Manufacturing company · Manufacturing
Industrial business system: sales, service and warranty in one platform
Replaced a stack of spreadsheets with a single system covering leads, orders, inventory, service jobs and warranty.
A solution designed in full — workflow, data model and screens — to show how this kind of business would be built. Not a delivered project.
- React
- TypeScript
- PostgreSQL
- Role-based auth
- Scheduled jobs
- Dashboards
Business challenge
- Leads recorded in personal notebooks and WhatsApp
- Orders and dispatch tracked in multiple Excel files
- No reliable stock position at any point in the month
- Service history unavailable when a customer called
- Warranty claims judged from memory
- Management saw numbers only at month end
Our understanding
- The bottleneck was not reporting; it was that the same data was entered three times in three places.
- Service and sales needed the same customer record, not two.
- Warranty depends on the dispatch date, so dispatch had to be the single source of truth.
Solution
- One customer and product master used by every module
- Lead-to-order pipeline with owner and stage
- Inventory movements tied to dispatch and service consumption
- Job cards for every service visit with parts and status
- Warranty computed from dispatch, visible to the service team
- Management dashboard refreshed continuously
System design
Data
Relational database with customer, product, order, stock, job-card and warranty entities.
Application
Role-based web application for sales, stores, service and management.
Automation
Scheduled reminders, low-stock alerts and daily management summary.
Analytics
Live dashboards over the same database, no separate reporting file.
Key features
- CRM
- Order management
- Inventory
- Production tracking
- Service management
- Warranty tracking
- Job cards
- Role-based access
- Dashboards
- Alerts
Screens & experience
- Sales pipeline
- Order & dispatch
- Stock ledger
- Job card
- Warranty lookup
- Management dashboard
Automation
- Follow-up reminders on stale leads
- Low-stock alerts to stores
- Job-card status updates to customers
- Daily summary to management
Data & analytics
- Sales by product and region
- Order-to-dispatch time
- Stock ageing
- Service load and repeat failures
- Warranty cost exposure
Outcome
- One record per customer across sales and service
- Stock position available on demand instead of month end
- Service history retrievable during the customer call
- Management visibility without asking for a report
Possible future improvements
- Dealer portal
- Production scheduling
- Predictive service intervals
- Mobile app for field engineers
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