ANNOUNCEMENT📢 New rule from 1 October 2026 (sales reps): travel to a customer can be claimed only if the visit has a conversation recording in the CRM — at the customer: Check in → 🎙 Record the meeting → Check out. Visits without a recording will not be approved.📢 New rule from 1 October 2026 (sales reps): travel to a customer can be claimed only if the visit has a conversation recording in the CRM — at the customer: Check in → 🎙 Record the meeting → Check out. Visits without a recording will not be approved.
Team Dashboard My Dashboard
Team Performance —
Rep
Last seen
Customers
Pipeline
Activity
Quotes
Won (PO)
Win %
Hot
—
No customer/PO holders to show.
My Customers
My Quotes
My Pipeline
My Activity (7d)
Follow-ups Due
My On-Duty History (last 30 days)
Date Sent
Customer
Visit Details
No on-duty emails sent yet.
My High-Responsive Leads
·
No hot leads assigned
Customers
Total Quotes
Pipeline Value
Won Value
Win Rate
Need attention
Expected Revenue
Weighted by stage probability
From quotes in pipeline · won-rate adjusted
Pipeline by Stage
Stage
Customers
Value
Source Conversion
Source
Total
Won
Win %
Team Activity
Last 7 / 30 days
Type
Last 7d
Last 30d
Top High-Responsive Leads to Close
·
No hot leads right now
Pipeline Overview
Overdue Follow-ups ()
No overdue follow-ups.
Upcoming (7 days)
No follow-ups scheduled.
Recent Quotes
No quotes yet.
Quote No
Customer
Date
Total
Status
Pipeline
Showing
of customers across all stages
· pipeline value
·
▶
+ more — narrow the filter to see them
Field Visits — Today
Today's visits
Not started
Currently on-site
Checked out
Showing of
No visits planned for today. Customers with a "Next action date" set to today appear here automatically.
No visits match these filters. Clear filters
No renewal dates set yet — add AMC / subscription dates below to start tracking.
PERPETUAL (one-time + AMC)
SUBSCRIPTION (annual SME)
For per-machine install / AMC tracking, use the Machines tab.
Auto-saves on change
Next Action
This action is overdue.
Auto-saves on change. Click Save Now to confirm.
Payment Reconciliation
Total Business Value
Paid
Due now
Upcoming
Per-PO split of the customer's order value. Paid = collected · Pending = total outstanding (= Due now + Upcoming) · Due now = work done, payment collectible · Upcoming = future milestones not yet due. Figures follow the PI (finance source of truth); POs without a PI use recorded payment milestones. Tip: click a / milestone chip to mark its work done (→ Due now) or move it back — no payment is recorded.
PO #
Date
PO Value
Milestones
Paid
Pending
Due now
Upcoming
Update
Not invoiced
—
Total
No POs yet — reconciliation appears once this customer has a purchase order.
Purchase Orders ()
Track POs received, payment milestones, and receivables aging.
No recordings yet. Tap Start recording during your visit.
Documents ()
POs, NDAs, MoUs, invoices, drawings, photos, videos — any file up to 250 MB, with a type & notes.
Document
Type
Notes
Size
Uploaded
PO
No documents yet.
Trash is empty.
Document
Type
Deleted
Auto-purge in
PO
Photos —
Upload document
Edit document
Scratchpads ()
Account-specific Excel sheets visible to your team — meeting notes, draft pricing, working lists.
No scratchpads yet for this customer.
Discovery
Answers auto-save as you type. Click Save Now to flush immediately.
Saving… All saved● Unsaved changes
Machines ()
Attach Excel to just upload your raw machine sheet (no template — viewable in-app, saved under Docs). Import Excel creates individual machine records from a formatted sheet (columns: Model, Serial, Location, Install Date, AMC End Date, Status, Notes — Model required).
Machine
Controller
Year
Comms
Serial
Location
Installed
AMC Ends
Status
No machines added yet. Click + Add Machine to track installed inventory.
