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On the Edit Pricing PagePricing > Edit Quote 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 item 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.
After selecting and analysing various components in the quotation page, the user can also group certain components together like the inverters, modules, DC Cables etc to identify them to be a part of a system package.
In SolarPlus, the user can group different items together by clicking on the checkboxes in the group items tabular column in the Edit Quote Window.
Checkboxes in the 'Group Items' column to group together these lines into one description and price.
The user can also add or update the description for grouped items to be included as part of the system proposal.
In the Grouped Items description window, the user can provide a suitable description of the system package that is to be included in the system proposal. In between the texts, the user can click and select certain key placeholder variables to assist them in developing a suitable system description.
Once the group items description has been set up, with placeholder variables, the user can save the changes by clicking on the blue ‘Save changes’ icon situated in the bottom right of the window.
The quotation would then display the different components in the group to be a single item, with a single price for the system package.
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When you first open the Edit Quote page, you will see a list of the items that are added to the quote. This list includes:
Items that were added on the Design pages (panels, inverters, batteries, mounting, meters, breakers, etc)
Items that are set to be included in the quote by default.
Any other items you have added from your inventory in this section
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Display / Presentation Options
You can control exactly how much information your customer will see in the quote. Options include:
A System Description
Select ‘Group All’ and SolarPlus will create a Dynamic Quote Description that automatically fills in the system specs. For example,
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This appears to the customer on the quote like this:
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To select this option, click ‘Group All’
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You can set this as your default preferred option by going to Option and ticking this box:
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Group items with a Dynamic Quote Description
When editing the grouped items description, you can add placeholder variables in order to dynamically populate information about a system component or a system specification such as the PV size or battery capacity.
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[[total_panels]] x [[si_first_module_name]] solar panels rated at [[max_sys_power]] DC output
[[inverter_grouped_quantity]] x [[si_in_name_with_brand]] solar inverter rated at [[total_pmax_ackw]] kW AC output
[[battery_qty]] x [[battery_brand]] [[battery_model]] operating at [[battery_discharge_cap]] kWh cycling capacity
[[battery_inverter_qty]] x [[battery_inverter_brand]] [[battery_inverter_model]] battery inverter with an output of [[battery_inverter_power]] AC
Price Override
To use these, the ‘Apply custom price’ must be selected:
Discount price: the 'custom price' entered takes effect on the quote at the desired price location and displays the amount of discount applied compared to the expected price from the inventory set up for the quote items.
Price override: overrides the calculated price from the inventory set up for the quote and directly sets the custom price at the desired location.
Price locations
Retail ex-GST: This is the price of the system before applying GST and considering the government rebates (STCs).
Retail inc GST: This is the price of the system applied after considering GST and before the government rebates (STCs).
Final price: This is the final, out of pocket price of the system, which includes both GST and rebates (STCs).
Quote add-ons and upsell extras
To set up the items as add-ons or optional extras, check the link below:
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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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Smart Ease (formerly Energy Ease) integration
Check the setup process here:Smart Ease Integration
Previewing Pricing and Sending Quote
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
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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.
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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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SolarPlus, automatically determines key economic parameters like Return on Investment, Payback period, to help customers evaluate the financial feasibility of the system
Tax depreciation
Note: If you cannot see these options, check whether you have set the quote type as commercial.
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For straight-line depreciation, the tax saving is calculated as, tax saving = asset value (ex-GST, ex-STC [for AU]) * depreciation rate * tax rate
STCs and LGCs(Australia)
See STCs and LGCs
Net investment
Consider the image below (in this case, the custom price was set as $95,500):
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Conditions
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