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Pricing > Edit Quote page, you can

  • Set the quote price, by either

    • calculating based on inventory pricing and markup

    • entering a price override

  • Manage how the quote is presented to the customer

    • Show / hide line item names

    • Show / hide line item pricing

    • Group items and create a system description paragraph

    • Add an introduction paragraph

  • Add Finance Options

  • Adjust Payment Terms

  • Add quote-specific conditions.

Edit quote item pricing

When you first open the Edit Quote page, you will see a list of the items that are added to the quote. This list includes:

  • Items that were added on the Design pages (panels, inverters, batteries, mounting, meters, breakers, etc)

  • Items that are set to be included in the quote by default.

  • Any other items you have added from your inventory in this section

Display / Presentation Options

You can control exactly how much information your customer will see in the quote. Options include:

A System Description

Select ‘Group All’ and SolarPlus will create a Dynamic Quote Description that automatically fills in the system specs. For example,

This appears to the customer on the quote like this:

To select this option, click ‘Group All’

You can set this as your default preferred option by going to Option and ticking this box:

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

To use these, the ‘Apply custom price’ must be selected:

  • 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 location.

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:

Inventory pricebook management

Once an item is set up as an add-on or optional extra, it will appear in the list at the bottom of the edit quote page. To add the item to the quote, simply check the box in the line, set the quantity and price, and then hit the ‘Refresh quote pricing’ button to update the quote.

Quote Intro

The quote intro text area can be used to give extra information about a quote. It will be displayed above the Grouped items description and quote price. You can use this for an additional system description.

Finance Options

SolarPlus offers numerous finance options:

·         Cash

·         Loan

·         Lease

·         Power Purchase Agreements (PPA)

·         Mortgage

·         Cash plus finance (eg. VIC solar loan, uncheck ‘Show Cash Option’)

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 also: 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

Please see this page: https://solarplus.atlassian.net/wiki/spaces/V5HC/pages/2296053810/Proposal+Presentation+and+Reports#Send-quote-workflow

Quote Number - Adding a prefix / Set next quote number

You can now set your quote to have a prefix, you can see it on the Business Settings page

From your dashboard, do the following:

  1. Unfold your User Menus

  2. Go to the Business Settings page

  3. Click the Quote section

  4. Set Quote Prefix or Next Quote Number

Edit Quote Number of an individual quote

If you want to set the quote number on the fly, you can do it on the Pricing page. Just click the edit/pencil icon next to the quote number.

Financials

The Financials page of the Pricing window helps the user specify key economic parameters, that help determine the cost-benefit analysis of the proposal in SolarPlus.

Considering various parameters like:

  • Lifecycle years

  • Tariff escalation

  • Reinvestments

  • Annual Operation and Maintenance costs

  • Discount rates

  • Module degradation

  • Yearly Depreciation rates

SolarPlus, automatically determines key economic parameters like Return on Investment, Payback period, to help customers evaluate the financial feasibility of the system

Tax depreciation

Note: If you cannot see these options, check whether you have set the quote type as commercial.

Depreciation defaults to the Australian simple depreciation method. The asset value is the system cost less STC/LGCs. In year one the asset is depreciated by 15% and in subsequent years by 30% with a nominal tax rate of 30%. No depreciation is applied after year 20.

Depreciation can be customized for any commercial quote on the Pricing > Financials page. You can enter the first-year value as either a percentage or a dollar amount, add a subsequent year depreciation rate, and add a tax rate.

For straight-line depreciation, the tax saving is calculated as, tax saving = asset value (ex-GST, ex-STC [for AU]) * depreciation rate * tax rate

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):

The Excel file attached below explains how the net investment amount is calculated. If you’re using custom price override, the Excel file will show how the amounts are back-calculated. The order of back-calculation is as follows:

Final price > Price inc GST and excluding STCs and GST on STCs > Price ex GST and excluding STCs and GST on STCs

Conditions

You can add conditions that are specific to a particular quote in the Conditions tab. These are conditions which are in addition to your standard Terms and Conditions. For example, you may wish to state that the quote is subject to the customer repairing the roof first, or you could specify that the generator must be purchased separately.

Invoice

see Invoices

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