The EPC Vendors module lets administrators manage Engineering, Procurement and Construction (EPC) vendor information within OneSolar CRM. It covers adding new vendors, editing details, exporting vendor data and managing vendor accounts.
Where to find it
Admin Dashboard → EPC Vendors.
What the EPC Vendors page shows
The page lists registered vendors with these details:
- Vendor ID and name
- Package (default monthly or custom)
- Approval and registration date
- Employee and client counts
- Status (active or inactive)
- Last activity
From this screen, admins can add new EPC vendors, export vendor data, and view, edit or delete vendor records.
How to add a new EPC vendor
- Click Add EPC Vendor.
- Fill in the company details (see the fields below).
- Enter the account details for the first EPC vendor admin: admin name (required) and admin email (required). Login credentials are sent to that email.
- Click Save to create the EPC vendor record.
Company details fields
- Vendor name (required)
- Vendor email (required)
- Vendor phone
- Vendor website
- Default currency
- Default timezone
- Vendor address
- Vendor logo upload
- Language and status
How to export EPC vendors
Click Export on the EPC Vendors page to download the vendor list. Use the exported data for offline reporting or compliance records.
Vendor actions
The action menu (three dots on the right of each row) has three options:
- View: see the vendor's details.
- Edit: update contact information, package or status.
- Delete: permanently remove the vendor from the system.
Vendor status
Mark a vendor Active or Inactive depending on their approval or engagement. Change the status with the Edit option.
Key benefits
- A central EPC vendor database
- Easy onboarding of new vendors
- Export-ready vendor reports
- Secure creation of vendor admin logins