Application examples
Find a starting point in the work your team does
Explore applications across sales, procurement, operations, finance and service. Each example describes a practical task, the records it uses and what the team receives.
These are examples of custom applications, not a list of off-the-shelf products. We scope the implementation with your team.
Who the examples are for
Manufacturing, distribution, logistics and B2B services. Each card links to its examples; the process you want to improve can sit anywhere in the business.
- ManufacturingFor engineering, electrical, packaging, plastics and other manufacturing teams handling enquiries, supplier commitments and production records.RFQ preparationSupplier commitment trackingProduction record capture
- Distribution and wholesaleFor businesses managing large item catalogues, customer orders, changing supplier prices and payment follow-up.Customer order intakeSupplier price list updatesPayment advice matching
- Logistics and transportFor shippers and service providers coordinating delivery records, transporter bills and operational follow-up.Delivery and POD follow-upFreight bill reviewDaily operational brief
- Equipment and B2B servicesFor equipment dealers, installation teams and service businesses handling requests, reports and technical knowledge.Service request intakeService report to follow-upService knowledge assistant
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15 examples
Sales and order management
Customer order intake
Turn customer purchase orders and order messages into draft sales orders, with uncertain items and changed terms brought to the order desk.
Who it is for Distributors, wholesalers and manufacturers receiving orders in several formats.
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- Illustrative example
- An electrical distributor receives an order for 20 boxes of switches. The customer uses an old item code and the pack size is unclear. The application brings up the approved item mapping and asks the order desk to confirm the unit before preparing the order.
- Works with
- Customer orders, approved item and customer masters, price lists and relevant order history.
- What it produces
- Draft order lines, source references and an exception queue. Approved entries can be passed to the order system through an agreed integration.
- Used by
- Sales operations or the order desk.
- What to measure
- Time from receipt to accepted order; corrected item, quantity and price fields.
Sales and order management
RFQ preparation
Bring enquiry lines, specifications and supplier offers into a quote worksheet, with the questions your sales team needs to resolve.
Who it is for Manufacturers, equipment suppliers and distributors handling detailed enquiries.
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- Illustrative example
- A pump supplier receives a bill of quantities, two revised datasheets and an email changing the motor requirement. The application assembles the current requirements and marks the conflicting motor specification before the estimator prices the job.
- Works with
- Enquiries and revisions, product records, supplier offers and the team’s approved quote checklist.
- What it produces
- A quote worksheet with requirement references, candidate catalogue matches and clarification questions.
- Used by
- Sales estimator, with engineering review where required.
- What to measure
- Time to a complete quote worksheet; requirements missed or corrected during review.
Sales and order management
Supplier price list updates
Compare new supplier price files with your item catalogue and prepare the changes your pricing team needs to approve.
Who it is for Industrial, electrical, building-product and spare-parts distributors.
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- Illustrative example
- A supplier sends a revised spreadsheet using new item descriptions and a different pack unit. The application separates confirmed price changes from uncertain item matches and shows the effective date on each proposed update.
- Works with
- Current and revised supplier files, approved item aliases, pack sizes and price records.
- What it produces
- A proposed update file with previous price, new price, unit, effective date and unresolved matches.
- Used by
- Pricing or catalogue manager.
- What to measure
- Time to approve a supplier update; incorrect mappings and price corrections.
Procurement and supply chain
Purchase quotation comparison
Put supplier quotations on a comparable basis, showing differences in quantity, specification, freight, payment terms and delivery.
Who it is for Procurement teams in manufacturing, distribution and project businesses.
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- Illustrative example
- Three suppliers quote the same purchase request. One quotes per box, another excludes freight, and the third offers a different delivery date. The application prepares a comparison sheet and keeps unconfirmed terms visible.
- Works with
- Purchase request, supplier quotations, approved unit conversions and the buyer’s comparison rules.
- What it produces
- A comparison sheet with linked quotation lines, calculated totals where inputs are complete, and questions for suppliers.
- Used by
- Buyer or procurement manager.
- What to measure
- Preparation time per comparison; errors in quantities, terms and total cost.
Procurement and supply chain
Supplier commitment tracking
Turn supplier updates into a current view of promised quantities and dates, with the orders that need follow-up.
