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proud-production

byHiren Fatta

Build a production-ready responsive multi-tenant SaaS web app for B2B wholesalers, distributors, manufacturers and especially Indian textile wholesalers. This is NOT just a digital catalog and NOT a generic e-commerce app. It is a B2B SALES OPERATING SYSTEM that helps businesses turn product interest into enquiries, enquiries into orders and existing buyers into repeat orders. CORE FLOW: PRODUCTS → CATALOG → BUYER ACTIVITY → SALES OPPORTUNITY → FOLLOW-UP → ORDER → REORDER The main dashboard question should be: “Which buyers should my sales team contact today, why, and what should they sell?” ## USER ROLES Owner/Admin: full access. Sales Manager: sales team, buyers, opportunities, orders and analytics. Salesman: assigned buyers, activity, opportunities, orders and follow-ups. Catalog Manager: products, categories and catalogs. Use role-based permissions and strict tenant data isolation. ## ADMIN PAGES Dashboard Sales Opportunities Today's Actions Buyers Products Categories Catalogs Orders Follow-ups Salesmen Analytics Pricing Settings ## DASHBOARD Prioritize actionable information. KPIs: Today's Sales Today's Orders Pending Orders Active Buyers Hot Buyers Follow-ups Due Reorder Opportunities Abandoned Orders Main section: “WHAT NEEDS MY ATTENTION TODAY?” Show: Hot Buyers Reorder Opportunities Abandoned Orders Follow-ups High Interest Products Example: Rajesh Sarees — High Intent Last order ₹18,400 Viewed 8 products Added 6 products No order Recommended: Follow up today Actions: WhatsApp / Open Buyer / Create Follow-up ## BUYERS Buyer fields: Name, Company, Phone, Email, City, State, Address, GST, Salesman, Pricing Group, Tags, Notes. Show: Total Orders Total Revenue Average Order Value First/Last Order Order Frequency Preferred Categories Preferred Products Track: Catalog Visits Product Views Searches Cart Additions Enquiries Orders Last Activity Create buyer intelligence: Engagement Score Average Reorder Interval Estimated Next Reorder Buyer Value Churn Risk Show an activity timeline such as: Catalog viewed → Product viewed → Product added → Order started → Order submitted/abandoned. ## SALES OPPORTUNITIES Automatically identify: HOT — strong recent buying activity WARM — active browsing REORDER — buyer approaching normal reorder period ABANDONED — started but did not complete order AT RISK — purchase interval exceeded INACTIVE — no recent activity Each opportunity shows buyer, salesman, last order, average order value, recent activity, products viewed, cart activity and recommended action. ## PRODUCTS Product fields: SKU, Name, Description, Category, Images, Videos, Selling Price, Cost Price, MRP, MOQ, Minimum Order Amount, Pieces Per Set, Stock, Status, Featured, New Arrival, Tags. Variants: Color, Size, Design, Variant SKU, Price, Stock, Image. Textile attributes: Fabric, Pattern, Work, Saree Type, Blouse Included, Length, Width, Weight, Collection. Make product attributes extensible for other industries. Never expose cost price to buyers. ## B2B ORDER RULES Support: MOQ Minimum Order Amount Pieces Per Set Quantity Multiples Example: MOQ 6 means 6,12,18,24 allowed. Reject 7,8,10. Validate before order submission. ## BUYER-SPECIFIC PRICING Pricing priority: 1. Buyer-specific price 2. Pricing group price 3. Product default price Pricing groups: Retailer Wholesaler Distributor VIP Custom Example: Base ₹525 Buyer A ₹525 Buyer B ₹515 Buyer C ₹505 Private pricing must never leak to another buyer. ## CATALOG Create: Public Catalog Private Catalog Buyer-Specific Catalog Features: Business branding Categories Search Filters Product grid Product details Variants MOQ Price Availability Cart Order WhatsApp Catalog must be mobile-first, fast and optimized for bulk wholesale buying. Private catalogs can restrict products/prices by buyer or group. ## BULK ORDERING Allow buyers to quickly order multiple variants. Example: Green ×2 Pink ×1 Maroon ×3 Total = 6 pcs ## ORDERS Cart: Product Variant Quantity Price Discount Tax Total Validate MOQ and quantity rules. Order statuses: Draft Enquiry Pending Confirmation Confirmed Processing Packed Shipped Delivered Cancelled Order detail must show buyer, salesman, products, pricing, notes and timeline. Allow quotation creation, PDF export and WhatsApp sharing. ## WHATSAPP Add WhatsApp actions on: Buyer Product Order Opportunity Follow-up Generate structured order messages. Create editable templates for: New Collection Follow-up Reorder Abandoned Order Price Enquiry Variables: {buyer_name} {product_name} {catalog_link} {order_number} {amount} Buyer should not need an