Adding multiple system options

Summary

This article guides you through how to manage multiple system options within a project using the Design and Payments tabs in OpenSolar. You’ll learn how to create, duplicate, reorder, and delete system options, as well as control which systems are shown to customers in the proposal. It also highlights a new feature that allows you to include multiple panel types in a single system option.
 

In the Design Tab

OpenSolar allows you to create and manage multiple system options within a single proposal. This flexibility is useful for offering different configurations or financing options to customers.

How to Add a New System Option:

1. Click “Add New System”, located just below the existing system tabs.

2. Choose between:

   • Create a new system from scratch

   • Duplicate the currently highlighted system tab (ideal for small modifications)
      

How to Delete a System Option:

1. Click into the system’s Summary section.

2. Scroll down and click “Delete System”.

 Tip: Only delete a system if you're certain it’s no longer relevant. Deletions are permanent.

In the Payments Tab

The Payments tab offers tools to organize how system options appear in your proposal and which are included in the customer view.

Key Features:

• At the top of the Payments tab, you’ll see all system options for the project.

• A green check mark means the system is included in the proposal.

• A blank circle indicates the system is excluded.

 Simply click on a system to toggle its inclusion status.

Reordering System Options:

• Scroll down to the system order section.

• Use the up/down arrows to change the display order in the proposal.

• Inclusion status is shown again with:

  • ✅ Green check marks (included)

  • ◻️ Blank squares (excluded)

This lets you control which system appears first or most prominently in your proposal presentation.