What are offer types? How are they created?
From the platform, we can configure different types of photovoltaic offers, which will allow us to customize the creation of proposals for different types of opportunities within the Quoting Tool.
Where can I find this option? → Left side menu → Settings → Types of offers.
The user who is going to carry out the process must have the permissions related to the offers activated.
We will find these permissions in the rates group: offer types → save offer types and delete offer types.
Once inside, we will see a menu on the right in which we can create a type of offer. To do this, we must give the offer type a name and link it to an opportunity type. Next, we will select which modules will be active in the Quoting Tool for this type of opportunity. In this way, when we have a photovoltaic installation opportunity, we can decide what type of offers (of those created for that type of opportunity) we will propose to the client.
That is, the types of offer are the different types of proposals that we will be able to propose to our clients. They serve to enable the modules that we want to have active in the Quoting Tool in each type of opportunity. Modules not configured in a type of offer will not appear, so it will not be possible to work with that information.
The selection of the active modules in each type of offer will allow us to include some technical data or others (about the photovoltaic installation) in the offer or proposal to the client.
The modules that we can activate are:
- Profitability : It will allow us to have visible the values of rates, financing, customer consumption, etc. as well as the visualization of values such as the irradiation and production of the installation by day, month and/or years, after having chosen the details of the installation (self-consumption data, irradiation, savings, amortization, etc.)
- Layout: It will allow us to design the photovoltaic installation.
- Bill of Materials (BOM): Allows us to view and select the list of materials that the offer will contain.
- Electrical design: It allows us to configure by strings and MPPT the different inverters that the installation may have.
- Price tables: Enabling this module will allow us to change the price table in the offer generation process in the Quoting Tool. In addition, it will give us visibility in the BOM about the products already configured on the platform.
- Reports: This module will give us access to the document templates already configured on the platform through the Quoting Tool.
- Batteries: With this module activated, we will have the option of putting batteries and doing the electrical calculation.
- Single-line diagrammer : By activating this module, we will be able to represent the components and conductors of our electrical installation.
Each offer type can be linked to an opportunity type. If we want the same type of offer to serve different types of opportunity, we will have to duplicate the type of offer and link it to another type of opportunity.
Selecting some modules will activate others together. This is because one module cannot function without the other being activated automatically. For example, by activating "Profitability", the "Bill of materials" module is selected directly because, for the creation of offers, these two modules work together.
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