app. ## FOLLOW-UP CRM Follow-up fields: Buyer Salesman Reason Priority Due Date Status Notes Next Action Reasons: New Lead Product Enquiry Price Enquiry Abandoned Order Reorder Inactive Buyer New Collection Payment Follow-up Statuses: Pending Contacted Interested Follow Later Converted Lost Create “Today's Actions” for salesmen with: WhatsApp Mark Done Snooze Open Buyer ## REORDER INTELLIGENCE Use rule-based logic first. Calculate each buyer's historical reorder interval. If buyer has multiple orders and current days since last order reaches about 80% of normal interval, create a Reorder Opportunity. If it exceeds 150%, mark At Risk. Make thresholds configurable. Do not pretend predictions are exact AI predictions. ## PRODUCT INTELLIGENCE Track: Most Viewed Most Ordered High View / Low Order Cart Heavy Abandoned Zero Interest Show “HIGH INTEREST / LOW CONVERSION” products using views, cart additions and orders. ## ANALYTICS Create: Catalog Analytics Buyer Analytics Product Analytics Salesman Analytics Order Analytics Metrics: Visits Unique Visitors Returning Visitors Product Views Searches Cart Additions Enquiries Orders Conversion Rate Average Order Value Revenue Filters: Date Buyer Salesman Product Category Catalog ## SALESMEN Create salesman profiles and assign buyers. Track: Assigned Buyers Follow-ups Orders Revenue Conversion Rate Average Order Value Reorders Recovered Inactive Buyers ## IMPORT / EXPORT Support CSV/Excel import for Products and Buyers. Validate: Invalid rows Duplicates Missing fields Import errors Allow export. ## DATABASE / SECURITY Use PostgreSQL with proper multi-tenancy. Core entities: Business User Buyer Salesman Product ProductVariant Category Catalog PricingGroup BuyerPrice Order OrderItem FollowUp ActivityEvent BuyerScore Every record must belong to the correct business. Enforce tenant isolation server-side. Implement: Authentication RBAC Authorization Input validation Rate limiting Secure uploads Never expose private pricing, cost price or another tenant's data. ## ACTIVITY TRACKING Track: catalog_view category_view product_view product_search repeat_product_view cart_add enquiry_started order_started order_submitted Initial engagement score: Catalog visit +1 Product view +2 Repeat view +3 Cart +5 Enquiry +8 Order +15 Use this only for ranking buyers. ## AI — FUTURE PHASE Do not make AI required for MVP. Architect for future: WhatsApp order parsing Voice-note order parsing Product matching Intent detection Follow-up recommendations Natural-language search AI sales summaries Example future message: “6 green aur 4 pink cotton wali bhej dena” System should eventually identify product, variants and quantities, validate MOQ/stock and create a draft order. ## UI Modern clean B2B SaaS design. Use: Clean cards Tables Strong typography Status badges Whitespace Responsive sidebar Fast loading Mobile-first buyer and salesman experience. Avoid: Excessive gradients Glassmorphism Unnecessary animations Meaningless charts Consumer-style shopping UI. ## TECH STACK Use React + TypeScript frontend, Node.js + TypeScript backend, PostgreSQL database, secure authentication, object storage and REST APIs. Use real persistent database operations. Do NOT create fake buttons or frontend-only functionality. Create realistic fictional demo data: 50 products 10 categories 30 buyers 5 salesmen 50+ orders Activities Follow-ups Sales opportunities ## MVP PRIORITY PHASE 1: Authentication Business Setup Products Categories Buyers Catalog Buyer Pricing MOQ Cart Orders WhatsApp PHASE 2: Buyer Activity Buyer Profiles Follow-ups Salesmen Today's Actions Sales Opportunities Reorder Intelligence PHASE 3: Analytics Product Intelligence Buyer Intelligence Salesman Analytics Quotations Excel Import/Export Private Catalogs Advanced Permissions Do NOT build full accounting, payroll, manufacturing ERP, logistics ERP or marketplace. ## ACCEPTANCE TEST Owner creates business → products → categories → buyers → salesman → pricing group → catalog → publishes. Buyer opens catalog → searches → views products → selects variants → adds products → meets MOQ → submits order. Salesman receives order → opens buyer → sees activity and history → sees recommended action → contacts buyer via WhatsApp → creates follow-up. System records activity → calculates engagement → detects abandoned orders → detects reorder opportunities → updates Sales Opportunities, Today's Actions and Analytics. CORE PROMISE: “Don’t just show your products. Know which buyers are ready to buy, follow up at the right time, and convert wholesale enquiries into repeat orders.” Build around: DISCOVER → INTEREST → FOLLOW UP → ORDER → REORDER

