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- Solar Project Management
- Who it's for
- Solar equipment distributors
Solar equipment distributors
A solar equipment distributor can use these trade records for product orders, purchasing, warehouse stock, assembly, dealer delivery and settlement. Sales Representatives work from dealer offers and accepted orders. Warehouse staff handle the physical movement of products, while finance staff trace bills and invoices back to accepted receipts and eligible shipment scope.
How Solar Project Management is set up for you
Accept dealer demand
Sales Representative prepares the offer and order; Sales Manager reviews the current order and credit exception.
Bring in supply
Purchasing Manager commits supplier quantity, Warehouse Operator records arrival, and Warehouse Manager confirms the usable tranche.
Fulfill the line
Warehouse Manager checks reservations and route evidence; the assigned operator records the delivery result.
Settle the transaction
Accountant prepares the invoice and cash allocation; Finance Manager makes the independent financial decision.
A solar equipment distributor can use these trade records for product orders, purchasing, warehouse stock, assembly, dealer delivery and settlement. Sales Representatives work from dealer offers and accepted orders. Warehouse staff handle the physical movement of products, while finance staff trace bills and invoices back to accepted receipts and eligible shipment scope.
Choose one dealer, one supplier, a stocked equipment product and one warehouse. Rehearse an approved order whose supplier delivery is short. Record actual arrival and accept only the usable portion. Reserve stock against the approved dealer order, leaving the unfilled quantity visible. A route with an assigned operator and stop sequence can carry the shipment to the dealer.
Have the dealer accept only part of the shipment. Record the attempted stop and the line result, then check which quantity qualifies for invoicing under the order's title rule. Apply a smaller cash receipt without exceeding its available amount. Finally, rehearse a physical return of one item and keep the return disposition separate from any commercial credit. This gives each team a concrete handoff and a clear owner for the remaining work.
The [implementation guide](/solar-project-management/implementation) covers the first cycle. The [data model](/solar-project-management/data-model) shows the source records behind each decision.
Features to start with
Roles on the team
- Warehouse Manager
- Controls stock execution, delivery plans and distribution production.
- Finance Manager
- Independently controls each entity's credit, valuation, payment and period decisions.
- 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.
- Purchasing Manager
- Prepares supplier purchasing and resolves commercial supply issues.
- 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.