Finalize Solar ERPNext Workflow

I already have a Solar EPC instance running on ERPNext with all core DocTypes, Items and BOMs in place. What’s missing is the day-to-day operational flow that ties everything together.

Here’s what I still need done:

• Automatically turn every accepted quotation into a Work Order or Project, carrying forward items, quantities and schedules.
• Use the existing BOMs, which can be altered before sending to the client then for material planning so stock gets reserved, issued and moved accurately; inventory management is the main area that still needs polish.
• Complete the procurement loop—Material Request ➜ Purchase Order ➜ Purchase Invoice—so that each step updates stock and cost ledgers in real time.
• Link all project costs, supplier bills and customer payments back to Accounting, giving me an immediate view of profitability and easing workload allocation.
• Build a few simple but actionable reports (material consumption vs. shortages, project progress, gross margin).
• Tweak any DocTypes or workflow states that block a smooth hand-off between inventory, accounting and work allocation.

Acceptance is straightforward: I’ll walk through a sample project—from quotation to final invoice—without manual fixes or missing ledger entries, and the reports must populate correctly.

If you’re an ERPNext expert comfortable with inventory, accounts and project modules, I’m ready to get this wrapped up quickly.

We can always discuss pricing based on your experience and timelines.