How do I add equipment (i.e. solar panels, inverters, racking systems, battery banks) so that it shows up as a selectable option in my drop-down menus?
You can add equipment (i.e. solar panels, inverters, racking systems, battery banks) so that it shows up as a selectable option when generating a proposal via the 'More' navigation menu.
First, click 'More' on the nav bar> go to the Equipment section> select the type of equipment type you want to add > click 'View All User-Defined Solar Panel’ button, or whatever you may be adding, and then choose whether you want to ‘Use Solar Module from Database’ or ‘Create custom Solar Module’.
Solar Panels – ‘Use Solar Module from Database’:
When selecting ‘Solar Panel’ equipment from our database, first select the ‘Manufacturer’ from the drop-down, then select the specific ‘Model’ listed under that manufacturer. Note: users are required to enter the ‘Unit Cost per Panel’ and ‘Degradation Rate’ for the equipment they add. The ‘Unit Cost’ is only used to calculate the ‘suggested system pricing’ when that Solar Panel ‘Make’ and ‘Model’ is selected in a proposal. Users can easily overwrite the actual total turnkey installed cost of the system, in which case the ‘Unit Cost per Panel’ value is not used.
Solar Panels – ‘Create custom Solar Module’:
For the Manufacturer name, users can either ‘Create New’ (if we don’t currently list that Make in our database) or ‘Select from List’ (if we do list that Make in our database). Then enter the exact Model name (i.e. SB-330W-B), and define both the STC rating (used for DC watts) and PTC rating (used to AC watts), as well as ‘Unit Cost’ and ‘Degradation Rate’.