Solar Energy Management | Renewable Energy

by
Odoo

$ 212.64

v 14.0 Third Party 7
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Manufacturing (mrp)
• Project (project)
• Sales (sale_management)
• Calendar (calendar)
• Inventory (stock)
• Invoicing (account)
• Employees (hr)
Lines of code 29698
Technical Name tk_renewable_energy
LicenseOPL-1
Websitehttps://techkhedut.com
Versions 17.0 14.0 15.0 16.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • CRM (crm)
• Contacts (contacts)
• Discuss (mail)
• Manufacturing (mrp)
• Project (project)
• Sales (sale_management)
• Calendar (calendar)
• Inventory (stock)
• Invoicing (account)
• Employees (hr)
Lines of code 29698
Technical Name tk_renewable_energy
LicenseOPL-1
Websitehttps://techkhedut.com
Versions 17.0 14.0 15.0 16.0

Renewable Energy

Available in Community, Enterprise and Odoo.sh

Explore this app

Release Notes

See Release note of this module

Features

View features of this module

Screenshots

See key screenshots of this module

Release Notes

  • 1.0

    December 26, 2022
    • Initial Release

  • 1.1

    May 8, 2023
    What's New
    • Survey Team assigns in CRM
    • Frequent product template included in materials for the project

  • 1.2

    May 31, 2023
    • An email notification is included.

  • 1.3

    July 17, 2023
    What's New
    • Bug Fixed

  • 1.4

    August 24, 2023
    What's New
    • Efficiently create renewable energy orders straight from CRM leads for streamlined business processes.

  • 1.5

    August 30, 2023
    What's New
    • Adding site checklist template to streamline processing and assess feasibility of renewable energy orders.

Features

Dashboard

Stats

The dashboard provides detailed data on renewable energy orders, material orders and arrivals, project installations, qa checks and completed orders, and team tasks, with specific information about the Survey, Installation, and qa teams.

Graphs

The dashboard presents user-friendly graphs, including the progress of renewable energy orders, Survey, Installation, and qa team tasks, as well as the status of leads, lead source, and customer categories.

Leads

Work flow

The work flow for renewable energy order leads involves four stages: New => In Discussion => Won => Lost

Lead source medium

You can oversee how customers find you, such as through phone calls, emails, social media, or your website.

Customer details

Managing customer information requires collecting and storing personal and contact details, customer category (e.g.residential or commercial), and address information. This helps businesses keep accurate records and communicate effectively with customers.

Electricity details

You can manage different aspects of a customer's electricity usage, such as their connection, voltage, consumer number, and monthly bill.

Site details

You can oversee customer site usage, property type, age, address, and location coordinates such as latitude and longitude.

Solar requirements

You can handle solar-related details such as service types, customer contract demand, and estimate quotations for customers.

Survey details

You can manage the site survey team by assigning tasks to team members, overseeing the collection of site survey images, and ensuring the collection of required documents for renewable project installation.

Creating REN orders

You can create a renewable energy order directly from a lead without the need for additional steps or processes.

REN Orders

Work flow

The process for renewable energy orders consists of new orders, material orders, material arrival, project installation, quality assurance check, completion, and cancellation.

Site and Solar requirements details

You have the capability to oversee both the solar panel installation site and meet the specific needs of the customer.

Order details

You can handle solar project cost estimation, material inventory management, manufacturing orders, and create sales orders based on the estimated costs

Teams management

Users can oversee renewable energy projects and manage teams, such as survey, installation, and quality assurance, while assigning related tasks.

Material warranty details

Users have the ability to oversee the solar project installation and manage material warranty, including what is covered and what is not covered under the warranty.

PDF reports

The user can print and view a report related to the materials required for renewable energy orders.

Screenshots / Workflow

Advance dashboard

Leads

  • Details of renewable energy order lead
  • Upon conversion to opportunity, the lead becomes visible in the system
  • Details of a site survey related to the renewable energy order
  • Details of survey task related to renewable energy order
  • Generate renewable energy order directly from the lead information

Customers

  • Details of a customer

REN (Renewable Energy) Orders

  • Renewable energy orders are displayed based on their respective stages
  • Details of renewable energy order
  • Details of sale order
  • By clicking the 'Create Bill of Material' button, you can generate a list of materials required for a solar installation project
    • Details of a bill of materials
    • Details of a manufacturing order
  • Details of a project installation
    • Details of a project installation task
  • Details of the qa inspection team
    • Details of a qa inspection team task
  • Details of a material warranty template
  • Printing options available for a project material PDF report
    • Details of the project material PDF report
  • Renewable energy order details can be viewed in multiple formats for convenience

Sales

  • Quotations
    • Details of a quotation
  • Details of sales orders

Manufacturing

  • Bill of materials
    • Details of a bill of materials
  • Manufacturing orders
    • Details of manufacturing orders

Teams

  • Details of a survey team
  • Details of an installation team
  • Details of QA team

Configurations

  • Warranty templates
    • Details of a warranty template
  • Solar Product templates
    • Details of a solar product template
  • Checklist templates
    • Details of a checklist template
  • Service Types
  • Property Types
  • Contract Demands
  • Customer Category

Need Help?

Any type of issue related to this module, any doubt, any queries contact us. You will get free support up to 1 Years and assistance in case of any issues (Response time within 24 Hours)

More About Us
info@techkhedut.com 
Odoo Proprietary License v1.0

This software and associated files (the "Software") may only be used (executed,
modified, executed after modifications) if you have purchased a valid license
from the authors, typically via Odoo Apps, or if you have received a written
agreement from the authors of the Software (see the COPYRIGHT file).

You may develop Odoo modules that use the Software as a library (typically
by depending on it, importing it and using its resources), but without copying
any source code or material from the Software. You may distribute those
modules under the license of your choice, provided that this license is
compatible with the terms of the Odoo Proprietary License (For example:
LGPL, MIT, or proprietary licenses similar to this one).

It is forbidden to publish, distribute, sublicense, or sell copies of the Software
or modified copies of the Software.

The above copyright notice and this permission notice must be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT.
IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE,
ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
DEALINGS IN THE SOFTWARE.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.