How to set up your Cost Schemes

Summary

The following article will review how to add, create and delete a custom scheme for a project

Creating a Costing Scheme

You can create a cost scheme by:

• Going to control
• Selecting pricing & payments
• Click on Cost scheme
• Select + add cost scheme to create a new cost scheme. If you already have a cost list, click on Edit.

Click on COGS section to expand it. This section will give you access to your COGS & Labor Costs, Acquisition Cost, and Fulfilment tables.

Note: Each of the “Per System”, “Per Panel”, and “Per Watt” columns will add together to generate the total cost for a particular aspect. You can enter each option's cost breakdown in dollars ($).

For example:

If Labour costs $100 per system (flat fee), and there is a $0.50 per watt for a 5kW system, then the total cost will be $100+$0.50x5kW = $2,600

You can click on the extra cost section to expand it. Here, you can set up various costs regarding the slope of the panels, the number of storeys of the building and the building's roof type.

First, by filling in the table, you can add costs (per system, per panel and/or per watt) associated with the number of storeys that a building is.

Next, you can define whether you would like an extra cost (per system, per panel and/or per watt) associated with a tilt greater than a certain angle.

You can also add an extra cost based on whether tilt racks are being used (per system, per panel and/or per watt).

Finally, you can price your systems differently based on the used roof type.

These extra costs are applied based on various actions. For example:

• The “roof type” and “storeys” need to be specified in projects > info > site details. Then they will be included in the price breakdown in design.
• The “very steep pitch” and “tilt racks” costs are included based on the design that you do in the design tab (if you set the panel slope to be above the degree you specified within your extra cost settings).

Deleting a Costing Scheme

If you no longer want to use a costing scheme, you can:

• Go to the control
• Click on pricing and payment
• Select Costing Scheme
• Click on the trash button to delete the costing scheme

If the costing scheme has been added to projects, it will not be deleted to protect the information on project. When this happens, select the edit pencil and toggle on the "archive" button:

This will archive the information for you and won't be used on other projects.

Note: Make sure that archived costing schemes do not have the auto-apply toggled on to ensure it will not add to future projects. 

Adding the Costing Scheme

Your system cost can be found under the pricing tab of the design menu. This will give you an on-the-spot breakdown of your project costs to see your profits/margin.

Once this is setup, the costs get tallied in the price breakdown like so:

You can find more information about adding cost to your components here.