Who it is for Manufacturers, distributors and equipment suppliers managing open purchase orders.
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- Illustrative example
- A supplier changes a commitment of 100 contactors to 60 on Friday and 40 the following Wednesday. The application links the update to the purchase-order line and identifies customer commitments that need checking.
- Works with
- Open purchase orders, supplier confirmations, authorised updates and verified links to internal requirements.
- What it produces
- A change list with previous and revised commitments, supporting messages, affected orders and follow-up owners.
- Used by
- Procurement or supply planning.
- What to measure
- Time to capture a changed commitment; missed changes and overdue follow-ups.
Procurement and supply chain
Job work reconciliation
Bring job-work movements and supplier records together to explain outstanding quantities and prepare the right follow-up.
Who it is for Manufacturers that send material or components to external processors.
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- Illustrative example
- A coating job sends 1,000 pieces, receives 940 back and has accepted rejection records for 20. The application accounts for the documented 960 pieces and prepares the remaining 40 for reconciliation with the job worker.
- Works with
- Job orders, challans, material movements, supplier statements, returns and approved rejection records.
- What it produces
- A reconciliation by challan or batch, with explained balances and unresolved differences.
- Used by
- Stores, procurement or operations.
- What to measure
- Age of outstanding differences; time to reconcile a job-work cycle.
Operations and delivery
Daily operational brief
Bring orders, supply updates and dispatch records into a daily brief showing what changed, what needs attention and who owns the next step.
Who it is for Businesses coordinating work across branches, plants or operating teams.
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- Illustrative example
- An operations head asks which orders due this week need attention. The application brings together a supplier delay, an unconfirmed stock allocation and a delivery hold, each linked to its source and responsible team.
- Works with
- Order book, stock and allocation records, supply updates, dispatch status and agreed exception rules.
- What it produces
- A prioritised brief with data timestamps, supporting records, assigned follow-ups and unanswered questions.
- Used by
- Operations head, branch manager or supply coordinator.
- What to measure
- Time to prepare the daily review; missed exceptions and follow-ups completed.
Operations and delivery
Production record capture
Turn shift sheets and production notes into structured records, with incomplete entries routed back to the team that knows the work.
Who it is for Manufacturers still consolidating production information from paper or spreadsheets.
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- Illustrative example
- A packaging plant records output, rejection quantities and downtime on shift sheets. The application prepares a daily production record, preserves the original sheet and asks the supervisor to resolve an unreadable quantity.
- Works with
- Shift sheets, job and machine references, product codes and agreed field definitions.
- What it produces
- Structured production records and a review queue for missing, unreadable or inconsistent entries.
- Used by
- Production supervisor.
- What to measure
- Time from shift end to a reviewed record; transcription errors and missing entries.
Operations and delivery
Delivery and POD follow-up
Match delivery acknowledgements to shipments and organise the follow-up for missing or disputed delivery records.
Who it is for Manufacturers, distributors, transport operators and logistics service businesses.
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- Illustrative example
- A distributor has delivered goods to several customer sites, but one proof of delivery has no clear order reference and another records a shortage. The application proposes the links and prepares separate follow-ups for missing evidence and the reported shortage.
- Works with
- Shipment records, lorry receipts, proof of delivery, customer acknowledgements and relevant correspondence.
- What it produces
- A shipment-wise status list with matched records, unresolved links and follow-up tasks.
- Used by
- Dispatch or logistics coordinator.
- What to measure
- Time to locate a usable POD; age of missing records and disputed deliveries.
Finance and receivables
Customer deduction investigation
Bring debit notes, invoices and delivery evidence together so finance can investigate a short payment and prepare a response.
Who it is for Manufacturers, distributors and service businesses with recurring customer deductions.
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- Illustrative example
- A customer deducts ₹75,000 against a delivery-shortage claim. The application links the debit note, invoice and delivery records, identifies an ambiguous receiver note and prepares a response for finance to review.
- Works with
- Debit notes, invoices, remittance details, delivery evidence and approved commercial terms.
- What it produces
- A deduction case with supporting records, missing evidence and a draft response.
- Used by
- Receivables or finance team.
- What to measure
- Investigation time; unresolved case age; actual recoveries recorded separately.
