...
...
What is Cost
...
Buildup?
Cost buildup is a feature that allows sales representatives and managers to create quotes by assigning costs to specific components of the designed system. For instructions on how to construct a quote using cost buildup, see How do I create a quote using cost buildup?
Cost buildup line items can include equipment and other project costs. They range from solar equipment to custom line itemsfees, and from general base costs to labor. A margin can be applied directly to individual costs or on the total project.
...
Upon account creation, your organization is set up with default costs on modules, inverters, and project base costs of $1.00/W, $0.20/W, and $2.00/W, respectively. These can be changed at any time by any account administrator. Solar equipment costs can be updated by clicking the gear icon in the upper left right corner of the page, then selecting Project Phase.
...
If you click to edit an individual module cost, the Edit Information window will appear. This will allow you to set a different default cost ($/W or $) and margin for that module. Click Submit to save any changes.
...
Project costs
The account administrator can also set Project Costs to both create custom line items and set project cost controls. Under the Adders tab, there is an New Adder button that allows users to create and store common line items to be used for all quotes (highlighted below).
...
Clicking the New Adder button opens the New Adder window, allowing you to create a specific line item. The cost amount can be left blank; a sales representative or manager will then input a cost for the line item when ultimately generating a quote.
...
“Name” and “Cost” fields are required.
...
Adders and costs can be adjusted using the Edit option to change the name, amount, or category of a cost, or removed using the Remove option (highlighted below).
...
Finally, insert the Cost Controls you'd like to apply for this market and hit Save on the top right. If you want to remove your Market specific Project Cost Controls, enter the Edit mode and click the remove (trashcan) icon next to the controls you'd like to delete in question and hit Save.
Related articles
You might also want to check out these related topics:
...