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STONE UNIVERSETEAM DOCUMENTATION

DAILY OPERATIONS / PLAYBOOK

Know your part.
Move the order forward.

One shared order record from sales intake through Operations, Fulfillment and final Admin review. Multiple team members can hold the same role and work in different territories.

Your daily workspace

Everyone signs in at /dashboard. Your email determines your role, territories and team tools.

Order registerOpen the Orders tab to create or follow an order using your account permissions.

TasksChoose Daily, Weekly, Monthly or All tasks. Mark your own assignments Open, In progress or Completed; administrators see the same progress.

CalendarTask due dates appear automatically. Add personal events for your own plans. Use daily, weekly or monthly views to plan ahead.

My notesCreate named note files, save them and reopen them to add more. Use Add today’s entry for a dated update. Notes and personal events are private to your account.

01 / FIRST STAGE

Sales

Sales intake specialist

Create the customer and commercial order details once. Sales edits customer, PO, products, quantities and pricing; Operations, Fulfillment and Admin records are view only.

START HERE

Sign in at /dashboard with your assigned email. Create an order in your assigned territory and use 1 · Sales.

What to do

Follow these steps in order
01

Receive the order

Enter customer, email, order date, Call / Mail / Walk-in and customer PO. Upload the customer PO document.

02

Enter products and totals

Add Pallet, Job pack or Truckload rows, quantities, square feet and unit prices. Totals multiply automatically. Job packs add one $125 charge for the entire order. Operations confirms stock locations in the next section.

03

Send to Operations

Save your entry, then choose Send to Operations. This hands off the same order; do not create another copy.

04

Follow the record

View Operations stock and paperwork, Fulfillment tracking and the Admin invoice path. QuickBooks remains a separate manual entry; no automatic synchronization occurs.

HANDOFF CHECK

Ready for the next stage

Customer and PO information, products and whole-dollar totals are accurate. The order is awaiting Operations.

KEEP IN MIND

Important boundary

Sales cannot change stock locations, transfers, packing slips, delivery records or Admin invoices. Commercial changes invalidate the stock release and invoice approval, requiring another check.

Open the portal
Select another role above to view their guide.