Bill of Materials (BoM)

The page allows you to review added components, add additional items, define pricing for each material, and control how costs, taxes, and margins are applied at both item and project levels.

Purpose of This Page

This page serves as the final cost and material definition stage of the project. It ensures that:

  • All required technical components are included

  • Each item is priced correctly using appropriate units

  • Financial rules such as discounts, margins, and VAT are applied consistently

  • The proposal and return on investment calculations reflect the true project cost structure

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All changes made here are auto-saved and immediately reflected in totals, proposals, and financial outputs.

What You Can Do Here

On this page, you can:

  • Review automatically added the core equipment from the design

  • Add additional materials and cost items manually or apply predefined presets

  • Select pricing types such as Quantity, Per Watt, Set, or other unit-based options for each material

  • Customize each material's visibility and financial behavior through Detailed Settings in the proposal

  • Configure discount, margin, and VAT settings for the entire Bill of Materials

  • Change currency instantly

  • Download the Bill of Materials

Automatically Added Materials

When you open this page, solarVis automatically adds the main equipment based on the project design and configuration:

  • Solar panels

  • Inverters

  • Batteries (if applicable)

  • Heat pumps (if applicable)

These materials are linked to previous design steps. Their quantities and system-related values are calculated automatically and updated when the design changes.

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Only the Unit Price can be changed for these items; all other values come from the project design.

Expanding the Material List

Presets

Presets are a predefined list of materials for a project, created by users to speed up project setup. Selecting a preset automatically adds all materials included in that preset.

Typical preset use cases include:

  • Residential solar energy projects

  • Commercial systems by capacity range

  • Standard installation packages

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A shortcut link below the preset selector allows you to manage and update presets.

Manual Material Addition

By clicking Add New Material, you can manually add individual items to the Bill of Materials.

Common material categories include:

  • Project Cost

  • Labor Cost

  • Shipping Cost

  • Unexpected Cost

  • Mounting

  • SCADA

  • EV Charging Station

  • Duplex Meter

  • Electrical Panel

  • Custom items

Each added material can be fully customized in terms of pricing, visibility, and financial behavior.

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Rows with missing required fields are highlighted until completed and changes are not saved if any missing data exists.

Pricing Types

Each material can be priced using a specific Pricing Type, which defines how its total cost is calculated.

Available pricing types include:

  • Quantity - fixed price multiplied by item count

  • Per Watt - calculated using project DC power

  • Per Panel

  • Per Meter - commonly used for cabling

  • Per Kilogram - commonly used for mounting

  • Set - single fixed amount

  • Percentage - calculated as a percentage of the project subtotal cost

  • Per Watt-Hour (Battery) - based on battery capacity

The selected pricing type determines how the system calculates the subtotal.

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Examples:

  • Per Watt multiplies the unit price by the total DC power

  • Per Panel multiplies the unit price by panel count

  • Set applies a fixed price once

  • Percentage applies a percentage to the project subtotal cost

All subtotals update automatically when project values change.

Currency Selection

The currency selector in the top-right corner allows instant switching between EUR, USD, and other currencies.

When the currency is changed, all unit prices, subtotals, and totals are recalculated automatically without losing data.

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You can change your account’s default currency in the Company section of the Settings page. When updated, the new default currency will be applied across your account’s currency settings going forward.

Browse Materials

  • Browse Materials opens the full solarVis material database, allowing you to search and select predefined products.

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If you can’t find the materials you need, you can use the Request Material button on the All Materials page.

Download Bill of Materials (BoM)

  • Download Bill of Materials exports the complete Bill of Materials in Excel format for external use or sharing.

Detailed Settings (Three-Dot Menu)

Each material has a dedicated settings panel accessed via the three-dot menu on the right side of the row.

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All these settings apply only to the selected material.

This popup screen is divided into two main sections:

Proposal Settings

Controls how the material appears in the customer proposal.

You can:

  • Add or edit the description shown for this material in the proposal

  • Toggle to show or hide the material

  • Toggle to show or hide unit price

  • Toggle to show or hide brand and model number

  • Toggle to show or hide material-level discount

These settings affect only the proposal output, not calculations.

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Proposal settings are linked to each other. For example, to display the custom discount for a material in the proposal, you must select both “Show this material in the proposal”, “Show unit price of this material in the proposal”, and “Show discount of this material in the proposal.”

Financial Settings

Financial settings define how the material impacts cost calculations and feasibility results.

  • Include in Return on Investment

    Determines whether this material affects return on investment and payback calculations.

    If disabled, the material remains on the Bill of Materials page and in the proposal, but is excluded from financial metrics, such as return on investment and payback progress.

Advanced item-level overrides include:

  • Custom Discount

    Applies a discount only to this material, overriding the project-wide discount.

  • Custom Profit Margin

    Sets a specific margin for this item instead of the global margin.

  • Custom VAT Rate

    Defines a unique VAT rate for specific materials or incentive materials, useful in markets where different items are taxed differently.

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The custom VAT applied to this material will be included in the total VAT calculation.

These values override project-wide settings for that specific material.

The Total Amount shown at the bottom of the modal reflects all applied rules for that material.

Project-Level Financial Settings and Calculated Totals

At the bottom of the Bill of Materials page, you can configure financial settings that apply across the entire project.

You can adjust:

  • Discount: Project-wide discount applied to all materials

  • Profit Margin: Margin added on top of material costs

  • VAT Rate: Tax applied to the final amount

You can also choose whether VAT and discounts are visible in the proposal.

As these values are edited, solarVis automatically recalculates all totals in real time:

  • Subtotal

  • Discount amount

  • Profit margin amount

  • Total excluding VAT

  • VAT

  • Final total

These project-level financial settings directly shape the proposal output and all feasibility calculations.

Annual Maintenance Cost

The Annual Maintenance Cost field allows you to define recurring yearly operational costs for the project.

This value represents expenses such as:

  • Routine system inspections

  • Cleaning and minor servicing

  • Ongoing operational support

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When an annual maintenance cost is entered, the value is included in the two different parts of the proposal:

  • The Payback Period of the solar system is recalculated

  • Cumulative Cash Flow calculations are updated

This ensures long-term financial results reflect both upfront investment and ongoing operational costs.


For more assistance, don’t hesitate to get in touch.arrow-up-right

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