This is the fastest path from "I just signed up" to "I sent a real quote." We've timed it so you know what you're committing to: about 30 minutes, in three blocks. By the end you'll have your company profile set, a working catalog, and a GST-correct quotation sitting in a customer's inbox. Grab your GSTIN and a price list, and let's go.
Overview
The walkthrough has three timed stages that build on each other:
| Stage | Time | What you'll have at the end |
|---|---|---|
| 1. Profile configuration | ~5 min | GSTIN, address, and logo on every PDF |
| 2. Adding inventory & catalog | ~10 min | Panels, inverters and BOS ready to quote, with HSN codes |
| 3. Creating a test quotation | ~15 min | A tax-correct quote previewed and sent |
public/images/docs/getting-started-walkthrough.pngUse real data, not dummy dataDo this walkthrough with your actual GSTIN, your real panel prices, and a genuine prospect. The quote you build here is one you can actually send — so you finish setup and close a lead at the same time, instead of throwing away test junk later.
1. Profile configuration (~5 min)
Your company details print on every quotation and invoice, and your registered state drives the entire GST engine — so this five minutes is the most important of the whole walkthrough. Get it right and everything downstream is correct automatically.
- Open Settings → Company Profile.
- Enter your legal business name, registered address, and state. The state decides whether a given invoice uses CGST+SGST (intra-state) or IGST (inter-state).
- Add your GSTIN and PAN. evSuryam validates the GSTIN format and reads your state code from it.
- Go to Settings → Branding and upload your logo (transparent PNG) and set your brand colour — these appear on PDFs and in the customer portal.
- Click Save.
Double-check the stateIf your registered state is wrong, every invoice will split CGST/SGST/IGST incorrectly. It's the one field worth re-reading before you save. The full reasoning is in GST & compliance.
2. Adding inventory & catalog (~10 min)
Your catalog is the list of products and services you sell. Ten minutes spent here means every future quote assembles in seconds with taxes already correct. Add your core lines now; you can refine later.
- Open Inventory → Catalog and click Add product.
- Add your panels — name, wattage, your sale price (per watt or per piece), and the HSN code (solar modules are typically
8541) at the 12% GST rate. - Add your inverters. If you stock imported inverters, flag reverse charge here — see reverse-charge on imported inverters.
- Add your mounting structure and BOS (balance of system) — cables, connectors, earthing, ACDB/DCDB — with their HSN codes.
- Add your installation service as a line item with its SAC code (services are usually 18% GST).
- Save each item. They're now available to drop into any quotation.
| Field | Why it matters |
|---|---|
| HSN / SAC code | Sets the GST rate and prints on the invoice. Modules 8541; services use a SAC code. |
| GST rate | 12% on solar goods, 18% on standalone services — applied automatically on every quote. |
| Unit & price | Per-watt, per-piece, or per-job. Becomes the default line rate. |
3. Creating a test quotation (~15 min)
Now the payoff. With your profile and catalog in place, building a quote is mostly clicking. We'll add products, watch the taxes calculate themselves, preview the PDF, and send it.
- Go to Sales → Quotations and click New quotation.
- Pick or create the customer — name, address, and (if they have one) their GSTIN.
- Add line items from your catalog: the panels, inverter, structure, BOS, and installation service you just set up. Set quantities (e.g. number of panels for the system size).
- Watch the taxes auto-calculate. evSuryam reads each item's HSN/SAC and GST rate, then applies CGST+SGST or IGST based on your state versus the customer's — you don't compute a single figure by hand.
- Your default terms & conditions, warranty, and validity period pre-fill. Edit them for this quote if needed.
- Click Preview to see the branded PDF exactly as the customer will — your logo, your colour, the correct tax breakup.
- Click Send. The customer receives the quotation by email with a PDF attached.
One click from quote to invoiceWhen the customer accepts, you don't re-enter anything — convert the quotation straight into a tax invoice. The whole lifecycle is covered in Quotations & invoices.
What's next
That's it — in 30 minutes you've set up evSuryam and sent a real quote. From here, two natural next steps: bring in your team so reps and installers each see only what they need (Team & roles), and make sure your filings stay clean as the quotes turn into invoices (GST & compliance). If you skipped any setup detail above, the unhurried version lives in Getting started.