Your customers
- Small workshops and job shops
- Fabrication shops
- ITIs and polytechnics
- Machinery dealers
- Exporters and overseas buyers
- Government buyers through GeM
Metals and engineering · Makers and factories
MatruOS for a machine tools maker
Set up the way a machine tools maker runs: sale of conventional machine tools through direct sales, state dealers and exporters; spares (gears, lead screws, chucks, belts) and paid service visits after warranty. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.
Ready when you sign up
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What this solves
What a machine tools maker deals with today, and what MatruOS sets up for it
Today
Loan-backed sales sit for weeks because a proforma, test chart or KYC paper is missing. Casting, motor and bearing prices rise but model prices are revised once a year.
In MatruOS
MatruOS sets up 8 routines, 1 workflow, 3 registers and 10 licences for a machine tools maker, with an AI team that reads your own records and prepares the work.
What 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.
- foundry
- machine tool maker
- dealer or finance company
- workshop buyer
- service and spares
Your suppliers
- Grey-iron foundries (beds and castings)
- Gear cutters
- Electric motor dealers
- Bearing dealers
- Steel stockists
- Paint dealers
- Electrical panel makers
Credit and cash
Buyers: 10-30% advance, balance before dispatch or on loan disbursement; dealers: 30-60 days; export: advance or LC; castings bought on 30-60 days; motors and bearings on 15-30 days
Castings and bought-outs sit 4-8 weeks in work in progress and finished stock; loan-backed sales take 2-4 weeks to disburse; dealer money comes 30-60 days after dispatch. Jan-Mar sales fund the slow monsoon months.
Your screens use your words
CustomerBuyerOrderMachine orderItemModelInvoiceBill
How it works
How MatruOS is set up for a machine tools maker
Set-up takes a few minutes. After that, you change only what is different in your business.
- Describe the business in one lineFor example "Machine tools maker", typed when you sign up.
- Recognised as a machine tools makerRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
- 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.
- 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 machine tools 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.
Builds the loan file for each pending order (proforma, quotation, test chart, buyer KYC list), shows what is missing and drafts the follow-up to the buyer or lender
Asks you before sending
Keeps a ticket per serial, plans visits by area, lists repeat faults by model and drafts spares offers for machines out of warranty
Asks you before sending
Recomputes cost per model at current prices and drafts a revised price list for models below the margin floor
Works it out and shows you
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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 day
9:00 amMorning build plan and work-in-progress check
- 1Match orders due in 30 days with machines in stock and on the floor
- 2Issue castings and bought-outs for the builds started today
- 3List machines waiting for one missing part
11:30 amLoan and payment follow-up on pending orders
- 1List orders waiting for loan disbursement or balance
- 2Send missing papers to the bank or NBFC
- 3Confirm dispatch only after money is in
3:00 pmAlignment test and test chart before dispatch
- 1Spindle run-out
- 2Bed straightness
- 3Test run 2 hours at all speeds; bearing temperature
- 4Enter readings in the serial register
Every week
Sat 10:00 amWeekly service call review
- 1Close calls attended this week
- 2Plan visits by area for next week
- 3List repeat faults by model
Every month
5thMonthly model costing and price list check
- 1Update casting rate per kg, motor and bearing prices
- 2Recompute cost per model from the bill of materials
- 3Flag models where margin is under 10%
10thMonthly dealer dues and stock at dealers
- 1Age dealer dues
- 2Ask dealers for machines unsold over 90 days
- 3Owner decides on schemes or stock transfer
Every year
AprYearly price list and catalogue revision
- 1Issue the new price list to dealers
- 2Update catalogue photos and specifications
- 3Renew GeM catalogue and export registrations if used
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.
Enquiry to installed machine
- 1Quotation and proforma sent
- 2Discount approvedNeeds approval
- 3Advance or loan sanctioned
- 4Machine built and tested
- 5Balance received and dispatched
- 6Installed and warranty card given
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.
Machine serial and test register
Machine order book
Service and warranty calls
Lathe geometric and running test
Every machine leaves with measured accuracy written on its test chart
Power press guarding at dispatch and installation
No press leaves without guards that keep hands out of the die area
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.
| Item | HSN | GST |
|---|---|---|
| All-geared lathe 6 ft (centre height 215 mm) | 8458 | 18% |
| V-belt light-duty lathe 4.5 ft | 8458 | 18% |
| Heavy-duty all-geared lathe 10 ft | 8458 | 18% |
| Pillar drilling machine 32 mm | 8459 | 18% |
| Radial drilling machine 40 mm | 8459 | 18% |
| Shaping machine 18 inch | 8461 | 18% |
| C-frame power press 30 ton | 8462 | 18% |
| Power hacksaw machine 7 inch | 8461 | 18% |
| Lathe spares (gears and lead screws) | 8466 | 18% |
| Service visit after warranty | 998719 | 18% |
- GST registration
- Udyam (MSME) registration
- Factory licence
- PF registration (EPFO)
- ESI registration (ESIC)
- Import Export Code (IEC)If it applies
- GeM seller registrationIf it applies
- Professional tax registrationIf it applies
- Pollution consent (CTO)If it applies
- BIS licence (ISI mark)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.
OwnerFixes model prices, handles dealers and export buyers, approves discounts, buys castings.
Production managerPlans builds against orders and stock, issues castings and bought-outs, tracks work in progress.
MachinistMachines beds, carriages, headstocks and columns on planers, millers and grinders.
Fitter and scraperScrapes slideways, fits gearbox and apron, aligns, does test runs.
Sales and finance coordinatorQuotations, proformas for loans, follows disbursement, dispatch papers.
Service technicianInstalls machines, attends warranty calls, sells spares.
AccountantBills, dealer ledgers, casting supplier accounts, GST.
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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 machine tools maker?
Type one line about your business when you sign up, for example "Machine tools 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
Run a machine tools 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.
See plans and what each includes