Business Process Flowchart
Complete end-to-end business flow from CRM lead capture to project closure
START - New Lead Received
CRM Module
Lead Captured via CRM Webhook
Zoho / Odoo / Salesforce
Lead Qualified?
YES
Proceed to Quote
NO
Nurture Track
Quote Created & Sent
Price, Specs, Terms
Deal Won?
YES
Create Project
NO
Revise (Max 2)
Project Created in ReqVise
Code, Team, Budget, Schedule
Engineering Module
TDS/BOQ Created
Specs, Quantities, Drawings
TDS Allocated to Vendor
Via Portal with Due Date
Vendor Submits TDS/Drawings
Engineering Notified
TDS Approved?
YES
Transmittal
NO
Revision Cycle
Transmittal Generated & Sent
Approved Docs to Vendor
Procurement Flow
Purchase Requisition (PR) Created
From Engineering BOQ
PR Approved?
YES
Check Stock
NO
PR Revision
Stock Available?
YES
Use from Stock
NO
Check Contract
Rate Contract?
YES
Direct PO
NO
Create RFQ
RFQ Created & Published
Vendors Invited via Portal
Vendor Compliant?
YES
Proceed to Bid
NO
Upload Documents
MSME Vendor?
YES
EMD Exemption
NO
EMD Required
Vendors Submit Bids
Sealed Until Deadline
Bid Comparison & Evaluation
Technical + Commercial + MSME Priority
Reverse Auction (Optional)
Real-time Bidding
Purchase Order (PO) Created
Award to Selected Vendor
PO Approved?
YES
Release PO
NO
PO Revision
PO Released to Vendor
Acknowledge in 48 hours
Delivery & Payment
Vendor Creates ASN
Advance Shipping Notice
Goods Received - GRN Created
Quantity & Doc Check
QC Passed?
YES
Accept Goods
NO
NCR + Return
Vendor Submits Invoice
Against GRN Reference
3-Way Match?
YES
Approve Invoice
NO
Resolve Issue
MSME Vendor?
YES
45-Day SLA
NO
Standard Terms
Payment Processed
MSME: 45 Days | Others: Per Terms
Regulatory Compliance
E-Invoice IRN Generated
GST IRP Portal | IRN + QR Code
MSME Vendor?
YES
Upload to TReDS
NO
Skip TReDS
TReDS Invoice Factoring
RXIL / M1xchange / Invoicemart
GeM Order?
YES
Sync to GeM Portal
NO
Internal Only
ESG & Sustainability
Scope 3 Carbon Calculated
PO Items x Product Carbon Footprint
Vendor ESG Score Updated
Environmental | Social | Governance
Agentic AI
AI Recommendations Generated
Vendor Selection | Price Optimization | Risk Alerts
Auto-Execute?
YES
Below Threshold - Auto
NO
Human Review Required
AI Learning Feedback
User corrections improve future decisions
PO Amendments & Closure
PO Amendment Needed?
YES
Amendment → Vendor Accept → Revise PO
NO
PO Amendment Rejection (Cycle 14)
PO Short Closure?
YES
Close PO → Release Budget
NO
Continue Delivery (Cycle 37)
Vendor Lifecycle
Vendor Onboarding & Qualification
GSTIN | PAN | Bank | Certs | Exclusion List (Cycle 23)
Quarterly Vendor Scorecard
Quality 40% | Delivery 35% | Cost 15% | Service 10% (Cycle 39)
Score ≥ 70?
YES
Active / Preferred Vendor
NO
PIP → Debarment (Cycles 24-25)
Financial Operations
Budget Check & Commitment Tracking
Available = Allocated - Committed - Ordered (Cycle 38)
Reconciliation (Bank / AP / Inventory)
Monthly matching & variance resolution (Cycle 35)
Vendor Deductions & LD
Quality defects | Late delivery | Short shipment (Cycles 26-27)
Project Tracking
Progress Tracking
Eng 15% | Proc 25% | Mfg 30% | Del 20% | Inst 10%
100% Done?
YES
Close Project
NO
Continue Loop
Vendor Performance Rating
Quality | Delivery | Compliance
CRM Status Updated - Deal Closed
Webhook syncs completion to CRM
END - Project & Deal Closed