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The system packages are the fastest way to set up a quote. It saves a lot of time by avoiding repetitive tasks.
Creating packages using an existing quote
Open an existing quote you would like to convert into a package.
On the Map page, click on the brown Package icon on the left and hit ‘Save Configuration as Package’
Set the package name and category (you can create a category from the admin menu > my business > Categories), and hit ‘Save’
Creating packages using the package builder
Go to more settings > system packages
Click ‘New System Package’
Set up the design with all components as required
Click the ‘Save’ package option - change the package name and category as required
Go to the Pricing page and set up the quote as required
Loading a System package
To use a System Package you’ve created, simply start a quote as usual, filling in the Contact and Energy pages.
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Please note that whenever a system package is loaded, it wipes out any existing design selections and pricing info on the quote. The information saved in the package replaces the existing quote information. |
Information saved in a System Pre-build Package
PV configuration including any inverters and modules used with string configuration of each sub-array;
Any battery system components and battery system configuration details;
Balance of system components including power optimizers, isolators, over-current protection, mounting system, energy meter, and other AC components added to design;
Sizing and derating particulars such as cable lengths, sizes, mounting details, and grid availability;
Any control settings for grid charge or storage export;
Quote pricing details including the complete quote detail including line items descriptions, discounts, and grouping, but not including details indicated below;
Quote custom pricing options;
Quote Finance selections;
Quote-specific conditions (Pricing > Conditions);
Financial modelling factors (Pricing > Finance);
Install notes and Commissioning notes.
Information that will not be affected by the application of a System Package on a quote
Contact data
Site information from the contact page such as meter, NMI data, and site phase arrangement;
Any site-specific energy information such as consumption profiles or tariff information;
Any site-specific derating such as shading and soiling factors;
Any solar export limit that has been set;
Payment terms;
Any quote acceptance information;
Any staff assignment information;
The quote and proposal document pdf template selected when emailing;
STC rebate selections (including GST) and pricing (AU);
Install images;
Bill of materials (generated dynamically from quote components and line items)
Changes seen on the quote when a System Package is loaded
Quote status - on the application of a package, the quote will be set to Draft
Quote sent status/date sent/signature will be cleared
Commissioning checklist/serials
Commissioning declaration of compliance