⌕

{{ k.value }}

Enquiry Register · {{ resultCount }} record(s)

Case ID

Date

Company

Vessel

Location

Job Scope

Quoted Amount

Coordinator

Status

{{ c.srNo }}

{{ c.caseId }}

{{ c.quotedAmount }}

No records match your search.

Stage 1 · Data Insert

Sr No

{{ srNoPreview }}

Region

Case ID · auto

{{ caseIdPreview }}

Date

Company Name

Vessel Name

Job Location / Port

Job Scope / Requirement

Quoted to Customer

Quote Recd (Vendor)

Quote Sent (Customer)

Status

Co-ordinator / Employee

Additional Remarks

Sub-vendor Quotes Received

Saved with the enquiry for comparison & future reference

Record each quote received from sub-vendors against this enquiry. The winning vendor is compared & selected later in the Order screen.

Add your sub-vendors in Settings → Sub-vendors first — quotes pick the vendor from that list.

Item

Qty

Unit Price

GST%

Amount

{{ it.sr }}

{{ it.amountDisp }}

Base: {{ q.baseDisp }} · GST: {{ q.gstDisp }} · Total: {{ q.grandDisp }}

Stage 2 · Quotation → PDF

New quotation — pick a Case

Or edit a saved quotation

Customer: {{ quoteCase.company }}

Vessel: {{ quoteCase.vessel }} · Loc: {{ quoteCase.location }}

Quotation No

{{ quote.quoteNo }}

Quotation Date

Line Items · set CGST/SGST/IGST % per line

Description

Unit Price

Qty

CGST%

SGST%

IGST%

Amount

{{ it.sr }}

{{ it.amountDisp }}

Subtotal{{ qSubtotal }}

Total CGST{{ qCgst }}

Total SGST{{ qSgst }}

Total IGST{{ qIgst }}

Grand Total{{ qGrand }}

Pick a Case ID (or a saved quotation) above to start.

Stage 4 · Invoice → PDF

Document Type

Tax Invoice Proforma Invoice

Proforma is for advance / pre-payment — issue the final Tax Invoice once paid.

Generate from a saved Order

Or from a saved Quotation

Or edit a saved invoice

Invoice No

Invoice Date

Customer PO No

Customer / Bill To

Vessel Reference Quote

{{ invoice.quoteRef }}

Location

Billing Address

Line Items · all editable

Description

Unit Price

Qty

CGST%

SGST%

IGST%

Amount

{{ it.sr }}

{{ it.amountDisp }}

Subtotal{{ iSubtotal }}

Discount -{{ iDiscount }}

Taxable Value{{ iTaxable }}

Total CGST{{ iCgst }}

Total SGST{{ iSgst }}

Total IGST{{ iIgst }}

Grand Total{{ iGrand }}

CANCELLED

Select a saved quotation above to generate its invoice.

Stage 3 · Order Execution

New order — from confirmed quotation

Or open a saved order

Order ID · auto

{{ orderNoPreview }}

Customer PO Number

Reference Quote

{{ order.quoteRef }}

Order Date

Customer

Vessel

Location

Coordinator

Status

Customer PO Details · received against the quotation

PO Number

PO Date

PO Amount

Currency

Region

PO Amount is pre-filled from the quotation's grand total — edit if the customer PO differs.

PO Description

Expenses · travel & operational spend

Total: {{ orderFin.exp }}

Category

Description

Amount

Curr

Sub-vendor Quote Comparison · select the vendor to place the PO

Mixed currency — compared within each currency

Lowest total is pre-selected. Choosing another vendor requires a reason.

Sub-vendor

Items

Base

GST

Total

Select

{{ r.itemCount }}

{{ r.baseDisp }}

{{ r.gstDisp }}

{{ r.grandDisp }}

Reason for not choosing the lowest quote *

Selected: {{ orderSelectedVendorName }} — “＋ Add vendor PO” pre-fills from this quote.

🛈

No sub-vendor quotes recorded for {{ orderQuoteCaseId }} yet. Add the quotes received from sub-vendors on the enquiry (Edit Enquiry → Sub-vendor Quotes Received) to compare and select a vendor here.

