Edit quote items
On 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)
Any other items you have added from your inventory in this section
Items that are set to be included in the quote by default. 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’
Display / Presentation Options
You can control exactly how much information your customer will see in the quote. Options include:
Option 1: System Description paragraph
This is the most common option.
Select ‘Group All’ and SolarPlus will create a Dynamic Quote Description that automatically fills in the system specs. For example,
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:
You can set this as your default preferred option by going to More Settings > Admin > My Preferences > Design and ticking this box:
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:
Hide Line Prices
The customer’s view will show each item, but not its price:
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
Customer view showing line prices
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.
Margin 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:
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.
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:
Unfold your User Menus
Go to the Business Settings page
Click the Quote section
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