Case Study / Solar EPC & AMC
ERP for Solar EPC, Installation & AMC Management
A connected ERP solution designed to bring solar sales, site surveys, project execution, procurement, inventory, installation, invoicing, and AMC services together on one platform.
ERP solution designed to bring solar sales, site surveys, project execution, procurement, inventory, installation, invoicing, and AMC services together on one platform.
Solar EPC
ERP
Installation
AMC Management
Solar EPC
End-to-end solar project execution from enquiry through installation.
3 Segments
Residential, commercial, and industrial solar projects.
AMC
Post-installation maintenance, warranty, and service management.
Business Challenge
Managing Solar Projects Across Sales, Procurement, Installation & Service
The company was managing customer enquiries, quotations, site surveys, project planning, procurement, installation, invoicing, and AMC activities through different tools and spreadsheets.
Scattered Business Data
Customer, quotation, project, purchase, inventory, and service information was maintained across different systems or spreadsheets.
Difficult Project Tracking
Tracking project progress, activities, deadlines, material requirements, and responsible teams across multiple solar installations was difficult.
Material Management
Solar panels, inverters, batteries, mounting structures, cables, and other installation materials needed accurate planning and tracking.
Site Survey Management
Site survey details such as customer requirements, installation location, capacity, and technical information were not properly connected with quotations and projects.
Procurement & Field Coordination
Purchase requirements and field activities required manual coordination, making it harder to ensure materials and teams were ready before installation.
Billing & AMC Management
Project invoices, advances, outstanding payments, warranty, maintenance schedules, service requests, and customer history required additional effort to manage.
ODOO Solution
One Connected Platform for the Complete Solar Business Lifecycle
VayaSoft implemented ERP to connect the company’s sales, project execution, procurement, inventory, accounting, installation, and after-sales service operations.
ERP to connect the company’s sales, project execution, procurement, inventory, accounting, installation, and after-sales service operations. - ✓ Centralized customer enquiries, opportunities, follow-ups, quotations, and sales activities.
- ✓ Connected site survey information with customers, quotations, and project planning.
- ✓ Project planning with milestones, installation activities, responsible employees, dates, and material requirements.
- ✓ Integrated procurement and inventory workflows for solar equipment and installation materials.
- ✓ Connected project billing, accounting, payments, and outstanding receivables.
- ✓ Continued customer management through warranty, AMC, maintenance, and service workflows.
Connected Solar Project Workflow
Lead & CRM
Capture enquiries and manage customer opportunities.
Quotation
Prepare solar quotations based on customer requirements.
Site Survey
Capture technical and site requirements before execution.
Project Planning
Plan milestones, activities, teams, dates, and materials.
Procurement
Procure required solar equipment and project materials.
Installation
Manage installation and field activities through the project.
Invoicing
Connect project execution with billing and accounting.
AMC & Service
Continue customer support through maintenance and service.
Modules Implemented
Modules Supporting
Solar EPC Operations
The implementation connected the core modules required to manage solar sales, projects, materials, procurement, installation, accounting, and after-sales service.
modules required to manage solar sales, projects, materials, procurement, installation, accounting, and after-sales service. CRM
Manage solar enquiries, opportunities, follow-ups, site survey requirements, and conversion status.
Sales
Create and manage quotations for panels, inverters, batteries, structures, installation services, and related products.
Project
Manage project milestones, installation activities, responsible employees, planned dates, and project documents.
Inventory
Track solar panels, inverters, batteries, cables, mounting structures, components, and project material movements.
Purchase
Manage RFQs, purchase orders, suppliers, quantities, costs, and expected material deliveries.
Field Service
Manage installation jobs, assigned teams, service requests, maintenance activities, and completion status.
Accounting
Manage invoices, advance payments, vendor bills, expenses, receivables, and project-related financial activity.
AMC & Service
Support scheduled maintenance, warranty information, service history, breakdown services, and technician assignments.
Customization & Integration
Configured Around Solar EPC & After-Sales Workflows
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Workflow
Site Survey to Project
Site survey information was connected with the customer and project so technical requirements could be carried into the execution process.
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Project
Solar Project Planning
Project structures were organized around milestones, installation activities, responsible employees, planned dates, and material requirements.
-
Inventory
Project Material Tracking
Solar equipment and installation materials could be tracked from warehouse availability through movement to the project site.
-
Field Service
Installation & Service Activities
Installation and after-sales activities were organized with assigned teams, planned dates, service requests, and completion tracking.
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Finance
Project-Linked Financial Control
Project billing, advance payments, vendor bills, expenses, receivables, and payment tracking were connected with the broader business workflow.
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AMC
Warranty & Maintenance Workflow
Post-installation customer history, warranty information, scheduled maintenance, breakdown services, and AMC activities could continue within the same operational environment.
Implementation & Rollout
A Structured Rollout for the Complete Solar Business Workflow
The implementation approach aligned with the company's sales, project, procurement, inventory, installation, accounting, and after-sales requirements.
01
Process Discovery
Review sales, site survey, project, procurement, installation, billing, and AMC processes.
02
Odoo Configuration
Configure CRM, Sales, Project, Inventory, Purchase, Field Service, and Accounting workflows.
03
Workflow Validation
Validate the connected flow from enquiry and quotation through project execution, billing, and service.
04
Go-Live & Adoption
Move teams to the connected workflow and support ongoing project and service operations.
Business Results
Better Visibility Across the Solar Business Lifecycle
By bringing sales, projects, procurement, inventory, accounting, installation, and AMC operations into one connected environment, the company gained better control over its complete solar business process.
environment, the company gained better control over its complete solar business process. Centralized
Sales, projects, purchasing, inventory, accounting, and service managed through one ERP platform.
Better Visibility
Management could track solar projects from quotation through installation and completion.
Improved Control
Better visibility into project requirements, stock, material movement, billing, and financial activity.
Connected Service
AMC, warranty, maintenance, and service history could be managed alongside the customer's installation history.
Before
- Business information distributed across different tools and spreadsheets.
- Difficult tracking of project progress and field activities.
- Manual coordination between sales, procurement, inventory, accounts, and installation teams.
- AMC, warranty, and service history required additional effort to manage.
After
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Connected solar business operations through one platform.
- Better visibility across projects, materials, teams, and financial activity.
- More connected workflows from sales and procurement through installation and billing.
- Continued customer management through AMC, warranty, maintenance, and service workflows.
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Connect solar sales, site surveys, project execution, procurement, inventory, installation, accounting, and AMC services through one integrated ERP platform.