Sub-Vendor Purchase Orders · outsourced work for this order

Total: {{ orderFin.po }}

{{ po.poNo }}

Description

Rate

Qty

GST%

Amount

{{ pi.amountDisp }}

Sub: {{ po.subDisp }}GST: {{ po.gstDisp }}

PO Total: {{ po.grandDisp }}

Payments to Vendor

Paid: {{ po.paidDisp }} · Pending: {{ po.pendDisp }}

Customer Payments · advance & part-payments received

Received: {{ orderFin.received }} · Pending: {{ orderFin.pending }}

Date

Type

Amount

Curr

Mode

Reference

Service Reports

{{ sr.srNo }} {{ sr.dateDisp }} {{ sr.equipment }} {{ sr.engineer }} Open ›

Reports are assigned to an engineer and saved against this order.

Linked Invoices

{{ iv.invoiceNo }} {{ iv.dateDisp }} {{ iv.amountDisp }} {{ iv.payStatus }} Open ›

Invoices auto-link when raised against this order's quotation.

Order P&L

Billed{{ orderFin.inv }}

Total Cost{{ orderFin.cost }}

Received{{ orderFin.received }}

Pending{{ orderFin.pending }}

Profit{{ orderFin.profit }}

Coordinator Commission{{ orderCommissionDisp }}

Pick a confirmed quotation (after receiving the customer PO) to raise an order.

Display in

{{ b.value }}

Order payment report

From

Payment Collection Status · orders by collection state (selected dates)

Status

Orders

Billed

Received

Pending

{{ p.count }}

{{ p.billed }}

{{ p.received }}

{{ p.pending }}

Order-wise Profit & Loss · INR equivalents

Order ID

Customer

Region

Billed

Cost

Received

Pending

Profit

{{ b.orderNo }}

{{ b.inv }}

{{ b.cost }}

{{ b.received }}

{{ b.pending }}

{{ b.profit }}

TOTAL

{{ balTotals.inv }}

{{ balTotals.cost }}

{{ balTotals.received }}

{{ balTotals.pending }}

{{ balTotals.profit }}

Region-wise Receivables · payment received & pending by region

Region

Billed

Received

Pending

{{ r.billed }}

{{ r.received }}

{{ r.pending }}

Commission Rule

{{ k.value }}

Coordinator Performance · orders handled, current status & commission earned

Coordinator

Converted

In Progress

Completed

On Hold

Basis

Commission

{{ r.converted }}

{{ r.inProgress }}

{{ r.completed }}

{{ r.onHold }}

{{ r.basis }}

{{ r.commission }}

Order Commission Detail · click a row to open the order

Order

Coordinator

Customer

Vessel

Status

Basis

Commission

{{ o.orderNo }}

{{ o.basis }}

{{ o.commission }}

No orders yet. When orders are created and assigned to a coordinator, their conversions and commission appear here.

Customer Name Address

GSTIN

PAN

Point of Contact

Mobile

Customer Master · used across Enquiry, Quote, Order, Invoice

Name

GSTIN

Contact

Mobile

{{ c.gstin }}

{{ c.mobile }}

Sub-vendor Name Address

GSTIN

PAN

Point of Contact

Mobile

Sub-vendor Master · used when raising vendor POs in Orders

Name

GSTIN

Contact

Mobile

{{ v.gstin }}

{{ v.mobile }}

Full Name Email Roles & Permissions · assign one or more

Password · optional

Users & Roles

Name

Role

Status

Auto-save to a file · recommended for the downloaded app

Connect a data file once and the app saves to it automatically on every change — so your data survives reopening even when the file is opened directly (no server needed). Supported in Chrome & Edge.

Data Backup & Restore

Download all data (cases, quotations, orders, invoices, customers, users) as a JSON file for offline safekeeping or transfer to another machine. Restoring replaces the current data in this browser.

⤒ Restore from Backup {{ backupNote }}

Import from Excel

Bulk-load master data and open enquiries from a spreadsheet. Download the template, fill the sheets (Regions, Customers, SubVendors, Users, Enquiries), then upload — rows are de-duplicated on GSTIN / name / email so re-uploading a corrected sheet updates rather than duplicates.

⭱ Upload & Import {{ excelNote }}

Add Region

Regions appear in the New Enquiry form and drive document numbering (e.g. QTN-IND-06-2026-001). Use a short code.

Region Code

USD Rate · ₹ per 1 USD

Converts INR ↔ USD in Reports & Balance Sheet when you switch display currency. Each order/invoice keeps its own currency.

Regions · {{ regionCount }} configured

No regions yet — add one on the left.

Coordinator Commission

Set how coordinators are paid for each order they convert. Leave the value at 0 to run the system with no commission.