Quotes ()
No quotes yet — use + New Quote in the action bar above.
Quote No
Date
Total
Status
Sent
Not sent
Timeline ( events)
Everything that happened with this customer — calls, emails, WhatsApps, quotes, documents, all chronological.
No events yet — log your first activity above.
3. Line Items
No line items yet. Click "+ Add Line Item" to start.
#
Description
Qty
Unit Price (₹)
Line Total
4. Totals
CGST @ %
SGST @ %
IGST @ %
Total with GST
+ Returnable Deposit (refundable)
Refundable deposits are excluded from GST. Customer in Tamil Nadu → CGST+SGST. Elsewhere → IGST.
Notes (printed below the quote table)
Tip: when you pick a Perpetual Licence package, the AMC line is auto-appended here. You can edit anything.
Generate quote
How would you like to produce this quote?
Click anywhere to edit — text, headings, table cells, everything. Use the toolbar to insert a table or add a row. Save keeps your edited version as this quote's document.
Σ
Fill
All Quotes
→
Showing of
Quotes (sent)
Total value (SME + Enterprise)
SME value
Enterprise value
Unclassified
No quotes yet.
No quotes in this date range. Try “This month” or Clear.
Quote No
Date
Customer
Total
Status
Sent
Views
Different solution
—
—
Renewals
AMC (Perpetual customers) + Subscription (SME customers). Sorted by urgency.
BCC mode: same message goes to all recipients in BCC. Placeholders are replaced with generic terms ({name} → "there", etc.). One single email opens with all addresses pre-filled.
#
Customer
Channel
Status
Send
pending sent
Showing first 200 — "Send to all" still processes the full list.
leads
High Responsive: Responsive: Low Responsive:
Unplanned
Drag onto a bucket to schedule.
All customers are planned 🎉
Backlog
Planned but not actioned — drop here onto Today to reschedule.
No backlog. Everything actioned on time
Drop here
Customer
No visits scheduled in the next 14 days. Pick the Kanban view to schedule from Unplanned.
Cross-source list of customers needing follow-up today. Sorted by urgency: overdue actions and hot leads going cold first.
customer(s) marked Won. Deal value = total quoted to each.
No won deals yet.
Customer
City
Deal value
Win rate
Won
Lost
Win rate = Won ÷ (Won + Lost) = ÷ . Open / in-progress deals are not counted.
Won ()
None
Lost ()
None
Activity Timeline ()
No activity recorded yet for this rep.
Showing latest 200 of .
Customers Assigned ()
None assigned yet.
Name
Stage
Next Action
—
Quotes ()
No quotes generated yet.
Quote #
Customer
Total
Status
Scratchpads
Excel-style scratch sheets for rough work. Three scopes — Mine is private to you, Team is shared with everyone, By Customer attaches to a specific customer record.
← Pick a scratchpad on the left, or click + New Scratchpad to start one.
Drawings → Spec Sheets
No drawings yet. Upload a PDF (or PNG/JPG) drawing and AI will extract the title block, dimensions, tolerances, surface finish, and notes — then suggest a machining sequence.
Drawing
Status
Pages
Customer
Uploaded
·
·
Analyzing with Claude Vision…
This usually takes 10-30 seconds per page. Don't close this tab.
Error:
Drawing Preview
No pages rendered yet.
Extracted Specification
Click " Analyze with AI" to extract the spec from this drawing.
Title Block
Drawing No
Revision
Part Name
Part No
Customer
Scale
Date
Material
Specification
Treatment
Dimensions
Feature
Value
Tolerance
GD&T Tolerances
Surface Finish
General
Holes & Threads
Notes
AI-Suggested Machining Sequence
Warnings (human review needed)
Master Data
Email Notifications
Automatically email your team when a CRM event happens. Turn a trigger on and list who should receive it (comma-separated emails). Sent from the CRM's own mailbox.
