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Editing a Module

Owner feature only!

  1. To edit a module’s settings, click the pencil icon to the right:

  2. In the module editor, you can edit the following: 

    1. Display Name*: This will override the module's name on the proposal and replace it with the verbiage you enter.

    2. Docs Custom Display Name: This will change the name of the module on your documents, but will not affect how the module appears on the proposal. 

    3. Watt Adder*: This is an additional per-watt charge that will automatically be applied when this module is selected on the proposal.

    4. Default Inverter: Choose a default inverter from your offering to be selected when this module is selected on the proposal. Users will still be able to select a different inverter afterwards if needed. 

    5. Cad Only*: This module option won’t appear on proposals, but it will be available to the CAD team to use on CAD designs.

    6. Allowed States: This will allow the module to be set as specific to certain states (Included), or Excluded from specific states.

       *Can also be adjusted outside of the editor, on the module’s line item.

  3. Make sure to click both “Update” and “Save Module Changes”!

 

Try it out!