




A Journey Worth Sharing
How one Manufacturing business found a better way to work


- π Production orders shared verbally or on WhatsApp
- π¦ Raw material received but no record of quantity
- π No idea about current WIP (work in progress)
- π Operator asks for drawing again and again
- π¬ Dispatch delays due to missing packing slips
- πΈ Miscommunication on payment status
- π§Ύ Invoices made manually, prone to errors
- π Machine servicing forgotten till it breaks down
- π Staff saving files in USBs or personal emails
- π¦ Stock mismatch during audit or re-ordering
- π Repeat clients, but no past order details handy
- π€ QC issues caught too late in dispatch
- π Vendor invoice missing, PO not matched
- π Donβt know actual vs planned production output
- π¦ Finished goods ready, no delivery planning done
- π Staff assigning jobs verbally β gets missed
- π Canβt trace which operator worked on which part
- πΌ Trial samples made, then lost or forgotten
- β³ Delay in customer approval or design feedback
- π No clarity on which product line is profitable


- π Job card system with task, material, quantity, deadline
- π§Ύ Entry logged by item, supplier, batch, and date
- π Live status board of each stage β pending, in-progress, done
- π Attach designs or instructions directly to job card
- π€ Auto-packing slip generated with every invoice
- π° Payment log visible per customer with alerts on overdue
- β One-click GST invoice with linked PO, delivery, and tax info
- π§ Service reminder based on running hours or date
- π All files saved client-wise, job-wise, access controlled
- π Live inventory report with inward, outward, damaged stock
- π Complete order history with rate, item specs, and timeline
- π Quality check log updated stage-wise with pass/fail notes
- π Match PO, delivery note, and vendor bill in one screen
- π Report showing shift-wise target vs actual with reasons
- π Dispatch plan created based on location, client, quantity
- π² Assign tasks digitally with time, staff, machine info
- π§βπ Operator log per job β with timings and remarks
- π― Sample records saved with customer feedback and photo
- π¨ Send approval link, track response date and comments
- πΉ Item-wise profit, cost, and margin report per client or job
Curious Minds Ask, We Answer
Yes. You can log every order request, client details, and product requirement β and follow up with clarity at each step. π
Definitely. You can create buyer profiles, check deal history, and note requirements like size, quantity, or delivery date. π§Ύ
Yes. You can assign dispatches, upload tracking info, and mark deliveries complete β your team stays on the same page. π
100%. Even a workshop or job shop can use it to manage quotes, orders, raw material needs, and billing β everything neat and simple. ποΈ
Yes. You can store vendor info, track delivery cycles, and note consumption β it helps in planning and avoiding overstock or shortage. π¦
You can log inspection notes, defects, and approvals per batch or product β so your quality data stays clean and traceable. βοΈ
Yes. You can attach PDFs, blueprints, or reference images with each deal or product β ready to share with staff or buyers anytime. π
Yes. Sales can handle leads and follow-ups, while operations manage orders and production β all working in sync from one system. π₯
You can see what the client ordered last, what specs they liked, and when they usually reorder β makes retention smoother. π
Yes. You can create, save, and send these documents within the CRM β no switching between tools. π§Ύ
You can log the issue, assign it to your team, and track updates β your client is informed, and your records stay honest. π οΈ
Definitely. You can manage overseas buyers, shipping docs, and schedules β even store compliance files like CE, RoHS, etc. π
Yes. Youβll get reports on team performance, dispatch timelines, and lead closure rates β helps in future planning. π
Yes. You can separate factories, assign team members, and monitor status separately β while you see everything from the top. π’
Donβt worry. All tasks, updates, and documents stay recorded. You can assign the project to someone else with zero confusion. π