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

Vaidated or delivery order

Deduct quantity from inventory after validating delivery order