How to Auto Add Adders in Your Proposal?
Auto adders help automate the inclusion of specific components in a solar proposal based on predefined conditions. This feature allows adders to be applied automatically when relevant, streamlining the proposal process and reducing manual errors. Follow the steps below to enable auto adders:
Step 1: Locate “Manage Database” on the main menu and select "Database".
Step 2: Click on the “Solar System” tab.
Step 3: Select “Adders”.
Step 4: Choose your "Adder" .
Step 5: Click on the “View Detail” button.
Step 6: Click on the “Edit” button on the right.
Step 7: Select “Auto Add” and click “Update”.
Note: Adders will be automatically included in proposals if configured to do so, either when specific conditions are met (such as panel, battery, or inverter manufacturers or types, system size, or distance criteria), or always, if the “Always” option is selected during setup, which overrides all conditions.
Note: Enter the total panel number to enable automatic addition of adders in proposals. If the panel quantity meets the auto-add conditions configured in the database, the corresponding adder will be automatically included in the proposal.
If an adder was added via automation and the proposal design is later updated, resulting in a change to the total panel count, the adder will be automatically removed if it no longer meets the required conditions.