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System Requirements

System Requirement Document
Page 1 of 10

System Requirements Document for proud-production

1. Introduction

The proud-production project aims to develop a production-ready, responsive, multi-tenant SaaS web application specifically designed for B2B wholesalers, distributors, manufacturers, and Indian textile wholesalers. This application serves as a B2B sales operating system, transforming product interest into inquiries, inquiries into orders, and existing buyers into repeat orders. The primary audience includes business owners, sales managers, salesmen, catalog managers, and buyers.

2. System Overview

The system is a comprehensive B2B sales operating system that facilitates efficient sales processes for wholesalers and distributors. It provides role-based permissions and ensures strict tenant data isolation. The application includes a variety of features such as buyer-specific pricing, product and buyer intelligence, and advanced analytics. The system is built using React and TypeScript for the frontend, Node.js and TypeScript for the backend, and PostgreSQL for the database.

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2a. Product Interpretation and Delivery Boundary

The application is delivered as a multi-tenant SaaS solution with strict server-side tenant isolation. It includes role-based access for Owner/Admin, Sales Manager, Salesman, and Catalog Manager. The system supports public catalog access for buyers without requiring an app account. The MVP is prioritized in three phases, focusing on core functionalities such as authentication, business setup, catalog management, CRM, and analytics. AI capabilities are reserved for future phases and are not required for the MVP.

2b. Source Content Inventory

Not applicable as no content source directive was provided.

2c. Page Content and Component Coverage

Landing

  • Introduction to the B2B sales operating system.
  • Explanation of core flow: Discover → Interest → Follow Up → Order → Reorder.
  • Audience targeting: wholesalers, distributors, manufacturers, Indian textile wholesalers.

Login

  • User authentication for returning staff roles.
  • Access to protected tenant data.

Sign Up

  • Self-service enrollment for tenant owners.
  • Business establishment process.
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Dashboard

  • Actionable insights and KPIs: Today's Sales, Orders, Pending Orders, Active Buyers, Hot Buyers, Follow-ups Due, Reorder Opportunities, Abandoned Orders.
  • Main section: "WHAT NEEDS MY ATTENTION TODAY?"
  • Actions: WhatsApp, Open Buyer, Create Follow-up.

Sales Opportunities

  • Management of HOT, WARM, REORDER, ABANDONED, AT RISK, and INACTIVE opportunities.
  • Recommended actions for each opportunity.

Today's Actions

  • Daily follow-up execution for salesmen and managers.
  • Actions: WhatsApp, Mark Done, Snooze, Open Buyer.

