--- title: Capability catalogue description: What the business can do in FlowOS, grouped the way the work actually flows. sidebar: label: Capabilities order: 4 --- What the business can do, grouped the way the work actually flows. Status meanings are at the foot of the page. ## Collecting enquiries | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Sync a mailbox | Bring the latest mail from an enrolled Flowtech mailbox, with its attachments | Automatic (delta); administrator enrols | In product | [Collecting mail](/business/workflows/collecting-mail) | | Manage which mailboxes are in use | Enrol or remove a mailbox, see sync state | Administrator | Live | [Mailbox management](/business/features/mailbox-management) | | Group a conversation into one thread | Every reply joins the same conversation rather than creating a new one | Automatic | In product | [Inbox](/business/features/inbox) | | Recover who the enquiry really came from | Identify the customer behind an internal forward, not the colleague who forwarded it | Automatic | In product | [Inbox](/business/features/inbox) | | Resolve the customer | Join on the contact email; an unknown sender becomes a review item | Automatic | In product | [Parties](/business/features/parties) | | Link conversations that belong to one job | Several threads on the same customer reference, project name or quotation number become one opportunity | Automatic | In product | [Enquiry to quotation](/business/workflows/enquiry-to-quotation) | ## Sorting the queue | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Label what kind of document each message is | Enquiry, purchase order, order acknowledgement, revision, or other | Automatic | In product | [Message labelling](/business/features/message-labelling) | | Correct a wrong type | Set the type by hand; the system never overwrites the correction | Sales person / office head | In product | [Message labelling](/business/features/message-labelling) | | Judge whether a reply actually changes anything | Avoid re-doing the work for a reply that only asks us to send a drawing | Automatic | In product | [Message labelling](/business/features/message-labelling) | | See the shared inbox | The triage surface for everything Graph delivers | Sales person / office head | In product | [Inbox](/business/features/inbox) | | Close and reopen a conversation | Take a finished thread off the open board; new mail puts it back | Sales person | In product | [Inbox](/business/features/inbox) | ## Reading the documents | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Convert attachments to readable text | Turn PDFs, Word, Excel and mail attachments into text the rest of the system can work from | Automatic | In product | [Reading documents](/business/workflows/reading-documents) | | Read tables out of a specification sheet | Keep a datasheet's table structure so a multi-instrument annexure is not flattened into prose | Automatic | In product | [Reading documents](/business/workflows/reading-documents) | | Read scanned pages | Recover text from a scanned or image-only PDF | Automatic | In product — quality varies and is flagged | [Reading documents](/business/workflows/reading-documents) | | Retry a document that failed to read | Put one attachment back in the queue and try again | Sales person | In product | [Reading documents](/business/workflows/reading-documents) | ## Understanding the enquiry | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Split one enquiry into line items | One line per distinct instrument specification, with tag numbers and quantity | Automatic | In product | [Line items](/business/features/line-items) | | Identify the instrument category | Flowmeter, level instrument, level switch, or something we do not make | Automatic | In product | [Line items](/business/features/line-items) | | Extract the process parameters | Fluid, size, range, pressure, temperature, materials, output — per line | Automatic | In product | [Line items](/business/features/line-items) | | Show what is stated, assumed and missing | Mark the origin of every value and list what the enquiry never said | Automatic | In product | [Line items](/business/features/line-items) | | Fill in known fluid properties | Density, phase, viscosity, conductivity and corrosion behaviour from the reference library | Automatic | In product | [Reference data](/business/features/reference-data) | | Derive steam properties from pressure | Use the saturated-steam table rather than treating steam as water | Automatic | In product | [Reference data](/business/features/reference-data) | ## Choosing the product | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Rank catalogue products against a line | A shortlist with a fit band — excellent, suitable, marginal or rejected | Automatic | In product | [Product suggestion](/business/features/product-suggestion) | | See