Edge Home SolutionsUnified ERP Operations & Architecture Portal

Standard Operating Procedures (SOPs), 4-Week Staff Training Curriculum & Complete Frappe/ERPNext Core Architecture Documentation.

🚀 Staff Training Plan

📖 Business SOP Guides

🏗️ Technical Architecture

💻 Open ERP Desk

🔄

Natural End-to-End Workflow

Seamless flow from Lead Generation → Quotations → 50% Deposit Invoicing & Receipting → Project Management & Workshop → 40% & 10% Invoicing & Handover.

🎓

4-Week Staff Training Curriculum

Role-based training tracks for Sales & 3D CAD, Project Managers, Workshop Carpenters, Stores & Finance with practical mock exam certification.

📐

Precision Joinery & Warehouse Control

Laser surveys, 3D photorealistic CAD proposals, 12-task pipeline, CNC milling, and 4-tier warehouse tracking (Store → WIP → FG → Site).

💰

Milestone Billing & Real-time Costing

50% deposit, 40% delivery, and 10% retention billing with Kenyan VAT/eTIMS compliance, payment receipts, and project gross profit analysis.

🏢 Local SaaS Subdomain Access

Brand / Portal	Subdomain URL	Isolated Database	Focus Area
Edge Home Solutions	https://erp.edgehomesolutions.co.ke	`erp.edgehomesolutions.co.ke` DB	Custom Interior Joinery (Wardrobes, Cabinets, Kitchens)
Quick Shop / Garage	https://erp.edgehomesolutions.co.ke	`development.localhost` DB	Auto Garage / Workshop Operations
Local Documentation Portal	https://docs.edgehomesolutions.co.ke	Offline VitePress	Operations Guides, Training Curriculum & Tech Docs

🧭 Natural System Operations Lifecycle

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

⚡ Live ERP Desk Screen Directory

Click any link below to jump directly to that screen in the running ERP system:

Workflow Stage	Direct New Action	Live List / Management Screen	Key Reports & Analytics
1. CRM & Leads	➕ + Add New Lead	📋 All Leads & Prospects	📇 Customer Directory
2. Quotations & Sales Orders	➕ + Add Quotation	📋 All Quotations List	📦 All Sales Orders
3. Milestone 1 (50% Deposit)	🧾 + Add Sales Invoice	📋 Sales Invoices List	💵 Record Payment Receipt
4. Project Management & CNC	➕ + Add New Project	📋 All Projects	✅ Tasks & Kanban Board
4b. Warehouse & Purchasing	🔄 + Add Stock Entry	📦 Stock Entries List	📊 Stock Balance Report
5. Delivery & Final Billing	🧾 + Add Progress Invoice	💰 All Payment Receipts	📈 Project Profitability P&L
Accounts & Ledger	🏦 Chart of Accounts Tree	📑 Accounts Receivable	📊 Profit & Loss Statement

1. Step-by-Step Business SOP Guides

🧑‍💼 1. Lead Intake & 3D Surveys (CRM): Lead intake, laser site measurements, client segments, and 3D architectural renders.
📝 2. Quotations & Sales Orders: Bespoke joinery pricing, 50-40-10 milestone terms, contract signing, and Sales Order creation.
💳 3. Initial Deposit Invoicing & Receipt (50%): Milestone 1 deposit invoice, eTIMS VAT compliance, Bank/M-Pesa payment receipt to unlock production.
👷‍♂️ 4. Project Management & Joinery Execution: 12-task pipeline, 4-tier warehouse transfers (Main Store → WIP → FG → Site), CNC cutting, and carcass installation.
🏁 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. 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.

Edge Home SolutionsUnified ERP Operations & Architecture Portal

Natural End-to-End Workflow

4-Week Staff Training Curriculum

Precision Joinery & Warehouse Control

Milestone Billing & Real-time Costing

🏢 Local SaaS Subdomain Access ​

🧭 Natural System Operations Lifecycle ​

⚡ Live ERP Desk Screen Directory ​

1. Step-by-Step Business SOP Guides ​