Event
Send email
Recipients (comma-separated emails)
Changes save automatically. Leave a row's recipients blank to fall back to the default notification address. Use ✉ Test to send yourself a sample and confirm it's wired.
Organization & Reporting
Set who each person reports to. The chart below builds automatically — we'll use it to roll up analytics by manager.
Person
Role / Title
Reports to (Work Update)
Voucher Approver (travel bills)
Reporting chart
└
No active users to chart.
Sales Targets
Per-rep target. Feeds the Sales Analysis page (target vs actual). Revenue = ₹ payments actually received in the month.
Overrides the default for this month only
Rep
Revenue / mo (₹)
Visits / mo
POs / mo
Wins / mo
Default applies to every month. Pick a specific month to override it just for that month (blank = inherit the default, shown greyed in the box).
Audit Log
Every customer/quote/PO change tracked with user + timestamp.
Time
User
Entity
Action
Summary
No audit entries yet — actions will appear here as they happen.
User Activity
Who logged in, how long they spent on each page & tab (active tab-time only), and what they changed. Click a user to expand.
Loading…
User
Logins
Last login
Active time
Changes
Top page
Time per page & tab
No page activity recorded in this range.
What they did
No changes in this range — this user only viewed pages, didn't edit anything.
No activity in this date range yet. Page-time is recorded from now on as users navigate the CRM.
Recent logins
Time
User
No logins in this range.
Roles & Access Control
System roles control permissions. Custom roles default to Sales-level access.
Role
Type
Users
Permissions
Actions
SystemCustom
Full controlRead all + reportsRead allSales
Team Users
Admin manages logins. Each user gets a unique email/password.
Name
Email
Phone
Role
Last Login
Status
ActiveDisabled
Broadcast Templates
Templates shown on the Broadcasts page. Edit any to update its label, channel, subject, body — then Save.
Placeholders you can use:{name}{company}{rep}{venue}{machineCount}{segment}
Changes appear immediately on the Broadcasts page for all users.
On-Duty Email Settings
When a sales rep visits a customer, this triggers an on-duty email to HR (CC manager). Configure recipients and templates here.
When a sales rep schedules a meeting, these addresses are auto-added as attendees so manager / admin / sales head get the Google Calendar invite alongside the customer.
One-time tip: in each rep's Google Calendar settings, turn on "Automatically add Google Meet video conferences to events I create". After that, every scheduled meeting gets a Meet link auto-attached — no manual "Add Meet" click needed.
Management Reports — Recipients
Set who receives Today's Visit Plan, EOD Update, and Weekly Digest by default. Reps can override per-send.
Renewal Auto-Set Rules
When a customer's stage moves to Won, automatically set renewal dates.
Applies to future Won transitions. Existing customers' dates are not changed.
Discovery Questionnaire Template
These are the questions sales reps fill in on the customer detail page during discovery calls. Reorder sections by edit, delete questions you don't need, add new ones.
Existing customer answers are preserved by question key.
Email & WhatsApp Templates
Customize the auto-templates used by Call · WhatsApp · ✉️ Email buttons. Edit, then save Master Data.
Placeholders you can use:{name}{company}{rep}{venue}{machineCount}{segment}{fromEmail}{fromName}
Sender
Email Subject
Message Body by Stage
Same body is used for both ✉ Email and WhatsApp. Edit to match your sales voice.
Takes effect immediately for every Email / WhatsApp button.
Customer Segmentation
Classify customers by number of machines. Changing the threshold reclassifies every customer.
Runs server-side against all customers.
Company Info
Bank Details
Sales Contacts
Sales contacts are now derived live from Users — no separate list to maintain.
Anyone added under Master Data → Users automatically appears in the Sales Person dropdown on a quote
and on the printed PDF (using their name, role, email).
Name
Designation (role)
Mobile
Email
No active users yet — add one under Master Data → Users.
