Vehicle Indent & Auction — PRD

Vehicle Indent & Auction · PRD

RK

Product Requirements Document

The Vehicle Indent & Auction module enables branch operations to raise indents, run competitive auctions and award the right supplier — replacing ad-hoc WhatsApp / email coordination with a structured, auditable flow.

1. Problem & Goal

Branch ops today coordinate vehicle requirements over WhatsApp, leading to lost lead time, no audit trail and inconsistent pricing. This module centralises requirement capture, opens a fair auction window for both registered and walk-in suppliers, and pushes the winning supplier into allocation with SLA-tracked next steps.

  • Reduce indent-to-award turnaround by ≥ 40%.
  • Achieve ≥ 90% of indents awarded to registered, document-verified suppliers.
  • 100% audit trail from indent creation to trip closure.

2. Personas

  • Branch Ops Manager — raises indents, monitors progress, allocates vehicles.
  • Auction Manager — controls auction window and award decisions.
  • Supplier (Registered) — primary bidder population.
  • Supplier (Walk-in) — invited explicitly for high-value or specialised loads.
  • Control Tower — cross-branch SLA monitoring.

3. Key Capabilities

  • Indent Listing with rich filters (request type, indent type, status, route, vehicle, branch, dates).
  • Create Indent — single-select between Client and Contract; client form auto-fetches name/address/pincode/city/state; contract form supports Origin / multi-Via / Destination route legs with Branch or Customer Location at each node.
  • Route Type vocabulary unified to Local | Linehaul across both forms (legacy FM / LM merged into Local; MM treated as Linehaul).
  • Bidding UOM is captured at Create Indent for Contract requirements (Per KM / Fixed Monthly / Per Kg as per route type), so the auction inherits the agreed pricing basis.
  • Vehicle Requirement table exposes Effective From and Effective To as separate columns (replaces the legacy combined Valid column) so ops can see start and end of the requirement window at a glance.
  • Detailed View pane with overview, branch, timing, customer, route, vehicle lines and audit.
  • Auction window scheduling with start/end datetime and supplier pool selection.
  • Bid table with Awarded / Active / Rejected status and Route / Lane column when multiple vehicles are requested.
  • Per-KM bidding for Contract Linehaul auctions.
  • Indent Approval — Pending indents created from VMS expose Approve / Reject CTAs directly in the listing Action column. Approve advances the indent to Auction Created; Reject closes the indent. Indents pushed by TMS (Ad hoc / auto-initiated) skip approval and are not shown the Approve / Reject controls.

4. Indent → Auction → Award Journey

Create Indent (Client | Contract)
  → Listing (Pending)
  → Open View → Create Auction (start/end window)
  → Auction InProgress (registered + walk-in bids)
  → Award winning bid
  → Vehicle Allocated → Trip Created → Trip in transit → Trip Closed

5. Indent Types Supported

  • Client — raised on behalf of a specific client; route uses client addresses or branch nodes.
  • Contract — internal contract requirement (Local or Linehaul) supporting multi-leg routes with TAT and distance.
  • Replacement variant — applies to both, requires the existing vehicle number being replaced.

6. UX Principles

  • Single-screen create flow; the form adapts based on Client/Contract selection.
  • Auto-fetched fields are visibly read-only to avoid accidental edits.
  • Status chips and tone colors are consistent between listing, view and auction screens.
  • Notifications are categorised (Vehicle Indent vs Supplier Relationship) and deep-link to the right screen.

7. Success Metrics

  • Indent-to-award median time.
  • % indents awarded to registered suppliers.
  • Average bids per auction.
  • Allocation SLA breach rate.
  • Trip closure rate vs awarded.

8. Dependencies

  • Client master (Supplier Relationship module).
  • Branch master.
  • Vehicle master (size → capacity mapping).
  • Auth & roles (Branch Ops, Auction Manager, Supplier).

9. Risks & Mitigations

  • Low bidder participation → walk-in invites + escalation notifications.
  • Supplier under-utilises the bid window → automatic reminders 30 / 10 min before close.
  • Awarded supplier fails allocation → automatic re-open of auction to next-best bid.

10. Roadmap

  • Phase 1: Indent creation, listing, view, basic auction (current scope).
  • Phase 2: Auto-award based on rules, predictive bid validation.
  • Phase 3: Supplier scorecards influencing eligible bidder pool.

11. Launch Checklist

  • Client & branch masters populated.
  • Auction Manager role provisioned.
  • FRD signed off (see Vehicle Indent — FRD).
  • Notification templates verified for indent/auction/award events.