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Home - Coggle Diagram
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Back end Master tables
Clients
Name + Company information
Status
Draft
Active
Inactive
Blocked
Client personnel
Name + Contact details
Vendors
Name + Company details + Contact
Products
Name+Description+ Tech Specs + Image
Categories
Electronics
Stationary
Hardware
FMCG
Music Equipment
Office Supplies
Security equipment
Inquiry Master
Keep a list of all inquiries raised with status and dates when status got updated
Status for Inquires
Draft PI
PI Pending with Vendor
Quotation Pending with client
PO received
SO sent to vendor
Goods dispatched
Payment sent to Vendor
Payment pending from Client
Payment received from Client
Quotation master
Keep a list of all quotations sent to clients (linked to inquiries
Add New Inquiry
Existing Client
Search Client name
Select Client personnel
Back in Inquiry pop-up
Copy paste the product requirement with Qty from external sources (whatsapp)
Add more rows in pop-up for multiple products
View/ Edit/ Delete options for each row
Save Inquiry
1 more item...
Create new vendor
1 more item...
Send to Vendor
1 more item...
Create New Client
Add Company name + Company Info
Add Client personnel name + Contact details
Status Draft PI
Step 2: Quotation
List of Inquiries
Select Inquiry
Create Quotation
Pop-up opens with list of items from inquiry
Add rates manually and update Qty
Save Quotation for later
Direct quotation
Search for product from Inquiry
Select Product
View past quoations
Import Quotation
Update Qty or rates if needed
Send to Client
PDF of the Quotation gets sent to Client on Whatsapp and email
1 more item...
Search and select client
Step 3: PO & SO
PO received from client
Search Inquiries
Filter status : Quotation pending with client
Select Inquiry
Upload PO
PO upload confirmed
Generate SO and send to vendors
SO gets generated and is sent to one or more vendors (basis PI sent earlier) on whatsapp and email
1 more item...
Status: PO received
Step 1: Inquiry