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When you have a system design you would like to reuse 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.

The system packages are the fastest way to set up a quote. It saves a lot of time by avoiding repetitive tasks. There are 2 ways the packages can be set up:

Creating packages using an existing quote

  1. Open an existing quote you would like to convert into a package.

  2. On the Map page, click on the brown Package icon on the left and hit ‘Save Configuration as Package’

  3. Set the package name and category (you can create a category from the admin menu > my business > Categories), and hit ‘Save’

Creating packages using the package builder

  1. Go to more settings > system packages

  2. Click ‘New System Package’

  3. Set up the design with all components as required

  4. Click the ‘Save’ package option - change the package name and category as required

  5. Go to the Pricing page and set up the quote as required

Information saved in a System Pre-build Package

  • PV configuration including any inverters and modules used with string configuration of each sub-array;

  • Any battery system components and battery system configuration details;

  • Balance of system components including power optimizers, isolators, over-current protection, mounting system, energy meter, and other AC components added to design;

  • Sizing and derating particulars such as cable lengths, sizes, mounting details, and grid availability;

  • Any control settings for grid charge or storage export;

  • Quote pricing details including the complete quote detail including line items descriptions, discounts, and grouping, but not including details indicated below;

  • Quote custom pricing options;

  • Quote Finance selections;

  • Quote-specific conditions (Pricing > Conditions);

  • Financial modelling factors (Pricing > Finance);

  • Install notes and Commissioning notes.

Information that will not be affected by the application of a System Package on a quote

  • Contact data

  • Site information from the contact page such as meter, NMI data, and site phase arrangement;

  • Any site-specific energy information such as consumption profiles or tariff information;

  • Any site-specific derating such as shading and soiling factors;

  • Any solar export limit that has been set;

  • Payment terms;

  • Any quote acceptance information;

  • Any staff assignment information;

  • The quote and proposal document pdf template selected when emailing;

  • STC rebate selections (including GST) and pricing (AU);

  • Install images;

  • Bill of materials (generated dynamically from quote components and line items)

Changes seen on the quote when a System Package is loaded

  • 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

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