To add/remove a sales rep, go to Master Data → Users. The Mobile field is currently blank for all users — ask if you want me to add it to the User profile so it appears on the quote PDF.
Products
Machine Controllers
ID
Name
Default Protocol
Add-on (₹)
Add-on Note
Per-machine (₹)
Protocols
ID
Name
Adapter (₹)
Notes
Services
ID
Name
Unit Price (₹)
Default Qty
Per Machine?
Lead Sources
Where leads come from — these are the options in each customer's Source dropdown. Add a new one (e.g. a future exhibition), rename, or remove. Renaming updates it everywhere automatically.
Source name
Customers
Type the new source name, click Add source for more, then Save. New sources appear in the customer Source dropdown immediately for everyone.
Scope & Terms
Objective & Background (top of the quote)
Placeholders auto-fill: {customer}, {brand}, {company}. Leave blank to use the standard wording.
Scope section headings
The a) / b) / Out-of-Scope headings on the quote. Placeholders: {customer}, {brand}.
Scope from Yantra — a) content, global default
Scope from Customer — b) content, global default
Out of Scope — content, global default
Product-specific Scope
Different scope per product. Blank fields use the global scope above.
Disclaimer
Warranty Clause Text
This is the full Term 6 paragraph on the PDF. Placeholders auto-fill from the values above:
{brand}, {months}, {monthsWord},
{correctionDays}, {correctionDaysWord}.
Log Activity
Build SME Package
Model:
Basis:
Pulse is foundation · Smart Buddy + Digital Factory for productivity · Maintenance + Spare Parts + MES for reliability · G-code + Tool Life + ERP + Estimator for advanced · Trace Guard for mistake-proof.
Blank YC = auto (1 per 4 machines). Deposit follows YC count (Rs. 30,000 each).
Cell = 1 Yantra Controller serving machines. Cell-wise saves on YC hardware vs scattered machines.
Tick at least one module on the left.
Selected modules:
YC supplied
Deposit (refundable)
Installation
Year 1 subscription
Payment with PO
Year 2+ renewal
Tiers are pre-defined bundles from the official pricing sheet. Need a custom module mix? Switch to Subscription (modular).
1/2/4/10/20 are anchor counts; other counts interpolate linearly. Blank YC = auto.
Cell-wise: 1 Yantra Controller per cell. Tier per-machine price stays the same.
Interpolated
Included in this tier:
YC supplied
Deposit (refundable)
Installation
Year 1 subscription
Payment with PO
Year 2+ renewal
Perpetual licence = one-time purchase. Price = tier yearly subscription × machines × 5 years × volume factor. AMC at 10% of licence is invoiced from Year 2 onwards.
Tick the lines to pull into this PO. Optional lines are off by default — turn on the ones the customer chose.
This PO already has line(s) — importing replaces them with your selection.
Completion Certificate
Generates the certificate on your letterhead with this order's items, amounts and payments. You can edit the full text afterwards, then download as Word or save as PDF.
Completion Certificate
Click any text to edit
Add old receivable
Log an old customer due that never went through a PO/PI. It shows in Payment Follow-up so finance can chase the balance, filed under the right financial year by its date.
Click "Send" on Google's "Send invites to guests?" prompt
This is what actually emails the customer. "Don't send" = no email.
Backup options (if Calendar didn't open or you want to send the invite yourself)
.ics file — attach to email; customer double-clicks → adds to their calendar (works on Google, Outlook, Apple). No Meet link but bulletproof. Email customer — opens your mail client with meeting details pre-filled (no attachment — attach the .ics manually if you want).
Preview below — share with management via Email / WhatsApp, or copy and paste anywhere.
Default recipients configurable in Master Data → Calendar / Reports.
Check out from
GPS + timestamp will be auto-captured. Tell us what happened in the meeting before we close it out.
This customer will be moved to Lost on check-out — no follow-up will be scheduled.