Buyers

  • Buyer profiles with fields: Name, Company, Phone, Email, City, State, Address, GST, Salesman, Pricing Group, Tags, Notes.
  • Buyer intelligence: Engagement Score, Average Reorder Interval, Estimated Next Reorder, Buyer Value, Churn Risk.
  • Activity timeline: Catalog viewed → Product viewed → Product added → Order started → Order submitted/abandoned.

Products

  • Product management: SKU, Name, Description, Category, Images, Videos, Selling Price, Cost Price, MRP, MOQ, Minimum Order Amount, Pieces Per Set, Stock, Status, Featured, New Arrival, Tags.
  • Variants and textile attributes management.
  • Extensible attributes for other industries.

Categories

  • Organization of products and catalogs.
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Catalogs

  • Creation and management of public, private, and buyer-specific catalogs.
  • Features: Business branding, Categories, Search, Filters, Product grid, Product details, Variants, MOQ, Price, Availability, Cart, Order, WhatsApp.

Orders

  • Order lifecycle management: Draft, Enquiry, Pending Confirmation, Confirmed, Processing, Packed, Shipped, Delivered, Cancelled.
  • Order details: buyer, salesman, products, pricing, notes, timeline.
  • Quotation creation, PDF export, WhatsApp sharing.

Follow-ups

  • CRM follow-up management with fields: Buyer, Salesman, Reason, Priority, Due Date, Status, Notes, Next Action.
  • Reasons and statuses for follow-ups.

Salesmen

  • Salesman profiles and performance tracking.
  • Assignment of buyers and follow-ups.

Analytics

  • Catalog, buyer, product, salesman, and order analytics.
  • Metrics: Visits, Unique Visitors, Returning Visitors, Product Views, Searches, Cart Additions, Enquiries, Orders, Conversion Rate, Average Order Value, Revenue.
  • Filters: Date, Buyer, Salesman, Product, Category, Catalog.

Pricing

  • Management of pricing groups and buyer-specific pricing.
  • Pricing priority: Buyer-specific price, Pricing group price, Product default price.
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Settings

  • Business setup, permissions, thresholds, templates, and tenant configuration.

Catalog

  • Guest-facing mobile-first catalog for wholesale discovery and buying.

Product Details

  • Detailed view of product variants, availability, pricing, and bulk-quantity options.

Cart

  • Workspace for bulk variant aggregation and order-rule validation.

Checkout

  • Guest order submission after validation of MOQ, amount, set, and quantity.

3. Functional Requirements

  • As an Owner/Admin, I should be able to create and manage the business tenant, configure settings, manage users and permissions, and oversee products, buyers, catalogs, pricing, orders, CRM, and analytics. (explicit)
  • As a Sales Manager, I should be able to manage salesmen, buyers, opportunities, orders, follow-ups, and analytics. (explicit)
  • As a Salesman, I should be able to work with assigned buyers, manage buyer activity, opportunities, orders, follow-ups, and execute Today's Actions, including WhatsApp outreach. (explicit)
  • As a Catalog Manager, I should be able to manage products, categories, catalogs, catalog content, and availability. (explicit)
  • As a Buyer, I should be able to use published catalogs to search and view products, select variants, add bulk quantities, meet ordering rules, submit orders, and receive buyer-facing pricing without needing an app account. (required_inference)
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4. User Personas

  • Owner/Admin: Full access to operate the tenant, configure the business, manage users and permissions, and oversee products, buyers, catalogs, pricing, orders, CRM, and analytics.
  • Sales Manager: Manages salesmen, buyers, opportunities, orders, follow-ups, and analytics.
  • Salesman: Works with assigned buyers, manages buyer activity, opportunities, orders, follow-ups, and executes Today's Actions, including WhatsApp outreach.
  • Catalog Manager: Manages products, categories, catalogs, catalog content, and availability.
  • Buyer: Uses published catalogs to search and view products, select variants, add bulk quantities, meet ordering rules, submit orders, and receive buyer-facing pricing without needing an app account.

