Quotations and PM Surya Ghar - Solarflow CRM
Quotations & PM Surya Ghar /a/quotations
Line-itemised customer quotes with auto-calculated central and state subsidy. The net-cost number is what you'll WhatsApp to the customer.
The quotations list
One row per quote, newest at the top. Two filters at the top:
- All Statuses — Draft / Sent / Accepted / Rejected / Revised.
- All System Sizes — quick-filter by kW range.
Each row exposes three actions on the right:
- Edit — opens the editor.
- Print — opens the browser print dialog with the customer-facing PDF layout.
- Convert to Project — only acts on Accepted quotes; spawns the installation project.
Editing a quote
Five cards stack down the page. Most defaults come from the linked lead and survey, but every field is editable.
1. Customer Information
Name, mobile, location — read-only from the lead. Click the customer name to jump back to the lead detail.
2. Basic Details
- Quote Number — system-generated. Don't overtype it.
- System Size (kW) — pre-filled from the survey. This number drives the central subsidy slab.
- Validity Date — default 15 days from creation.
- Status — flip to Sent after you share the PDF, Accepted when the customer confirms.
- Payment Terms (Text) — free-text terms that print on the PDF (e.g. 30% advance, 40% on delivery, 30% on commissioning).
3. Payment Schedule (%)
Numeric counterpart to the terms text. Use Select Payment Template to apply a saved split (configure in Settings → Payment Templates), or enter custom percentages. The three values must sum to 100.
4. Line Items Editor
Each row is a component. Use the Item Name dropdown to pull from your Product Catalog — brand, unit and rate auto-fill. Then enter Qty. Click + Add Row for more line items.
| Column | Notes |
|---|---|
| Item / Brand | From catalog. |
| Qty / Unit | Nos for panels & inverters, meters for cable, sets for kits. |
| Rate (Rs) | Per-unit rate. Override if the catalog default doesn't match this customer's negotiated rate. |
| GST % | Solar panels typically 12%; inverters and BOS typically 18%. Override if your invoice template uses different mappings. |
| Line Total | Auto. Qty × Rate. |
5. Pricing Summary
The big numbers, with sums kept to Indian numbering (e.g. ₹1,68,000).
- Subtotal — sum of line totals.
- Total GST — sum across line GSTs.
- Grand Total — what the customer would pay without subsidy.
- Central Subsidy (PM Surya Ghar) — auto-calculated from system size:
- Up to 2 kW: ₹30,000/kW.
- Next 1 kW (above 2 kW): additional ₹18,000/kW.
- Above 3 kW: flat ₹78,000 (cap).
- State Subsidy — pulled from the State Subsidy Rules table for the lead's state.
- Net Customer Cost — Grand Total minus both subsidies. This is the headline number to share.
Sharing the quote
Click Print in the editor header to open the print preview. Use your browser's "Save as PDF" option to generate a file, then send it on WhatsApp from the customer's mobile number.
Accepting and converting
When the customer agrees, flip Status to Accepted and click Save. Then click Convert to Project in the editor header (or from the list view). A new entry appears under Projects with the customer name, system size and year as the project title.
Troubleshooting
Problem: Quote numbers look like QT-202605051038, not QT-2026-0001. Cause: the current build embeds the timestamp in the quote number. It still uniquely identifies the quote — logged as known issue.
Problem: Totals look right in the editor but display without the comma separators in the list. Cause: list-view formatting is being upgraded; the editor's pricing summary is the source of truth.
Convert an accepted quote to start an installation in Projects.
