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1,200+ Solar Installation Projects Across 108+ Locations | Managing Channel Partners and PM Surya Ghar Subsidy Tracking with ERP

Discover how Sree Arka Greentech streamlined solar panel installations, PM Surya Ghar subsidy tracking, customer leads, quotations, and project workflows across Andhra Pradesh using ERPNext.

Naman Agrawal
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Naman Agrawal
Engineer Manager . Girman Technologies
July 28, 2026
13 min read
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1,200+ Solar Installation Projects Across 108+ Locations | Managing Channel Partners and PM Surya Ghar Subsidy Tracking with ERP

About Sree Arka Greentech Pvt. Ltd.

Sree Arka Greentech was founded with a specific goal: manufacture solar modules in India to international standards, rather than simply reselling equipment made elsewhere. Operating under the brand GS Solar, the company runs its own internationally certified module manufacturing facility near Rajahmundry, and sells and installs On-Grid, Off-Grid, and Hybrid rooftop solar systems, solar water pumps, and street lighting for residential, commercial, industrial, and agricultural customers both directly and through a network of commission based channel partners.

A major part of the business runs through the PM Surya Ghar: Muft Bijli Yojana, where the company guides homeowners through the full rooftop solar journey consultation, site assessment, installation, bank loan assistance, documentation, and subsidy guidance, with eligible customers able to claim up to ₹78,000 in government subsidy.

That reach is built on a physical presence across Andhra Pradesh. Sree Arka Greentech operates out of:

  • Head Office — Vadisaleru, Rajahmundry (Rural), Rangampeta Mandal, East Godavari District, Andhra Pradesh
  • Amalapuram Branch — Near Government Hospital, Amalapuram, Andhra Pradesh
  • Mumidivaram Branch — Thane Lanka Road (Bypass), Mumidivaram, Andhra Pradesh
  • Tatipaka Branch — Nagaram Road, Tatipaka, Dr. B.R. Ambedkar Konaseema District, Andhra Pradesh
  • Kakinada Branch — LB Nagar Road No. 6, Nagamalli Thota, Kakinada, Andhra Pradesh
  • Tanuku Branch — Rashtrapathi Road, Tanuku, West Godavari District, Andhra Pradesh
  • Rajahmundry Branch — Narayanapuram, Cyclone Colony, Rajamahendravaram, Andhra Pradesh

That is 7 locations across 3 districts East Godavari, Konaseema, and West Godavari giving the company a footprint that reaches well beyond a single city.

On the workforce side, Sree Arka Greentech runs on approximately 40-50 full time employees, supported by 100-120 part time and contract based staff during active installation cycles. As of its published figures, the company has completed 1,200+ solar projects, reached 108+ villages, delivered ₹22 Cr+ in installation value, and built up 200+ customer reviews much of it under the PM Surya Ghar Yojana, through which eligible customers can claim up to ₹78,000 in government support.


Challenges Before ERPNext

Girman Technologies' discovery calls with the Sree Arka Greentech team surfaced a set of operational pain points that are common to fast growing solar businesses, but were becoming increasingly costly for a company operating across multiple towns and a partner network:

No central place for leads

Prospective customers were reaching the company through calls, field visits, and channel partners, but there was no single system recording who they were, what they wanted, or what stage they were at. Customers would call in and ask directly for a quotation, with no structured record of the interaction or how the lead had come in.

Slow, manual quotations

Quotations were prepared by hand for each customer, based on system size, and took time to put together. This meant a channel partner in the field could not generate a quotation on the spot customers had to wait, sometimes a day or two, for pricing to come back.

Pricing errors from manual entry

Because pricing was typed or written manually against each system size, a small slip for example, entering 8kW instead of 3kW, or transposing a customer's requested capacity could result in an incorrect quotation being sent out.

No structured channel partner management

Sree Arka Greentech works with commission based channel partners who are not direct employees but sell on the company's behalf across different regions. Without a system, there was no consistent way to record which partner operated in which region, what their commission structure was, or what pricing range (minimum and maximum) they were authorized to quote.

Disconnected subsidy tracking

The PM Surya Ghar Yojana subsidy process involves multiple stages application details, discom and district information, document generation, and, for financed customers, bank loan approval before a subsidy is credited. Each of these stages was being tracked separately for every customer, with no consolidated view of where an application stood or what was pending.

Scaling difficulty

With branch offices in six towns and plans to bring on more channel partners, the company needed a way to manage lead capture, quotations, and subsidy tracking centrally rather than adding more manual processes for every new location or partner added.


