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Metals and engineering · Makers and factories

MatruOS for an industrial valve maker

Set up the way an industrial valve maker runs: valves built to order by type, size, class and material; spares (seats, seals, gland packing); repair and reconditioning; stock valves to distributors. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

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Metals and engineeringReady when you sign up

  • 9routines on a timetable
  • 1workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 4jobs for your AI team
  • 11licences tracked

7-day free trial, no card needed.

What this solves

What an industrial valve maker deals with today, and what MatruOS sets up for it

01Today

Foundry delays are found out too late and LD hits the margin. Test reports and MTCs are compiled by hand into the dossier and inspection is delayed.

02In MatruOS

MatruOS sets up 9 routines, 1 workflow, 3 registers and 11 licences for an industrial valve maker, 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. foundry and forging
  2. valve maker
  3. EPC or distributor
  4. plant

Your customers

  • EPC contractors
  • Refineries and petrochemical plants
  • Power plants
  • Water boards and municipal bodies
  • Chemical and pharma plants
  • Valve distributors
  • Exporters

Your suppliers

  • Steel and alloy foundries (castings)
  • Forging units
  • Bar stock traders
  • Seat and seal makers
  • Gland packing and gasket makers
  • Painting and coating job workers
  • Third-party inspection agencies
  • NABL test labs

Credit and cash

Customers pay 10-30% advance, balance 30-90 days after dispatch against TPI release; PBG of 5-10%; LD about 0.5% per week up to 5-10%; foundries need advance or 30 days

Long cycle: castings take 4-8 weeks, inspection adds 1-3 weeks; retention and PBG lock money for the guarantee period (12-18 months)

Your screens use your words

  • CustomerClient
  • OrderPurchase order
  • ItemValve
  • productValve
  • JobJob card

How it works

How MatruOS is set up for an industrial valve maker

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 "Industrial valve maker", typed when you sign up.
  2. Recognised as an industrial valve makerRoutines, 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 an industrial valve maker

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.

Operations head

Lines up each PO's castings, machining, test and inspection dates against its delivery date and LD clause, and lists POs at risk with the foundry to chase

Reads order and job card register and material heat number and MTC

Works it out and shows you

Operations head

Builds the per-PO quality dossier from test entries, MTCs and PMI results, flags missing documents or out-of-limit results before the inspection call

Reads hydro test register, material heat number and MTC and order and job card register

Works it out and shows you

Accountant

Lists invoices due, release notes pending, PBGs expiring and LD exposure, and drafts payment and PBG-release requests

Reads invoices, order and job card register and PBG list

Asks you before sending

Sales executive

Updates the costing sheet with current casting, forging and bar rates and drafts quotes from datasheets, with win and loss by valve type

Reads order and job card register and casting and bar purchase rates

Asks you before sending

1 / 4

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

  • 9:00 amDaily production and foundry statusProduction in-charge · 2 steps
    1. 1Check castings and forgings due and overdue by PO
    2. 2Allot machines and fitters to job cards
  • 11:00 amIncoming castings and forgings inspectionQA and QC engineer · 3 steps
    1. 1Match heat number with MTC and PO material
    2. 2PMI check on alloy parts
    3. 3Visual and dimensional check; reject cracks and blowholes
  • 3:00 pmHydro test of assembled valvesQA and QC engineer · 3 steps
    1. 1Shell test at 1.5 times rated pressure, held for the API 598 time
    2. 2Seat test at 1.1 times rated pressure; leakage within API 598
    3. 3Record each serial in the hydro test register

Every week2

  • MonRaise inspection calls and plan TPI visitsQA and QC engineer · 2 steps
    1. 1List valves ready for inspection by PO
    2. 2Send inspection call to client or TPI with 5-7 days notice
  • FriPayments, PBG and LD watchAccounts and commercial · 2 steps
    1. 1List invoices due and dispatches awaiting release notes
    2. 2List PBGs expiring and LD exposure on late POs

