How to Auto-Add Inverters?

Automatically assigning the right inverter based on project criteria can save time and eliminate manual errors. Use the Auto-Add feature to configure inverters to populate in proposals based on specific system sizes, zip codes, and utility providers.

Follow the steps below to set it up for your organization.

Step 1: Go to “Manage Database” section.

Step 2: Click “Database”.

Step 3: Go to “Solar System” and click “Inverter”.

Step 4: Click on the “eye icon” of the specific inverter you want to auto add.

Step 5: Click “Edit”.

Step 6: Locate the "Auto Add" checkbox and check it to automatically add inverters. 

Step 7: Choose the "System Size" condition that determines when the inverter should be auto-added.

Step 8: Enter multiple "Zip Codes" where the inverter should be auto-added.

Step 9: Choose multiple "Utility Providers" where the inverter should be auto-added.

Step 10: Once done, click “Update” to save your changes. The inverter will now auto-populate in proposals based on the conditions set. 

Fields like Name, Model Number, and Manufacturer help uniquely identify the inverter, while SKU serves as an internal tracking ID. 

Inverter Type defines its system role (e.g., String or Micro), and Pairing Quantity specifies how many units are required per setup. Though optional, entering Price Type and Price allows for better cost control during proposal generation.