Unlimited users
No per-seat software fees. Bring the whole team into the workflow.
For stockists and manufacturers
Make every order, weight and dispatch easier to reconcile.
Connect dealer accounts, grade-and-size inventory, production, weighment, dispatch and receivables across your operation.
For steel and metals businesses balancing variants, multi-warehouse stock, processing, transport and dealer credit.
Talk through your workflowBuilt for your control
See what ownership means Your system should answer to your business.
Bring the whole team. Keep control of your business data. Agree security, custom-work and handover terms before implementation.
01
Your business data stays yours
Data access and handover expectations are agreed with you.
AWS-backed hosting & security
Security controls and shared responsibilities are agreed for your deployment.
Where the work gets stuck
The operational details behind the bigger problem.
These are the handoffs teams usually need to make visible before they choose a system.
01
Dealer exposure is unclear
Credit limits, territory terms, order history and ageing are not always available together.
02
Material identity gets lost in movement
Grade, size, finish, weight and warehouse details matter at every handoff.
03
Dispatch proof is slow to find
Weighment, challans, vehicle details and delivery confirmation can be disconnected.
04
Commission and GST need traceable source data
Agent attribution, invoices and tax records must reconcile to orders and deliveries.
A workflow, not a generic feature list
From material receipt to dealer collection.
Keep commercial, material and weight details attached as an order moves through production and dispatch.
Steel & metals / Workflow mapSTEP 01 / 05
ACTIVE WORK AREA
Define the material
Maintain grades, dimensions, finishes, units and dealer-specific terms.
Questions from the floor
What the system should answer.
Useful software makes the next decision clearer. The exact rules and responsibilities are agreed with your team.
Can we sell by piece while buying and dispatching by weight?
Item units, conversion rules and actual weighment can be carried through purchasing, stock and invoicing. Tolerances and the source of truth for actual versus theoretical weight are agreed per product.
Can a delivery be traced to its heat number and test certificate?
Link heat or cast identifiers, inspection results and approved documents to material movements and shipment records. Certificate generation depends on the quality data captured and validated.
At a glance
What the work covers.
The details change by team. The handoffs between them should stay clear.
Dealer network & order desk
Make dealer performance and commercial context visible to sales and finance.
- Dealer master and order history
- Credit limits and receivable ageing
- Sales pipeline and quotations
Grades, dimensions & pricing
Treat product attributes as part of the order, stock and pricing record.
- Variant catalogue
- Weight and unit conversion
- Commodity-linked price review
Sourcing, processing & quality
Connect supplier material with any in-house or subcontracted processing.
- Supplier orders and receipts
- Heat, lot and batch records
- Offcut and remnant register
Weighbridge & dispatch
Make shipment weight and delivery documentation part of the order trail.
- Weighment records
- Digital weighbridge interface
- Challans and transport documents
GST, collection & visibility
Review the commercial trail from invoice through reconciliation.
- Receivable ageing and reminders
- Sales and purchase accounting
- GST return and reconciliation support
Steel & metals capability map
The workflows behind the overview.
A detailed map of the work SurgeMind can support for steel & metals teams. Browse the functional areas, then confirm fit and delivery scope with your team.
05Work areas34Capabilities
WORK AREAS05
Select an area to explore the workflows in scope.
WORK AREA 01
05 capabilitiesDealer network & order desk
Make dealer performance and commercial context visible to sales and finance.
- 01Configured workflow
Dealer master and order history
Maintain contacts, territory, terms, credit profile and transaction history.
- 02Configured workflow
Credit limits and receivable ageing
Review exposure, due balances and credit status before accepting further orders.
- 03Configured workflow
Sales pipeline and quotations
Track enquiries, quotations, approvals and confirmed orders.
- 04Configured workflow
Commission agent attribution
Associate agents with dealers and orders, then calculate configured commission rules.
- 05Custom delivery
Dealer ordering portal
Offer order placement, invoice access and dispatch status in a branded self-service space.
Features marked for configuration, integration or custom delivery are confirmed during discovery. Final availability depends on workflow, provider and project scope.
Designed around your operation
The order should carry its weight and history.
We assess the grade matrix, units, weighbridge hardware and transport process before deciding what should be connected.
How we approach the work
Clear scope. Shared checks. A team ready to use it.
Every project starts with your current process. The proposal records the workflows, integrations, data work and support included, with assumptions and exclusions made explicit.
See whether the fit is real.
Bring one workflow you would like to make clearer.
The final scope and available capabilities are confirmed during discovery. Interface and workflow examples on this site are illustrative.