How to Add Non-System Add-Ons?

In the Non-system Add-ons module of the Database, you can create a new add-on and assign a unit price to it. When a salesperson builds a proposal, they have the option to include the non-system add-on from the adders section. If the add-on pertains to a roof, the salesperson will input the number of roof squares, and the total price will be automatically calculated by multiplying the number of roof squares by the unit price. The total add-on cost is then added to the pricing summary. Additionally, salespersons have the flexibility to edit the unit price directly from the proposal if necessary.

Step 1: From the main menu, open the “Manage Database” dropdown and select “Database”.

Step 2: Open the “Solar System” dropdown and select “Non-System Add On”.

Step 3: All your non-system add-ons are displayed here.

Step 4: You can adjust the waste factor by clicking the ”Edit” button on the “Waste Factor” field. Click “Add” on the right to add a new non-system add-on.

Step 5: Enter the name of the Non-system add-on, specify the unit type, and input the unit price. Additionally, you can specify the unit price for each state by selecting the respective state and adding the price next to it.

Click “Add” to save your add-on.

Step 6: Return to the main menu and choose "Customers." Then, select the specific customer whose proposal requires a non-system add-on.

Step 7: Scroll down the proposal until you reach the add-on section, then choose "Non-System Add-On.”

Step 8: Select your non-system add-on and click “Add”. You can also add multiple non-system add-ons.

Step 9: Input the total number of squares and click “Save”. Unit price is directly taken from the database. 

Step 10: The sales rep can also edit the unit price, quantity, and layers by clicking the “Edit” button next to each of them.