Every month2

  • 5thMonthly enquiry and quote reviewOwner and director · 2 steps
    1. 1Quotes sent versus orders won by valve type
    2. 2Update casting and bar rates in the costing sheet
  • 20thGauge and test bench calibration checkQA and QC engineer · 2 steps
    1. 1Pressure gauges calibrated within validity
    2. 2Torque wrenches and PMI gun checked

Every year1

  • AprYearly approvals and vendor list renewalsOwner and director · 2 steps
    1. 1Renew API monogram licence audits, IBR manufacturer recognition, ISO 9001
    2. 2Update PSU and EPC vendor registrations

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.

Purchase order to final payment

  1. 1GA drawing approved by clientDesign and estimation engineerNeeds approval
  2. 2Castings and forgings orderedProduction in-charge
  3. 3Material inspected and tracedQA and QC engineer
  4. 4Machined and assembledMachinist and fitter
  5. 5Hydro testedQA and QC engineer
  6. 6TPI inspection and release noteQA and QC engineerNeeds approval
  7. 7Painted, tagged, packed and dispatchedProduction in-charge
  8. 8Invoice and dossier submittedAccounts and commercial
  9. 9Balance paid and PBG releasedAccounts and commercial

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.

  • Order and job card register

    PO no. · Client · Valve type · Size · Class or rating · Body and trim material · Standard · IBR needed

  • Material heat number and MTC

    Heat no. · Part · Material grade · Supplier · MTC received · PMI result · Job card or valve serial

  • Hydro test register

    Valve serial · Date · Shell test pressure (bar) · Shell hold time (seconds) · Seat test pressure (bar) · Seat leakage (drops or bubbles per minute) · Result · Witnessed by

  • Valve pressure testing

    Every valve holds pressure in shell and seat before it leaves

    5 steps with checks

  • Material traceability

    Prove every pressure part is the material ordered

    4 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
Cast steel gate valve 4 inch class 150 (API 600) · piece848118%
Cast steel globe valve 2 inch class 300 · piece848118%
Forged steel gate valve 1 inch class 800 · piece848118%
Ball valve 2 inch SS 316 (three piece) · piece848118%
Trunnion ball valve 6 inch (API 6D) · piece848118%
Butterfly valve 8 inch wafer type · piece848118%
Sluice valve 150 mm for water works (IS 14846) · piece848118%
Non-return (check) valve 3 inch · piece848118%
IBR steam stop valve 2 inch · piece848118%
Valve repair and reconditioning · job99871918%
Valve spares (seat and seal kit) · set848118%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • Factory licenceState factories department
  • BIS licence (ISI mark)Bureau of Indian Standards (ISI mark)If it applies
  • Boiler registration and certificateState Boiler Inspectorate (Boilers Act 2025)If it applies
  • Pollution consent (CTO)State Pollution Control BoardIf it applies
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • Import Export Code (IEC)DGFT (Import Export Code)If it applies
  • GeM seller registrationGovernment e-Marketplace (GeM)If it applies
  • TrademarkTrade Marks RegistryIf 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.

Owner and directorQuotes and negotiates POs, approves credit and PBG, handles vendor registrations and approvals.
Design and estimation engineerReads datasheets, makes GA drawings, BOM and quotes.
Production in-chargeOrders castings and forgings, plans machining and assembly, chases foundries.
QA and QC engineerMaterial traceability, PMI, hydro tests, inspection calls, final dossier.
Machinist and fitterMachines bodies and trims, laps seats, assembles valves.
Accounts and commercialInvoices, PBG and LD tracking, collections, GST and e-way bills.

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 an industrial valve maker?

Type one line about your business when you sign up, for example "Industrial valve maker". 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.

Metals and engineering

Other makers and factories in metals and engineering

All 95 business types in metals and engineering

Run an industrial valve maker 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.

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Chat with the MatruOS team on WhatsApp, +91 97234 99901