Overview

• Built around Truzon Solar: ERPNext shaped into a solar EPC platform matching real workflows, not a generic ERP

End-to-end EPC workflow

• Custom DocTypes and workflows for site survey, design, budgeting, installation, subsidies, opportunities and quotations, project execution and SCM dispatch
• Connects the full journey from lead to quotation, execution, dispatch and installation

Pricing and quotation engine

• 4,000+ preset combinations let field sales quote accurately without senior tech teams
• Turnaround cut from days to 2–4 hours

Custom warehouse management

• Multi-level storage: zones, racks, shelves, pallets, bins
• Bin capacity checks, automated putaway, optimised pick lists
• Inventory dimensions plus serial and batch tracking
• Precise visibility into material location and movement

Field force tracking

• GPS tracking via sessions and location logs
• Automated handling of location, idle sessions and unlinked check-ins
• Daily visit summaries and weekly activity reports for real-time productivity view

Integrations

• PhonePe: Payment links, monitoring and collection confirmation
• Neodove: Two-way sync of Leads and Opportunities
• Ambassador webhooks: Auto-updates to solar ambassadors as leads and orders progress

Customer and partner apps

• Customer app for live power-generation monitoring and self-service leads; 10,000+ users
• Referral app automates tracking and commissions, turning customers into a lead channel

Dashboards and reporting

• Live views of pipeline, individual and regional performance, projects, EPC ops, departmental KPIs, inventory and supply chain
• Automated MIS, project summaries and scheduled reports cut manual consolidation

Role-based security

• Granular permissions across CRM, Projects and other modules by role, department and responsibility