Why Sree Arka Greentech Chose Girman Technologies

Sree Arka Greentech was not migrating away from another software platform this was the company's first move away from paper based tracking to a structured system. That made the choice of implementation partner important: the team needed someone who could translate a fairly specific, subsidy driven sales process into a working system, not just install a generic ERP.

A few things stood out in how Girman Technologies approached the engagement:

Understanding of the PM Surya Ghar subsidy workflow

Government subsidy tracking is not a standard ERP feature. Girman Technologies built a dedicated module for it, matching the actual stages Sree Arka Greentech's team follows from application to document generation to payment confirmation.

Willingness to build custom, government compliant formats

Sree Arka Greentech needed print formats that matched the exact layout required for government portal uploads. Girman Technologies built these as ready-to-download, ready to upload documents rather than generic templates.

A practical, fast moving implementation approach

The core setup was completed in an engagement of roughly 75 hours, spread over about ten days a pace suited to a business that wanted to start using the system quickly rather than wait through a long rollout.

ERPNext and Frappe Framework expertise

As an Official ERPNext & Frappe Implementation Partner, Girman Technologies was able to combine standard ERPNext CRM and Selling modules with custom built DocTypes for the parts of the business channel partner mapping and subsidy tracking that off the shelf modules do not cover.


Solution Implemented

Girman Technologies implemented ERPNext, an Open Source ERP System built on the Frappe Framework, structured around three connected pillars: lead and customer management (CRM), quotation and sales (Selling), and project execution (custom Project Management) tied together so that data entered once flows through the entire customer journey without being retyped at each stage.

CRM: Lead Capture and Pipeline Visibility

Every prospective customer whether they come in directly or through a channel partner is captured as a CRM lead, recording their basic details, the type of solar project they want, their address, and the documents needed to move forward (electricity bill, house tax receipt, Aadhaar, and PAN).

Leads move through defined pipeline stages, giving the sales team a live view of where every prospect stands. At one review point during the engagement, the CRM showed 243 leads sitting at the "Ready for Quotation" stage alone, with additional leads distributed across other stages a level of visibility the team did not have when leads were tracked by phone and memory. The pipeline can also be filtered by time frame (daily, quarterly, and so on) to see how lead volume is trending.

Channel Partner Management (Custom Module)

Because Sree Arka Greentech sells partly through commission-based channel partners rather than only direct staff, Girman Technologies built a dedicated Channel Partner Management module. It captures:

  • Partner details, including mobile number, PAN, and the region each partner operates in
  • Team members mapped under each partner
  • Minimum and maximum pricing bands each partner is authorized to quote, by system size (for example, a partner selling 3kW and 4kW systems has a defined price floor and ceiling)
  • Commission models, configured per partner and validated automatically against the system size sold

This means every quotation generated by a channel partner is automatically checked against their approved pricing range, rather than relying on the partner to price correctly by hand. The module is structured so the network can grow well beyond its current size Sree Arka Greentech's team has indicated plans to expand its channel partner base to more than 20 partners as it extends coverage further across the region.

Sree- Channel Partner Management

Quotation Generation (Selling Module)

Once a lead's details and documents are captured, the team or an authorized channel partner can generate a quotation directly from the system with a single action. Pricing is pulled from the system size and validated against the applicable commission and pricing bands, so a 3kW system pulls 3kW pricing rather than a mismatched figure.

Quotations are generated in a fixed, government friendly print format, ready to be shared with the customer or downloaded as a PDF.

PM Surya Ghar Subsidy Tracking (Custom Module)

This is the module built specifically for Sree Arka Greentech's subsidy process. Once a quotation is confirmed, a corresponding PM Surya Ghar project record is created automatically, carrying over the customer and site details already captured in the CRM lead nothing has to be reentered.

The subsidy tracking module follows the process through its real world stages:

  • Details capture
    Auto populated from the CRM lead, including finance details, district, and state.

  • Subsidy documentation
    Recording the subsidy application number and generating the required government format documents.

  • Payment confirmation
    For customers financing their system through a bank loan, a dedicated stage where the team can mark the loan as approved or record a disapproval, with the record moving forward only once financing is confirmed.

  • Government portal -ready documents
    Print formats matching official formats, so paperwork can be downloaded from ERPNext and uploaded directly to the government subsidy portal.

The result is a single, structured trail for every subsidy application, in place of parallel, customer by customer manual tracking.


