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.
- 01STEP 01 · CAPTURE
Inquiry
“30 seconds. Phone, name, what they want. The lead is in the system before the call ends.”
Sales ManagerAdmin / OwnerA 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 AppointmentAnita S.+91 98… calling✓ INQ/2026/0124STEP 01 · CAPTUREInquiry
“30 seconds. Phone, name, what they want. The lead is in the system before the call ends.”
Sales ManagerAdmin / OwnerA 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 - 02STEP 02 · ASSIGN
Appointment
“Assigned to the right Sales Executive, with map link and customer history pre-loaded.”
Sales ManagerSales ExecutiveThe 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, MeasurementAugust 20265 slotsMTWTFSS1234567891011121314151617181920212223242526272829303111:30 · Anita S. · Andheri E→ VinodSTEP 02 · ASSIGNAppointment
“Assigned to the right Sales Executive, with map link and customer history pre-loaded.”
Sales ManagerSales ExecutiveThe 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 - 03STEP 03 · MEASURE
Measurement
“On the customer's floor. Offline-first. Photos attached to each window.”
Sales ExecutiveThe 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, EstimateSTEP 03 · MEASUREMeasurement
“On the customer's floor. Offline-first. Photos attached to each window.”
Sales ExecutiveThe 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 - 04STEP 04 · PRICE
Estimate
“Show the price right there. No "I will call you back."”
Sales ExecutiveSales ManagerThe 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₹ 6,420789÷456×123-0.C=STEP 04 · PRICEEstimate
“Show the price right there. No "I will call you back."”
Sales ExecutiveSales ManagerThe 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 - 05STEP 05 · QUOTE
Quotation
“Built from catalog in 90 seconds. PDF on WhatsApp before you leave.”
Sales ManagerAdmin / OwnerThe 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 ConfirmRRakesh HingoranionlinePDFQuotation-Sharma.pdf2 pages · 142 KBYour roller quote — ₹6,42014:08STEP 05 · QUOTEQuotation
“Built from catalog in 90 seconds. PDF on WhatsApp before you leave.”
Sales ManagerAdmin / OwnerThe 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 - 06STEP 06 · CLOSE
Order Confirm
“Customer says yes. Stock is reserved the same second.”
Sales ManagerThe 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."
Connects to Quotation, Advance InvoiceOrder acceptanceI accept this quote at ₹6,420 (incl. GST).Customer · Anita Sharma · 14:32 ISTSTEP 06 · CLOSEOrder Confirm
“Customer says yes. Stock is reserved the same second.”
Sales ManagerThe 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."
Connects to Quotation, Advance Invoice - 07STEP 07 · BILL · ADVANCE
Advance Invoice
“Auto-generated, GST-correct, on its way.”
AccountsA 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.
Connects to Order Confirm, Inventory ReservedPrintingLUMARA · ADVANCE INVINV/2026/0421Roller × 2₹3,210Curtain × 1₹2,142Install₹600Subtotal₹5,952CGST 9%₹268SGST 9%₹268ADVANCE 50%₹3,244Pay via UPI · gst@datacaffeSTEP 07 · BILL · ADVANCEAdvance Invoice
“Auto-generated, GST-correct, on its way.”
AccountsA 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.
Connects to Order Confirm, Inventory Reserved - 08STEP 08 · LOCK
Inventory Reserved
“Fabric, motors, accessories — soft-locked against this order.”
Production ManagerAdmin / OwnerThe 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.
Connects to Advance Invoice, Work OrderROL-101ROL-102ROL-103ROL-104ROL-105ROL-1062 reservedSTEP 08 · LOCKInventory Reserved
“Fabric, motors, accessories — soft-locked against this order.”
Production ManagerAdmin / OwnerThe 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.
Connects to Advance Invoice, Work Order - 09STEP 09 · INSTRUCT
Work Order
“One bar-coded sheet per product, queued to the floor.”
Production ManagerThe 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.
Connects to Inventory Reserved, Production StagesPRINTINGWORK ORDERWO/2026/00128CUT · BENCH 03STEP 09 · INSTRUCTWork Order
“One bar-coded sheet per product, queued to the floor.”
Production ManagerThe 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.
Connects to Inventory Reserved, Production Stages - 10STEP 10 · BUILD
Production Stages
“Cut · Stitch · Assemble · Inspect · Pack. Every scan is live.”
Production ManagerFactory OperatorEach 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.
Connects to Work Order, Final InvoiceCutStitchAssyInspPackWO·128WO·129WO·130STEP 10 · BUILDProduction Stages
“Cut · Stitch · Assemble · Inspect · Pack. Every scan is live.”
Production ManagerFactory OperatorEach 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.
Connects to Work Order, Final Invoice - 11STEP 11 · BILL · FINAL
Final Invoice
“Issued the moment the last item leaves dispatch.”
AccountsThe 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.
Connects to Production Stages, Install ScheduleInvoiceINV/2026/0431₹3,244STEP 11 · BILL · FINALFinal Invoice
“Issued the moment the last item leaves dispatch.”
AccountsThe 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.
Connects to Production Stages, Install Schedule - 12STEP 12 · SCHEDULE
Install Schedule
“Fitter on phone, address, route, items — all there.”
Sales ManagerInstallerThe 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.
Connects to Final Invoice, Installation & Sign-offTomorrow · 5 slots09:00Saif · Andheri11:30Saif · Bandra14:00— available15:30Mohan · Powai17:00— available✓ Auto-routed by drive timeSTEP 12 · SCHEDULEInstall Schedule
“Fitter on phone, address, route, items — all there.”
Sales ManagerInstallerThe 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.
Connects to Final Invoice, Installation & Sign-off - 13STEP 13 · INSTALL
Installation & Sign-off
“Photos. Signature. Closed.”
InstallerThe 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.
Connects to Install Schedule, Tally SyncSTEP 13 · INSTALLInstallation & Sign-off
“Photos. Signature. Closed.”
InstallerThe 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.
Connects to Install Schedule, Tally Sync - 14STEP 14 · ACCOUNT
Tally Sync
“Customer, invoice, payment — pushed. Zero double-entry.”
AccountsThe 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.
Connects to Installation & Sign-offLUMLumaracustomer · invoice · paymentTALTally✓ syncedSTEP 14 · ACCOUNTTally Sync
“Customer, invoice, payment — pushed. Zero double-entry.”
AccountsThe 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.
Connects to Installation & Sign-off
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