Path :- Website → Solar Lead (Public Enquiry Form)

This screen allows customers to submit their solar requirements through a website-based enquiry form. Users can enter contact details, installation location, project specifications such as installation type, required capacity, monthly electricity consumption, budget, and roof-related information. Once the form is submitted, a solar lead is automatically created in the system, enabling the sales team to follow up and begin the solar project workflow. This feature simplifies lead generation and allows businesses to capture potential customers directly from the website.

After submitting the solar enquiry form, a confirmation message is displayed to the user indicating that the lead has been successfully submitted. It also informs the user that the team will review the request and contact them soon, with an option to submit another enquiry if needed.

Path :-  Solar Management → Solar Opportunities → Leads

This screen shows the created solar lead with complete customer and project details captured from the website form. Users can review information under the Solar Details tab and take further actions such as converting the lead into an opportunity or creating a site survey to proceed with the workflow.

Path :- Solar Management → Operations → Site Survey

This screen is used to manage solar site surveys with detailed customer, location, and technical information. The survey follows a structured workflow with stages like Draft, Survey Done, and Approved to ensure proper validation. Users must complete the survey process, and until the survey is marked as Survey Done (or Approved), the system does not allow the creation of a quotation, ensuring accurate and verified data before moving forward.

Path :- Solar Management → Solar Opportunities → Leads → New Quotation

This screen allows users to create a quotation directly from the qualified solar lead. All relevant customer and solar details are carried forward, ensuring a smooth transition from lead to sales. The “New Quotation” option becomes available only after completing the required survey process, maintaining proper workflow validation.

Path :- Solar Management → Solar Order → Quotations

This screen displays the created solar quotation with product details, pricing, and total amount. It also includes solar-specific information such as installation team and survey details, ensuring all required data flows from the lead and survey stages. Users can review, send, and confirm the quotation to proceed further in the sales process.

Path :- Solar Management → Solar Order → Quotations → Survey Details Tab

This section displays all survey-related information directly within the quotation, including installation type, roof details, electricity consumption, recommended capacity, and project location. It ensures that all validated survey data is carried forward into the quotation, helping maintain accuracy and consistency in the sales process.

Path :- Solar Management → Solar Order → Quotations → Confirm

This action is used to confirm the solar quotation and convert it into a sales order. Once confirmed, the system automatically creates a linked solar project and generates related tasks based on the predefined workflow stages. This ensures a smooth transition from sales to project execution without any manual setup.

Path :- Solar Management → Solar Order → Sales Order → Projects / Tasks

After confirming the quotation, the system automatically creates a linked solar project along with corresponding tasks. Users can directly access the created project and its tasks from this section, enabling smooth tracking and management of the project execution process.

Path :- Solar Management → Solar Project → Projects

This screen displays the automatically created solar project linked to the confirmed sales order. Users can manage the overall project, view associated tasks, assign responsibilities, and track progress. It provides a centralized view to monitor execution and ensure all project activities are completed efficiently.

Path :- Solar Management → Solar Project → All Tasks

This screen displays all tasks related to the solar project, organized based on predefined stages like Survey, Design Approval, Installation, and more. Each task includes relevant solar details such as survey data, project location, and technical specifications. The system automatically assigns tasks to users based on the selected installation team, where the team head is directly assigned by default, ensuring proper responsibility and smooth execution of project activities.

Path :- Solar Management → Solar Project → All Tasks

This screen allows users to track and manage all project tasks through different stages until completion. Each task must be moved to the Done stage once completed to mark the progress of the project. The system ensures that the assigned installation team remains unavailable for new sales orders until all related tasks are completed. Only after tasks reach the Done stage does the team become available again for new project assignments, ensuring proper workload management and avoiding overallocation.

Path :- Solar Management → Solar Order → Sales Order → Print → PDF Quote

This option allows users to generate and download the quotation as a PDF document. The generated PDF includes all customer, product, pricing, and solar-specific details, making it easy to share with customers for review and approval. It helps in maintaining a professional and standardized quotation format.

This PDF document represents the final solar order summary, including customer details, installation information, survey data, and pricing breakdown. It provides a complete overview of the solar project along with total cost and tax calculations, which can be shared with the customer for confirmation and record purposes.

Path: Solar Management → Operations → Energy Production

This screen is used to record and track the energy performance of a solar project, including generated, consumed, and exported energy for monitoring and analysis.