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When you have a system design you would like to re-use for another customer, you can save time by saving it as a System Package. This function is especially useful when you have created a detailed package, fully loaded with details such as isolators, framing, and cable sizes, in a quote layout you are happy with. This is then easy for sales staff to use.
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Packages are more flexible and useful if you have already set up your Inventory Pricebook |
There are 3 different options for setting up packages:
Using an existing quote
Using the package builder in-app
Filling in the spreadsheet as part of an onboarding package.
Creating packages using an existing quote
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Loading a System package to a quote
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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.
The disadvantage of this is that if the sales person applies the package, then adjusts the quantity of panels or batteries, the price will not automatically update. They will have to apply a custom price, and be confident of getting it right.
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.
Common Package Lists
There are many ways you can organise your packages, but this is a common format to start with:
Category | Name (use brand names instead of ‘Premium’ or ‘Budget’ | Includes |
Premium Solar Only | Premium, Solar Only, 1 phase | Panels, inverter, meter, default tin racking, standard installation, admin costs |
Premium Solar Only | Premium, Solar Only, 3 phase | Panels, inverter, meter, default tin racking, standard installation, admin costs |
Premium Solar & Battery | Premium, Solar and Battery, 1 phase, 1 stack | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation |
Premium Solar & Battery | Premium, Solar and Battery, 3 phase, 1 stack | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation |
Premium Solar & Battery | Premium, Solar and Battery, 3 phase, 2 stacks | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation |
Premium Battery Only | Premium, Battery Only, 1 phase | Admin costs, battery, BMS, backup box, battery isolator, battery installation |
Premium Battery Only | Premium, Battery Only, 3 phase | Admin costs, battery, BMS, backup box, battery isolator, battery installation |
Budget Solar Only | Budget, Solar Only, 1 phase | Panels, inverter, meter, default tin racking, standard installation, admin costs |
Budget Solar Only | Budget, Solar Only, 3 phase | Panels, inverter, meter, default tin racking, standard installation, admin costs |
Budget Solar & Battery | Budget, Solar and Battery, 1 phase, 1 stack | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation |
Budget Solar & Battery | Budget, Solar and Battery, 3 phase, 1 stack | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation |
Budget Solar & Battery | Budget, Solar and Battery, 3 phase, 2 stacks | Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMSs, combiner box, backup box, battery isolator, battery installation |
Budget Battery Only | Budget, Battery Only, 1 phase | Admin costs, battery, BMS, backup box, battery isolator, battery installation |
Budget Battery Only | Budget, Battery Only, 3 phase | Admin costs, battery, BMS, backup box, battery isolator, battery installation |
These packages provide the structure of the quote, and include the necessary meters and BMUs etc so the sales people don’t have to think about those. Once a package has been loaded, then the panel model and inverter model can be adjusted. Eg the package may have a 5kW inverter but it can be swapped for a 6kW inverter.