Quote Price and Inventory

Owned by Anne Wilson
Last updated: Jul 15, 2024
2 min read

There are 3 main options to manage quote prices and inventory:

Basic

Enter a total price for the entire system. This probably means you manage your inventory price list in an external program or spreadsheet. On the Pricing page:

  1. go to the Custom Price section

  2. select Apply custom price

  3. select Price Override

  4. enter the Custom Price.

Intermediate

Set up your inventory pricing and use SolarPlus to calculate the quote price and assess profit margin, based on:

  • the buy price and markup or margin on inverters, panels, meters, etc

  • a simple per hour install rate, based on how long you estimate the job will take

  • a simple balance of systems / sundries rate based on what you estimate the miscellaneous gear will cost.

  • a simple mounting / racking cost, based on a price per panel, or 4 panel kits

  • basic site-specific costs such as switchboard upgrades, engineering assessments, etc.

Setup options

  1. Help from us: We can help you set this up as part of an onboarding package. Download this spreadsheet, fill it out, and send it to Support.

  1. DIY

    1. Add inverters, panels, batteries, batteries and mounting kits from the Product Library

    2. Upload an inventory list with labour, balance of system, and sundries items, or create your own custom items.

 

Advanced

Use the full features of SolarPlus to create a detailed inventory, get a clear view of profit margin, and use system packages to speed up quoting

  • add different buy prices for the same item, based on different suppliers

  • use formulas to calculate pricing of labour, bulk panel quantities, etc.

  • select certain items to be added to all quotes, such as admin fees or safety certificates

  • set some items as site-specific add-ons, eg travel or 2 storey surchages, to make it easier for sales teams to run through a checklist.

  • use Upsell optional extras to get more out of each sale.

  • upload supplier pricelists.

  • adjust the profit margin on each quote

  • detailed .csv exports of line items for stock management and installer packing lists.

  • pre-build system packages for fast quoting

For more info on each of these, please see Inventory pricebook management

Setup options

  1. Help from us: We can help you set this up as part of an onboarding package. Download this spreadsheet, fill it out, and send it to Support.

  2. DIY: Add inverters, panels, batteries, batteries and mounting kits from the Product Library

    1. Upload an inventory list with labour, balance of system, and sundries items, or create your own custom items.