Settings and admin - Solarflow CRM
Settings & admin /a/settings
Admin-only configuration. Five sections in the left rail — configure once during setup, edit when your company or the subsidy regime changes.
Company Profile
Top-of-screen identity that prints on every quotation and invoice.
- Company Name — e.g.
Solar CRM. - GST Number — 15-character GSTIN. Drives CGST+SGST vs IGST routing on invoices.
- Address — full registered office address.
- Company Logo — PNG / JPG / GIF, uploads immediately on file selection.
Automation & Notifications
Below the Company Profile fields:
- Enable WhatsApp Notifications — master toggle for all WhatsApp automations (quote sent, payment overdue, AMC renewal, subsidy follow-up).
- AMC Reminder Lead Time (Days) — default 30. Fires the AMC renewal reminder this many days before End Date.
- Subsidy Follow-up Threshold (Days) — default 45. Drives the dashboard's Stuck Subsidies count and the same filter in the Subsidy Tracker.
Product Catalog
Master list of components your quotations pull from. Each row holds:
| Field | Notes |
|---|---|
| Item Name | e.g. Solar Panel 550W, Hybrid Inverter 5kW. |
| Brand | Waaree, Growatt, Tata Power Solar, etc. |
| Unit | Nos / Meters / Set. |
| Rate (Rs) | Default per-unit price — can be overridden inside any specific quotation. |
| GST % | 12% for panels, 18% for inverters and BOS as a general rule. Confirm against current MNRE/CBIC notifications. |
Click + Add New Product to seed a new item. Edit on a row reopens the form.
Subsidy Rules
Where the state subsidy table lives. Each row maps one state to:
- State — e.g. Maharashtra, Gujarat, Delhi.
- Subsidy / kW (Rs) — per-kW amount the state contributes.
- Max Cap (Rs) — ceiling regardless of system size.
Quotations look up the lead's state in this table to fill the State Subsidy line in the pricing summary. Add a state here before quoting for a customer in that state, otherwise their state subsidy will read ₹0.
Payment Templates
Saved splits used in the quotation's Payment Schedule. Each template:
- Template Name — e.g. Standard 30-50-20.
- Advance %, Delivery %, Commissioning % — must sum to 100.
- Description — optional internal note.
- Status — Active / Inactive. Inactive templates won't appear in the quotation dropdown.
Team Management
Invite users by email and assign one or more of the role chips:
- Admin — full access including Settings.
- Sales Executive — leads, quotes, follow-ups.
- Field Technician — assigned surveys and installation milestones.
- Accounts — payments and invoices.
Active users are listed below with their email, current roles, and an Update Roles button. Deactivated users are preserved (their old activity remains) but lose login.
Take a few minutes here on day one — correct catalog rates and state subsidy values save you re-doing every quote later.
