One system for a steel trader to run orders, coil stock, dispatch, collections and GST.
Overview
A steel trading company ran orders, coil stock, truck dispatch, payments and tax filings across phone calls, Excel and Tally. OpsHub follows each order from enquiry to the truck leaving the gate. Each of nine roles sees only their part, and the owner gets a dashboard of sales, collections, overdue customers and bottlenecks.
Before and after
- Each order passed through about ten hands, with status kept in heads and WhatsApp.
- Steel sells by weight, and mill and weighbridge weights often disagreed.
- One bank receipt had to be matched across many invoices, with TDS and credit notes.
- GST and TDS reconciliations were rebuilt by hand every month.
- A ten-step order tracker from enquiry to gate pass, with the next action at each stage.
- Coil-by-coil stock, cutting instructions, a dispatch board and a weighbridge log.
- A receipt allocation workbench with oldest-first matching and automatic 194Q TDS.
- GSTR-1, 2B, 3B and 26AS reconciliation screens and a CEO dashboard.
How it works
- 1
Order
Enquiry, quote and sales order booked against a customer PO.
- 2
Allocate
A mother coil is mapped from stock or bought from the mill.
- 3
Cut & load
Cutting instructions go out; the truck is loaded and weighed.
- 4
Dispatch
Invoice, e-way bill step and gate pass recorded.
- 5
Collect
Payment allocated to invoices with TDS and notes applied.
What it does
Know where every order is
A ten-step lifecycle tracker with a next action at each stage.
Right screen, right person
Nine roles, with margins visible only to senior staff.
Match payments faster
Receipts applied oldest-first with TDS and credit notes handled.
Weight differences caught
Weighbridge tare and gross recorded at the yard.
Every coil tracked
At yard, under process, part consumed, dispatched.
Ready for the tax return
GST and TDS reconciliation screens with GSTR-1 export.
Under the hood
- One payment split across many invoices with TDS, notes, part-payments and advances.
- Role-based visibility that hides margin data from non-senior roles.
- Indian formats throughout: lakhs and crores, MT and kg, CGST/SGST/IGST and 194Q.
- Dense data screens kept fast with lazy loading and code splitting.
Outcome
Related work
Sales & Collections System
Live sales, payments and dues for every flat, pulled straight from Tally.
| Date | Narration | Balance | |
|---|---|---|---|
| 02 Sep | UPI/SWIGGY/4218… | 4,82,116.40 | ✓ |
| 02 Sep | NEFT/MEHTA TRADERS | 5,68,616.40 | ✓ |
| 03 Sep | IMPS/OWN A/C ICICI | 4,18,616.40 | ✓ |
| 04 Sep | ACH/AWS INDIA | 4,00,214.29 | ✓ |
| 05 Sep | UPI/RAKESH KUMAR | 3,98,214.29 | ✓ |
| 05 Sep | RTGS/SUNRISE DIST. | 6,38,214.29 | ✓ |
Bank Statement to Tally
Bank statement PDFs turned into verified, Tally-ready books in minutes.
Want this for your business?
Tell me how your team works today. I’ll tell you how much of it a system like OpsHub Steel Operations could take over.