Pricing Page: Quote price set-up

• Edit quote items
• Display / Presentation Options
  • Option 1: System Description paragraph
  • Option 2: Show all line items (with or without line prices)
    • Hide Line Prices
  • Option 3: Show some line items, and group the rest .
• Price Override
  • Price locations
• Quote add-ons and upsell extras
• Quote Intro
• Add Adjustment
• Finance Options
• Previewing Pricing and Sending Quote
• Quote Number - Adding a prefix / Set next quote number
  • Edit Quote Number of an individual quote
• Financials
  • Tax depreciation
  • STCs and LGCs(Australia)
  • Net investment
  • Understanding the Difference Between Margin and Markup
• Conditions
• Invoice
• Warnings

 

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,
  1. go to More Settings > Inventory.
  2. Click the edit icon next to the item
  3. 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.

1. Click Group All
2. Adjust the grouped items description as needed
3. De-select any item you don’t want grouped. These will appear on the quote.

Customer view:

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.

Note: Make sure you Select "ON" so that the Custom price will be applied on your quote.

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 Upsell Extras

To set up the items as upsell extras, check the link below:

Inventory pricebook management

Updated the way upsells are managed on the Pricing Page. Users can now either add a new item directly as an upsell or convert an existing line item from the current pricing setup into an upsell option.

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.

Add Adjustment

You can include adjustments such as contingency or commission, which apply a percentage increase to the subtotal when calculating the retail price (ex GST).

Project Brief

You can include in your proposal a more detailed description of what the Client's Brief to you was, including their requirements, constraints, and your design considerations. This can be a useful selling point, particularly for more complex projects. 

This can be edited at the bottom of the Pricing page, and is currently only added on custom proposal templates. 

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 Edit Quote page

To add / edit finance plans and for integration options, see: FINANCE PLANS

 

Previewing Pricing and Sending Quote

Quote Table Preview: See exactly how your pricing will appear to your customers on PDF and Web proposals in real-time. Make adjustments instantly without leaving the page.
 

Please see this page for more information: Proposal Presentation and Reports

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

For more detailed information you can visit this page: Financial Forecast & ROI Profile

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

Understanding the Difference Between Margin and Markup

When setting prices or reviewing your profitability in SolarPlus, it's important to understand the distinction between margin and markup. Though they both relate to profit, they are used differently and can impact how you interpret your pricing strategy.

What’s the Difference?

Both margin and markup are based on the same profit figure — the difference between your buy price (cost) and sell price. The key difference lies in what you're comparing that profit against:

• Markup: calculates profit as a percentage of the sell price (revenue).
  How much you increase the cost of an item to reach your selling price.

  Formula: (Sell Price - Buy Price) ÷ Buy Price

• Margin: calculates profit as a percentage of the buy price (cost).
  The portion of your selling price that is profit.

  Formula: (Sell Price - Buy Price) ÷ Sell Price

Quote-specific Conditions

You can add conditions, exclusions or qualifications 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

Please visit this page for more information on Invoices.

Warnings

Warnings: Updated the warning system to appear in its own dedicated section, allowing users to easily review and collapse warnings that may not apply to their project.