Finance and receivables
Freight bill review
Compare transporter bills with agreed rates and trip records, and organise the charges that need explanation.
Who it is for Shippers, distributors and logistics businesses using several transport partners.
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- Illustrative example
- A transporter adds a detention charge to a freight bill. The application shows the agreed free period, available gate timestamps and any missing acknowledgement so logistics and finance can review the charge together.
- Works with
- Transporter bills, rate agreements, trip records, gate timestamps and approved extra-charge rules.
- What it produces
- A bill review with recalculated charges where rules are complete, source references and unresolved differences.
- Used by
- Logistics finance or the freight accounts team.
- What to measure
- Review time per bill; duplicate or unsupported charges confirmed by the reviewer.
Finance and receivables
Payment advice matching
Read customer remittance details and propose how a payment relates to open invoices, keeping unexplained differences visible.
Who it is for Businesses receiving consolidated payments against several invoices or branches.
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- Illustrative example
- A customer transfers ₹4,80,000 and sends a separate advice covering five invoices totalling ₹5,00,000. The advice identifies a ₹20,000 deduction. The application prepares the proposed allocation and carries the deduction into a separate investigation.
- Works with
- Bank receipt reference, customer advice, open invoices, credit notes and approved deduction codes.
- What it produces
- A proposed invoice allocation with source references and unresolved amounts.
- Used by
- Receivables accountant.
- What to measure
- Time to an approved allocation; incorrect matches and amounts left unexplained.
Service and support
Service request intake
Turn customer messages into service cases with the right equipment, location and history attached.
Who it is for Equipment suppliers, installation companies and B2B service teams.
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- Illustrative example
- A customer sends a photo and a message about a pump at one of three sites. The application prepares the case, finds candidate asset records and asks for the missing serial number before assigning an engineer.
- Works with
- Approved customer channels, asset and site records, prior service history and routing rules.
- What it produces
- A structured case, relevant history, missing-information questions and a suggested service queue.
- Used by
- Service coordinator.
- What to measure
- Time to a complete case; incorrect asset links and misrouted requests.
Service and support
Service report to follow-up
Turn recommendations in service reports into assigned follow-ups and draft quotation inputs.
Who it is for Equipment manufacturers, dealers and independent service businesses.
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- Illustrative example
- A technician recommends replacing a mechanical seal at the next shutdown. The application links the report to the equipment, checks for an existing quote and prepares a follow-up with the part and coverage questions still to be confirmed.
- Works with
- Service reports, asset records, approved parts references, contract information and open quotes.
- What it produces
- An assigned follow-up and draft quotation inputs with the original recommendation attached.
- Used by
- Service manager and the responsible sales owner.
- What to measure
- Time to an assigned follow-up; duplicate proposals; recommendations acted on.
Service and support
Service knowledge assistant
Help service teams find the right manual section and approved past resolution for the equipment they are working on.
Who it is for Equipment support teams and B2B service businesses with a maintained knowledge base.
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- Illustrative example
- An engineer looks up an error code for a particular drive model. The application retrieves the relevant manual revision and approved service note, showing the source and asking for the model suffix when it affects the answer.
- Works with
- Approved manuals, model and revision records, service bulletins and reviewed past cases.
- What it produces
- A source-linked answer or a clear request for the information needed to find one.
- Used by
- Service engineering or technical support.
- What to measure
- Time to a useful answer; unsupported answers and incorrect model or revision matches.
Business functions
- 3 application examplesSales and order managementPrepare enquiries, customer orders and supplier price updates for the people responsible for sales.Customer order intakeRFQ preparationSupplier price list updatesExplore sales and order management
- 3 application examplesProcurement and supply chainCompare quotations, track supplier commitments and reconcile job-work records.Explore procurement and supply chain
- 3 application examplesOperations and deliveryPrepare operational briefs, capture production records and follow up on delivery evidence.Explore operations and delivery
- 3 application examplesFinance and receivablesInvestigate deductions, review freight bills and match payment advice to invoices.Explore finance and receivables
- 3 application examplesService and supportPrepare service cases, act on report recommendations and find approved technical information.Explore service and support
Your process does not have to match a card
Bring the task you want to improve. We can assess a different application using your systems, rules and records.