Configuration
How can I create and send offers from the sales simulator?
In this article, we will explore how to use the sales simulation to create complete and personalized offers for our end customers. This process, although simple, is highly effective, allowing detailed and attractive proposals to be generated directly ...
How can I search for an existing client and opportunity in the business simulator?
In this article, we will explain in detail how to locate clients or opportunities that have been previously created in the sales simulation. This process is essential for those cases in which it is necessary to make changes to existing data, update ...
Commercial simulator - products
In this article, we will explore the “Products” tab found within the commercial simulator settings. The usefulness of this tab lies in the possibility of adding different types of modules and batteries, allowing you to create more personalized and ...
Commercial simulator - Financing
In this article, we will explain the “Financing” tab found in the commercial simulator settings. Through this tab, we can configure and set the parameters that will apply to the financing we offer to our end customers. This functionality is crucial ...
Commercial Simulator - Custom Sections
In this article we will explain the custom sections tab that we have on the platform in the configuration of the commercial simulator, what it is for, how it is configured and what its display would be like once it is already configured. Where can I ...
Commercial simulator - Discounts and margins
In this article, we will explain the "Discounts and Margins" tab that we find in the commercial simulator. We will analyze how to create a new discount or margin in case you want to give your salesperson a limited selection of discounts to offer to ...
Commercial Simulator - Extras
In this article we will explain the functionality of the "extras" tab that we have in the commercial simulator, we will see how to create a new extra and the options to configure them that the system provides us. The "Extras" tab is a section within ...
Commercial Simulator - Dynamic Fields
In this article we will explain how to configure the dynamic fields for the commercial simulator and, once configured, how they can be seen on the platform and more specifically within the opportunity, the data that we have filled in these fields. ...
Commercial simulator - Taxes
In this article we will see how to configure different types of taxes in the commercial simulator than those that we have configured in the price table. In some cases, depending on the client or installation parameters, it may be that our end client ...
Trading simulator - Price tables
In this tab we will find the different options that we will have to configure the installation in the commercial simulator, from the types of electrical connections available, types of structures or roof materials, as well as how these configurations ...
Trading Simulator - General Settings
In this article we will explain the first tab found within the configuration section of the commercial simulator "General Configuration", its functionalities and the configuration possibilities that we have from here. The commercial simulator must be ...
Popular Articles
Trading Simulator - General Settings
In this article we will explain the first tab found within the configuration section of the commercial simulator "General Configuration", its functionalities and the configuration possibilities that we have from here. The commercial simulator must be ...
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 → ...
Trading simulator - Price tables
In this tab we will find the different options that we will have to configure the installation in the commercial simulator, from the types of electrical connections available, types of structures or roof materials, as well as how these configurations ...
What are the rates? What do they affect and how?
Electricity rates cover the costs associated with each country and specific time periods. It is essential to keep in mind that these rates will have a direct impact on the formulation of our offers, since the prices proposed for our photovoltaic ...
Tariff Importer
In order to be able to make offers based on national rates and depending on the address of the installation, the day and the time, it is important that we configure the electricity rates within the platform. Where can I find this option? → Left ...