This platform was designed and built from a blank repository and has been in daily production use since July 2026. It has been extended continuously through written change requests from the client — each tested on staging before release — which makes it a good example of how 91Technologies delivers and then keeps improving a business-critical system.
The challenge
The company supplies precision industrial hardware to engineering customers. Its operations ran on spreadsheets, paper forms and email folders, with the same data re-typed three or four times.
- Separate silos. Enquiries, quotations and customer POs lived apart, so a PO could differ from the quotation without anyone formally reviewing it.
- Manual stock handling. Supplier POs, goods receipt, inspection and stock were tracked on paper and Excel; partial deliveries and defects were reconciled by hand.
- Dispatch risk. People had to remember which invoice, way bill and certificate belonged to which shipment.
- Manual quality reporting. Receipt, rejection, supplier rating and hit-ratio reports were compiled by hand each year.
- Weak accountability. There was no reliable record of who approved or changed what.
Our solution
We built one system of record for the whole order-to-cash and procure-to-stock cycle, with an approval at every hand-over.
- A linked chain. Lead → quotation → customer PO review → proforma invoice → supplier PO → inward → inspection → stock → dispatch → payment → returns and credit notes.
- Controls built in. Maker-checker approvals, reversible corrections and an audit trail make every step verifiable.
- The client’s own documents. Quality forms and reports follow the formats the company already used, calculated from live data.
- A modern, safe stack. React and NestJS on PostgreSQL, with PDF and Excel generation and role-based access.
- Disciplined releases. Every change request is tested on a staging copy of live data, backed up daily and released with automatic rollback.
What we built
Companies, contacts & leads
A company master with contacts, GST details, follow-up reminders and a full change history.
Activities & events
Record demos and seminars; leads raised there are tagged so management can see which events generate business.
Quotations
Numbered, versioned quotations with print-ready PDFs.
Customer PO review
Compare the customer’s PO with the quotation, flag variances and drive the proforma invoice.
Proforma invoices & payments
Approval workflow, payment entries with UTR references and a reversal trail.
Procurement
Supplier purchase orders with partial deliveries, short-supply tickets and part-number cross-references.
Inward inspection
Inspect received material, split defects, raise non-conformance and release only accepted quantity to stock.
Inventory
Batch-level stock with FIFO, aliases between supplier and customer part numbers and a full ledger.
Dispatch & pre-dispatch QC
Outward requests, pre-dispatch checks and the tax invoice, way bill, CoC and proof-of-delivery in one record.
After-sales & credit
Customer returns, credit and debit notes, grievances and satisfaction records.
Reports & analytics
Management reports and the client’s formal monitoring sheets, with Excel export in their own layout.
Roles & audit
Role-based access, approval trails, in-app notifications and a complete audit log.
Results & achievements
- One unbroken chain from lead to credit note: every record is linked, numbered and traceable in one click, so nothing is typed twice.
- Quality-gated inventory: stock exists only after an inspection is approved, and only for the accepted quantity — defective or short-supplied goods never reach the sales side.
- Customer purchase orders are reviewed against the quotation, with variances flagged before an invoice is raised.
- Short-delivery tickets close themselves, partial dispatches are covered across several requests, and duplicates are prevented.
- Reversible approvals: an admin can re-open an approved record and the system reverses its stock effects — or refuses safely if the stock has already moved.
- Maker-checker approvals everywhere, with a full trail of who approved, changed or revealed what.
- Customer contact details are masked on screen; revealing one needs a secure PIN and is written to an audit log.
- The client’s own quality forms and monitoring reports are reproduced and calculated from live data, replacing a yearly manual compilation.
- India-specific commercial logic built in: GST per line (CGST/SGST/IGST), HSN codes, e-way bill details and lakh/crore formatting.
- Enterprise-grade operations on a single server: daily backups with weekly automatic restore tests, a 5-minute health watchdog, a staging copy of live data and one-command releases with automatic rollback.