What's the next action? * suggested from outcome — change if needed
This becomes the customer's next follow-up — it shows up in your Field list on that date.
Add the customer contact *— this customer has no contact on file, add who you met to check out
Can't check out yet — please complete:
On-Duty Email to HR
For visit to . Opens in your mail client with HR + manager pre-filled.
To: · CC:
Send Quote
Quote
The quotation PDF is attached automatically. Pick the contact, tweak the message, then Send.
The quotation PDF is attached and sent to your notification recipients for review. The customer is not emailed.
Review quote
Customer
Value
Status
For
This quote isn't in the current list/filter — comments still work; use the Quotes list to open & edit it.
Review comments
Loading…
No comments yet — add the first review note below.
Email opens
Total opens
First
Last
Loading…
No opens recorded yet. This fills in when a recipient opens the emailed quote (and their mail client loads images).
Recipient
Opened at
Device / client
Per-person tracking: the customer and each team member receive their own individually-tracked copy, so the Recipient column shows exactly who opened. Counts are still approximate — image-blocking (Gmail/Outlook) can miss opens, and Gmail's image proxy can cache repeats.
Old data detected in this browser.
You have customers/quotes saved in localStorage from before the database was set up. Want to upload them to the server now?
Server offline — changes will not be saved
Paused Recording · awake Paused — phone locked
Move to Lost —
A reason and a note are required so the loss can be analysed properly.
No open pipeline yet — add customers and move them through the stages.
Value: ≈ estimated from machines (Lead–Demo) · quote value (Quoted–Negotiating) · PO value (Won)Closed: won · lost ·
Click a stage for its customers
Lost Sales Analysis
Why customers were lost — from the reason reps picked AND what they wrote on visits. Unrecorded reasons are suggested from the notes; confirm them to clean the data.
Lost customers
Reason recorded
Suggested from notes
No clue yet
Est. value lost
Avg visits before loss
Median days in pipeline
Lost · vs
Loss rate (lost ÷ closed deals)
Overall loss ratio (all time)
Filtered:
lost
Click a slice to open those customers
Why customers were lost
Where they dropped — stage when lost
By rep
By lead source
Effort before losing them
Bar length = lost customers · tag = how many have a reason recorded by the rep. Click a slice or bar to open those customers.
Tap a customer for the full story
Customer
Rep
Source
Machines
Value
Stage lost
Days
Visits · Calls
Reason
Lost on
suggested
Why (as recorded)
What the customer said (visit notes)
No visit discussion notes recorded.
Effort
Team-wide trend. Click a point to jump to that period. Line shows the metric chosen on the right.
Compare Members
Team ranked by the metric chosen above ( Visits / Revenue / POs).
No data for this metric in — log a customer's payment to build revenue, or add visits.
Customer
Detail
Value
Nothing recorded for this metric in this period.
Customer
City
Current stage
Owner
Visits
Time spent
Machines
Quote value
◉
No customers reached this stage in this period.
By Rep
Actual vs target for . Revenue = ₹ payments actually received. Visits = GPS check-ins. Wins = customers who sent a PO.
Rep
Revenue (received ₹)
Visits
POs
Wins
Quotes
Team total
No POs recorded for this month yet — Revenue, POs and Wins will stay at 0 until reps attach POs on the customer page.
KPI Scorecard
Activity done in this period vs target — the sales-team review view. Auto-computed from CRM data; accuracy depends on POs, payments & demos being logged here. Targets are monthly (scaled for quarter/year); edit via Master Data → kpiTargets.
KPI
Target
Achieved
% Achievement
Status
revenue visits POs wins quotes
Wins — POs received ()
No POs received this month.
Customers visited ()
No check-ins this month.
Quotes ()
Team activity for this month
revenue visits POs wins
POs received ()
No POs received this month.
·
Visits by rep ()
No check-ins this month.
Timeline
Showing
of events.
Loading…
Field Visits
No customer check-ins in this date range. Field reps check in/out from the customer card.
