My Items
The My Items page allows you to create and manage company-specific materials for use in bill of materials, proposals, presets, packages, add-ons, and cost calculations.
Purpose of This Page
Use My Items to add custom components that are not available in the solarVis material database or required for system simulations. These materials can represent items such as BMS units, boilers, water tanks, mounting accessories, or monitoring devices, etc.
What You Can Do Here
Create company-specific materials
Assign items to a category
Add descriptions, images, and PDF documents
Set currency, price, pricing type, and default quantity
Configure proposal visibility
Include items in ROI calculations
Apply custom discounts, profit margins, and VAT rates
Activate or deactivate items
Search for specific items or filter items by category
Review item details or update existing items
How It Works
The My Items page, which is your custom material library, is separated into two different sections: All Materials and Active Materials.
The All Materials section uses the status switch to activate or deactivate an item. Active items are available in the relevant material selection dialogs.
The Active Materials section provides a way to manage the pricing information of items that are currently available in material selection dialogs.
My Items are available only within the company that created them. Headquarters accounts can create and update items, while partner and team accounts can view them.
Search and Filter Items
The search field can be used to find items by their name or category. Also, the category filter displays items assigned to selected project categories. You can filter the list by item categories.
The search field and category filter can be used together to narrow the material list.
Add an Item
Click the ‘Add Item’ button to create a custom material.
Under General Information, enter the item name, select a category, and add an optional description. Available categories are:
PV System
Battery
Heat Pump
EV Charger
The selected category determines where the item is available. For example, an item assigned to Heat Pump appears only in Heat Pump material selection dialogs to prevent unrelated materials from being shown in other project workflows.
Under Files, you can upload one image and one PDF document. Both files are optional. The maximum file size is 10 MB for each upload. Items with an uploaded image can display that image in proposals.
Under Item Details, select the currency, pricing type, unit price, and default quantity. Available pricing types include:
Set
Quantity
Per Meter
Per Kilogram
Percentage
Per Panel
Per Watt
Per Watt-Hour for batteries
Under Detailed Settings, configure whether the item appears in proposals, whether its unit price, brand, model, or discount is displayed, and whether the item is included in ROI calculations. You can also configure item-specific discount, profit margins, VAT, and stock settings.
Click the ‘Create’ button to save the item. The new item appears under the All Materials tab.
Update an Item
Select an item from the All Materials or Active Materials section to open the ‘Item Details’ modal.
The panel displays:
General information
Unit price and pricing type
Proposal settings
Financial settings
Stock status
Select Update to open the item settings. Edit the item's information, category, description, files, pricing details, proposal settings, or financial settings, then save the changes.
Key Outputs
My Items are available across the relevant solarVis workflows based on their assigned category.
Project Bill of Materials: Add custom materials to the bill of materials and include their quantity, pricing, and cost in the project.
Presets: Include frequently used custom materials in predefined system configurations.
Packages and add-ons: Add optional or standard components to packages offered to customers.
Lead Generator cost configurations: Include custom materials when calculating estimated project costs for generated leads.
Customer proposals: Display selected items, descriptions, prices, discounts, and uploaded images according to the proposal settings.
Project cost calculations: Include each item's unit price, default quantity, currency, discount, profit margin, and VAT rate in the total project cost.
Category-based material selection: Show each item only in workflows related to its assigned PV System, Battery, Heat Pump, or EV Charger category.
Company-specific material library: Keep custom items visible only to the company that created them and available to authorized accounts.
Related Pages
For more assistance, don’t hesitate to get in touch.
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