System Overview
End-to-end ERP for engineering & manufacturing businesses
The DIE Management System is a full-featured ERP covering the entire business lifecycle — from capturing leads to manufacturing dies, generating invoices, and managing your workforce.
Lead CRM
Multi-source leads
Documents
Quotation → Invoice
Manufacturing
Dies & Machines
HR & Payroll
Attendance & Salary
Internal Chat
Real-time messaging
Integrations
IndiaMart, Meta
All modules can be individually enabled or disabled from Settings. Access to each feature is controlled by Roles & Permissions.
Lead Management
Capture, track, and convert sales leads from multiple sources
Create & Edit Leads
Add leads manually with name, mobile, email, company, address, and assign to an employee.
Lead Sources
Leads can come from Manual entry, IndiaMart, Facebook, or Instagram — each tracked separately.
Status Tracking
Move leads through custom statuses (e.g. New → Contacted → Qualified → Converted).
Notes & Files
Attach internal notes and upload files (PDFs, images) to any lead for reference.
Convert to Client
One-click conversion of a qualified lead into a Client record.
Export
Export the full lead list to a downloadable file for reporting.
Sync: Use the Sync buttons to pull latest leads from IndiaMart, Facebook Lead Ads, and Instagram directly into the system.
Client Management
Manage your customer base and their documents
- Create clients manually or convert from a lead
- Store contact details, company info, GSTIN, address
- Upload and manage client documents (contracts, agreements, etc.)
- View, download, or delete individual documents
- Archive clients to keep records without deleting them
- All quotations, invoices, and order books are linked to clients
Quotations
Create and manage price quotations for clients
Line Items
Add multiple products/dies per quotation with quantity, unit price, and auto-calculated totals.
GST Support
Toggle interstate mode for IGST or use CGST + SGST for local transactions.
Approval Workflow
Mark quotations as Draft, Sent, Approved, or Rejected with approval status tracking.
PDF Download
Generate a professional PDF of any quotation with company branding.
Duplicate
Clone an existing quotation as a starting point for a new one.
Image Attachments
Attach reference images to quotations for client clarity.
Performa Invoices
Advance invoices before final order confirmation
- Create a Performa Invoice from scratch or directly from an approved Quotation
- All line items, GST, billing/shipping addresses are auto-filled from the Quotation
- Set validity date, PO number, delivery date, and transportation details
- Download as PDF with company letterhead
- Convert a confirmed Performa Invoice into an Order Book in one click
- Archive when no longer active
A Performa Invoice must be confirmed before it can be converted to an Order Book.
Order Books
Track confirmed orders from placement to completion
- Created from a Performa Invoice or manually
- Track order status through custom statuses
- Record received payment amounts against the order
- Generate a PDF order confirmation document
- View order statistics (total orders, amounts, status breakdown)
- Convert an Order Book into a Die (mold) for manufacturing
Invoices
Final billing documents for completed work
Multiple Creation Paths
Create from scratch, from a Quotation, or directly from a completed Die Process.
GST & Tax
Full CGST/SGST/IGST support with interstate toggle and auto-calculated amounts.
PDF Download
Professional invoice PDF with company logo, bank details, and authorized signatory.
Transport Details
Record transporter name, LR number, PO number for dispatch tracking.
Products
Product catalog used across quotations and invoices
- Maintain a catalog of products/services with names and pricing
- Search products instantly when creating quotations or invoices
- Archive products that are no longer offered
Die Management
Track dies (molds) from order to delivery
Die Creation
Create dies linked to a client and Order Book. Store die number, name, weight, and specifications.
Image Gallery
Upload multiple reference images per die. Delete individual images as needed.
Status Tracking
Track the die's current stage using custom statuses (e.g. In Progress, Completed, Delivered).
File Attachments
Attach design files, drawings, or documents to a die record.
Die Processes
Step-by-step manufacturing process tracking per die
Each die can have multiple sequential processes (e.g. Roughing → Semi-finishing → Finishing → Polishing). Each process is tracked independently.
| Field | Description |
|---|---|
| Process Number | Sequential step number within the die |
| Machine | CNC/VMC machine assigned to this process |
| Status | Current stage of this specific process |
| Start / End Images | Before and after photos of the process |
| Materials | Raw materials consumed in this process |
| Duration | Auto-calculated from started_at to completed_at |
| Status History | Full audit trail of every status change |
Once a Die Process is complete, you can create an Invoice directly from it via the workflow.
Machine Management
Unified CNC and VMC machine registry
- Register CNC and VMC machines in a single unified module
- Toggle machines active/inactive to control availability
- View full die history — which dies were processed on each machine
- View process history — all die processes run on a machine
- Machines are assignable to Die Processes
Tool Management
Track shop floor tools and equipment
- Maintain an inventory of tools used in manufacturing
- Create, edit, archive, and delete tool records
Purchase Materials
Record raw material purchases linked to dies
- Create purchase records linked to a specific die
- Record vendor/party name, address, and contact
- Add multiple material line items per purchase
- Track purchase date and auto-generated purchase number
Users & Employees
Unified user and HR profile management
Users and Employees are the same record — every employee has a login account. HR profile fields are stored alongside auth credentials.
| Category | Fields |
|---|---|
| Auth | Name, Email, Password, Active status |
| HR Profile | Department, Designation, Date of Birth, Joining Date, Contact Number |
| Salary Info | Salary Type (Monthly/Daily/Hourly), Monthly Salary, Daily Rate, Hourly Rate, Working Days/Month |
| Documents | Upload and manage employee documents (ID, certificates, etc.) |
| Roles | Assign primary role + additional roles for access control |
Attendance Management
Track daily employee attendance and hours
Individual Entry
Record check-in and check-out times for a single employee on a specific date.
