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Edit
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Set the quote price, by either
calculating based on inventory pricing and markup
entering a price override
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quote
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Show / hide line item names
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Show / hide line item pricing
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items
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Add an introduction paragraph
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Add Finance Options
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Adjust Payment Terms
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Add quote-specific conditions.
Edit quote items
On the Edit Quote page, you will see a list of the items that are added to the quote.
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You can set this as your default preferred option by going to More Settings > Admin > My Preferences > Design and ticking this box:
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Option 2: Show all line items (with
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or without line prices)
Ensure that Group All is not selected (if needed, click ‘Ungroup All’)
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The customer’s view will show each item, but not its price:
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Option 3: Show some line items, and group the rest (with or without line prices).
This is a good option when you want to calculate the cost of small items such as breakers and lifters, but not show these items to the customer.
Click Group All
Adjust the grouped items description as needed
De-select any item you don’t want grouped. These will appear on the quote.
Customer view hiding line prices
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Customer view showing line prices
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Price Override
Select ‘Apply custom price’
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You can select a finance option from the drop-down list at the bottom of the View Quote tab (Marker 1 & 2).
You can also create a new financing option by clicking on the ‘+’ icon as seen from the image below (Marker 3).
Please note that if you haven’t done so already, you will need to add the finance company as a Supplier. You can do this by selecting Manage Suppliers in the drop-down menu under your Username.
Also, please note that the annual fee will be applied to repayments and to overall finance costs over the term of the load, no matter what the payment frequency of the finance plan.
See alsoEdit Quote page
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To add / edit finance plans and for integration options, see: https://solarplus.atlassian.net/wiki/spaces/V5HC/pages/2310013466/Finance+plans+Loans+and+PPAs#Cash-%2B-Part-Finance
Smart Ease (formerly Energy Ease) integration
Check the setup process here:Smart Ease Integration
Previewing Pricing and Sending Quote
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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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