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Your SolarPlus inventory pricebook is different from other quoting tools you may have used, because each item is associated with:

a supplier and pricing (you can specify multiply suppliers and prices for the same item)
a category (eg Panel, inverter, DC isolator) which means it can be selected at the appropriate point of the system design, and if applicable, be included in the SLD.
electrical specs required for system design (which are stored for each Panel, Inverter and Battery in the SolarPlus Product Library - a storehouse of commonly used solar & storage components and specifications.
a datasheet (included in items you import from the SolarPlus Product Library)

and, optionally:

a custom warranty period
an image
installation manual
engineering certificate (for mounting)

Setting up your inventory

a) Onboarding support

We can help you get started by uploading some inventory items for you. Just fill in this spreadsheet and send it through to support@solarplus.co

View file

name	SolarPlus Inventory items UPLOAD v5.2.xlsx

b) Express inventory price lists

You can import a list of commonly used labour and balance of system items, including lists of common circuit breakers, check out these pre-built inventory lists.

c) Add items from the SolarPlus Product Library

Go to Settings > Product Library
Select the category (Inverter/PCE, Module, Battery, etc)
Search for the component
Select each item you want
Click Add component to Inventory

Once you have added components you can easily add prices by clicking the pencil edit icon next to each item.

If a panel, inverter/PCE or battery you wish to use does not appear in the list, you can request that it is added by sending a spec sheet to support@solarplus.co

Un-archiving inventory items

If the item doesn’t appear in your inventory after importing it from the product library, it means that the item is already in your inventory but it may be archived. To unarchive, go to ‘Manage inventory’, toggle the ‘show archived’ button, click the delete button, and select ‘un-archive’.

Create your own Custom Items

Any item other than inverters, panels, and batteries, can be created in the inventory. While in the inventory, hit the button ‘Create custom item’. Then follow the steps below:

Select a relevant category for the item
Set the name of the item
Optional: upload a PDF brochure
Turn ‘The item is purchased’ ON to count the item towards the cost of goods sold
Optional: choose to include the item by default in all quotes (NOTE: when system packages are applied to a quote, the default items will not be included)
Optional: add description. This appears only on the Bill of Materials, with the exception of Grid Protection Devices, where the description field can be used to enter the settings of the GPD, which are then included in the Single Line Diagram.
Hit ‘Next’
Set up the pricing structure
Hit 'Create'

Inventory Settings

Warranty period and warranty docs

For commonly used items such as modules, inverters, and batteries, there is a product warranty term set in the SolarPlus database. If you would like to change the warranty period, you can do this by editing the item in your inventory.

Account Settings > Manage Inventory
In the Inventory Page, search for the panel / inverter / battery in question and click on the small pencil icon adjacent to it
Edit the Item Warranty field.
If required, uploaded the warranty document for your country in the .pdf

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Item is purchased

When adding and updating an inventory item there is an option to mark the item as "Item is purchased". When checked, this item will be included in the Cost of Goods Sold (COGS) for a quote that it is in. You have the option on the edit quote page to view the profit margin on this COGS basis versus based on the cost price of all items.

If you have an integration with an accounting platform, COGS will be sent as an accounts payable item. In this way, it is included in a Profit and Loss report in the 'Cost of Sales' area.

Upsell Optional Extras

Give your customers the choice to select extra items that they see value in, for example, a monitoring system, car charger, or hot water diverter. Remember to include the cost of installation if applicable.

To setup Upsell Optional Extras:

Start by editing an existing inventory item, or creating a new item.
Select the toggle ‘Upsell optional extra’
Open up a quote to the Edit Quote page
Select ‘Show Itemised on Quote’
Optionally, select ‘Add to Price’ to mark the item as ‘added’ on the quote and included in the price total.
Click Refresh Quote Pricing.

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Quote Add-ons

These are site-specific items that are applied on top of a Custom Price, and offer a handy checklist for extras that should be considered when finalising a quote.

Eg: You have a System Package that includes panels, inverters, balance of system gear and standard labour costs. You want to use the ‘Custom Price’ option to set a fixed price for this package, rather than the total of the individual line items. But you also want your sales reps to be able to easily add common extra items, such as:

complex roof surcharges
switchboard upgrades
travel costs

These ‘add-ons’ are setup in the inventory with a check of the ‘Quote Add-on’ option. When this is done:

The sales rep now sees these items listed in a separate table on the Quote Edit view, below the table showing all regular line items. These Quote Add-ons are visible, but by default are NOT applied to the quote.
The sales rep can simply check a box for any of these Quote Add-on items to 'Add to quote'. The list provides a simple checklist of extras they should consider when finalising a quote.
The Quote Add-on are added to the quote and the price added. If ‘Custom price’ has been set, the quote add-ons are added in on top of the custom price so that a new final price is calculated. i.e. the custom price excludes add-ons but the view for the customer will show the 'custom price + the total of all add-ons.

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Pricing options

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Markup

The markup represents how much you increase the wholesale price and is a percentage value by default. You can set markup as a percentage or a dollar value.

Unit of Measure

Price per watt: You can enter a price per watt up to 3 decimal places. eg. 0.497 cents per watt. The price shown on the quote to a customer however, must not have more than 2 decimal places so the buy price per watt is converted to a sell price per panel, including the mark-up you apply. eg. for a 400 watt panel the price shown will be
0.497 x 15% markup x 400W = $228.62

Therefore the customer will see the number of panels and a price per panel that adds up to the line item total, as they would expect.

Price per panel: The price will be multiplied by the number of panels in the design.

