Package Settings

Packages combine multiple materials into a single commercial offer with a calculated total price.

Purpose of This Page

The Package Settings page enables you to create standardized, ready-to-use system offerings that can be reused across different workflows.

Its main purpose is to:

• Power the solarVis Lead Generator (LG) with predefined package options and pricing logic

• Accelerate project creation for Basic-type projects

By defining system logic, materials, and commercial rules in advance, you reduce manual work, eliminate pricing inconsistencies, and streamline lead handling.

What You Can Do Here

On this page, you can do the following points:

• Create and manage Main Packages (complete system configurations)

• Create and manage Add-on Packages (optional components such as batteries, heat pumps, or EV chargers)

• Define system materials (panels, inverters, mounting, other components)

• Configure pricing logic, discounts, margins, and VAT behavior

• Upload package images and descriptions (used in Lead Generator flows)

• Control which add-ons are available for each main package

• Maintain standardized commercial structures for Basic-type projects

Main Page Overview

Package Settings allow you to define ready-to-use system offerings that are primarily used by the Solar Lead Generator (LG) module.

These packages are not directly tied to the proposal workflow by default. Instead, they are used to automatically generate system offers and pricing for customers who submit their information through your website via the Solar Lead Generator.

Additionally, Package Settings can also be reused inside projects under specific conditions.

Where Package Settings Are Used

Package Settings are used in two main areas:

1. Solar Lead Generator (LG)

2. Bill of Materials (BOM) - when the project uses a Basic configuration type

Package Settings in Solar Lead Generator

Purpose

When the Solar Lead Generator module is enabled, Package Settings define what system options are offered to website visitors and how pricing is calculated.

Customers fill in their project details on your website, and SolarVis uses the predefined packages to:

• Select appropriate system configurations

• Generate and send offers based on predefined rules

This ensures:

• Fully standardized offers

• Consistent pricing and margins

• Minimal manual intervention while collecting lead submissions

How It Works

• All system logic, materials, and pricing are configured in advance in Package Settings

• While a lead is submitted:

  • SolarVis selects a matching package from predefined packages

  • Calculates system size and total price

  • Prepares the pre-offer that is sent to the customer

Package Settings must be fully defined and validated before using the Solar Lead Generator.

Package Settings in Bill of Materials Page (Basic Project Type)

Purpose

Package Settings can also be used during project creation if the project is configured as a Basic type in the Project Details.

In this scenario:

• The user can select a predefined package instead of manually building the system

• All materials from the selected package can be added to the Bill of Materials (BoM) page when users choose to do so.

• Pricing and material structure follow the package definition after adding it

This provides a faster workflow for standardized or small-scale projects.

Project-level costs can still be modified, enabling project-specific adjustments without changing the package setting values.

Package Types

Package Settings are divided into two types:

• Main Packages

• Add-on Packages

These package types behave consistently across both:

• Solar Lead Generator

• Bill of Materials (BoM) usage (Basic projects)

Main Packages

Overview

Main Packages define the solar system configuration offered through the Solar Lead Generator or applied to Basic-type projects.

Each main package:

• Is linked to a specific grid connection type

• Represents the primary system option

For each main package, the list displays:

• Package name

• Grid connection type

• Whether add-ons are available

• Panel count

• Calculated DC power

• Calculated AC power

• Total package price

• Creation date

This overview allows you to quickly compare system sizes and prices without opening each package individually.

Configuration Rules

For each main package, you can:

• Define:

  • Package name

  • Package image

  • Description

• Select the grid connection type

• Add required materials:

  • Exactly one panel item

  • At least one inverter item

• Add additional materials:

  • Mounting systems

  • Balance-of-system components

• Define commercial rules:

  • Pricing logic

  • Discounts

  • Profit margins

  • VAT behavior

You should select add-on items for the package in the main packages if you want to include and display optional products or services that complement the main package configuration.

Add-on Packages

Overview

Add-on Packages define optional system components that can be offered together with a main package.

They are used for:

• Battery systems

• Heat Pumps

• EV charging stations

For each add-on package, the list displays:

• Add-on name

• Category

• Number of items included

• Total price

• Creation date and last updated date

This overview helps you manage optional offerings such as batteries or EV chargers and ensures pricing consistency across proposals.

From this page, you can create new add-on packages or maintain existing ones.

Configuration Options

For add-on packages, you can:

• Select a package category (e.g., battery, heat pumps, EV chargers)

• Upload a package image (used in LG flows)

• Add one or more items from the materials database

• Choose pricing behavior:

  • Use database pricing

  • Use manual pricing

• Configure:

  • Discounts

  • Profit margins

  • VAT behavior

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Related Pages

• Bill of Materials Page

• Solarvis Lead Generator

For more assistance, don’t hesitate to get in touch.