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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
Options for setting Package pricing
There are 2 options for setting Package pricing:
Set the total package price as a price override
This may be how you currently have you packages listed in a handbook for your sales people, and therefore will be quick to set up in SolarPlus
Site-specific costs such as surcharges, or different racking options can be added on top of the package price by categorising them as Quote Price Add-ons.
Calculate the package price in SolarPlus based on the price of each inventory item
This gives the greatest flexibility for sales people - if a panel or other item has to be added or subtracted, or a different racking item used, the price will automatically be re-calculated
Much quicker to update pricing by editing the inventory pricing, rather than having to change each package price when the price of a panel changes for example.