How to set up Pricing Schemes

Summary:

Pricing Schemes in OpenSolar allow administrators to define how solar projects are priced, including markups, fixed costs, and tax-inclusive rates. These schemes offer flexibility for various pricing models and ensure transparency in profit margins. All pricing configuration is managed in the Control zone and is accessible only by users with admin privileges.

Table of Contents:

Accessing the Pricing Scheme Settings

How to Add a New Pricing Scheme

Pricing Scheme Types & Definitions

• Price per Watt

• Markup Percentage

• Price per Watt by Size

• Fixed Price

Auto-Applying Pricing Schemes:

Accessing the Pricing Scheme Settings:

Go to Control > Pricing & Payments > Pricing Scheme

• Only admin team members have access to this section.

• All pricing setup and edits must be completed here before being applied to projects in Design.

How to Add a New Pricing Scheme:

Click the “+ Add Pricing Scheme” button in the top-right corner of the Pricing Scheme page.

Enter a Title for your new scheme.

Select a pricing formula from the dropdown:

• Price per Watt

• Markup Percentage

• Price per Watt by Size

• Fixed Price

Choose whether to Auto-Apply the scheme (optional).

Fill in the required fields depending on the selected formula.

Click Save to apply your pricing scheme.

 To update an existing scheme, click the edit icon next to the relevant pricing scheme.

Pricing Scheme Types & Definitions:

Price per Watt

• Calculates pricing based on the total watts of solar and kilowatt-hours of battery installed.

• Input pricing should be inclusive of tax.

• Enter the tax percentage included in the price.

• Final pricing is calculated in the Design area based on the system size.

Markup Percentage

• Applies a markup to the total system cost based on equipment and other project costs.

• OpenSolar calculates system costs using:

  • COGS (Cost of Goods Sold) from equipment settings.

  • Cost build-up from:
    Control > Pricing & Payments > Cost scheme

Price per Watt by Size

• Assigns different prices per watt or kWh depending on the system or battery size ranges.

• Enter the included tax percentage.

• If some tiers are left blank:

  • The nearest available tier price is used.

  • If equidistant, the lower price is selected.

Fixed Price

• Set a flat total price for specific package offerings.

• Useful for pre-defined or promotional offers.

• Pro Tip: You can manually override the price while in Design by selecting “Enter Price Manually” in the Pricing Scheme dropdown.

Auto-Applying Pricing Schemes:

OpenSolar allows you to automatically apply a pricing scheme to all projects or based on custom parameters.

How to Configure:

• In the Pricing Scheme setup, enable the Auto-Apply toggle.

• Enter your Auto-Apply Parameters (e.g., state, system size).

  • Separate multiple parameters using commas.

  • Do not use spaces (e.g., NSW,commercial,10kW+).

🔍 Tip: Use Auto-Apply to streamline pricing logic across your org’s project workflows.