Customize Price by System and Payment Option

Summary:

OpenSolar allows for flexibility with the system price for each payment option in a proposal. You can customize the total system price and adjust the down payment for each system and payment option right from the Payments tab.

In the Payment tab:

Once you have finished designing your systems and selected payment options on the Payments tab, you can adjust the amount due at contract signing via the “Upfront Payment” field on the Payment Option card. Changes made here will automatically recalculate monthly payments where applicable.

In the Design tab:

You can also adjust the Down Payment amount or change the Total System Price (adding a discount) based on the system & payment option, on the left side of the Pricing tab under Adders & Discounts click the "Customize price by system and payment option” button.

Click the edit button next to Total System Price or Down payment and enter your value, the price override will then fully calculate and the Discount & adders column will show the difference.

Any change to the Total System Price will be reflected in the Quotation table (visible per payment option in Payments and on the Proposal) through the discount line item, as shown below.

NOTE:  once a price override is applied to a system, any changes to that system will not automatically update the Total System Price. If you need to edit the system, you will need to remember to go in and update the Total System Price on the payment override screen. To remind you that you have set a price override, you will see the notification in the summary tab of your top left-hand corner.