Setting up a $/watt price for a solution

First, here is the most straightforward way to define the price for a solution using the $/watt method.

1. Go to a customer project.
2. Once qualified (qualify customer milestone is complete), Add a solution.
3. In the popup dialog, pick the "Create Solution from Scratch" option.
4. For the Solution Pricing, pick the "Input Gross Solution Price ($, or $/Wstc for PV systems)" option
5. Click Save.
6. Add your PV system
7. Go to Price screen. Click the Edit button in the Price section to enter the $/watt price.

We don't recommend using the above method regularly, as it's manually repetitive (you must enter the $/watt amount manually each time for a solution). SolarNexus is built to define pricing centrally and re-use it, so here's what we'd suggest you do to have a $/watt price auto calculated for your customer solutions automatically:

1. Go to Resources menu > Solution Templates
2. Click "Add" at the top right
3. Name your Template something like "Cost per watt Price Model"
4. In Description, input something like "Add a PV system, Price automatically calculated based on DC rating."
5. For Solution Pricing, click the "Input Gross Solution Price ($, or $/Wstc for PV systems)" option
6. "Add Indirect Costs to Solution Price" is irrelevant for this case.
7. "Hide the Cost screen from the user" - Only use this if you don't want any salesperson to be able to make any price edits.
8. "Use Specified Document Template for Sales Proposals" - If you want to always use a specific document template for this solution's sales proposals, check this box and select the desired document template (for example, "SN residential proposal" document template). Note that the document template must already exist.
9. Click Save. You are now in the Solution Template editor.
10. Click on the Price tab
11. Click the Edit button in the Price section (bottom right)
12. Enter your desired $/watt price, click Save

Now to use your solution template:

1. Go to a customer project.
2. Once qualified (qualify customer milestone is complete), Add a solution.
3. In the Select Solution Template drop-down, pick the solution template you created.
4. Add your PV system
5. Go to Price screen. You'll see the price automatically populated. Click the Edit button in the Price section to change it.

Note that you may optionally pre-define a PV system to be included in the Solution Templates you define.  This can be useful and sometimes save steps if you routinely use the same module/inverter combination, as it removes the steps of selecting the equipment when you add a solution. It means that you simply need to edit the quantities of modules used for each individual customer.