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Metals and engineering · Traders and distributors

MatruOS for a bearing dealer

Set up the way a bearing dealer runs: margin on bearings, housings, seals, grease and belts; brand target incentives; quick sourcing of rare sizes for a premium. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Metals and engineeringReady when you sign up

  • 8routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 3jobs for your AI team
  • 8licences tracked

7-day free trial, no card needed.

What this solves

What a bearing dealer deals with today, and what MatruOS sets up for it

01Today

Fast sizes run out while odd sizes gather dust. Factory bills run past 60-90 days.

02In MatruOS

MatruOS sets up 8 routines, 1 workflow, 3 registers and 8 licences for a bearing dealer, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. Bearing maker or importer
  2. distributor
  3. dealer
  4. factory, OEM, mechanic

Your customers

  • Factories and process plants (maintenance stores)
  • OEMs and machine builders
  • Motor rewinders and pump repairers
  • Garages, tractor and farm-machinery mechanics
  • Smaller hardware and spares shops

Your suppliers

  • Brand companies' distributors or the brands directly
  • Importers of unbranded and Chinese bearings
  • Other dealers for rare sizes
  • Seal, grease and belt makers

Credit and cash

Factories 30-90 days against PO and GRN; OEMs 45-60 days; garages and mechanics cash or 7-15 days. Brands: 30-45 days or advance with cash discount; importers often advance

Stock of thousands of SKUs is the main capital; quarter-end brand targets push extra stock; factory credit ties up 1.5-2.5 months of sales

Your screens use your words

  • CustomerParty
  • ItemBearing
  • InvoiceBill
  • quoteQuotation

How it works

How MatruOS is set up for a bearing dealer

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "Bearing dealer", typed when you sign up.
  2. Recognised as a bearing dealerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a bearing dealer

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Sales executive

Reads enquiries, cross-references designations, checks stock and drafts quotations with lead times

Reads bearing stock by designation, party orders and PO register and enquiry emails and messages

Asks you before sending

Store keeper

Lists designations to reorder from sales and lost-sale notes, flags dead stock, and shows the gap to the next scheme slab

Reads bearing stock by designation, counter close notes and brand target and scheme tracker

Asks you before sending

Accountant

Lists overdue factory bills with PO and GRN numbers and drafts statements

Reads party orders and PO register, invoices and receipts

Asks you before sending

1 / 3

How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 10:00 amFactory enquiries and quotationsKey account executive · 2 steps
    1. 1Read email and WhatsApp enquiries; cross-reference designations
    2. 2Quote available stock and lead time for the rest
  • 2:00 pmDelivery run to factoriesStores and dispatch · 1 steps
    1. 1Pack orders with invoice and PO copy; get GRN or signed challan
  • 8:00 pmCounter closeAccounts · 2 steps
    1. 1Match cash, UPI and credit bills of the day
    2. 2Note sizes asked for but not in stock

Every week2

  • SatFast movers reorderProprietor · 2 steps
    1. 1List designations below reorder level and sizes lost this week
    2. 2Order from distributor or importer
  • MonFactory dues follow-upAccounts · 2 steps
    1. 1List bills past due and parties above credit limit
    2. 2Send statements citing PO and GRN; note MSME 45-day rule

Every month1

  • 10thGST and supplier paymentsAccounts · 1 steps
    1. 1File GSTR-1, match GSTR-2B, pay distributors for cash discounts

Every year1

  • MarDead stock clearance and stock-takeProprietor · 2 steps
    1. 1Full stock-take by designation
    2. 2List sizes not sold in 18 months; offer to other dealers or return to brand

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Factory PO to payment

  1. 1Enquiry quotedKey account executive
  2. 2PO receivedKey account executive
  3. 3Credit checkedAccountsNeeds approval
  4. 4Picked and checkedStores and dispatch
  5. 5Delivered with GRNStores and dispatch
  6. 6PaidAccounts

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Bearing stock by designation

    Designation · Make · Bore x OD x width (mm) · Suffix (seal or clearance) · In stock · Rack · Last sold · Reorder level

  • Party orders and PO register

    Date · Party · PO number · Items · Amount · Due date · Paid

  • Brand target and scheme tracker

    Brand · Quarter · Target · Purchased so far · Incentive slab · Incentive earned

  • Identify and cross-reference a bearing

    Give the right bearing first time

    3 steps with checks

  • Counterfeit check on branded stock

    No fake bearings sold

    3 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Deep groove ball bearing 6205-2RS · piece84821018%
Deep groove ball bearing 6310-ZZ C3 · piece84821018%
Taper roller bearing 32212 · piece84822018%
Spherical roller bearing 22216 EK · piece84823018%
Cylindrical roller bearing NU 210 · piece84825018%
Needle roller bearing · piece84824018%
Plummer block with bearing and sleeve (SN 510) · set84832018%
Pillow block unit UCP 208 · piece84832018%
Oil seal · piece40169318%
Bearing grease 1 kg · kg340318%
V-belt · piece401018%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Trade licenceMunicipal corporation or panchayatIf it applies
  • Professional tax registrationState professional tax officeIf it applies
  • Import Export Code (IEC)DGFT (Import Export Code)If it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

ProprietorBrand relations and targets, big customer pricing, credit decisions, buying.
Counter salesmanIdentifies bearings by number or sample, cross-references, bills counter sales.
Key account executiveFactory visits, quotations against enquiries, vendor registrations.
Stores and dispatchRacks and stock, packing, delivery boy runs.
AccountsBills, GST, ledgers, payment follow-up.

Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a bearing dealer?

Type one line about your business when you sign up, for example "Bearing dealer". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a bearing dealer on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901