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A role-based ERP platform for a solar EPC business ('Simplifying Solar'), unifying vendor management, NFA approvals, purchase orders, payments, inventory/GRN, serial number reconciliation and MIS reporting into one system with department-specific dashboards and access.
Arkannect
Engineering & Construction
A role-based ERP platform for a solar EPC business ('Simplifying Solar'), unifying vendor management, NFA approvals, purchase orders, payments, inventory/GRN, serial number reconciliation and MIS reporting into one system with department-specific dashboards and access.
A solar EPC company running procurement across Marketing, Purchase, Finance, Warehouse and Distribution teams needed one system to manage vendor onboarding, Note-for-Approval (NFA) sign-offs, purchase order generation, payment tracking, inventory receipt (GRN) and serial-number reconciliation — with each department seeing only the modules relevant to its role, instead of juggling spreadsheets and email approval chains across teams.
• A role-based login and sidebar navigation — Admin (Marketing), Commercial Officer (Purchase), Accounts Team, Warehouse Team and Master Distributor each see a tailored module set and their own dashboard view
• A central Dashboard surfacing Active Vendors, Active Purchase Orders, Payments Outstanding and Total Stock as KPI cards, plus a Recent Activity feed and a Pending Approvals panel with inline Approve/Reject actions
• Vendor Management tracking GST number, contact, city, document completeness and a 5-point rating per vendor, across categories like Solar Inverters, Solar Panels, Mounting Structures and Telecom
• NFA (Note for Approval) Approvals routing purchase requests by department (Sales, Marketing, Purchase) with basic and tax-inclusive totals, vendor linkage, and Approved/Pending status tracking
• Purchase Orders generated directly from an approved NFA — itemized line items with quantity and rate, tax type and amount, net and grand totals, payment terms and delivery timelines, with status from 'Sent to Vendor' through 'Fulfilled'
• Payments tracking against POs and vendors, flagging overdue amounts (e.g. an overdue balance to Invergy) alongside total payments outstanding
• Inventory / GRN (Goods Receipt Note) for warehouse stock intake, plus a dedicated Serial Number Upload and Reconciliation flow for matching shipped vs. received serial numbers
• Reports & MIS for cross-functional reporting, and a CP (Channel Partner) Sales Report for distributor-side sales visibility
• Replaced email- and spreadsheet-based NFA approvals with an in-app Pending Approvals workflow, visible on the dashboard the moment sign-off is needed
• Connected the full procurement lifecycle — vendor, NFA, PO, payment, GRN — so a single purchase order could be traced from approval to delivery and payment
• Gave each department (Purchase, Accounts, Warehouse, Distribution) a scoped view instead of exposing the full ERP to every user, reducing clutter and accidental access
• Surfaced real-time stock and payment exposure (489 units across 6 SKUs, ₹24.3L outstanding) directly on the dashboard for faster decision-making
• Added serial-number reconciliation as a dedicated flow, addressing a solar-industry-specific need to match inverter/panel serials between dispatch and warehouse receipt