Commission Type

Calculate On

How it works

Commission is calculated automatically for every non-cancelled order and rolled up per coordinator on the Coordinators page.
• Percentage — your rate × either the order profit or the total quoted PO amount.
• Flat — a fixed ₹ amount for each order a coordinator converts.
• Each enquiry that becomes an order (raised from its quote) counts as one conversion.
• Set the value to 0 any time to switch commission off — nothing else in the workflow changes.

Current rule: {{ commRuleText }}

Service Reports · {{ serviceCount }} record(s)

Job No

Date

Vessel

Equipment

Engineer

Order Ref

{{ r.srNo }}

{{ r.orderNo }}

No service reports assigned to you yet. Click “＋ New Service Report” to create one.

{{ srOrderLabel }}

For Order

Open a saved report

Job No · auto

{{ svcNoPreview }}

Date

Vessel

Port

IMO

Equipment

Customer (CN)

Make / Model

Service Engineer

Serial No

Job Type

Request Call Warranty Installation Follow-up

Fault Reported

Engineer's Report

Materials Supplied

Qty

Description

Part Number

Serial No

Rate

Spare Parts Removed From Vessel

Qty

Description

Part Number

Serial No

Rate

Time Sheet

Date

From

Hrs

Job Completed

Follow-up Reqd

Tel Calls

Transport

Total Hours / Days

Satisfaction

Comments

Product Operations Document

The complete guide — modules, workflow, reporting, roles & commission

Open full page ↗

Display in

Cases · {{ statusFilter }} ({{ statusRowCount }})

Case ID

Date

Company

Vessel

Quoted Amount

Coordinator

{{ c.caseId }}

{{ c.quotedAmount }}

Click any status card above to see its cases.

Workload by Co-ordinator / Employee

Employee

Total

Open

Won

Lost

INR Value

USD Value

{{ e.total }}

{{ e.open }}

{{ e.won }}

{{ e.lost }}

{{ e.inr }}

{{ e.usd }}

Vendor Performance · from historical data

Vendor

Times Quoted

Selected (Final)

INR Quoted

USD Quoted

{{ v.quotes }}

{{ v.selected }}

{{ v.inr }}

{{ v.usd }}

Date range

From

Date

Case ID

Company

Vessel

Coordinator

Status

{{ d.caseId }}

All Orders · click to open · spend vs invoiced

Order ID

Customer PO

Customer

Vessel

Region

Invoices

Invoiced

Cost

Pending

Status

{{ o.orderNo }}

{{ o.invCount }}

{{ o.inv }}

{{ o.exp }}

{{ o.pending }}

Open ›

No orders yet. Raise one from a confirmed quotation in the Orders tab.

Filter

From

Invoices · customer / vessel / date · click a row to open

Invoice No

Date

Customer

Vessel

Amount

GST Amt

Received

Pending

Payment

{{ iv.invoiceNo }}

{{ iv.amountDisp }}

{{ iv.gstDisp }}

{{ iv.receivedDisp }}

{{ iv.pendingDisp }}

Sub-vendor Purchase Orders · click to open the order

PO No

Order

Vendor

GSTIN

Date

PO Total

Paid

Pending

{{ v.poNo }}

{{ v.orderNo }}

{{ v.gstin }}

{{ v.totalDisp }}

{{ v.paidDisp }}

{{ v.pendDisp }}

Service Reports · click a row to open the report; click the order to open it

Report No

Date

Vessel

Equipment

Engineer

Order Ref

{{ r.srNo }}

No service reports yet. Create one from the Service Reports tab or an order.

Case-wise Master Register

Case ID

Date

Company

Vessel

Location

Job Scope

Quoted Amount

Coordinator

Status

{{ c.caseId }}

{{ c.quotedAmount }}

Date	Type	Mode	Reference	Amount
{{ cp.dateDisp }}	{{ cp.type }}	{{ cp.mode }}	{{ cp.reference }}	{{ cp.amountDisp }}
No customer payments recorded.

SR No	Date	Vessel	Engineer
{{ sv.srNo }}	{{ sv.dateDisp }}	{{ sv.vessel }}	{{ sv.engineer }}
No service reports linked.

Sub-vendor	Items	Base	GST	Total
{{ q.vendorName }}	{{ q.itemCount }}	{{ q.baseDisp }}	{{ q.gstDisp }}	{{ q.grandDisp }}	{{ q.mark }}

Invoice No	Date	Amount	Status
{{ iv.invoiceNo }}	{{ iv.dateDisp }}	{{ iv.amountDisp }}	{{ iv.payStatus }}
No invoices raised.