Formula Pricing

Formulas allow you create flexible pricing that adjusts the unit price according to the quantity of items in a design. There a wide range of uses, and the most common applications are for:

Bulk discounts for panels
Tiered install labour pricing.
Balance of System /kW price.

Check out this Webinar on advanced pricing features: https://solarplus.atlassian.net/wiki/spaces/SPHC/pages/1329496112/Recent+Webinars#Wed-October-19th%2C-2022

Operations

Create formulas using regular arithmetic functions (+ - / x ), as well as the following functions, which operate in the same was as excel:

if() - https://www.w3schools.com/excel/excel_if.php
avg() - https://www.w3schools.com/excel/excel_average.php
sum() - https://www.w3schools.com/excel/excel_sum.php
min() - https://www.w3schools.com/excel/excel_min.php
max() - https://www.w3schools.com/excel/excel_max.php

Please use brackets carefully to avoid unexpected results. Information inside brackets will get evaluated first. Do not begin a formula with a single number in brackets.

Variables

Possible variables you can use for formula pricing are as follows (label to include in formula is in bold):

Number of PV modules/panels: module-qty
kW of PV (excluding existing arrays): kilowatt-qty
Number of inverters: inverter-qty
Number of battery inverters / All-in-ones: ac-coupled-battery-qty
Number of MPPTs: mppt-qty
Number of Micro-inverter branches: micro-branch-qty

Example 1: Bulk discount pricing for panels

Your wholesaler gives you a discount for buying panels in bulk, and you want to pass this saving on to the customer.

If the number of panels in a quote > 50, then panel price = $200/panel

If the number of panels in a quote < 50, then panel price = $250/panel

Corresponding Formula

(module-qty * 200) + if (module-qty < 50 , module-qty * 50 , 0 )

Example 2: Tiered install labour pricing

The common use case is where this is the cost structure for a contractor installer you use. Or this could be used for a better estimation of profit using your own internal install team.

Example Cost Structure

$80/panel for up to 16 panels

$60/panel for 17 to 30 panels

$40/panel for over 30 panels

+ $200 fixed cost

Corresponding Formula

(MIN (module-qty , 16 ) * 80) + IF(module-qty > 16 , MIN(module-qty - 16 , 16) * 60 , 0) + IF(module-qty > 30 , (module-qty - 30) * 40, 0) + 200
WHERE module-qty is a variable used in the formula that is dynamic and will use the actual panels in the system design, 16 is the tier 1 threshold max. number of panels, 80 is the tier 1 price, etc.

Structure for this formula

(MIN ([variable], [tier-1-threshold]) * [tier-1-price] + IF([variable] > [tier-1-threshold] , MIN([variable] - [tier-1-threshold] , [tier-2-threshold] - [tier-1-threshold]) * [tier-2-price] , 0) + IF([variable] > [tier-2-threshold] , ([variable] - [tier-2-threshold]) * [tier-3-price] , 0) + [fixed-price]

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Example 3: Price per kW, with a minimum value

This is useful for Balance of System costs etc.

Example Cost Structure

Charge $50 per kW of PV, but make sure the amount never drops below $500

Corresponding Formula

500 + if (kilowatt-qty > 10, (kilowatt-qty - 10)*50,0)

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Adding product datasheets/images/manuals

Go to Admin > Inventory
Search for item you want to edit (for example, search for the model number of an inverter)
Click the edit button (pen icon) in the Actions column
Upload files in the relevant sections (if default files are present, they will appear under the default files heading; when custom files are uploaded, they appear under the attached files heading and override the default files when they are attached to the proposals)
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Item is purchased

When adding and updating an inventory item there is an option to mark the item as "Item is purchased". When checked, this item will be included in the Cost of Goods Sold (COGS) for a quote that it is in. You have the option on the edit quote page to view the profit margin on this COGS basis versus based on the cost price of all items.

If you have an integration with an accounting platform, COGS will be sent as an accounts payable item. In this way, it is included in a Profit and Loss report in the 'Cost of Sales' area.

Upsell Optional Extras

Give your customers the choice to select extra items that they see value in, for example, a monitoring system, car charger, or hot water diverter. Remember to include the cost of installation if applicable.

To setup Upsell Optional Extras:

Start by editing an existing inventory item, or creating a new item.
Select the toggle ‘Upsell optional extra’
Open up a quote to the Edit Quote page
Select ‘Show Itemised on Quote’
Optionally, select ‘Add to Price’ to mark the item as ‘added’ on the quote and included in the price total.
Click Refresh Quote Pricing.

Image Added

Quote Add-ons

These are site-specific items that are applied on top of a Custom Price, and offer a handy checklist for extras that should be considered when finalising a quote.

Eg: You have a System Package that includes panels, inverters, balance of system gear and standard labour costs. You want to use the ‘Custom Price’ option to set a fixed price for this package, rather than the total of the individual line items. But you also want your sales reps to be able to easily add common extra items, such as:

complex roof surcharges
switchboard upgrades
travel costs

These ‘add-ons’ are setup in the inventory with a check of the ‘Quote Add-on’ option. When this is done:

The sales rep now sees these items listed in a separate table on the Quote Edit view, below the table showing all regular line items. These Quote Add-ons are visible, but by default are NOT applied to the quote.
The sales rep can simply check a box for any of these Quote Add-on items to 'Add to quote'. The list provides a simple checklist of extras they should consider when finalising a quote.
The Quote Add-on are added to the quote and the price added. If ‘Custom price’ has been set, the quote add-ons are added in on top of the custom price so that a new final price is calculated. i.e. the custom price excludes add-ons but the view for the customer will show the 'custom price + the total of all add-ons.

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