1. Accessing the Pricing and Financing Section
Locate the Section:
Open your design and scroll down to the Pricing and Financing section.
Base Price Example:
A base price is already added to this design here.
2. Adding Adders and Discounts
Using Pre-Configured Options:
Select Adders or Discounts:
Navigate to the Adders and Discounts column within the Pricing and Financing section.
Select from the list of pre-configured adders and discounts added during onboarding.
Managing Adders and Discounts:
Access Management Options:
If your organization doesn’t have pre-configured adders or discounts, click Manage Adders.
This will open the Project Adders and Discounts page, also accessible from Settings > Adders and Discounts.
If the page is inaccessible, contact your admin for permissions.
3. Creating New Adders and Discounts
Steps to Create a New Adder:
Click on 'New' > 'Adder':
Provide a name and set the default amount.
Define the Rate Type from the following options:
Flat Rate: A fixed amount.
Per Panel: Multiplies the rate by the number of panels in the system.
Per Watt: Multiplies the rate by the system size in watts.
Percentage of System Cost: A percentage of the total system cost.
Per Square Foot: Multiplies the rate by the area covered by panels. Options include:
Roof areas with panels.
Roof faces underneath the arrays.
All roof faces with solar panels.
Per Feet: Applies the rate to the entire roof area.
Additional Configuration Options:
Edit Permissions: Allow or restrict users from editing the adder.
Quantity Editability: Enable users to adjust the quantity of the adder.
Show in Proposal: Choose whether to display the adder as a line item in the proposal.
Eligibility for Incentives: Enable or disable the incentive toggle.
4. Example: Adding a Flat-Rate Adder
Define the Rate:
Set a flat-rate adder of ₹10,000.
Apply the Adder:
Once configured, the adder will appear in the dropdown list under Pricing and Financing.
Select the adder and add it to your design.
Conclusion
By following these steps, you can easily configure and apply adders and discounts to your design, ensuring accurate and tailored pricing. If you have any questions, feel free to reach out. Happy designing!