> For the complete documentation index, see [llms.txt](https://docs.solarvis.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.solarvis.co/solarvis-modules/ai-sales-assistant/cost-configuration.md).

# Cost Configuration

## Purpose of This Page <a href="#purpose-of-this-page" id="purpose-of-this-page"></a>

This page allows you to configure how the AI Sales Assistant calculates system costs. You can either reuse the active Solar Lead Generation cost configuration or create a dedicated configuration by defining material costs, pricing methods, financial parameters, and proposal settings. You ensure that generated proposals and ROI calculations reflect your company's pricing strategy.

## What You Can Do Here <a href="#what-you-can-do-here" id="what-you-can-do-here"></a>

On this page, you can do the following points:

* Reuse the active Solar Lead Generator cost configuration or maintain a separate AI Sales Assistant configuration.
* Configure different pricing structures for multiple system capacity ranges.
* Include battery costs in PV ROI calculations or not.
* Apply custom discounts, profit margins, and VAT rates when needed.
* Adjust discounts, profit margins, VAT display, maintenance costs, and quotation settings.

This structure provides you with complete control over how your pricing model operates within the AI Sales Assistant.

## How It Works <a href="#how-it-works" id="how-it-works"></a>

The AI Sales Assistant calculates preliminary system costs using the configuration defined on this page.

When a customer completes a conversation, the assistant determines the estimated system size, selects the matching capacity range, applies the configured materials and financial settings, and generates the estimated project cost within the proposal.

### Configuration Source <a href="#configuration-source" id="configuration-source"></a>

At the top of the page, the **Use lead generator cost configuration** option determines whether the AI Sales Assistant uses the existing Solar Lead Generation pricing configuration.

When enabled:

* The active Solar Lead Generator cost configuration is automatically used.
* Imported values become read-only.
* Pricing can only be modified from the Solar Lead Generator module.

When disabled:

* The AI Sales Assistant maintains its own independent pricing configuration.
* All values on this page become editable.

{% hint style="info" %}
This section is only visible to customers who have purchased both Solar Lead Generation and AI Sales Assistant.
{% endhint %}

### Battery Cost in PV ROI <a href="#battery-cost-in-pv-roi" id="battery-cost-in-pv-roi"></a>

Enable **Include battery cost in PV System ROI** if battery investment should be included when calculating PV ROI.

Disable this option if ROI calculations should only consider the PV system investment.

### **System Size Tabs** <a href="#system-size-tabs" id="system-size-tabs"></a>

Cost configurations are maintained separately for four PV system sizes:

* **0–25 kWp**
* **25–100 kWp**
* **100–500 kWp**
* **500+ kWp**

Select a capacity range before editing its materials or financial settings.

During cost calculation, the AI Sales Assistant automatically uses the configuration that matches the calculated PV system capacity.

{% hint style="info" %}
The system size calculated represents the optimal capacity determined by taking into account the user's kWh consumption, the project's location, and the roof's slope information, in order to meet the specified energy demand as efficiently as possible.
{% endhint %}

### Currency Selection <a href="#currency-selection" id="currency-selection"></a>

Use the **Currency** selector to define the currency used throughout the selected configuration.

{% hint style="info" %}
Currency affects both internal calculations and end-user results.
{% endhint %}

### Items Table <a href="#items-table" id="items-table"></a>

The material list is divided into two sections:

* **PV System**
* **Battery**

Each material includes the following fields:

<table><thead><tr><th width="203.357666015625">Field</th><th width="496.7344970703125">Description</th></tr></thead><tbody><tr><td>Category</td><td>Material category (Panel, Inverter, Battery, Mounting, Cables, Scada, Shipping or Labor Cost, Custom, My Items)</td></tr><tr><td>Item</td><td>Selected material from the database.</td></tr><tr><td>Unit</td><td>Pricing unit (such as Quantity, Per Watt, or Set).</td></tr><tr><td>Unit Price</td><td>Manual unit price.</td></tr><tr><td>Use Database Price</td><td>Uses the current price stored in the solarVis material database instead of the manually entered value.</td></tr></tbody></table>

Existing items can be edited or removed using the controls on each row, and it can be used the button called **Add new item** to include additional materials.

The **delete icon (X button)** can be used to remove the item from the configuration. Removing an item means it will not be included in cost calculations for that system size range.

{% hint style="info" %}
Both on-grid and hybrid inverters should be included in the cost configuration.

**Important:** If the end user selects a battery for the project, solarVis automatically offers hybrid inverters.

When multiple inverters are available, the system selects the inverter combination with a total AC capacity that is closest to the calculated AC system capacity.

