WIN ORDERSFrom enquiry to orderEnquiry to orderEnquiries come in on calls and WhatsApp. Quotes are typed from memory and old rates.
1Logs every enquiry from chat, call notes or email2Drafts the quote from your latest actual costs3Checks the margin before it goes out4Turns the customer PO into an order
New enquiry from Mehta Industries for 2,000 pcs. Quote drafted at 18% margin. Send it?lamp · WhatsAppWIN ORDERSKeeping customers reorderingAccount to reorderNobody notices when a regular customer goes quiet.
1Learns how often each customer orders2Prompts sales when a reorder is due3Flags key accounts that have gone quiet
Sharma Traders usually orders every 21 days. It's been 30. Shall I check in?lamp · WhatsAppWIN ORDERSWinning back lost customersLost account recoveryCustomers who stop ordering are never followed up.
1Lists customers who stopped ordering2Shows what they used to buy and how much3Drafts a win-back offer through your normal quote
6 customers haven't ordered in 90 days. Together they used to bring ₹4.2L a month.lamp · WhatsAppMAKE AND DELIVERPlanning what to makePlan to produceThe plan lives on a whiteboard and changes every morning.
1Turns orders into work orders2Issues job cards to the floor3Records QC checks and rework4Holds the plan steady for the next few days
Job 2214 is 300 pcs behind. Shift B can absorb it if Job 2219 moves to Thursday.lamp · WhatsAppMAKE AND DELIVEROrder to deliveryOrder to dispatchChallans, e-way bills and invoices are made by hand while the truck waits.
1Creates the sales order and pick list2Prepares the delivery challan3Drafts the e-way bill and GST invoice4Tells the customer when it leaves
Truck for Patel Auto is loading. Invoice, challan and e-way bill are ready for your OK.lamp · WhatsAppMAKE AND DELIVERLaunching new productsNew product developmentDrawing revisions and PPAP files sit in someone's email.
1Keeps every drawing revision in one place2Runs design reviews and phase gates3Tracks PPAP, gauges and calibration4Logs every engineering change
Rev C of drawing BR-118 is approved. 2 gauges need calibration before the trial run.lamp · WhatsAppMONEY IN, MONEY OUTGetting paid on timeInvoice to cashFollow-up starts when someone remembers, usually after 30 days.
1Tracks every invoice by its due date2Sends polite reminders, step by step3Records promises to pay4Puts repeat late payers on credit hold
4 customers owe ₹8.2L, all over 45 days. Reminders are drafted. Approve all 4?lamp · WhatsAppMONEY IN, MONEY OUTBuying and paying suppliersProcure to paySupplier dates are agreed on a call and forgotten.
1Raises the PO when stock runs low2Confirms dispatch dates on WhatsApp3Matches the bill to PO and receipt4Holds payment if bank details change
A supplier changed their bank details. Payment is on hold until you confirm by phone.lamp · WhatsAppMONEY IN, MONEY OUTBooks stay up to dateRecord to reportYou see profit once a year, when the CA finishes the books.
1Keeps the books current from Tally2Runs the month-end close3Shows P&L and a cash forecast every month
September is closed. Profit ₹6.4L. Cash gets tight in the second week of November.lamp · WhatsAppMONEY IN, MONEY OUTFilings and renewals, on timeCompliance cycleFiling dates live in the accountant's memory.
1Keeps one compliance calendar2Prepares GSTR-1 and GSTR-3B drafts3Reconciles purchases with GSTR-2B4Collects TDS return data
GSTR-1 draft is ready. 3 supplier invoices are missing from 2B. Want the list?lamp · WhatsAppKEEP IT RUNNINGFixing complaints for goodCAPAComplaints are handled on the phone and the same defect comes back.
1Logs the complaint with photos2Holds stock that may be affected3Runs root cause and corrective action4Issues the credit note if needed
Second burr complaint from the same line this month. I have opened a corrective action.lamp · WhatsAppKEEP IT RUNNINGMachines back up fastBreakdown to restoreMachines get fixed when they stop.
1Keeps a register of every machine2Schedules preventive maintenance3Tracks critical spares4Reminds you of statutory inspections
Press 3 is due for maintenance on Friday. Its spare seal kit is out of stock.lamp · WhatsAppKEEP IT RUNNINGClosing out incidentsIncident to closureNear misses go unreported until someone gets hurt.
1Lets anyone report from WhatsApp2Records incidents and near misses3Drafts statutory accident reports4Tracks corrective actions to closure
Near miss reported at the loading bay. Corrective action assigned to Ravi.lamp · WhatsAppKEEP IT RUNNINGManaging your teamHire to retireAttendance is in a register and payroll takes three days.
1Keeps staff and contract labour records2Tracks attendance and leave3Runs payroll with PF, ESI, PT and TDS4Handles exits cleanly
Payroll for 48 people is ready. 3 have unusually high overtime. Review them?lamp · WhatsAppKEEP IT RUNNINGSmall fixes, every weekKaizenGood ideas from the floor are never written down.
1Collects ideas from anyone on the team2Runs a small trial3Makes the better way the standard
The new die-change method saved 12 minutes a shift for 2 weeks. Make it standard?lamp · WhatsApp