Radiant Power CRM & ERP — Sales, Production & Field Service Platform

Project overview

Radiant Power CRM runs the full business journey for genset / power products: winning the customer, building the machine, delivering it, and supporting it in the field. Office teams and field executives work on the same live records.

End-to-end workflow

Enquiry / Lead
   → Site visit
   → Quotation (customer accepts)
   → Mark won → Sales order
   → Indent → Admin approval
   → Production order → Assign plant
   → Build → Ready → Delivery
   → Commissioning / Service tickets
   → AMC / after-sales

How departments connect

┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│    SALES     │────▶│  PRODUCTION  │────▶│   SUPPORT    │
│ Leads        │     │ Assign plant │     │ Commissioning│
│ Visits       │     │ Build order  │     │ Tickets      │
│ Quotations   │     │ Serials      │     │ Parts stock  │
│ Sales orders │     │ Dispatch     │     │ AMC visits   │
└──────────────┘     └──────────────┘     └──────────────┘
        │                                         ▲
        └────────── Field mobile app ─────────────┘

1. Sales workflow

1. Lead is created and assigned to a sales executive
2. Visit is logged (follow-up / site meeting)
3. Quotation is prepared; customer accepts it
4. Lead is marked won → sales order is created from that quotation
5. Sales prepares the indent and sends it for Admin approval

Without an accepted quotation, the system does not allow marking the lead won. Without Admin indent approval, production does not start.

2. Production workflow

1. After indent approval, a production order is created
2. Sales Head / Manager assigns the plant
3. Plant builds the genset, tracks progress, and issues serials
4. Order moves ready → delivered line by line

3. Support & commissioning workflow

1. After delivery, Sales assigns a commissioning center
2. Support schedules the commissioning visit and assigns an executive
3. On site, the executive completes the visit with required photos and customer sign-off
4. Later service is handled through tickets, support parts stock, and AMC contracts

Commissioning photos (on close)

• Safety & alternator system
• Control panel
• Genset / current view
• Engine nameplate

Support stock workflow

• Stock is held by workplace (service office), separate from factory inventory
• Teams can search by part number or name
• Add stock for an existing part, or create a new part + receipt together
• Exports for stock and item master when needed

What this solves

• One clear path from enquiry to commissioning — no skipped commercial steps
• Sales, plant, and service see the same order and asset history
• Field work (visits, tickets, photos) feeds back into the same CRM
• Managers control when production is allowed to start