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.
The system packages are the fastest way to set up a quote. It saves a lot of time by avoiding repetitive tasks.
Packages are more flexible and useful if you have already set up your Inventory Pricebook
Creating packages using an existing quote
Open an existing quote that you have already created and would like to convert into a package.
On the Map page, click on the grey Package icon at the bottom of the Design System section
Set the package name and category and click Save.
(you can create a category in Admin > My Business > Categories)
Creating packages using the package builder
Go to more settings > system packages
Click ‘New System Package’
Set up the design with all components as required
Click the ‘Save’ package option - change the package name and category as required
Go to the Pricing page and set up the quote as required
Creating packages with help from Support
As part of an onboarding package, we can create some packages for you to get you started.
Please fill in the attached spreadsheet with the package details and send it to us via a Support Ticket.
Loading a System package to a quote
To use a System Package you’ve created, simply start a quote as usual, filling in the Contact and Energy pages.
On the Design page, click Select Package
Select the category and package name and click Load.
Please note that whenever a system package is loaded, it wipes out any existing design selections and pricing info on the quote. The information saved in the package replaces the existing quote information.
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