MeeraCRM Guide

flowchart TD
  A([Login
Head Of Department]) --> B[HOD Dashboard
Pending badges dekhein]
  B --> C[Employees
User + Role + Permissions + Zones]
  C --> D[Supplier oversight
Business Partner → Suppliers]
  D --> E[Query flow monitor
Sales/BO se queries]
  E --> F{Pro Bucket
Rates approve?}
  F -->|3 rates + margin OK| G{Quotation
HOD approve?}
  G -->|Sale rate + GST OK| H{PO Bucket
PO approve?}
  H -->|PO valid| I[Purchase Bucket open
Procurement buying start]
  I --> J[Delivery Approval
Dispatch proof verify]
  J --> K{Proof sahi hai?}
  K -->|Approve| L([Done
Line finalize / po_closed])
  K -->|Reject| M[Dispatch ko
correction bhejein]
  M --> J
        

flowchart TD
  A([Login
Sales Manager]) --> B[Dashboard
Open queries / quotations]
  B --> C[Query → Add
Client + Products + Codify]
  C --> D[Save Query
Lines → Pro Bucket]
  D --> E[Wait
Procurement rates + HOD approve]
  E --> F[Quotation create
Query se convert]
  F --> G[Import Pro Rates
GST + Sale rate set]
  G --> H[Mark Ready
HOD approval ke liye]
  H --> I{HOD approved?}
  I -->|No| H
  I -->|Yes| J[Client ko quotation bhejein
Quotation Follow-up]
  J --> K[Client PO mila?
Status: poReceived]
  K -->|Yes| L[PO Convert
HOD PO approve wait]
  L --> M([Done
Purchase Bucket mein jayega])
  K -->|No| J
        

flowchart TD
  A([Login
Back Office Exicutive]) --> B[Dashboard]
  B --> C[Sales/HOD se requirement lo
Phone / WhatsApp details]
  C --> D[Query → Add
Step 1: Company Info]
  D --> E{Client exists?}
  E -->|Search match| F[Client select
Zone auto-fill]
  E -->|Naya client| G[Create client
Industry + zone set]
  F --> H[Step 2: Products]
  G --> H
  H --> I{Product catalog mein?}
  I -->|Yes| J[Catalog se add]
  I -->|Naya| K[Codify
Group + Category → mig####]
  J --> L[Step 3: Preview → Save]
  K --> L
  L --> M[Query Products list
Line status track]
  M --> N[Procurement ko inform
Pro Bucket pending]
  N --> O([Done
Sales quotation banayega])
        

flowchart TD
  A([Login
Procurement]) --> B[Pro Dashboard
Pending count]
  B --> C[Supplier create
Business Partner]
  C --> D[Pro Bucket
Pending card open]
  D --> E[Har supplier ka rate submit
Rate ≥ 0]
  E --> F{3 rates complete?}
  F -->|No| E
  F -->|Yes| G[HOD rate approve wait]
  G --> H{PO HOD approved?}
  H -->|Yes| I[Purchase Bucket
PO Production lines]
  I --> J[Negotiate + Mark Purchased]
  J --> K[Supplier bill upload]
  K --> L[Payment Request raise
Finance ke paas]
  L --> M[Follow-up Bucket
Pending tasks daily check]
  M --> N([Done
Inventory receive])
  H -->|No| M
        

flowchart TD
  A([Login
Finance]) --> B[Payment Requests
Procurement se aaye]
  B --> C{Bill document
uploaded hai?}
  C -->|No| D[Reject / return
Procurement ko inform]
  D --> B
  C -->|Yes| E[Amount verify
PO line match]
  E --> F{Approve payment?}
  F -->|Approve| G[Supplier payment process]
  G --> H[Batch Billing / Billing Requests]
  H --> I[Client invoice generate
Delivered lines par]
  I --> J[PO line status
finance_approved]
  J --> K([Done
Accounts closed])
  F -->|Reject| D
        

flowchart TD
  A([Login
Inventory Manager]) --> B[Inventory Bucket
Pending receives]
  B --> C[Purchase Bucket se line
Status: purchased]
  C --> D[Physical stock verify
Qty + item match]
  D --> E{Stock OK?}
  E -->|Mismatch| F[Procurement / HOD
correction raise]
  F --> C
  E -->|OK| G[Mark Inventory Received
status: inventory_received]
  G --> H[Ready for dispatch queue
Dispatch team ko handoff]
  H --> I([Done
Dispatch Manager next step])
        

flowchart TD
  A([Login
Dispatch Manager]) --> B[Dispatchment menu
ready_for_dispatchment lines]
  B --> C[Dispatch plan
Client address verify]
  C --> D[Goods dispatch karein
Transporter / LR details]
  D --> E[Delivery proof upload
Receiving document / photo]
  E --> F[Mark Delivered
status: delivered]
  F --> G[HOD Delivery Approval
pending queue]
  G --> H([Done
HOD final approve karega])
        

flowchart TD
  A([Login
Local Purchase]) --> B[Local purchase tasks
Urgent requirements]
  B --> C[Requirement verify
Sales / HOD se confirm]
  C --> D[Local vendor se buy
Bill / receipt collect]
  D --> E[Purchase entry CRM mein
Amount + vendor details]
  E --> F[Bill upload
Payment request]
  F --> G[Finance approval wait]
  G --> H{Approved?}
  H -->|Yes| I[Inventory receive
ya direct dispatch]
  H -->|No| J[Correction + re-submit]
  J --> F
  I --> K([Done
Normal PO flow join])
        

flowchart TD
  A([Login
Local Procurement]) --> B[Local Pro Bucket tasks
Regional suppliers]
  B --> C[Local supplier rates submit
Same as Pro Bucket rules]
  C --> D{Min rates complete?}
  D -->|No| C
  D -->|Yes| E[HOD approve wait]
  E --> F[Local PO lines
Purchase Bucket subset]
  F --> G[Local vendor purchase
Bill collect]
  G --> H[Payment request
Finance]
  H --> I[Follow-up Bucket
Daily pending check]
  I --> J([Done
Inventory / Dispatch flow])