Registered companies
| Company | Contact | Accounts | Subscription | Validity | Company status | Actions |
|---|
Subscription Plan Master
Create reusable plans for company onboarding and renewals.
| Plan | Code | Price | Duration | Drawings | Services | Status | Actions |
|---|
Subscription Requests
Review company requests for renewal or plan assignment.
| Company | Requested by | Message / Plan | Status | Requested on | Actions |
|---|
| Date | Part | Drawing / Rev | Chars | Read by |
|---|
Drop a drawing here, or
Vector PDF (CAD export) · scanned PDF · PNG / JPG / TIFF
Roles
Existing login roles for your company workspace.
| Role name | Type | Screen access | Action |
|---|
Screen access
Select a user role and choose its Read / Write access.
Company Admin has full access and manages login accounts and permissions. These permissions are fixed.
| Screen |
|---|
Reports & Exports access is also required for PDF / Excel downloads. Login accounts and Access Control are managed by Company Admins.
Your subscription
Company details
Your logo and name, printed on the quotation document.
PNG or JPG, up to 4 MB. A wide logo suits a title block best.
Balloon colours
Used on every new render. An existing print is not repainted until it is re-ballooned.
Your account
Change the password you sign in with.
People
Manage company logins and role permissions. Register people with their full details in Users.
| Name | Email / Username | Role | Status | Last seen | Actions |
|---|
Sign in as an administrator to change rates. Everyone can see them to build a quotation.
Costing sheet defaults
Applied to every new costing sheet under Costing - each one can still override them.
MOQ divisor: MOQ = EAU ÷ this number (12 for monthly, or 10 if that's the client's own convention) - set once here, every line's MOQ computes from it automatically.
Material Categories
A managed list, so the same category is never spelled two different ways.
| Name |
|---|
Materials
Category + Grade identify a material once, reused on every costing line picked from a dropdown. Rate per kg prices the stock a part is machined from; scrap price and recovery % price back the metal turned off as swarf.
| Category | Grade | Density | Rate (₹/kg) | Landed rate | Scrap (₹/kg) | Recovery % |
|---|
Finishes
Each finish type prices at its own rate per kg - picked per costing line the same way Material already is.
| Name | Rate (₹/kg) |
|---|
Parts
A part quoted before, defined once - item code, name, category, and (when there's an actual ballooned drawing for it) a link to it, which is what lets a quote line read net weight and cycle time off the real drawing instead of typing them. Pick it on a quote line and item code/part name/material/finish all come with it.
| Item Code | Part Name | Category | Drawing | Material | Finish |
|---|
Bought-Out Items
An O-ring, bearing, spring, or anything else bought rather than made - priced at its own purchase cost, picked per BO quote line instead of typed fresh.
| Item Code | Name | Default price (₹) |
|---|
Material rate (MMR + CIAN)
MMR (Metal Market Rate) is pulled from MCX where it has a contract; CIAN (freight / duty / processing premium) is always entered by hand. The landed rate a costing sheet uses is the trailing 3-month average of both.
| Month | MMR | CIAN | Source |
|---|
Processes
Machining/inspection and a machine's own cycle-time rate are both priced by the hour; a secondary process such as plating is priced by kg or by part.
| Name | Kind | Rate | Basis |
|---|
| Sheet | Customer | Date |
|---|
The quote's name and number are generated automatically - you can rename it afterward once you know what's on it.
Quotation
What the customer sees when this sheet's Quotation is downloaded - item, quantity (each line's EAU) and unit price only, no cost breakdown.
Quote Preview
Exactly what downloads as the Quotation - item, quantity, unit price, GST, grand total. Add lines below and this updates automatically.
| Sr | Item Code | Description | Qty | Unit Price | Amount |
|---|
Add a line
Internal cost detail (the full buildup - never shown to the customer)
| Part name | Cat | Material | Finish | Input wt | Net wt | Cycle (min) | EAU | MOQ | Material ₹ | Conv. ₹ | Total ₹ | Final ₹ |
|---|
Dimensional and Measurement Feasibility
| Param. No. | Details | C of C | Spec. | Tol. | Mfg Feasible | Mfg Process | Meas. Method | Meas. Feasible | Meas. Query | Mfg Query | Remarks |
|---|
| # | Review | Type | Specification | Measure method | CC |
|---|
