Our Workflow

From lead capture to lifetime support, see how SolarOne ERP streamlines every step of your solar business operations.

SolarOne ERP Detailed Process Flow
01

Lead & Inquiry Management

Lead Capture
Qualification & Scoring
Assign to Sales Rep
02

Sales & Quotation

Requirement Gathering
Site Survey
Design Proposal
Quotation
03

Order Management

Create Sales Order
Confirmation
Inventory Check
Purchase Orders
04

Procurement

Receive Equipment
Inventory Tracking
Material Allocation
05

Project Planning

Solar Design
Approvals & Permits
Resource Allocation
06

Installation

Site Preparation
Panel Mounting
Quality Inspection
Safety Check
07

Commissioning

Performance Testing
Commissioning Report
Customer Sign-off
08

Billing & Invoicing

Final Billing
Invoice Generation
Payment Tracking
09

Support

Warranty
Scheduled Maintenance
Performance Monitor