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- Solar Project Management
- Get started
Get Solar Project Management running in four steps.
Prepare a first dealer equipment cycle with the right records and owners.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Solar Project Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Solar Project Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and ask Proto to configure Solar Project Management for your operating entity. Assign the people who prepare and approve sales, purchasing, warehouse and finance records.
Prepare the first operating cycle
Start with a dealer, supplier, stocked product, unit, warehouse and terms. Create a representative purchase and receipt, then an accepted dealer order. Reserve stock, dispatch a shipment and record a delivery result. Use a partial outcome to test how outstanding work remains visible.
Review before release
Check the approval owners, source evidence, quantities, tax and currency basis. Make sure the accountant can trace the invoice to eligible shipped scope and cash to the actual receipt. Use the implementation plan to schedule the rehearsal.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.