In → Out on site — not checked outcheck-out only (no check-in in range)
0:00 / 0:00
· speech · silence · played · tap the wave to play from there
· ·
Stage Activity Update Planned OverdueShowing first 24 events (use list view for all)
StageActivityUpdatePlannedOverdue
Sales Rep
Total
·
No events match your filter.
Inventory Items
IIoT Kits · Components — single source of truth for stock
IIoT Kits ›
Kits Low / Out of Stock ›
Kit Stock Value ›
Component Stock Value ›
Total Stock Value ›
Kits + Components =
Kits at or below reorder level (or out of stock) — restock these.
Nothing here 🎉
Code
Name
Type
Stock
Status
Value
OK▼ LOW OUT
Total value
No inventory items yet. Click + New Item to start cataloging.
Code
Name
Stock
Reorder
Last Cost
Value
Actions
OUT▼ LOW OK
Stock Ledger
Append-only history of every IN / OUT / ADJ movement
No movements match the filter. Try clearing filters or log a movement.
Date / Time
Type
Item
Qty
Unit
Notes
By
Low Stock Alerts
Items at or below their reorder level — restock soon to avoid running out
Low / Out
Out of Stock
🎉 All items are above their reorder level. Stock is healthy.
Code
Name
Type
In Stock
Reorder Lvl
Short By
Severity
Action
OUT OF STOCK▼ BELOW REORDER
Code cannot be changed after creation
Logged as an opening IN movement
Suppliers for this component
Best:
Link each supplier that stocks this component — with their SKU / part number and buy link — so you can reorder online.
Payments · to this component's suppliers · total ₹
Supplier
Date
Amount
Method
Reference
Notes
Component Sourcing · best supplier quote, else the component's own price
Component
Qty/unit
Price source
Unit price
Line ₹
list priceno price
Total build cost / unit:
component(s) have neither a supplier quote nor a saved price — their cost isn't in the total.
Stock movements
No stock movements yet.
Date
Type
Qty
Unit cost
Ref
Notes
Bill of Materials —
List every component (and its qty) needed to build one unit of this IIoT Kit.
The Build workflow will multiply by the build qty and consume components atomically from stock.
Component
Qty / unit
Unit
In Stock
Unit Cost
Line Cost
Notes
Can also use:
·
₹
Total cost per unit:
No components in this BOM yet. Click + Add Component above.
Reference images & documents
Assembly diagrams, wiring photos, datasheets — so anyone building this kit can see how it goes together.
No reference files yet — click Attach file.
Add Component
Line cost
Build from BOM —
Checking component availability…
This IIoT Kit has no BOM defined. Add components in BOM first.
All components in stock. Ready to build × .
Short on components. Max buildable with current stock: .
Reduce qty to , or reorder the short items:
Component
Per unit
Needed
In Stock
Short
Status
OK SHORT
This report is available to admin, finance and the CEO.
Monthly Audit Report
Payments · POs · PIs · invoices · travel · procurement · controls — audit for the month, with finance sign-off.
⏳ Calculating…
🔒 Locked — figures frozenDraft — live figures
Statutory & month-end checklist
Finance comments
Sign-off
① Prepared (finance):
② Reviewed:
③ CEO acknowledged:
Audit findings — finance remarks
Explain each finding for the CEO. Remarks are saved per finding and print with the report. They lock when you sign Prepared.
Nothing in this filter.
Payment History
Money in (revenue from PIs) and money out (paid travel vouchers). Most recent first.
No payments recorded yet. They'll appear here as you record advances/balances in Payment Follow-up.
Date
PI #
Customer
Type
UTR / Ref
Amount
PI Total
No vouchers paid yet. Paid travel vouchers appear here once finance marks them Paid.
Paid Date
Voucher #
Employee
Period
Ref
Amount
Payment Follow-up
Proforma invoices with money still due — record received payments and chase the customer. Oldest first.
