4. Control
Configure your account with company information, hardware, pricing, templates and more.
Company Settings
- How to enable Multi-factor Authentication (MFA) on OpenSolar Platform?
- Roles and Permissions
- How to set up your Company Information & Logo
- How to set up Team Members
- How to Customise Project Tags and Actions
- Text Editor Placeholders
Design and Hardware
- How to create your own Custom Battery Control Schemes
- How to Scale System Performance
- How to Add/Update Inverters
- How to Add/Update Optimisers
- How to Add/Update Batteries
- How to Add Other Components
Pricing & Cost Information
- UK 0% VAT for ESMs 🇬🇧
- Commissions
- Detailed Pricing for Components
- Pricing & Costing CSV import/export
- How to set up Pricing Schemes
- How to Create & Edit Cost Lists
Payment Options
- Bulk Update Project (Beta) Functionality
- How to handle dealer fee for finance options?
- How to set up Staged Payments (payment milestones)
- How are financing dealer fees incorporated into system prices?
- How to set up a CASH payment option
- How to set up a LOAN payment option
Purchase Experience
- How to apply contract automatically based on the payment option?
- Uploading a PDF for Contracts and Other Documents
- Customise My Proposal
- Create and Edit Proposal Templates
- Featured Figures in the Proposal
- Include Your Contract
Other
- Inflation Reduction Act - 2022
- Modelling Illinois Adjustable Block Program for Small System Sizes (Jan 2022)
- How to model California's Proposed NEM3.0
- Using Text Editors
- Solar For Business Victoria Incentive [AU only]
- How to set up the Victorian Solar Home Rebate Incentive