Solar Energy Management for Odoo | Solar Installation and Monitoring
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 78.58
Solar Energy Management System in Odoo
Solar Energy Management Odoo App gives a solar company one place to run the whole business,
from the first enquiry through installation and into years of service. It adds solar details to
your leads, quotations, and orders, so the system size and equipment a salesperson captures flow
into the quote, the order, and the site record without re-typing.
Once an order is confirmed you create an installation, assign the team, link it to a project,
and follow the job to completion. Set up your panel, inverter, and mounting types once, and
matching products are created for you so quotations and stock stay consistent. Each site keeps
its equipment, string setup, battery details, documents, and warranty in one file.
From there you can record energy production and alerts, run service contracts and energy
billing, log government incentives, and handle warranty claims. A live dashboard shows your
leads, quotations, installations, revenue, and overall performance. It suits solar installers
and EPC companies that want sales, installation, and after-sales in one system.
FEATURES
Solar CRM & Site Survey
Capture roof type, orientation, shading, and power use on each lead, and see the suggested system size, annual savings, and payback before quoting.
Pre-Filled Solar Quotes
Turn a qualified lead into a quotation already filled with the panels, inverter, and system details, and print a customer proposal with the payback.
Installation Lifecycle
Track each site from design and approval through installation, testing, and activation, with the team, dates, and equipment recorded at every stage.
Equipment Catalog & Products
Set up panel, inverter, and mounting types with their specifications once, and a matching product is created for you to sell and stock.
String & Array Design
Lay out each site's strings and arrays with panel counts, tilt, and azimuth, and see the expected power and performance ratio per string.
Battery Storage Tracking
Record each battery's capacity, charge cycles, state of health, and degradation over time, so you know when a unit needs attention.
Production & Inverter Monitoring
Record daily production against expected output, and connect a SolarEdge, Fronius, Huawei, or Enphase account to pull the readings in for you.
Performance & Fault Alerts
Get alerts when a site underperforms, an inverter drops offline, or a warranty is ending, and raise a maintenance job straight from the alert.
Preventive Maintenance
Activating a site schedules recurring panel cleaning and inverter checks, and each job records the parts used, labor hours, and total cost.
Net-Metering Billing
Bill customers for exported energy using your import and export rates, calculate the net-metering credit, and raise the invoice in one click.
Service Contracts
Run maintenance and monitoring contracts that invoice on a set schedule, renew automatically, and send the customer a reminder before they expire.
Incentives & Warranty Claims
Track government subsidies and feed-in tariffs from application to payout, and manage warranty claims from submission through to resolution.
Solar Dashboard & Reports
See leads, quotations, installations, and revenue on one dashboard, and print installation and production reports for any site.
Solar Dashboard
It provides a powerful dashboard for monitoring orders,
installations, latest leads, and performance analytics.
This solution helps solar companies streamline operations, improve
workflow management, and track business growth in one centralized
platform.
Main Features:
- Latest leads
- Total orders
- Installations
- Average order value
- Overall business performance
Analysis Dashboard
Lead Management
Lead is the starting point of the solar sales process. Users can
create and manage solar-related leads, track customer details, and
monitor lead status.
Main Features:
- Create solar-related leads
- Track lead status and updates
Create Lead with solar details
Solar Installation Flow
The system allows users to create solar leads, generate quotations,
confirm orders, manage installations, and track project progress
efficiently.
Main Features:
- Generate quotation directly from lead
- Send quotation to customer and Track quotation status
- Convert lead into confirmed order
- Create installation after order confirmation
- Assign installation team
- Activate installation when work starts
- Link orders and installations to projects
- Manage complete project lifecycle
Create Quotation from Lead
When creating a new quotation, the selected products are automatically added to the quotation lines, and the total amount is calculated based on the product prices and quantities.
Solar details are also passed automatically
When you confirm the order, the installation and project are created automatically
Generated Installation & Project
You can view the linked project
In the installation, you can view the linked sales order and project
Solar Configuration
Solar Configuration allows users to define and manage different
types of solar panels and inverters used in solar projects. This
module helps standardize product selection during lead creation,
quotation generation, and installation planning. It ensures accurate
system design, pricing, and performance calculation.
Main Features:
- Add and manage different solar panel types & inverter types with specific attributes.
- Automatic data transfer to quotation and installation
- Standardized product configuration across projects
Panel Type
Auto create product based on panel type
Created product
You can set the price and other details of the product as per your requirements.
Inverter Type
Auto create product based on inverter type
Created Product
you can set the price and other details of the product as per your requirements.
Inventory Manage
Inventory Management allows you to manage product stock, quantity,
and pricing for solar equipment such as panel types and inverter
types. The system automatically updates available stock when a sales
order is created, ensuring accurate inventory tracking and
preventing over-selling.
Main Features:
- Manage quantity for solar panels and inverters
- Track available stock in real time
- Update stock manually when required
- When a sales order is created, stock is automatically deducted
- Deduction applies to both panel type and inverter type
- Maintain accurate inventory records
Panel Type and Inverter Type details are automatically transferred to the quotation and installation, ensuring accurate product configuration across projects.
You can set quantities and prices of the products in the quotation as per your requirements, and these details will be reflected in the installation for accurate project costing and inventory management.
order workflow
Validated delivery order
Deduct quantity from inventory after validating delivery order
Version 1.2 | Released on : 25th January 2025
Version 1.1 | Released on : 13th December 2024
Version 1.0 | Released on : 25th August 2024
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Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support
Why Us?
Devintelle Odoo Services
Connect Us
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
CRM (crm)
• Contacts (contacts) • Discuss (mail) • Employees (hr) • Fleet (fleet) • Inventory (stock) • Invoicing (account) • Maintenance (maintenance) • Project (project) • Purchase (purchase) • Sales (sale_management) • Website (website) • Calendar (calendar) |
| Lines of code | 6193 |
| Technical Name |
dev_solar_energy_management |
| License | LGPL-3 |
| Website | https://www.devintellecs.com |
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