Private
Project *AFC ai genetic for bench sales APPFORSOLARArrow LogisticsArtificial Intillegence » Algo Trade Automation » Algo Trade Manual » Bulk mail Automation with web interface » Bulk Mail Service For Bench Sales » Code Generation Tool » Cold Emailing Automation (AI-Driven) » Invoice Inventory Automation » invoice to inventory for evergreen » Test Automation » What's app Bulk messaging with AI agents » Zelle Payment for evergreenAsk RideBowls&blendsCharan Technologies _ DevelopmentEver green Farms USA (static website)Evergreen farms (pos)Evergreen React ApplicationFinwareHackthonLucky BraidsMy Produce StandNexPumpNexZen Printer AgentNoxa_JewelleryOffice Requirments » Daily Tasks For Madhu » Employees requirements » Recruitment senior mern stack developer » Red MIne Speed » Senior Mern Stack DeveloperOPT - (USA) UpdatesQA TestersRare FruitsRegal SolarRegal Solar DMRegal Solar Energy_ ReactReliance Home Builders_ reactRemit2AnyRestaurant POSRSVPRushi GardensRV_ EngraverSoloar AppSri Farms _ DMSri_FarmsSuthra OneSuthra QNova LabsTech FourceTechnical RequirementsTechy_DevelopmentTechy_POS Travel Matex
Tracker *Bug Feature Support
Subject *
Description Edit One proposal. The design PDF and the quotation are the same price. Sharing or updating the quote is blocked after the design changes until the PDF is generated again, so the customer cannot accept a price that no longer matches the system. Pipeline. Customers can be viewed as Lead, Prospect, Interested, Won, or Lost. Each card shows the owner and how long it has been in that stage. Lost requires a reason, so the company can see why deals die. Utility bill. On the customer, the annual kWh from the bill suggests a system size (1,400 kWh per kW per year) and opens the design studio at that size. That is the sales conversation: usage first, then layout. Stage packs. The company owner can choose Simple residential (survey, install, one payment) or US residential (permits, inspection, PTO). SREC, PCA, and PJM GATS stay off unless turned on, so a small installer is not forced through a New Jersey incentive checklist. Warehouse and Suppliers. Those menus stay hidden until Company Setup turns them on, and the plan still has to include them. The old Vendors screen redirects to Suppliers, because it was only sample data. Company setup. A checklist for logo, stage pack, card payments, inviting a teammate, and the first customer. The point is to reach the first proposal, not to configure the whole ERP on day one.
Status Feedback
Priority *Low Normal High Immediate
Assignee John PatchalaMaruthi BharathNimmagada HarishNishitha MundraRamu Kodaliravi chandra dasariRavindra AtthotaSai JarugulaSai MahanandaThirupathirao Uppu
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