OneSolar CRM

Feature

Always know exactly what stock you have - and where

Full inventory control for solar operations

From warehouse setup to BOQ-linked procurement - every component tracked from purchase to installation.

Multi-warehouse management

Define multiple warehouse locations. Track stock levels per warehouse, assign products to locations and view aggregate availability across all sites in a single dashboard.

BOQ-linked material requisition

When a project BOQ is approved, raise a material requisition directly from the BOQ item list. OneSolar CRM checks current stock, reserves available quantity and flags shortfalls for procurement.

Stock transfer between warehouses

Create stock transfer requests between warehouses, track in-transit stock and confirm receipts. Always know where each item is - especially on multi-site project deployments.

Consumption tracking per project

Track actual material consumed per project milestone against the BOQ plan. Identify variance - overspend, wastage or unused stock - before it becomes a margin problem.

Low stock alerts & reorder

Set minimum stock thresholds per product. When stock drops below the threshold, OneSolar CRM alerts your procurement team. Reorder directly by raising a vendor PO from the alert.

Product catalogue with pricing

Maintain a full product catalogue with SKU, specs, cost price and selling price. Prices automatically populate BOQ line items - ensuring every quote reflects current procurement costs.

BOQ & Proposals

Approved BOQ triggers material requisition. Product catalogue feeds BOQ line item pricing.

Vendor Management

Stock shortfalls trigger vendor POs. Deliveries update warehouse stock automatically.

Project & Milestones

Material dispatches are linked to project milestones. Consumption tracked vs BOQ plan.

Invoicing & Payments

Material costs feed into project expense tracking and margin calculation per project.

Stop guessing your stock levels

Real-time inventory across all warehouses - always know what you have before you commit to a project.

Frequently asked questions

See it with your own projects

Book a demo and we will walk through your workflow.

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