Bulk Entry
Mark attendance for all employees at once — ideal for daily end-of-day entry.
Status Types
Present, Absent, Half-Day, Leave — each affects salary calculation differently.
Overtime
Hours beyond 8 standard hours are automatically calculated as overtime.
Report View
Monthly attendance report per employee with summary statistics.
Night Shift
If check-out is before check-in, the system automatically adds a day for night shift workers.
Salary Management
Automated payroll based on attendance records
- Generate salary for individual employees or all employees at once (bulk)
- Auto-calculates based on attendance: present days, absent days, half-days, leave, overtime
- Supports Monthly, Daily, and Hourly salary types
- Add bonus and deductions per salary record
- Mark salary as Paid with a payment date
- Archive old salary records
| Component | Description |
|---|---|
| Basic Salary | Calculated from salary type × days present |
| Overtime Amount | Overtime hours × hourly rate |
| Bonus | Manually entered additional payment |
| Deductions | Manually entered deductions (advances, fines, etc.) |
| Net Salary | Basic + Overtime + Bonus − Deductions |
Employee Targets
Set and track performance targets for employees
- Assign targets to specific employees
- View target vs. actual performance data per employee
Daily Reports
Employee daily task updates and progress logs
- Employees submit daily updates in three formats: Text, Audio recording, or File upload
- Multiple files can be attached to a single daily update
- Filter reports by employee and date
- Managers can review all team updates from a central view
Roles & Permissions
Granular access control for every feature
Every action in the system is protected by a permission. Roles are collections of permissions assigned to users.
Custom Roles
Create roles like "Sales Manager", "Machine Operator", "Accountant" with specific permission sets.
System Roles
Built-in roles (like Admin) cannot be deleted to prevent accidental lockout.
Multiple Roles
A user can have a primary role plus additional roles, inheriting all their permissions.
Per-Action Permissions
Separate view, create, edit, delete, and download permissions for every module.
Only users with the view_dashboard permission can access the admin panel. Always ensure at least one admin role has full permissions.
Internal Chat
Real-time messaging between team members
- Start one-on-one conversations with any team member
- Real-time message delivery with typing indicators
- Unread message count badge on the navigation
- Online/offline status tracking with heartbeat
- Search users to start a new conversation
- Mark conversations as read
Status Management
Customise statuses for leads, orders, dies, and more
- Create custom statuses for any module (Leads, Orders, Dies, etc.)
- Organise statuses into categories
- Drag-and-drop reordering of statuses within a category
- Quick-add statuses inline from within a lead or order form
- Delete categories and statuses when no longer needed
Activity Logs
Full audit trail of all user actions
- Every create, update, and delete action is automatically logged
- Logs record the user, action type, affected record, and timestamp
- Filter logs by user, action type, or date range
- Useful for auditing and accountability
Settings
Configure the system to match your business
| Category | What You Can Configure |
|---|---|
| Company Profile | Name, GSTIN, MSME number, address, logo, email, mobile |
| Invoice Details | Authorized signatory, prepared by, approved by fields |
| Bank Details | Bank name, account number, IFSC, branch, account holder name |
| Theme | Accent colour, navy colour, gold/red/green accents, sidebar text colour and font weight |
| App Icon & PWA | Upload app icon used as favicon and PWA home screen icon |
| Module Toggles | Enable/disable Leads, Employees, Machines, Dies, Invoices, Quotations, Performa Invoices, Products, Purchase Materials, Chat, Integrations |
| Database | Export database or clear selected tables |
Integrations
Connect with IndiaMart and Meta (Facebook/Instagram)
IndiaMart API
Enter your IndiaMart CRM API key and mobile number. Sync leads with one click. Test connection from Settings.
Facebook Lead Ads Webhook
Connect your Facebook Page via Page Access Token. Leads from Facebook Lead Ads forms flow in automatically via webhook.
Instagram Webhook
Connect your Instagram Business Account. Messages and lead inquiries are captured automatically.
Meta Webhook Auto
A public webhook endpoint handles real-time lead delivery from Meta platforms without manual syncing.
Integrations can be individually shown/hidden from the Settings page using the Integration Visibility toggles.
Document Workflow
How documents flow through the system
The system supports a structured document pipeline from initial quotation to final invoice. Each step can be triggered from the previous document.
Quotation
→
Performa Invoice
→
Order Book
→
Die (Mold)
→
Die Process
→
Invoice
| Step | Trigger | Result |
|---|---|---|
| Quotation → Performa Invoice | Quotation is Approved | New Performa Invoice pre-filled with quotation data |
| Performa Invoice → Order Book | Performa Invoice is Confirmed | New Order Book linked to the Performa Invoice |
| Order Book → Die | Order Book is Approved | New Die (mold) record created for manufacturing |
| Die Process → Invoice | Die Process is Completed | New Invoice created with die process details |
Visit Admin → Document Flow for a visual diagram of the entire workflow.