Configuration

Added in Version 0.34 Overview Add a new Roof Product

Added in Version 0.32 Overview Configure VEECS Discount Value

Added in Version 0.32 Overview Configure ESCs Discount Value

Added in Version 0.31 Overview In this article we’ll describe how configure Sell Price Rounding for the kits generated by the PV Kit Builder. Configure Sell Price Rounding for a Panel/Inverter Combination Open the Main Menu and scroll down to PRICING Click PV Kit Builder Click the on a Panel/Inverter Combination (the cells Read more…

Added in Version 0.31 Overview In this article we’ll describe how configure Panels for the PV Kit Builder. Configure Panels Open the Main Menu and scroll down to PRICING Click PV Kit Builder Click the Panel Config button The PV Panel Config page will open which will allow you to: Hide Panels Select Read more…

Added in Version 0.31 Overview In this article we’ll describe how configure Product Substitution for the PV Kit Builder. Configure Product Substitution Open the Main Menu and scroll down to PRICING Click Product Substitution Click New and input the following fields: Product Replace With – Optional When a PV Kit is generated, if Read more…

Added in Version 0.31 Overview In this article we’ll describe how to configure Quote Proposal Widgets. Configure Sales Quote Widgets Open the Main Menu and scroll down to CONFIGURE Click Sales Quote Widgets For each Installation Type, select the Left / Middle / Right widgets and up to 4 reserve widgets

Added in Version 0.30 Overview In this article we’ll describe how to configure the Reminder Date colour. How to configure the Reminder Date colour Open the Main Menu and scroll down to CONFIGURE. Click Settings. In the Settings page, scroll down to Quote Settings. Click the Reminder Date colour picker Select a colour

Added in Version 0.30 Overview In this article we’ll describe how to disable the Convert to Quote function. How to disable the Convert to Quote function Open the Main Menu and scroll down to CONFIGURE. Click Settings. In the Settings page, scroll down to Quote Settings. Untick the Convert to Quote Enabled check box.

Added in Version 0.29 Overview In this article we’ll explain how to setup Quote Link Expiry. How to configure Quote Link Expiry Open the Main Menu and scroll down to CONFIGURE. Click Settings. Click the Quote Expiry Message button. Input a message for the Customer to see when they try to accept an expired Read more…