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Solar eCRM Setup

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Corporate Company

products_setup

Product Setup

Create your Company's Product/System database. In this module, you can create different ranges of products and packaged systems you offer.

Add New:

- Click Products > New Product - Add the Product details as required. (Refer to the tables below) - Click Finish

Edit Details:

Method 1

- Click Products > Product Name - Modify the details as required. (Refer to the tables below) - Click Finish

Method 2

  1. Enter cash price
  2. Click Update


Field Name Required Description
Product Size in KW Size of the system in KW (Kilowatts) to be installed in customer site
Product Name The product name can be name related to the product size like 1.5 KW promo, August promo 3 KW
Panel Brand You can enter the name of the panel brand available in this system and the information will be display in product details of quote email
Inverter Brand You can enter the name of the inverter brand available in this system and the information will be display in product details of quote email
No. of Panels You can enter the number of panels to go with the system and the information will be display in product details of quote email
Watts/Panel This is automatically calculated based on system size and no. of panels. You can change it if required (Caution: When changed it will affect the accuracy)
Product Cost This is not the real cost which will be sent along with the quote but it is used as whole sale cost for internal calculations
Cash Net Price This is the real cost of the system which will be sent along with the quote. It is used to calculate the payment plan price using the payment plan premium value in the settings and the information will be display in product details of quote email
Product Brochure You can attach a PDF product brochure here, which will be sent to the customer along with the quote only when this product is quoted and you can delete an already uploaded document if you do not want to send it

NOTE: It is important to fill the required (✔) fields. You may not be able to proceed to the next tab if ignored.

products_setup.txt · Last modified: 2019/02/28 13:20 (external edit)