5. Core User Flows

Owner/Admin Flow

  1. Sign up and create a business tenant.
  2. Configure business settings and permissions.
  3. Manage users and assign roles.
  4. Oversee product, buyer, catalog, pricing, order, CRM, and analytics management.

Sales Manager Flow

  1. Log in and access the dashboard.
  2. Manage salesmen and assign buyers.
  3. Review sales opportunities and Today's Actions.
  4. Analyze performance through analytics.
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Salesman Flow

  1. Log in and access assigned buyers and opportunities.
  2. Execute Today's Actions and follow-ups.
  3. Contact buyers via WhatsApp and manage orders.
  4. Update follow-up statuses and notes.

Catalog Manager Flow

  1. Log in and manage products, categories, and catalogs.
  2. Create and publish catalogs with appropriate visibility.
  3. Update product details and attributes.

Buyer Flow

  1. Access the catalog without an account.
  2. Search and view products, select variants, and add to cart.
  3. Validate order rules and submit orders.
  4. Receive order confirmation and pricing details.
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6. Visuals Colors and Theme

  • Muse: Erik Spiekermann
  • Palette (light mode):
    • Background: #F6F0E9
    • Surface: #FFFFFF
    • Text: #2E2E2E
    • Primary: #FF5722
    • Accent: #FFC107
    • Muted: #A9A9A9
  • Typography:
    • Headings: Fira Sans — Bold
    • Body: Source Sans Pro
    • Scale: 1.25 modular, 48/32/24/16/14
  • Shape Language: Clear columns and structured sections with numbered systems and iconography.
  • Layout: Generous margins and well-defined sections for clarity and ease of navigation.
  • Motion: Functional and purposeful transitions.

7. Signature Design Concept

The landing page will feature a full-width headline using Fira Sans in bold, spanning the viewport. The dashboard sections will be separated by clear horizontal rules, creating a structured grid. Iconography combined with text will be presented in a warm and inviting style. Purposeful hover states will reveal additional data insights without clutter. Primary and accent colors will be used strategically to highlight actionable items and insights.

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8. Interaction Model & Motion Direction

  • Interaction Model: Static
  • Motion Tempo: Restrained
  • Hero Dimensionality: Flat
  • Landing Hero Motion Brief: The landing page will feature a wide editorial column with a focus on typographic clarity. The warm off-white background will be accented by bold primary color highlights to draw attention to key insights. Hover states will provide additional insights without clutter.

9. Non-Functional Requirements

  • Use authentication, RBAC, authorization, input validation, rate limiting, and secure uploads. (explicit)
  • Enforce strict multi-tenant isolation server-side. (explicit)
  • Never expose cost price, private pricing, or another tenant's data to unauthorized users. (explicit)
  • Ensure the catalog experience is mobile-first and optimized for bulk wholesale buying. (explicit)
  • Use real persistent database operations; avoid fake buttons or frontend-only functionality. (explicit)

10. Tech Stack

  • Frontend: React + TypeScript
  • Backend: Node.js + TypeScript
  • Database: PostgreSQL
  • Authentication: Secure authentication mechanisms
  • APIs: REST APIs
  • Storage: Object storage for media assets
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11. Assumptions and Constraints

  • The system will not include full accounting, payroll, manufacturing ERP, logistics ERP, or marketplace functionalities. (explicit)
  • AI capabilities are reserved for future phases and are not required for the MVP. (explicit)
  • Buyer participation is via catalog/order/WhatsApp workflows and does not require an app. (explicit)

12. Glossary

  • MOQ: Minimum Order Quantity
  • RBAC: Role-Based Access Control
  • CRM: Customer Relationship Management
  • MVP: Minimum Viable Product
  • SaaS: Software as a Service
  • B2B: Business to Business
Landing design preview
Landing: View landing page
Catalog: Browse published catalog
Product Details: Select product variant
Cart: Add bulk quantities
Checkout: Submit order
Landing design preview
Landing: View landing page
Catalog: Browse published catalog
Product Details: Select product variant
Cart: Add bulk quantities
Checkout: Submit order