why a product was rejected | The specific breach in plain words | Sales person | In product | [Product suggestion](/business/features/product-suggestion) | | Keep the customer's own choice visible | Always show the product the customer asked for, even when it has been ruled out | Automatic | In product | [Product suggestion](/business/features/product-suggestion) | | Check the duty against published sizing tables | Whether the stated bore can actually read the stated flow, and the size to use instead | Automatic | In product | [Product suggestion](/business/features/product-suggestion) | | Build the order code from the menus | One option position at a time; the composed number is the order code | Automatic / sales person | In product | [Quotation builder](/business/features/quotation-builder) | ## Preparing and sending the quotation | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Override product, option or price | Change the product, any option, the unit rate and the line discount | Sales person | In product | [Quotation builder](/business/features/quotation-builder) | | Enter the quotation header | Customer, addresses, GSTIN, attention, salesperson, reference, validity — from the party master where known | Sales person | In product | [Quotation builder](/business/features/quotation-builder) | | Set terms, charges, discounts and tax | Payment and delivery terms from the T&C master; packing, freight, insurance; IGST or CGST+SGST | Sales person | In product | [Pricing and totals](/business/features/pricing-and-totals) | | Send the quotation | FlowOS is the mail client. Customers see the engineer; replies come back to the shared office mailbox | Sales person (`quote:send`) | In product | [Preparing a quotation](/business/workflows/preparing-a-quotation) | | Version a quotation | Revisions are kept; a later PO is compared to the quotation it accepts | Sales person | In product | [Lifecycles](/business/lifecycles) | ## Taking the order | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Compare a PO to the quotation | Line-by-line differences, held before an order is raised | Office head / sales person | In product | [Enquiry to quotation](/business/workflows/enquiry-to-quotation) | | Raise a sales order | From a verified PO, or manually when there is no inbound PO | Create is gated separately from view | In product | [Enquiry to quotation](/business/workflows/enquiry-to-quotation) | | Hand off to the ERP | Push a confirmed order, retry and reconcile | Office head | In product | [Connected systems](/business/connected-systems) | | MIS reports | Conversion, ageing and office performance across the funnel | Stakeholder / office head | In product | [Reporting](/business/features/reporting) | ## Master data | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Item groups | Product families, variant axis, prefixes | Catalogue maintainers | In product | [Item Group Master](/business/features/item-groups) | | Item codes | Released sizes / variants, HSN on finished goods | Catalogue maintainers | In product | [Item Master](/business/features/item-master) | | Decodification | Option menus that compose the model number | Catalogue maintainers | In product | [Decodification](/business/features/decodification) | | Pricing library | Fixed, by-parameter, and size-based rates for a Decodification Master driver row | Catalogue maintainers | In product | [Pricing Library](/business/features/pricing-library) | | Product limitations | Survive-the-process bounds and sizing tables | Catalogue maintainers | In product | [Product limitations](/business/features/product-limitations) | | Parties | Customers and vendors, billing and shipping, contacts (email is the join from inbound mail) | Office | In product | [Parties](/business/features/parties) | | HSN and T&C | GST rates per code; reusable commercial terms selected per quotation | Office | In product | [Reference data](/business/features/reference-data) | | Offices, employees, roles | The people and the permission sets | Administrator | Live | [Roles](/business/roles) | ## Running the workload | Capability | What it lets the business do | Who uses it | Status | Detail | | --- | --- | --- | --- | --- | | Preview as another person | See the product as they would, without a second login | Administrator with preview permission | Live | [First sign-in](/getting-started/first-sign-in) | | Report a problem from the screen | Raise a defect with page context, without leaving | Anyone signed in | Live | — | ## Status key - **Live** — a signed-in screen exists for this today. - **In product** — part of FlowOS as specified. The rail may still show a placeholder until that slice is on the screen; the behaviour described here is the product, not a future idea. The short rail list is [Capabilities on the rail](/reference/capabilities).