Pre-build System packages

• Creating packages using an existing quote
• Creating packages using the package builder
• Creating packages with help from Support
• Loading a System package to a quote
• Information saved in a System Pre-build Package
• Information that will not be affected by the application of a System Package on a quote
• Changes seen on the quote when a System Package is loaded
• Options for setting Package pricing
  • Set the total package price as a price override
  • Calculate the package price in SolarPlus based on the price of each inventory item
• Common Package Lists

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

There are 3 different options for setting up packages:

• Using an existing quote

• Using the package builder in-app

• Filling in the spreadsheet as part of an onboarding package.

Creating packages using an existing quote

1. Open an existing quote that you have already created and would like to convert into a package.

2. On the Map page, click on the grey Package icon at the bottom of the Design System section

3. 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

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

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.

SolarPlus System Package sheet v4.7.xlsx

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.

1. On the Design page, click Select Package

2. 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

Options for setting Package pricing

There are 2 options for setting Package pricing:

Set the total package price as a price override

• This may be how you currently have you packages listed in a handbook for your sales people, and therefore will be quick to set up in SolarPlus

• Site-specific costs such as surcharges, or different racking options can be added on top of the package price by categorising them as Quote Price Add-ons.

• The disadvantage of this is that if the sales person applies the package, then adjusts the quantity of panels or batteries, the price will not automatically update. They will have to apply a custom price, and be confident of getting it right.

Calculate the package price in SolarPlus based on the price of each inventory item

• This gives the greatest flexibility for sales people - if a panel or other item has to be added or subtracted, or a different racking item used, the price will automatically be re-calculated

• Much quicker to update pricing by editing the inventory pricing, rather than having to change each package price when the price of a panel changes for example.

Common Package Lists

There are many ways you can organise your packages, but this is a common format to start with:

Category	Name (use brand names instead of ‘Premium’ or ‘Budget’	Includes
Premium Solar Only	Premium, Solar Only, 1 phase	Panels, inverter, meter, default tin racking, standard installation, admin costs
Premium Solar Only	Premium, Solar Only, 3 phase	Panels, inverter, meter, default tin racking, standard installation, admin costs
Premium Solar & Battery	Premium, Solar and Battery, 1 phase, 1 stack	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation
Premium Solar & Battery	Premium, Solar and Battery, 3 phase, 1 stack	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation
Premium Solar & Battery	Premium, Solar and Battery, 3 phase, 2 stacks	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation
Premium Battery Only	Premium, Battery Only, 1 phase	Admin costs, battery, BMS, backup box, battery isolator, battery installation
Premium Battery Only	Premium, Battery Only, 3 phase	Admin costs, battery, BMS, backup box, battery isolator, battery installation
Budget Solar Only	Budget, Solar Only, 1 phase	Panels, inverter, meter, default tin racking, standard installation, admin costs
Budget Solar Only	Budget, Solar Only, 3 phase	Panels, inverter, meter, default tin racking, standard installation, admin costs
Budget Solar & Battery	Budget, Solar and Battery, 1 phase, 1 stack	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation
Budget Solar & Battery	Budget, Solar and Battery, 3 phase, 1 stack	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMS, backup box, battery isolator, battery installation
Budget Solar & Battery	Budget, Solar and Battery, 3 phase, 2 stacks	Panels, inverter, meter, default tin racking, standard installation, admin costs, battery, BMSs, combiner box, backup box, battery isolator, battery installation
Budget Battery Only	Budget, Battery Only, 1 phase	Admin costs, battery, BMS, backup box, battery isolator, battery installation
Budget Battery Only	Budget, Battery Only, 3 phase	Admin costs, battery, BMS, backup box, battery isolator, battery installation

These packages provide the structure of the quote, and include the necessary meters and BMUs etc so the sales people don’t have to think about those. Once a package has been loaded, then the panel model and inverter model can be adjusted. Eg the package may have a 5kW inverter but it can be swapped for a 6kW inverter.