Project Hardware - Post Order (Manage Order stage)

Table of Contents

• Introduction

• After Placing an Order

• Frequently Asked Questions

  • How to Confirm if an Order Was Placed Successfully?

  • How to Resolve a Failed Order?

  • Will the progress bar in the Project’s Manage Order page automatically update itself?

  • Can an order be edited or cancelled via OpenSolar once it has been placed? 

Introduction

The new Post-Order Management features help you track and manage your procurement process after placing an order. These tools provide visibility into order details, statuses, and components, enabling you to stay on top of your procurement workflow.

After Placing an Order

Once the order is sent, you will be redirected to the Manage Order stage within the project’s Hardware tab.

This page includes shortcuts to key procurement details, such as:

• Customer details

• Installation date

• Assigned installer

• Total orders 

• Total parts ordered

• Orders delivered

• Simple progress workflow

• BOM (parts ordered)

This setup enables you to easily manage procurement information and communicate with the installer associated with the project.

Frequently Asked Questions

How to Confirm if an Order Was Placed Successfully?

Go to Project > Hardware > Manage Order, and review the Track Your Order section. You will see the basket that you’ve placed. If no error banner appears, your order has been placed successfully. 

If you place an order with multiple distributors, each will appear as a separate record. For a single distributor order, only one record will be shown.

Here is an example of the error banner.

Email Confirmation (Optional Check)

You can also verify order placement by checking your inbox for a confirmation email.
Currently, this email feature is only available for:

• Solar Outlet (Australia)

• City Plumbing (United Kingdom)

• SolaSkirt (United Kingdom)

• HDM Solar (United Kingdom)

• Sunrgy (United States) - Beta

How to Resolve a Failed Order?

• If you see a notification error banner, click Resend Order.
• You’ll be redirected back to the checkout page to retry the order.

Distributor-Specific Steps

Solar Outlet, City Plumbing, HDM Solar, SolaSkirt & Sunrgy Orders

• If an order fails for these distributors, contact OpenSolar Support immediately.
• Provide details of the failed order so the team can investigate further.

Will the progress bar on the Project’s Manage Order page update automatically?

The progress bar in the Project’s Manage Order page does not currently update automatically. The page still requires manual maintenance.

Can an order be edited or cancelled via OpenSolar once it has been placed? 

At this time, orders cannot be edited or cancelled directly in OpenSolar once they have been placed.

• If you need to make changes or cancel an order, please contact the distributor with whom you placed the order. They will process your request in accordance with their policies.
• If you’d like to suggest this as a future feature in OpenSolar, please reach out to the OpenSolar Support Team to submit an enhancement request.