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.