs

CAD files attached to this client.

No designs attached to this client.