Reference data
The catalogue, sizing tables, option menus, fluids and corrosion data every recommendation rests on.
The product and process knowledge every recommendation rests on. In FlowOS it is versioned in Postgres — not restored over hand-edits at every restart.
The shape of what Flowtech sells is explained in:
- Item Group Master — the family and the variant axis
- Item Master — a released size/code
- Decodification — the menus that compose the model number
- Product limitations — survive versus read
What else it holds
| Reference set | What it is |
|---|---|
| Fluid library | Fluids and gases with density, phase, viscosity, conductivity, boiling and freezing points, and the names customers actually write |
| Chemical resistance | Per-fluid, per-material published bands (A–D) |
| Measured corrosion rates | Laboratory observations per fluid, alloy, concentration and temperature |
| Saturated steam table | Steam density against pressure — never “steam as water” |
| HSN | Statutory code and split GST rates, as the ERP holds them. Required on finished item codes |
| T&C | Master commercial terms templates with tiered price rules, default payment milestones, delivery options and standard clauses. A quotation takes its payment split from the first price rule its value and delivery meet, else the default payment milestones |
| Company profile | The single record of the company’s legal name, registered address, state, GSTIN, PAN, website and tagline |
Terms and clauses
Each terms template carries the standard clauses a quotation prints, such as transit insurance, road permit, delivery period and levies (transport prints as a row of the amounts table instead, R42), and they are edited on the template in the T&C Master. A quotation copies the template’s clauses when it is created and can edit its own copy; later edits to the template do not reach existing quotations.
A draft quotation takes its payment split from the template’s price rules. They are tried in the template’s order, and the first one whose delivery option is the quotation’s and whose price condition its basic value meets gives the split. The basic value is the goods after the line and overall discounts, before charges and GST, and a “between” rule includes both of its ends. Where no rule matches, or while the totals are pending, the quotation takes the template’s default split as it was when the template was applied, or when the revision was started. The split follows the quotation as its value or delivery option changes.
A split typed on the quotation stays as typed, whatever the rules say, until Use the template’s rule is chosen there or a template is applied again. Issuing freezes the split the draft shows, so a later edit to a rule does not reach an issued version.
Company profile
The Company profile page in the masters holds the one record printed as the letterhead of every quotation: legal name, registered address, state, GSTIN, PAN, website and tagline. The state is chosen from the list of Indian states and union territories, and decides whether a quotation’s GST is CGST and SGST or IGST (R86). The issuing office’s name, email and phone are printed beside it; the profile’s email and phone stand in where the office has none. Changing the profile changes drafts; an issued quotation keeps the letterhead it was issued with.
What the business gets
Naming a fluid brings its properties onto the line: an enquiry that says only “caustic soda” shows that fluid’s density, viscosity and corrosion behaviour beside the line it belongs to. Trade names, formulas and process-stream terms are recognised. How the match is made, and what a guess is, is in Line items.
A measured corrosion rate may condemn a material the chart cleared; it may not clear one the chart calls severe, because thinning is blind to pitting (R31). A severe band excludes only when the fluid is not mild overall (R30) — water rates carbon steel badly on the chart and is still Flowtech’s standard build for its most common application.
Line review warns from the published bands today. Measured rates are held and not yet read.
Coverage is uneven. Where neither a band nor a rate exists, the option is can’t be checked, not hidden (R23). Some entries are deliberately absent (steam as a fluid row) rather than approximated — see Limitations.
Who maintains it
Catalogue maintainers, not the quotation screen. A new datasheet, a revised limitations guide, or a product-list change publishes a new decodification version and, where needed, new item codes. An issued quotation keeps each line’s order code, options and price as they were issued, so a later version does not change it. It does not record which version it was priced against.
The fluid library is kept on the Substance Master: each fluid with its properties, its A–D resistance grade by material and its measured corrosion rates, added, edited and removed in place. It is not versioned, so a change there reaches every line that reads the fluid. A fluid may also hold an NFPA 704 health rating with the safety data sheets that state it (R104); ratings come with their sources from Flowtech’s data updates, and the Substance Master does not show or edit them. Viewing, adding, editing and removing a fluid are the Substance Master’s own permissions, apart from the Item Master’s. A person who may add substances can also add a fluid from a requirement line, with only the properties that line’s product checks and no corrosion grades; see Line items.
Related: Product suggestion.