Hi, My name is Rushi. I run a chemical trading business and I am looking to develop a simple but efficient back office software to manage quotations, orders, product data, and daily operations. Currently, most of our work is manual, involving copy-paste from PDFs, Excel files, and websites. This process is time-consuming and prone to errors. We want to automate this workflow to improve speed, accuracy, and overall efficiency. Core Objective To build a system that can: Generate quotations quickly Fetch and compare data from multiple sources Manage multiple companies, products, and clients Track orders, payments, and important timelines efficiently Key Features Required 1. Data Fetching and Automation Ability to extract data from: PDF files Excel files Online web links Reduce manual copy-paste work Ensure fast and accurate data extraction 2. CAS Number-Based Search (Very Important) Each chemical has a unique CAS number System should allow: Search by CAS number Fetch data from multiple company sources Display comparative data (price, brand, etc.) 3. Multi-Company Product Management Manage multiple companies and their product lists Data sources may include: PDF Excel Websites Centralized product database Product-wise tracking across brands 4. Quotation and Proforma Invoice Easy quotation creation Include: Product details Pricing Discount GST calculation Save quotation history Generate Proforma Invoices Additional Requirement: Share quotation via: Direct link Email WhatsApp 5. Client Management Store and manage customer data Track: Previous quotations Discounts offered Order history 6. Order Management System Handle multiple: Clients Orders Products Brands Provide detailed tracking Filters required: Client-wise Chemical-wise Brand-wise Date-wise 7. Payment Tracking and Reminder System Track customer outstanding payments Maintain payment history System should: Send payment reminders Alert for overdue payments Link payments with invoices/orders 8. Smart Tracking and Reminder System System should automatically track: Last date of supply Material arrival dates System should provide reminders for: Order continuation Follow-ups Cancellation decisions 9. Order Tracking and Material Status System (Very Important) The system should handle real-world complexity involving multiple customers, brands, and timelines. Tracking Requirements: Multiple customers Multiple brands per order Different delivery timelines System should track: Material status: Not dispatched In transit Arrived If arrived: Storage location (godown/warehouse) If not arrived: Expected delivery time Timeline Intelligence: Compare expected arrival date with customer required date Identify delays in advance Action Automation: Generate follow-up emails Generate delay notifications Generate cancellation letters with proper reasons 10. Product and Data Export (Excel Integration) Export data into Excel format Generate reports compatible with accounting software Custom Excel formats as per business requirements 11. Quick Data Access One-click access to: Customer history Product performance Order details Platform Requirement Web-based software (preferred) Fast and user-friendly interface Technical Expectations Experience with: Data extraction (PDF, Excel, web scraping) Database management Clean UI/UX Scalable architecture for future upgrades