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Catalog state on quote and ledger notes
Finance sees which products were Live vs In setup vs Coming next when spend happened — stamped on quote annex and ledger notes, not reconstructed from chat.
A quote that prices Live SMS while the shop chip was In setup invents a finance fight. Ledger rows without catalog state force archaeology: “was Verify Live that Tuesday?” This page stamps catalog state on quote and ledger notes so finance sees Live / In setup / Coming next at spend time — not a coverage gap annex and not debit↔DLR join.
Related: Live / In setup / Coming next: honest buyer path, Catalog Live gate must match vault reality, Catalog ops when many products ship, Debit rows vs delivery status ledger, Wallet stop-lines before production.
IOSOR is white-label prepaid. USD 20 funds a pilot that stamps state on two products; soft review near USD 1,000/month prices missing stamps as recon debt. Clients never see upstream rail brands in note columns.
Catalog state is a finance field
Live / In setup / Coming next is the commercial claim attached to spend. Quote annex and ledger notes must freeze state at signature or settle — chat pins are not the annex. Soft USD 1,000/month treats “we thought it was Live” without a stamp as folklore. Buyer states: Live / In setup / Coming next: honest buyer path.
Stamp Live vs setup on every money row
| Surface | Stamp | Done when |
|---|---|---|
| Quote annex | Product + state at sign | Sales and finance open one file |
| Ledger note | State at hold/settle | Recon joins without Slack |
| Soft review pack | State history for priced SKUs | Volume language matches chips |
| Override row | Named human + time box | Never silent Live rewrite |
Coverage gap lists answer corridor class — Coverage gap list finance can attach to a quote. Debit↔outcome joins answer money truth — Debit rows vs delivery status ledger.
Quote language must match the chip
Volume language only where the annex shows Live (or an explicit timed In setup / Coming next promise). Do not price Live OTP while the shop shows In setup. If sales promised Live and the chip was Coming next, fix the annex first — then keep Open gated. Soft review near USD 1,000/month replays every priced SKU from the stamped file. Gate: Catalog Live gate must match vault reality.
Ops owners keep stamps current
Ops owns stamp updates on promote/demote — Catalog ops when many products ship. Finance attaches the same annex sales used. Product refuses Open when stamp ≠ chip.
Buyer checklist for catalog state stamps
- Quote annex lists product + Live / In setup / Coming next at signature?
- Ledger notes carry state at hold/settle — not reconstructed later?
3.
Start with IOSOR
Export a quote annex for two products with Live versus In setup stamps on each money row. Settle one pilot unit on each. Confirm the ledger note shows the chip that was true at spend — not the chip sales wished for. Sales and finance open that same stamped annex.
IOSOR takeaway
Catalog state is a finance field. Quote language must match the chip at the moment of spend.
Do: stamp Live versus setup on every quote line and every ledger note.
Don't: sell “available” while the chip still reads In setup.
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