Apps, Modules & Workflows Implemented

AreaWhat Was Implemented
CRMLead capture with customer and site details; document uploads (electricity bill, house tax, Aadhaar, PAN); pipeline stage tracking across the lead lifecycle
SellingQuotation generation linked directly to CRM lead data; government format print formats; PDF ready output for sharing and download
Custom Module Channel Partner ManagementPartner mapping by region; commission models configured per partner; minimum/maximum pricing validation by system size
Custom Module PM Surya Ghar Subsidy Project ManagementMulti stage subsidy tracking (application to payment confirmation); bank loan approval/disapproval stage for financed customers; government compliant document generation
AutomationAuto population of subsidy project records from confirmed CRM leads and quotations, removing duplicate data entry
Print FormatsCustom, government compliant formats for quotations and subsidy documentation

Sree Arka Greentech's own team continues to manage data migration and day to day data entry independently, with the ERP setup providing the structure and automation around it.


Key Benefits

Centralized operations across the head office and all six branch locations, replacing separate, location by location tracking.

Faster quotation turnaround channel partners can generate a validated quotation on the spot instead of customers waiting for pricing.

Workflow automation between CRM, Selling, and subsidy tracking, so a confirmed quotation flows straight into a PM Surya Ghar project record without duplicate data entry.

Built in pricing validation, reducing the chance of an incorrect kilowatt to price mismatch reaching a customer.

Live pipeline visibility, with lead stages viewable by time frame rather than being scattered across calls and paper.

Structured channel partner management, with region, pricing, and commission rules enforced consistently across the partner network.

Government ready documentation, generated directly from the system rather than assembled manually for each subsidy application.

A foundation built to scale, designed to support a channel partner network of 20+ partners as Sree Arka Greentech expands.


Business Impact

Based on feedback from the Sree Arka Greentech team following implementation:

Manual work reduced by approximately 70%, as quotation generation, pricing checks, and subsidy documentation moved from manual, paper-based effort into the system.

Quotation turnaround time dropped from one to two days down to minutes, since pricing and validation happen automatically once a lead's details are captured.

Faster project starts, since projects no longer wait on delayed manual quotations to begin.

Reduced pricing errors, with the system enforcing that a given system size can only be quoted at its correct, validated price.

Centralized, digitized documentation, replacing hard copy customer files that were previously spread across individual locations and staff.

Implementation delivered in roughly 75 hours, completed over approximately ten days from kickoff to a working system.


Client Testimonial

"As Sree Arka Greentech Pvt. Ltd. expanded its solar energy business across Rajahmundry, Amalapuram, Mumidivaram, Tatipaka, Kakinada, Tanuku, and other locations in Andhra Pradesh, managing customer enquiries, sales, project execution, inventory, and accounting through disconnected systems became increasingly challenging. We needed a solution that could bring every department together and provide complete visibility into our operations. With ERPNext implemented by Girman Technologies, we now manage CRM, sales, projects, inventory, and finance from a single integrated platform. This has reduced manual effort, improved coordination between our branches, and enabled faster, data-driven decisions. The Girman Technologies team understood our business requirements, delivered the right customizations, and provided excellent support throughout the implementation. Today, we have a scalable ERP system that supports our continued growth in the renewable energy sector."

Goutham Machina
General Manager, Sree Arka Greentech Pvt. Ltd.


Future Plans

Sree Arka Greentech's growth plans extend beyond its current base in Andhra Pradesh. The company has indicated intentions to expand its channel partner network to more than 20 partners and to grow its service footprint into neighboring states, including Telangana and Odisha, as it builds on its existing presence across East Godavari, Konaseema, and West Godavari districts.

As the manufacturing side of the business a 30MWp, IEC CB-certified module production facility continues to serve residential, commercial, industrial, and agricultural customers, the operational structure now in place on ERPNext gives Sree Arka Greentech a foundation to bring additional locations, partners, and customer volumes onto a single system rather than adding new manual processes for each stage of growth.


Conclusion

Sree Arka Greentech's move from paper-based lead tracking to a connected ERPNext setup did not change what the company sells it changed how consistently and quickly the business can move a customer from a first inquiry to an installed solar system with a completed subsidy claim.

Before implementation, quotations took days, subsidy applications were tracked customer by customer with no central view, and channel partner pricing depended on manual checks. After working with Girman Technologies, an Official ERPNext & Frappe Implementation Partner, Sree Arka Greentech runs its CRM, quotations, channel partner management, and PM Surya Ghar subsidy tracking from one connected Open Source ERP System with manual work reduced by roughly 70% and quotations generated in minutes instead of days.

