Operations & Logistics Workflow (OPS)¶
Module Purpose: The execution arm. It bridges the gap between a "Won Quote" and "Physical Delivery". It handles Order Conversion, Route Planning, and Compliance Labeling.
[!NOTE] Goal: 100% Traceability from Quote ID to Invoice ID to Dispatch Tracking Number.
Use Case Quick Reference¶
| ID | Title | Priority |
|---|---|---|
| OPS-001 | Order Conversion (Quote-to-Order) | P1 |
| OPS-002 | Field Marketing & Route Planning | P1 |
| OPS-003 | GEM Tender Bid Labeling | P2 |
| OPS-004 | MLOps Training Pipeline | P2 |
| OPS-005 | Edge CI/CD Pipeline | P2 |
| OPS-006 | Stakeholder Alerts | P1 |
UC-OPS-001: Order Conversion (Quote-to-Order)¶
What It Does¶
Converts a "Closed Won" quotation into a formal Sale Order (SO) in the ERP. It forces the sales rep to attach the customer's PO (Purchase Order) before conversion, ensuring legal backing.
Who: Sales Coordinator / Ops Team
When: Customer sends PO
How It Works¶
- Trigger: User clicks "Convert to Order" on Quote #123.
- Validation:
- Checks if customer credit limit is sufficient (EML-013).
- Checks if stock is available (Inventory Check).
- Mandatory: Must upload Customer PO file.
- Execution:
- Creates Sale Order in ERP.
- Locks Quote Price (can't be edited anymore).
- Triggers "Order Acknowledgement" email to customer.
- Notification: Alerts Warehouse & Logistics to prepare for dispatch.
Success Signals¶
✅ Prevents conversion without PO
✅ Auto-deducts credit limit immediately
UC-OPS-002: Field Marketing & Route Planning¶
What It Does¶
Optimizes the travel of field sales reps. Instead of random visits, it visualizes "Clusters" of customers. If a rep is visiting Client A in Pincode 400001, it prompts: "Visit Client B and C nearby."
Who: Field Sales Exec
When: Daily Planning
How It Works¶
- Input: "Target Visit: Client A" (Pincode: 400001).
- Radius Search: Finds all Active Leads & Customers within 5km.
- Smart Sorting: Prioritizes "Neglected Customers" (Last visit > 90 days).
- Plan Generation:
- 10:00 AM: Client A (Meeting)
- 11:30 AM: Client B (Drop Sample)
- 01:00 PM: Client C (Payment Collection)
- Check-in: User uses Mobile App to "Check In" at location (GPS Verified).
Success Signals¶
✅ Increases visits per day by 30%
✅ GPS check-in prevents fake visit reports
UC-OPS-003: GEM Tender Bid Labeling¶
What It Does¶
Ensures compliance with Government e-Marketplace (GEM) packaging rules. Government orders are rejected if the box label doesn't match the strict specific format including Bid Number and Consignee details.
Who: Warehouse Packer
When: Dispatching GEM Orders
How It Works¶
- Context: Order Source = "GEM".
- Template: System loads "GEM Strict Label" template (Pdf).
- Fills:
Bid Number,Consignee Location,Product Specs. - Generates: QR Code containing digital invoice link.
- Print: Warehouse user clicks "Print GEM Label".
- QA Check: Logistics manager scans QR code to verify details before truck loading.
Success Signals¶
✅ Zero rejections due to labeling errors
✅ 100% compliance with GEM packaging guidelines