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Sales & Dispatch

Customer Commitments Held Against Real Capacity.

Dharte AI connects the commercial side of manufacturing to the plant that has to deliver it — lead capture and BOM-based quotations in APQP Phase 1, customer schedules tracked against capacity, dispatch planning, and promised-versus-actual delivery per customer.

What does CRM mean for a manufacturer?

For a manufacturer, the commercial relationship is not a pipeline of independent deals — it is a quotation derived from a bill of materials, a customer schedule that releases quantities over time, and a delivery performance record the customer is measuring you against.

A general-purpose CRM handles the conversation but not the commitment. Dharte AI focuses on the part that touches the plant: what was quoted, what was ordered, what is scheduled, and whether it shipped on time.

Sales, quotation and dispatch

  • Lead capture and cross-functional team

    New enquiries enter at APQP Phase 1 with the cross-functional team assigned from the start.

  • BOM-based quotations

    Quotations built from the bill of materials and process flow rather than estimated separately.

  • Sales orders

    Customer orders captured and linked to the production that will fulfil them.

  • Customer schedules

    Release-style schedules tracked against available capacity.

  • Dispatch planning

    Pack lists, invoices and delivery scheduling from live order data.

  • On-time delivery tracking

    Promised against actual, reported per customer.

  • Document generation

    Invoices and delivery challans generated from the transaction record, not retyped.

A quotation that reflects what the part actually costs to make

Because quoting sits inside APQP Phase 1 alongside the BOM and the process flow, the commercial number is built on the same structure that will later govern the production route. Fewer quotes are won on assumptions that the plant then has to absorb.

Delivery performance as a measured record

On-time delivery is the metric your customer reviews you on. Dharte AI records promised and actual dates against every dispatch, per customer, drawing on the same production and inventory data that determined whether the date was achievable in the first place.

Frequently asked questions

Dharte AI covers the manufacturing side of the customer relationship: lead capture at APQP Phase 1, BOM-based quotations, sales orders, customer schedules, dispatch planning and on-time delivery tracking. It is not a general-purpose sales CRM with campaign and marketing automation, and it can be connected to one through the open APIs.

Yes. Quotation sits within APQP Phase 1 alongside the BOM, process flow and PFMEA, so the quoted number is derived from the same structure that defines how the part will be produced.

Yes. Invoices, pack lists and delivery challans are generated from live order and dispatch data. Ledger-level financial accounting is handled in your finance system, which can be connected through the open APIs.

Customer schedules are captured and tracked against available capacity and linked to the production that fulfils them, so a release that cannot be met is visible before the delivery date rather than after it.

See it running on a real manufacturing operation.

Thirty minutes, with your product types and your workflows — not a slide deck.

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