Edge Home SolutionsUnified ERP Operations & Architecture Portal

🏢 Local SaaS Subdomain Access ​

🧭 Natural System Operations Lifecycle ​

[1. Lead Intake & 3D Laser Survey] ──→ [2. Quotation & Contract Signing]
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[4. Project Management & Workshop CNC] ←── [3. 50% Advance Deposit Invoice & Bank Receipt]
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[5. 40% Delivery & 10% Handover Invoices + Final Receipts + P&L Job Costing]

1. Step-by-Step Business SOP Guides ​

1. 🧑‍💼 1. Lead Intake & 3D Surveys (CRM): Lead intake, laser site measurements, client segments, and 3D architectural renders.
2. 📝 2. Quotations & Sales Orders: Bespoke joinery pricing, 50-40-10 milestone terms, contract signing, and Sales Order creation.
3. 💳 3. Initial Deposit Invoicing & Receipt (50%): Milestone 1 deposit invoice, eTIMS VAT compliance, Bank/M-Pesa payment receipt to unlock production.
4. 👷‍♂️ 4. Project Management & Joinery Execution: 12-task pipeline, 4-tier warehouse transfers (Main Store → WIP → FG → Site), CNC cutting, and carcass installation.
5. 🏁 5. Progress & Final Invoicing, Receipting & Closeout: 40% delivery invoice, Task 12 snag sign-off, 10% retention invoice, payment receipts, and gross margin P&L.
6. 📄 6. Custom Quotation & Requisition Templates: Custom Jinja2 print formats, material requisition sheets, and branded PDFs.

2. Staff Training & Certification Curriculum ​

• 🎓 Master 4-Week Training Plan: Structured roadmap across Sales, Projects, Stores, and Accounts.
• 🧑‍💼 Sales & 3D Design Track: Lead qualification, survey uploads, and milestone quotes.
• 👷‍♂️ Project Managers & Fitters Track: 12-task scheduling, Gantt tracking, and snag clearance.
• 📦 Storekeepers & Procurement Track: Board receiving, workshop stock issuing, and offcuts.
• 💼 Finance & Accounts Track: Milestone invoices, eTIMS VAT, payment entries, and job profitability.
• 📋 Competency Assessment Checklist & Exam: End-to-end practical mock order certification rubric.

3. Core Architecture & Frappe Docker Guides ​

• 🚀 Getting Started: Deployment methods, container immutability, and single-compose setup.
• ⚙️ Setup & Configuration: Build setups, environment variables, and single-server deployment examples.
• 🌐 Production Operations: Multi-tenancy, TLS/SSL, Caddy, Traefik, and backup strategies.
• 🛠️ Development & Custom UI: Local development, debugging, custom apps, new CRM, and new inventory modules.
• 🧭 System Architecture: Container topology, storage volumes, network routing, and security.