Pioneer Marine · HVAC ERP
Process
Tracker
⬇ Load from Sheet
⟳ Import MASTER
⬇ Export tab
⚙
Loaded from MASTER
· auto-saved
📥 Live Sheet → Tracker (Publish-to-web CSV links):
Inquiry:
Quotation:
Order PO:
Sheet → File → Share →
Publish to web
→ har tab CSV → link yaha paste. Fir
⬇ Load from Sheet
. Page khulne par bhi auto-load hota hai.
Save setup
Total Enquiries
287
in tracker
Quotations Sent
139
stage 5+
PO / Confirmed
7
stage 9
Conversion
2.4%
PO ÷ enq
Overdue Now
287
action needed
Pipeline — current stage
Tap a stage to filter ↓
96
Enquiry
25
Initial Reply
9
Review
18
Clarification
88
Quotation Sent
8
Negotiation
0
Revised Quote
36
Follow-up
7
PO / Confirmed
0
Lost
Jobs
Each job carries its own material & service line-items, docs & billing, and costing. Tap a row to open it.
+ Add job
Job Execution
Execution of the job — in-house fabrication / overhaul or on-site / vessel work.
← Order/PO
⏳ Pending PO (5)
⬇ Load inbox POs
✉ PO from email
⤓ Paste rows
+ Add row
#
Job No.
PO No.
Description
Start
Target
% Done
Status
No rows. Click “+ Add row” or “Import MASTER”.
Import from MASTER sheet
Open
Sales MIS → MASTER
tab.
Select all (Ctrl/Cmd+A) → Copy.
Paste below →
Load
. Fills Inquiry + Quotation tabs.
Cancel
Load
Exported Quotation as CSV
Paste enquiries into Inquiry
Har line = ek enquiry. Columns is order me (Tab ya comma se alag):
Date · Client · Vessel/Site · Scope · Notes
Paste below →
Load
. Enquiry ID + Stage auto ban jaayega.
Cancel
Load
Add PO from email
Open the PO email in Gmail → copy the full text (Ctrl/Cmd+A → Copy).
Paste below →
Extract
. You can paste several PO emails together.
It reads
Purchase Order
,
Ordered Date
&
Quotation Ref
, then auto-fills Client / Scope / Value from the matching quotation.
Cancel
Extract