EPC Vendors

The EPC Vendors module allows administrators to manage Engineering, Procurement, and Construction (EPC) vendor information within SolarCRM. It provides functionalities to add new vendors, edit details, export vendor data, and manage vendor accounts.

Navigation Path

Admin Dashboard → EPC Vendors

EPC Vendors Overview

The EPC Vendors page displays the list of registered vendors with details such as:

• Vendor ID & Name
• Package (Default monthly or custom package)
• Approval & Registration Date
• Employee & Client Counts
• Status (Active/Inactive)
• Last Activity

From this screen, admins can:

• Add new EPC vendors
• Export vendor data
• View, Edit, or Delete vendor records

Adding a New EPC Vendor

• Click Add EPC Vendor.
• Fill in the Company Details:
  • Vendor Name (required)
  • Vendor Email (required)
  • Vendor Phone
  • Vendor Website
  • Default Currency
  • Default Timezone
  • Vendor Address
  • Upload Vendor Logo
  • Select Language and Status

• Enter Account Details (for the first EPC vendor admin):
  • Admin Name (required)
  • Admin Email (required – login credentials will be sent here)
    
• Click Save to create the EPC Vendor record.

Exporting EPC Vendors

• Click Export on the EPC Vendors page to download the list of vendors.
• Exported data can be used for offline reporting or compliance records.

Vendor Actions

For each vendor, the Action menu (three dots on the right side) provides options:

• View → View vendor details.
• Edit → Update vendor details such as contact info, package, or status.
• Delete → Permanently remove a vendor from the system.

Vendor Status

• Vendors can be marked Active or Inactive depending on their approval or engagement.
• Status can be updated via the Edit option.
  

Key Benefits

• Centralized EPC vendor database
• Easy onboarding of new vendors
• Export-ready vendor reports
• Secure vendor admin login creation