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The Pricing page displays the list of components and their prices that have been selected as part of the system design.
Based on the previously provided information in the business settings or in the other tabs in the Pricing section, SolarPlus creates a quote based on the prices of the components listed in the SolarPlus inventory and Product library.
In certain cases, if the prices are not available, in the quotation page, then the user might take the opportunity to add default prices for the components by, updating the pricing columns for the product in the library.
The Manage inventory options available in the Settings dropdown, allows the user to create, modify, and group items (modules, inverters, DC cables, isolators, optimisers, mounting systems, wiring systems etc) that might be essential as part of a particular system design.
Once all the relevant pricing details have been updated for all the necessary components of a particular system, the same will be automatically updated in the 'View Quote' page of SolarPlus.
The page also houses special features that help the customers sign and approve a particular proposal for installation and commissioning.
Quote Number - Adding a prefix / Set next quote number
You can now set your quote to have a prefix, you can see it on the Business Settings page
From your dashboard, do the following:
Unfold your User Menus
Go to the Business Settings page
Click the Quote section
Set Quote Prefix or Next Quote Number
Click Save button
Edit Quote Number of an individual quote
If you want to set the quote number on the fly, you can do it on the Pricing page. Just click the edit/pencil icon next to the quote number.
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Quote Intro
The quote intro text area is pre-populated with the text added under Business 'System Settings'. The user can override this text while finalising the quote. This text will appear at the top of an email version of the quote.
The quote conditions are is available to populate while finalising the quote.
An additional 'Terms and Conditions' text is also entered under Business 'System Settings' and applies to all quotes. This will appear on email and PDF quote versions.
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On the Edit Pricing Page, you can
Set the quote price, by either
calculating based on inventory pricing and markup
entering a price override
Manage how the quote is presented to the customer
Show / hide line item names
Show / hide line item pricing
Group items and create a system description paragraph
Add an introduction paragraph
Add Finance Options
Adjust Payment Terms
Add quote-specific conditions.
Edit quote pricing
Grouping Line items
Each row in the quote edit page has items, either from the system design or added via the inventory item select lists to the right.
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Once an item is set up as an add-on or optional extra, it will appear in the list at the bottom of the edit quote page. To add the item to the quote, simply check the box in the line, set the quantity and price, and then hit the ‘Refresh quote pricing’ button to update the quote.
Quote Intro
The quote intro text area can be used to give extra information about a quote. It will be displayed above the Grouped items description and quote price. You can use this for an additional system description.
Finance Options
SolarPlus offers numerous finance options:
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Please see this page: https://solarplus.atlassian.net/wiki/spaces/V5HC/pages/2296053810/Proposal+Presentation+and+Reports#Send-quote-workflow
Quote Number - Adding a prefix / Set next quote number
You can now set your quote to have a prefix, you can see it on the Business Settings page
From your dashboard, do the following:
Unfold your User Menus
Go to the Business Settings page
Click the Quote section
Set Quote Prefix or Next Quote Number
Edit Quote Number of an individual quote
If you want to set the quote number on the fly, you can do it on the Pricing page. Just click the edit/pencil icon next to the quote number.
...
Financials
The Financials page of the Pricing window helps the user specify key economic parameters, that help determine the cost-benefit analysis of the proposal in SolarPlus.
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You can add conditions that are specific to a particular quote in the Conditions tab. These are conditions which are in addition to your standard Terms and Conditions. . For example, you may wish to state that the quote is subject to the customer repairing the roof first, or you could specify that the generator must be purchased separately.
Invoice
see Invoices