How to make Changes to a Sold/Accepted System

Summary:

Sometimes you may need to make edits to a project after it has already been marked as sold. OpenSolar gives you the flexibility to reverse a transaction, re-open a proposal or contract, and mark a sold project as unsold again. This allows you to make the necessary changes without having to start over.

Table of contents:

When to Unsell a Project

Steps to Mark a Project as Unsold

Video Walkthrough

When to Unsell a Project

Unselling a project is useful if:

• The customer has accepted a proposal, but you need to update system details or payment terms.

• A transaction was processed in error.

• The wrong system or payment option was marked as sold.

By unselling, you can make edits and then reprocess the sale once everything is correct.

Steps to Mark a Project as Unsold

Follow these steps to unsell a project in OpenSolar:

1. Open the Project

   • Go to the Manage section of the project you want to update.

2. Update Sales Status

   • Expand the Sales tab.

   • Uncheck the Sold box.

   • This will remove the sale date, selected system, and payment option.

3. Delete the Transaction

   • Scroll back up to the Documents section.

   • Click on the Transactions tab.

   • Click the Trash icon next to the transaction to delete it.

4. Change the stage to Design

   • Scroll up to in the manage page.

   • Select the "Designing" stage

5. Save 

   • Confirm your changes by saving the window.

At this point, the project is marked as unsold and open for updates.

Video Walkthrough

The video below demonstrates the full process of marking a project as unsold and reversing a transaction to allow edits.