4. Control
Configure your account with company information, hardware, pricing, templates and more.
Company Settings
- Adding/Managing Team Members on OpenSolar
- Customize project workflows, stages and actions
- How to Create a Queue of Projects
- How to Customise Project Tags and Actions
- How to enable Multi-factor Authentication (MFA) on OpenSolar Platform?
- How to set up your Company Information & Logo
Design and Hardware
- Changing the Financial Simulation Settings
- How to Add Other Components
- How to Add/Update and Manage Modules
- How to Add/Update Batteries
- How to Add/Update Inverters
- How to Add/Update Optimisers
Pricing & Cost Information
- Commissions
- Detailed Pricing for Components
- How are Pricing Schemes Calculated?
- How to set up Pricing Schemes
- Pricing & Costing CSV import/export
- UK 0% VAT for ESMs 🇬🇧
Payment Options
- Bulk Update Project (Beta) Functionality
- Email Credit Application to Customer (Integrated Finance)
- How financing dealer fees are incorporated into system prices
- How to include a dealer fee for financed options
- How to set up a CASH payment option
- How to set up a LEASE payment option
Purchase Experience
- Adding Custom Content to your Proposal
- Customizing your Proposal Templates
- Display Battery Pricing in Homeowner Contract
- Featured Figures in the Proposal
- How to apply contract automatically based on the payment option?
- How to Enable and customize the Customer Checkout in Online Proposal
Other
- Add API Keys
- Archiving Payment Options, Pricing Schemes, Templates and Incentives
- How OpenSolar calculates utility bill savings
- How to Create Document Templates in OpenSolar
- How to Customise Your Owner's Manual Template
- How to Generate Lead Capture Form