Split the PI into payment milestones and mark each as work done once the stage is complete — only "work done, unpaid" milestones count as Due now.
Milestone
Amount ₹
% of PI
Status
Date
Admin —
Edit this manual receivable's details.
Scope delivered — shown on the completion certificate
Code
Item / description
Qty
Unit
Status
Correct payments
Set a stage back to Work done · due to undo a payment recorded by mistake, or fix its amount/date. Saving reconciles the recorded advance/final payment too.
Stage
Amount ₹
Status
Paid date
Total: Paid: Balance:
Finance Inbox
PIs needing Finance action — generate, send, record payment, release to Procurement
🎉 Finance inbox is clear — no PIs awaiting action.
Procurement Inbox
Released PIs — claim, allocate stock or build from BOM, then mark fulfilled
🎉 Procurement inbox is clear — no released PIs awaiting work.
PIs appear here only after Finance has confirmed advance payment and clicked Release.
Linking enables stock allocation + Build-from-BOM in Procurement Inbox
Customer saves
on this line ( off list)
Proforma Invoice —
PO
PI date
Status
Line items don't match a quote yet — link a quote so the PI shows the same descriptions the customer agreed to.
Linked to quote
Item / Description
Qty
Unit Price
Subtotal
Stock
Allocated
Tally PI (source of truth)Generate the PI in Tally, then record the number + sent date here.
Subtotal:
Tax:
Total:
Advance Paid:
Link a Quote to this PO
Pick the quote this PO was raised against. Line items will be replaced with the quote's so the PI shows the same descriptions the customer agreed to.
Loading quotes…
No quotes found for this customer. Create a Quote first (New Quote → pick this customer), then come back.
PI · total
Recording against milestone:
Mark PI Fulfilled
PI — all lines allocated, ready to close. Enter the Tally TI number for reference (TI itself lives in Tally).
Shipments
Packed → Dispatched → Delivered. Auto stock-OUT fires on Dispatch.
empty
Suppliers
Procurement supplier master — used when raising Supplier POs
Pick a supplier for each item to enable its PO. Only suppliers linked to that component are listed — add more (with SKU + buy link + portal login) on the component / Suppliers page.
Supplier POs
Raise POs to suppliers · Record GRN on receipt (auto IN movements to stock)
No supplier POs yet. Raise one when components are short.
SPO #
Supplier
Date
Lines
Total
Received
Status
Travel Vouchers
Weekly/monthly expense sheet. Add line items as the period goes · submit once · manager approves · finance pays.
PaidPendingDraftReturnedAdvanceTotal
Voucher #
Period
Employee
Trip Name
Total
Status
→
💼 Billable
No vouchers yet. Click "+ New Voucher" to start your weekly expense sheet.No vouchers awaiting your approval.No vouchers awaiting HR validation.No HR-validated vouchers awaiting payment.No vouchers in the system yet.
I hereby declare that the above expenses were incurred by me for official purposes and are true and correct to the best of my knowledge.
Reporting Head:
Accounts / Finance:
View only
Required to submit the voucher.
Select a customer to see their POs.
Finance will bill this trip's cost to the customer against .
close
Type a customer name…
No matching customer
Blank round trip (fill name later)
Or add from visit / customer:
close
Any customer · click = round trip
Type a customer name to search visits & customers…
DATE
DESCRIPTION
TYPE
KM
AMOUNT
⠿
days
—
No lines yet. Click "+ Add line" or " Round trip" above to start.
Total
Period · click a day to add a line for it
Bills & receipts
No bills attached yet. Attach a photo or PDF of each ticket / hotel / food bill so accounts can print and verify against this voucher.
Manager note:
HR note:
Finance note:
TOTAL
ADVANCE TAKEN
Approve
Mark Paid —
Demo Readiness — Draft · not raised yet
POC prerequisites — mandatory
1 · Customer people (at least one with a phone number — pick from the customer's saved contacts or type)
4 · Machine hour rate5 · Yantra sales owner
The implementation engineer is assigned on the demo card — required before scheduling.
