​ This case study highlights how a growing solar energy business overcame operational complexities by integrating Odoo’s advanced solar system management module. Faced with challenges in managing detailed customer data, tax structures, and installation projects, the company turned to technology to streamline its processes. With the implementation of a customized solution, the business was able to automate project creation, accurately calculate taxes, and efficiently track subsidies, resulting in improved productivity, cost savings, and enhanced customer satisfaction.

Understanding the Requirement

The solar energy provider required a robust system to efficiently manage the following:

Solar System Details : Track detailed information for solar installations, including installation type, solar type, and site-specific data.

Customer Consumption : Capture data on customer energy consumption, including average monthly bills and units consumed.

Installation Projects : Automate the creation of installation projects and associated tasks for each solar installation.

Invoicing : Generate invoices with complex tax structures, including multiple GST rates applied to different portions of the total cost.

Subsidy Tracking : Accurately capture and apply subsidies to customer invoices.

Pricing Management : Calculate pricing based on the kilowatt (KW) per unit for each installation.

The Challenges

Manual Data Entry : The client faced difficulties in managing large volumes of data manually, such as site-specific details, customer consumption, and installation information. This often led to data inconsistencies and errors.

Complex Tax Calculations : The business required an invoicing solution that could handle different tax rates applied to specific portions of the total cost (GST at 12% for 70% and GST at 18% for 30%), making manual tax calculations prone to mistakes.

Project Management Inefficiencies : Each solar installation required the creation of a new project, which involved manually replicating tasks for every installation. This resulted in time-consuming and repetitive work.

Subsidy and Pricing Complexity : The client struggled with tracking subsidies and calculating the price per KW for customers. Without a system in place to manage these variables, errors in pricing and subsidy application were common. 

                                            

The Evozard Solutions

Evozard provided a tailored Odoo solution that streamlined and automated several key processes:

1. Comprehensive Solar Details Management : The Odoo system was configured to capture all essential solar system information, including installation type, solar type, and site details. This allowed the client to manage and access solar system data in a single, organized system.
2. Complex Tax Structure Handling : Evozard configured Odoo to automatically calculate taxes based on the defined structure, applying 12% GST to 70% of the total cost and 18% GST to the remaining 30%. This eliminated manual tax calculations and ensured accurate invoicing.
3. Automated Installation Project Creation : The Odoo solution enabled the client to create installation projects directly from sales orders. With predefined project templates, tasks were automatically generated for each project, reducing the time spent on manual task creation and improving consistency.
4. Subsidy and Pricing Automation : The system automatically calculated the price per KW and tracked subsidies, ensuring that each customer’s invoice reflected accurate pricing and subsidy details. This reduced the risk of pricing errors and streamlined the subsidy application process.
5. Efficient Invoicing : Evozard’s solution enabled the generation of invoices with accurate tax calculations, allowing the business to manage complex tax structures effortlessly. The system also supported detailed breakdowns of costs, ensuring transparency for both the business and its customers.

The Impact: A New Era of Solar System Management

The implementation of Evozard’s Odoo solar system management solution brought transformative results for the solar energy provider:

Enhanced Efficiency: By automating processes like project creation and tax calculations, the company reduced manual work by 40%, allowing the team to focus on higher-value tasks and improving overall workflow efficiency.

Cost Savings: Streamlining operations led to a 25% reduction in operational costs, particularly by eliminating billing errors and optimizing subsidy management.

Improved Accuracy: Automated tax and subsidy calculations ensured accuracy, reducing the risk of costly mistakes and enhancing financial precision in every project.

Scalable Growth: With a more efficient and automated system, the company is now able to scale its operations smoothly, handling 30% more projects without increasing staff levels.

Customer Satisfaction: The new system’s ability to deliver faster, more accurate billing and seamless project management has improved customer satisfaction, increasing client retention by 20% within the first 6 months.