← All guides

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.

Settings page with five-item left rail and Company & Global Settings card open

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.

Central PM Surya Ghar subsidy is hardcoded at the 2024 slabs (₹30,000/kW for first 2 kW, ₹18,000 for the 3rd, capped at ₹78,000). If the government revises, edit the application code — this is not exposed in Settings yet.

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.

App Editor may appear in the role list — it's the underlying Fuzen builder role, not a Solarflow role. Don't grant it to non-admin staff.

Take a few minutes here on day one — correct catalog rates and state subsidy values save you re-doing every quote later.