With operations already spanning 7 locations across three districts of Andhra Pradesh, and plans to grow its channel partner network and expand into new states, Sree Arka Greentech is positioned to scale its solar business on a system built for that growth.


Ready to Scale Your Business with the Right ERP Solution?

Whether you manage channel partners, multi-location operations, subsidy workflows, or field sales teams, ERPNext by Girman Technologies helps you centralize operations, improve pipeline visibility, automate documentation, and grow with confidence.

We Help Businesses With:

  • ERPNext for Manufacturing & Renewable Energy Companies
  • CRM & Channel Partner Management
  • Multi-Location Operations Management
  • Government Subsidy & Compliance Workflow Automation
  • Inventory & Warehouse Management
  • HRMS & Payroll Setup
  • Frappe Cloud Migration
  • Custom ERP Development
  • Transform Your Business Operations Today

If your current process is slowing growth, creating tracking gaps, or limiting visibility across locations, it's time to upgrade to a modern and scalable ERP system.

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How a Food Processing Machinery Manufacturer Cut Quotation Time by Over 95% Using ERPNext
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Frequently Asked Questions

1. Can ERPNext handle government subsidy tracking, like PM Surya Ghar?
Not out of the box PM Surya Ghar subsidy tracking isn't a standard ERPNext feature. For Sree Arka Greentech, Girman Technologies built it as a custom module on top of ERPNext, tracking each application through details capture, subsidy documentation, bank loan confirmation, and generation of government portal-ready documents.

2. Can ERPNext manage a commission-based channel partner network for solar sales?
Yes, through a custom module. Sree Arka Greentech's setup records each partner's region, maps team members under them, sets minimum and maximum pricing bands by system size, and validates commission automatically against the system size sold so a partner can't quote outside their approved range.

3. How does ERPNext help reduce pricing errors in solar quotations?
By pulling pricing directly from the system size entered and validating it against the applicable partner's pricing band, so a 3kW system can only be quoted at 3kW pricing. For Sree Arka Greentech, this cut pricing errors that previously came from manual entry.

4. Can channel partners generate their own quotations in ERPNext?
Yes, once a lead's details and documents are captured, an authorized channel partner can generate a validated quotation directly from the system, in a fixed government-friendly print format, without waiting on the office to prepare it manually.

5. Can ERPNext manage solar operations across multiple branch locations?
Yes. Sree Arka Greentech runs its head office and branches across 3 districts of Andhra Pradesh on one ERPNext setup, replacing separate, location-by-location tracking with centralized lead, quotation, and subsidy data.

6. How long does an ERPNext implementation for a solar business typically take?
It depends on scope, but Sree Arka Greentech's core setup CRM, Selling, and two custom modules was completed in roughly 75 hours over about ten days.

7. Can ERPNext generate government-compliant documents for solar subsidy applications?
Yes, with custom print formats. For Sree Arka Greentech, Girman Technologies built formats matching the exact layout required for government portal uploads, so documents can be downloaded from ERPNext and uploaded directly.

8. Does ERPNext connect CRM, quotations, and subsidy tracking for solar companies automatically?
Yes, when set up that way. In Sree Arka Greentech's implementation, a confirmed quotation automatically creates a PM Surya Ghar project record using the customer and site details already in the CRM lead, without re-entering data.

9. What results can a solar company expect from moving to ERPNext?
Based on Sree Arka Greentech's experience, manual work dropped by approximately 70%, quotation turnaround fell from one to two days down to minutes, and pricing errors reduced due to built-in validation though results will vary by business.

10. Is ERPNext suitable for solar companies scaling their channel partner network?
Yes. The Channel Partner Management module is built to scale Sree Arka Greentech is using it as a foundation to grow from its current partner base to over 20 partners as it expands into new regions.

case-study
Published July 28, 2026

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Naman Agrawal
Author
Naman Agrawal
Engineer Manager . Girman Technologies

Naman Agrawal is a Engineer Manager at Girman Technologies with experience in Frappe and ERPNext development, customization, integrations, and business process automation. His background in software development and ERP platforms including Odoo and ERPNext helps him work across both technical and business requirements.

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Girman Tech is a Frappe Certified Partner in Bangalore, trusted for delivering tailored ERPNext solutions to businesses of all sizes. As an official Frappe and ERPNext Partner in Bangalore, we help companies to streamline operations and grow with open-source ERPNext solutions.

From seamless implementation to customization and ongoing support, our team ensures businesses unlock the full potential of open-source ERP. Based in Bangalore, we serve clients across India and globally with reliable, scalable, and future-ready ERP solutions.

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