The calculated AC system capacity is based on the project's DC power and the optimum DC/AC ratio.

This ensures that the selected inverter configuration aligns as closely as possible with the designed system size and performance requirements.
{% endhint %}

#### Detailed Settings (three-dot) menu <a href="#detailed-settings-three-dot-menu" id="detailed-settings-three-dot-menu"></a>

Each material includes a dedicated **Detailed Settings** panel, accessible from the **Settings** icon at the end of the item row.

This panel allows you to customize how the selected material behaves in proposals and financial calculations.

The panel consists of two sections:

**Proposal Settings**

Proposal Settings control how the selected material is presented in customer-facing proposals.

<table><thead><tr><th width="288.2578125">Setting</th><th>Description</th></tr></thead><tbody><tr><td>Description</td><td>Adds a custom description for the material in the proposal.</td></tr><tr><td>Show this material in the proposal</td><td>Includes or hides the material in the proposal.</td></tr><tr><td>Show unit price of this material in the proposal</td><td>Displays the individual unit price instead of only the total system cost.</td></tr><tr><td>Show brand and model number in the proposal</td><td>Displays the manufacturer's brand and model information.</td></tr><tr><td>Show discount of this material in the proposal</td><td>Displays the material's discount in the proposal.</td></tr></tbody></table>

{% hint style="info" %}
**Note:** Some proposal settings depend on each other. For example, to display a material's discount in the proposal, **Show this material in the proposal**, **Show unit price of this material in the proposal**, and **Show discount of this material in the proposal** must all be enabled.
{% endhint %}

**Financial Settings**

Financial Settings determine how the material contributes to project cost calculations and ROI.

<table><thead><tr><th width="200.45404052734375">Setting</th><th width="564.134521484375">Description</th></tr></thead><tbody><tr><td>Include in ROI</td><td>Includes or excludes the material from ROI calculations.</td></tr><tr><td>Custom Discount</td><td>Applies a material-specific discount instead of the default configuration.</td></tr><tr><td>Custom Profit Margin</td><td>Applies a custom profit margin to the selected material.</td></tr><tr><td>Custom VAT Rate</td><td>Applies a material-specific VAT rate instead of the project default.</td></tr></tbody></table>

{% hint style="info" %}
**Note:** Proposal Settings and Financial Settings operate independently. For example, hiding a material's discount in the proposal does not disable or affect the **Custom Discount** used during financial calculations.
{% endhint %}

### **Financial Configuration Section** <a href="#financial-configuration-section" id="financial-configuration-section"></a>

The financial settings at the bottom of the page apply to the currently selected capacity range.

#### Discount <a href="#discount" id="discount"></a>

Configure either:

* Fixed Amount
* Percentage

Enable **Show Discount in Quote** if the discount should be visible in customer proposals.

#### Profit Margin <a href="#profit-margin" id="profit-margin"></a>

Select the calculation type and define the profit margin applied during cost calculations.

#### VAT <a href="#vat" id="vat"></a>

VAT is calculated using the project's default VAT rate.

Enable **Show VAT in Quote** to display the VAT amount in customer-facing proposals.

#### Annual Maintenance Cost <a href="#annual-maintenance-cost" id="annual-maintenance-cost"></a>

Enter the recurring annual maintenance cost associated with operating the system.

This value is included in financial calculations where applicable.

### Saving the Configuration <a href="#saving-the-configuration" id="saving-the-configuration"></a>

After completing the configuration, select the **Save** button.

Since each capacity range stores its own pricing configuration, review and save every range that requires different material prices or financial settings before using the AI Sales Assistant.

***

## Related Pages <a href="#related-pages" id="related-pages"></a>

* [AI Sales Assistant](/solarvis-modules/ai-sales-assistant.md)
* [General Settings](/solarvis-modules/ai-sales-assistant/general-settings.md)
* [Regulations](/solarvis-modules/ai-sales-assistant/regulations.md)
* [Cost Configuration Test](/solarvis-modules/ai-sales-assistant/cost-configuration-test.md)
* [Training](/solarvis-modules/ai-sales-assistant/training.md)
* [Greeting](/solarvis-modules/ai-sales-assistant/greeting.md)
* [Theme](/solarvis-modules/ai-sales-assistant/theme.md)
* [AI Sales Assistant End-User Journey](/solarvis-modules/ai-sales-assistant/ai-sales-assistant-end-user-journey.md)

If you encounter any issues, [feel free to contact us.](https://solarvis.co/en/company/contact)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.solarvis.co/solarvis-modules/ai-sales-assistant/cost-configuration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.