Attachments— machine / controller photos, docs (saved to the customer's Documents)
POC Pilot —
On track
TODAY
Listen & Diagnose Yantra Smart Buddy done lost now tap for details
✓ done✗ lost day
Yantra sales
Yantra implementation
Production mode committed by
Machine hour rate
POC length|+
Day 0 (install)
Not planned yet — click D0, set Day 0 and “Plan 5 days”.
Production modeData
Valid Listen & Diagnose days
Valid Smart Buddy days
Lost days
Planned end
Projected end
Fill the before vs after table in R2.
Measure
Before
After
Change
Day log — a day counts only if the machine ran in production mode and data is complete
POC length|+
Day 0 (install)
Date
Phase
Production mode
Data
15-min session
Note
Set Day 0 above, then “Plan days”.
Review 1 — what Yantra diagnosed (after Listen & Diagnose)
Fewer valid Listen & Diagnose days than planned — the baseline is thin.
Review 2 — before vs after (per day)
Measure
Listen & Diagnose (before)
Smart Buddy (after)
Change
Proven = a capability the plant did not have before. Observed = state the change with its caveats (operators know they are measured; show with and without outliers).
Outcome
Log outreach
How did the customer respond?
A real response lifts the score; repeated no-answers cool it. This is the two-way signal, not just an attempt.
Responsiveness score — who to move on next
Engagement /100Value /100
70% how responsive they are + 30% deal value
Why this score
No signals yet — log a visit or send a quote.
Total Open Requested Completed
New implementation request
No match.
This customer has no POs yet.
— drop here —
Customer
Raised by
Engineer
Priority
PO
Machines (hardware)
Demo
Scheduled
Planned (days)
Installation timeline
Day 1 · Due ·
TODAY
No log on this day — add one below.
Updated
Activity log
No log entries yet.
Delivery Challans
Issue + track hardware movement: demo, install, jobwork, repair, samples. Goes WITH the goods.
DC #
Date
Customer
Purpose
Qty
Value
Status
Returnable?
↩ YesNo
expected
Still not returned
No DCs yet. Click "+ New Delivery Challan" to create one for demo/install hardware.No DCs match this filter.
— None (fill below manually) —
No customer found.
No supplier found. Add one under Suppliers first.
#
DESCRIPTION
HSN/SAC
QTY
UNIT
RATE (₹)
AMOUNT (₹)
SERIAL NOS
REMARKS
No items yet. Add hardware lines below.
Total
ⓘ No IIoT Kits in Inventory. Add them via Inventory Items page (type=FG), or use "+ Add line" to type freely.
Received: by on
·
Returned: on
·
TOTAL ITEMS · VALUE
·
Pack Shipment
Line
Available
Ship Qty
Mark as Dispatched Mark as Delivered
Dispatch triggers automatic stock-OUT for every line — this is irreversible.
Stored in the CRM and visible to anyone who can see Suppliers. Don't reuse a sensitive personal password here.
This supplier quotes
· SKU Buy
— cost auto-filled; just set the required qty.No quote from this supplier for this component — cost defaults to its last purchase price. Link it on the component page to auto-fill.
Raised
· expected
· total
Item
Ordered
Received
Outstanding
Unit Cost
Goods Received Note
Enter the quantity actually received for each line. Stock will be incremented automatically with an IN movement.
Item
Outstanding
Received Now
Record Final Payment
PI · total
·
advance paid
Add to procurement cart
No supplier linked to this component yet — you can still add it and pick a supplier in the cart, or link one on the component page.
Stock IN — Receive Stock OUT — Issue Stock Adjust — Physical count
Sets stock to this absolute number (ignores prior balance)
Updates item's "last cost" if set
No PO / DC matches “”
Stock can only be issued against a Purchase Order or Delivery Challan · newest first.
