Adjusting Pricing in Sales Mode

The Pricing page in Sales Mode is where reps review and adjust the price for each design. Depending on the permissions and pricing methods your account admin has configured, you can change the pricing method, adjust the base price per watt, apply adders and discounts, manage incentives, and set the storage price.

In this article:

• Accessing the Pricing page
• Editing the system price
• Editing the storage price
• Applying adders and discounts
• Managing incentives
• Understanding PPW calculations

Accessing the Pricing page

1. Open a project and launch Sales Mode.
2. In the top navigation bar, click the $ (Pricing) icon.

The total system price is displayed at the top and will update automatically as any changes are made.

The Summary tab will break out the equipment in the design and, if applicable, the associated price for:

• Solar – all solar components including modules, inverters, DC optimizers, combiner boxes, load centers, disconnects, service panels, and meters.
• Storage – batteries and inverters (only visible when batteries are added to the design).
• Home electrification – energy optimizations and heat pumps (only visible when home electrification components are added to the design).

Editing the system price

To change the pricing method or base price for the solar system:

1. On the Pricing page, click on the Edit pricing button.
2. In the Edit pricing method modal, select a Pricing method from the dropdown:

1. Price per watt — enter a base PPW amount. The system cost is calculated as PPW × STC system size in watts.
2. Flat price — enter a total system price as a fixed currency amount.
3. Price per component — system price is calculated automatically from component prices set in the Database. The Component total field is read-only and shows the sum of all component prices × quantities. Components include modules, inverters, DC optimizers, combiner boxes, load centers, disconnects, service panels, and meters.

3. Click Save.

Editing the storage price

If your design includes battery storage, you can set the storage price separately from the system price.

1. On the Pricing page, click on the Edit pricing button.
2. In the Edit pricing method modal under Storage, select a Pricing method:
   1. Battery price — storage price is calculated from the battery unit price × quantity as set in the Database. The Storage component total field is read-only.
   2. Flat storage price — enter a total storage cost as a fixed currency amount. This option may not be available depending on your admin permission settings.
3. Click Save.

Applying adders and discounts

Adders and discounts are line items configured by your account admin that increase or reduce the system price.

1. On the Pricing page, click the Adders or Discounts tab.
2. Toggle on any item you want to apply to this design.
3. If an item has an editable amount, a dollar field will appear — enter the amount.
4. If an item has an editable quantity, enter the quantity in the field provided.

Index view lists all of the adders or discounts available for the design in alphabetical order. You can click on the header of each column to sort them.

Grouped view groups all adders by category. Any adders or discounts without a category assigned to them will be grouped in the “Other” category.

For more information on how adders and discounts work, see Adders and discounts.

Note: Automatic adders can be configured by admins to automatically apply based on certain conditions. If an adder cannot be turned off, your design likely matches the automatic adder conditions. For more information, see Automatic adders and discounts.

Managing incentives

Incentives are applied manually in Sales Mode. Aurora does not auto-apply incentives — you select which ones apply to each project from the available list configured by your admin.

1. Click the Incentives tab.
2. Click Add Incentive to open the dropdown listing all incentives currently enabled in your account.
3. Search for and select an incentive to apply it. Applied incentives appear in the pricing summary with their total value in today's dollars over the life of the project.
4. To remove an incentive, toggle it off.

For more information on incentive types and configuration, see Incentives.

Understanding PPW calculations

If your admin has enabled the Show PPW dropdown setting, you'll see a PPW breakdown next to the Gross PPW figure in the top bar. Click it to expand four calculations:

Related articles

• Adders and discounts
• Pricing and financing defaults
• How to Set Price-per-Watt (PPW) Range for Users
• How to Select Your Financing Product in Sales Mode
• Loan Dealer Fee
• Incentives