THE LOOP · 14 STEPS

From the phone ringing to the rupees in Tally in one loop.

The spine of every Lumara workflow. Scan the journey, tap any station for the story.

  1. 01
    STEP 01 · CAPTURE

    Inquiry

    30 seconds. Phone, name, what they want. The lead is in the system before the call ends.

    Sales ManagerAdmin / Owner

    A customer rings. The sales manager opens Lumara on the second ring. Name, phone, products of interest, source — four fields, four seconds each. By the time the call ends, the inquiry is in the system with a deterministic number (INQ/2026/0124), assignable, searchable, audited. No yellow sticky note. No "I will get back to you." The customer hears, "I have noted everything, our Sales Executive will be at your place tomorrow at 11." That sentence — said in confidence on a first call — is what wins the deal.

    Connects to Appointment
  2. 02
    STEP 02 · ASSIGN

    Appointment

    Assigned to the right Sales Executive, with map link and customer history pre-loaded.

    Sales ManagerSales Executive

    The Sales Manager picks a Sales Executive from a list that shows who is closest, who is free, who specializes in motorised systems. The customer's address opens in Maps with one tap. The system sends an SMS to the customer with the visit time and the executive's name. No phone tag. No double bookings. The executive sees the new appointment on their phone within seconds.

    Connects to Inquiry, Measurement
  3. 03
    STEP 03 · MEASURE

    Measurement

    On the customer's floor. Offline-first. Photos attached to each window.

    Sales Executive

    The Sales Executive walks into the customer's home. Phone out. New measurement set. Add room — Hall. Width 1,540 mm. Height 1,800 mm. Mount: inside. Photo: tap, snap, attached to this exact window. Motor? Tick. Next room. The whole place takes twelve minutes. No paper. No "I will measure this one later." If the signal drops, Lumara keeps working — the measurements queue locally and sync when WiFi returns. The customer asks, "How much?" The executive shows them a price right there.

    Connects to Appointment, Estimate
  4. 04
    STEP 04 · PRICE

    Estimate

    Show the price right there. No "I will call you back."

    Sales ExecutiveSales Manager

    The estimate is computed from the live priced catalog. The Sales Executive shows the customer a non-binding total on the same phone they just measured with. The customer asks, "Can you do better?" The executive can apply a pre-approved discount band (up to 5%) on the spot. Anything bigger goes to the Sales Manager for one-tap approval. The customer feels heard. The deal closes warm.

    Connects to Measurement, Quotation
  5. 05
    STEP 05 · QUOTE

    Quotation

    Built from catalog in 90 seconds. PDF on WhatsApp before you leave.

    Sales ManagerAdmin / Owner

    The office team converts the measurement set into a formal Quotation, line-item by line-item, priced from the published catalog with GST split. The PDF is generated server-side, branded, signed digitally, and sent to the customer over WhatsApp and email with one button. The customer sees a number — typically under 8 seconds from "approve" to "delivered."

    Connects to Estimate, Order Confirm
  6. 06
    STEP 06 · CLOSE

    Order Confirm

    Customer says yes. Stock is reserved the same second.

    Sales Manager

    The customer accepts. The quotation becomes an Order with a new deterministic number (ORD/2026/00128). The system immediately reserves the required fabric, motors, and accessories against this order. If anything is short, a Procurement Alert fires automatically. There is no "let me check inventory and revert."

  7. 07
    STEP 07 · BILL · ADVANCE

    Advance Invoice

    Auto-generated, GST-correct, on its way.

    Accounts

    A 50% advance invoice (or whatever the org's policy says) is auto-generated against the order. CGST + SGST inside state, IGST inter-state, rounded by the rules that actually pass a tax audit. The PDF goes to the customer with the same WhatsApp + email lever. The accounts team does not lift a finger.

  8. 08
    STEP 08 · LOCK

    Inventory Reserved

    Fabric, motors, accessories — soft-locked against this order.

    Production ManagerAdmin / Owner

    The system soft-locks stock against the confirmed order. Other orders cannot consume the same lot. The Production Manager sees a green tick on the order: "ready to manufacture." Procurement sees what needs to be replenished from the supplier. Nothing arrives at the bench short.

  9. 09
    STEP 09 · INSTRUCT

    Work Order

    One bar-coded sheet per product, queued to the floor.

    Production Manager

    The Production Manager clicks "Generate WOs." One Work Order per item in the order — each with a unique barcode, a printed spec sheet for the bench, and a position in the queue for each stage. The shopfloor sees its day's work on a board that updates in real time.

  10. 10
    STEP 10 · BUILD

    Production Stages

    Cut · Stitch · Assemble · Inspect · Pack. Every scan is live.

    Production ManagerFactory Operator

    Each Work Order moves through five stages. The Factory Operator scans the barcode at start of each stage and at end. The board updates in two seconds. The Sales team can answer "where is my order?" without walking to the floor. A defect? Scan, photo, note, the WO is held — and the Sales Manager knows before the customer calls.

  11. 11
    STEP 11 · BILL · FINAL

    Final Invoice

    Issued the moment the last item leaves dispatch.

    Accounts

    The last Work Order on the order hits Dispatch. Lumara fires the Final Invoice automatically — total minus advance — with full GST treatment, the right HSN codes, and a clean signature block. It is on the customer's WhatsApp before the truck leaves the gate.

  12. 12
    STEP 12 · SCHEDULE

    Install Schedule

    Fitter on phone, address, route, items — all there.

    Sales ManagerInstaller

    The Sales Manager assigns the install to a fitter, picking a slot from a calendar that shows the fitter's existing route. The customer gets a confirmation SMS. The fitter sees today's installs on their phone, sorted by drive time. The right fabric is at the right address at the right hour.

  13. 13
    STEP 13 · INSTALL

    Installation & Sign-off

    Photos. Signature. Closed.

    Installer

    The fitter arrives. Fits the blinds. Tests the motor. Takes after photos — uploaded in the background even on a weak connection. Hands the phone to the customer for signature on a clean canvas. The order is marked Closed. The Sales Manager sees the photo and the signature on the dashboard within seconds.

  14. 14
    STEP 14 · ACCOUNT

    Tally Sync

    Customer, invoice, payment — pushed. Zero double-entry.

    Accounts

    The on-prem Tally Connector picks up the closed order and pushes the Customer, the Final Invoice, and any received payments into Tally Prime through the XML-over-HTTP bridge. If Tally is offline, the job retries. If a mapping is missing, the Accounts team gets a clear, fixable error — not a stack trace. The Friday reconciliation that used to take six hours now takes a coffee.

YOU'VE WALKED THE LOOP

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