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Overview
Dispatch Details
Sample Given to Customer
Courier Details
Notes & Followup History
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Customer Followup
Add followup
New Sample Order
Order Details
Sample Items (item-wise — used for entry & quotation)
SO Item
Design No.
Qty (m)
Size (mm)
Colour
Rate (₹)
Status
Daily Production
Date
Planned?
Plan Machine
Machines Running
Plan Prod. (m)
Production (m)
Prod. Balance
Packing
Date
Design No.
Packed (m)
Unpacked Balance (m)
Wastage (gm)
Dispatch Details
Bill Date
Bill No
Design No.
Dispatch Qty (m)
Balance (m)
Sample Given to Customer
Each handover is saved on its own. The last one is the live assignment — that is the field boy whose phone rings, and only between 9 AM and 7 PM.
Courier Details
Customer Followup
Date
Time
CRM Name
Deal
Next Followup
Next Time
Remarks
📊 Dashboard
Stage activity
Deal outcomes
Quotation
Customer
Existing Deals / Orders
Notes / Call History
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🎨 Design Master
Design No
Weight/Mtr (g)
Thread
Plastic
🏆 Lead Won — P.O. details
This lead is being marked Won. Please enter the customer P.O. number and attach the P.O. photo.
New Customer
Contact Name
Number
Email
Ship To Address
The address on a contact row is where the goods
actually go — it prints on the quotation as Consignee (Ship To). The Bill To
Address below is what the bill is raised on, and prints as Buyer (Bill To).
Import from the Debtors list
Every Debtor in the Client Master that is not already a Sample CRM customer is added, with its
contact, number, address and GST. A debtor that already matches a customer is left exactly as it is —
nothing here edits, merges or deletes an existing customer.
