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- Solar Project Management
- Who it's for
- Equipment kitting
Equipment kitting
A distributor assembling repeatable hardware bundles needs to know which components are committed, what was actually consumed and which output can be promised to a dealer. Work packages link an effective recipe and routing to planned output. The order, warehouse and finance teams can follow that output through delivery and billing without treating a planned kit as finished stock.
How Solar Project Management is set up for you
Define the kit
Warehouse Manager confirms the output product, component list, routing and standard cost before work is released.
Record actual work
Warehouse Operator records material issues, task progress and partial completion against the released work package.
Keep the dealer promise
Sales Representative checks the approved order line and revised promise before offering a completion date.
Close the difference
Warehouse Manager reviews remaining material and cost variance; Accountant traces the completed output into the financial period.
A distributor assembling repeatable hardware bundles needs to know which components are committed, what was actually consumed and which output can be promised to a dealer. Work packages link an effective recipe and routing to planned output. The order, warehouse and finance teams can follow that output through delivery and billing without treating a planned kit as finished stock.
Begin with one active kit, one warehouse and a dealer order for a bounded quantity. Rehearse a component shortage before release. If the missing component arrives later, record its receipt and acceptance before making it available to the work package. Do not use the supplier's promised quantity as though it were accepted stock.
Run a partial completion. Check that the work order still shows remaining planned output and that consumed materials belong to the same released recipe version. A revised recipe should apply to later work, leaving the first work package's basis intact. Have Warehouse Manager review any residual variance before close. Then pick the completed kit for the dealer order, record dispatch and a delivery result. Accountant checks that the invoice follows the eligible shipped scope.
The [implementation guide](/solar-project-management/implementation) assigns the approval owners. The [data model](/solar-project-management/data-model) shows the links among work, stock and sales records.
Features to start with
Roles on the team
- Warehouse Manager
- Controls stock execution, delivery plans and distribution production.
- Accountant
- Prepares local bills, invoices, journals, reconciliations and guarded settlement allocations.
- Warehouse Operator
- Records assigned receipt, movement, production and delivery facts within entity and warehouse scope.
- Sales Manager
- Independently accepts dealer orders and owns commercial master and exception review.
- Sales Representative
- Prepares dealer offers and orders and follows accepted delivery commitments.
Set up Solar Project Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.