Pioneer Marine · HVAC ERP
Process
Tracker
⬇ Load from Sheet
⟳ Import MASTER
⬇ Export tab
⚙
Sample data
· 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
0
in tracker
Quotations Sent
0
stage 5+
PO / Confirmed
0
stage 9
Conversion
0%
PO ÷ enq
Overdue Now
0
action needed
Pipeline — current stage
Tap a stage to filter ↓
Inquiry
← Order/PO
⏳ Pending PO
⬇ Load inbox POs
✉ PO from email
⤓ Paste rows
+ Add row
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
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