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Edit
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quote
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calculating based on inventory pricing and markup
entering a price override
Manage how the quote is presented to the customer
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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 item pricing
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On the Edit Quote page, you will see a list of the items that are added to the quote.
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This list includes:
Items that were added on the Design pages (panels, inverters, batteries, mounting, meters, breakers, etc)
Any other items you have added from your inventory in this section
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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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If you would like one of your inventory items to appear in all quotes,
go to More Settings > Inventory.
Click the edit icon next to the item
Select the option ‘Include in quote by default’
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Display / Presentation Options
You can control exactly how much information your customer will see in the quote. Options include:
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Option 1: System Description paragraph
This is the most common option.
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Select ‘Group All’ and SolarPlus will create a Dynamic Quote Description that automatically fills in the system specs. For example,
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You can edit this description by clicking ‘Update Description’. Change the text, and add or remove Placeholder Variables - these are the tags enclosed by brackets like [this] that change based on the system design. These dynamic descriptions are particularly powerful when saving system templates as they then allow you to edit the system while the quote description dynamically updates to keep track of your system design.
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 More Settings > Admin > My Preferences > Design 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.
These dynamic descriptions are particularly powerful when saving system templates as they then allow you to edit the system while the quote description dynamically updates to keep track of your system design.
Example grouped description with dynamic tags to pull in system details:
Design and installation of a [[max_sys_power]] solar and [[battery_nameplate_cap]] kWh battery system including:
[[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
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Option 2: Show all line items (with or without line prices)
Ensure that Group All is not selected (if needed, click ‘Ungroup All’)
The customer’s view of the quote will show each item:
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Hide Line Prices
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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’
Price override: overrides the calculated price from the inventory set up for the quote and directly sets the custom price at the desired location.
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 locationMargin on Wholesale: Uses the wholesale price of each inventory item, and adds the desired Margin.
Price locations
Retail ex-GST: This is the price of the system before applying GST and 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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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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