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Metals and engineering · Traders and distributors

MatruOS for a steel stockist and dealer

Set up the way a steel stockist and dealer runs: margin per tonne over mill or distributor price; mill schemes and rate differences; cutting, bending and delivery charges. 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
  • 2workflows with approvals
  • 2SOPs and checks
  • 4registers of your own
  • 4jobs for your AI team
  • 8licences tracked

7-day free trial, no card needed.

What this solves

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

01Today

Contractors take 60-120 days and bad debts follow when projects stall. Prices change daily and old quotes are honoured, so margin goes.

02In MatruOS

MatruOS sets up 8 routines, 2 workflows, 4 registers and 8 licences for a steel stockist and 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. Mill
  2. distributor
  3. stockist
  4. site or fabricator

Your customers

  • Building contractors
  • Builders and developers
  • Fabrication and welding shops
  • Individual home builders
  • Industries for maintenance
  • Government contractors

Your suppliers

  • Primary and secondary steel mills
  • Main distributors and C&F agents
  • Pipe and sheet makers
  • Transporters

Credit and cash

Buys on advance or 15-30 days; sells cash to known walk-ins and 30-120 days to contractors and builders; post-dated cheques common; interest on late payment seldom charged

15-45 days stock plus 30-120 days contractor credit on a bank cash-credit limit; schemes come later by credit note

Your screens use your words

  • CustomerParty
  • ItemSize
  • InvoiceBill
  • productSteel item
  • SupplierMill or distributor

How it works

How MatruOS is set up for a steel stockist and 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 "Steel stockist and dealer", typed when you sign up.
  2. Recognised as a steel stockist and 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 steel stockist and 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

Drafts the day's rate list by item and size, sends it on approval, and marks quotes older than a day as expired

Reads daily rate list and open quotes

Asks you before sending

Accountant

Ages dues by party and site, drafts WhatsApp statements, and flags parties slow across sites before new dispatch

Reads site-wise credit ledger

Asks you before sending

Store keeper

Shows sell-through by size, compares book and counted stock, and suggests the next truckload mix

Reads size-wise yard stock and sales by size

Works it out and shows you

Accountant

Works out scheme and rate-difference amounts due and weight shortages, and drafts claim notes

Reads mill bookings and schemes and scheme terms

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

  • 10:00 amMorning rate list by sizeOwner (seth) · 4 steps
    1. 1Read mill, distributor and association rates for the day
    2. 2Set base selling rate and size extras
    3. 3Send rate list to regular contractors and fabricators on approval
    4. 4Expire yesterday's open quotes
  • 11:30 amOrders, weighing and site dispatchYard in-charge · 3 steps
    1. 1Pick by size and brand; count pieces
    2. 2Weigh on weighbridge or calculate standard weight; write basis on bill
    3. 3Invoice and e-way bill before truck leaves
  • 6:30 pmEvening collections, POD and cashMunim (accountant) · 3 steps
    1. 1Enter cheques, RTGS and cash against site ledger
    2. 2Check POD photo for every delivery
    3. 3List cheques to deposit tomorrow

Every week2

  • MonWeekly dues statements and callsMunim (accountant) · 3 steps
    1. 1Ageing by party and site
    2. 2Send statements; call parties over credit days
    3. 3Owner decides holds on new dispatch for slow payers
  • ThuWeekly size stock count and mill bookingOwner (seth) · 3 steps
    1. 1Count pieces by size; compare with book stock
    2. 2Plan next truckload by fast-moving sizes
    3. 3Book with mill at day rate

Every month1

  • 5thMill scheme and weight difference claimsMunim (accountant) · 3 steps
    1. 1Total tonnes per mill and scheme slab reached
    2. 2List weight shortages on receipt with weighbridge slips
    3. 3Draft claim and chase credit notes

Every year1

  • OctDiwali new books and balance confirmationsOwner (seth) · 3 steps
    1. 1Chopda pujan and opening of new books
    2. 2Send balance confirmations to all parties
    3. 3Write off or file suits for dead dues on advice

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.

Order to delivery and collection

  1. 1Rate quoted and order takenCounter salesman
  2. 2Credit approvedOwner (seth)Needs approval
  3. 3Picked weighed and cutYard in-charge
  4. 4Invoiced with e-way billMunim (accountant)
  5. 5Delivered with POD photoDriver and delivery coordinator
  6. 6Paid in fullMunim (accountant)

Mill booking to scheme credit

  1. 1Booked at day rateOwner (seth)Needs approval
  2. 2Truck received and weighedYard in-charge
  3. 3Purchase invoice checkedMunim (accountant)
  4. 4Scheme credit note receivedMunim (accountant)

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.

  • Daily rate list

    Date · Item · Brand or mill · Buy rate per tonne · Base selling rate per tonne · Size extra

  • Site-wise credit ledger

    Party · Site · Phone · Invoice number · Invoice amount · Paid · Cheque number and date · Credit days allowed

  • Size-wise yard stock

    Item and size · Brand · Pieces · Tonnes (theoretical) · Last weighbridge tonnes · Reorder tonnes

  • Mill bookings and schemes

    Booking date · Mill or distributor · Tonnes booked · Rate per tonne · Tonnes received · Weight difference (kg) · Scheme or rate difference due · Credit note received

  • Weight basis on every bill

    No weight disputes with sites

    3 steps with checks

  • Sell only BIS-marked steel

    Stay legal under the steel QCO

    2 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
TMT bar Fe 500D (mixed sizes) · tonne721418%
MS angle · tonne721618%
MS channel · tonne721618%
MS beam (joist) · tonne721618%
MS flat · tonne721418%
HR sheet and plate · tonne720818%
CR sheet · tonne720918%
GP or GC sheet · tonne721018%
Chequered plate · tonne720818%
MS ERW pipe · tonne730618%
GI pipe · tonne730618%
Binding wire · kg721718%
  • GST registrationGST department (GSTN)
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Trade licenceMunicipal corporation or panchayat
  • Weighing scale stampingLegal Metrology department
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)If it applies
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)If it applies
  • GeM seller registrationGovernment e-Marketplace (GeM)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.

Owner (seth)Books from mills, sets selling rates, approves credit and discounts.
Counter salesmanQuotes, takes orders on phone and WhatsApp, explains weight basis.
Munim (accountant)Invoices, e-way bills, ledgers, collections, GST.
Yard in-chargeStacks by size and brand, picks orders, cutting and bending, weighbridge.
HamalLoading and unloading, cutting.
Driver and delivery coordinatorSite deliveries, POD photo.

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 steel stockist and dealer?

Type one line about your business when you sign up, for example "Steel stockist and 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 steel stockist and 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