| Plan requirement: Automatic adders and discounts are only available on Enterprise plans. |
Automatic adders and discounts change a design's price just like standard adders and discounts, but Aurora applies them for you based on rules an admin sets. That way, reps don't have to remember which items each deal needs.
Only admins can set them up. This article explains how automatic application works and which conditions you can use. For steps to create an adder or discount and a description of every field, see Adders and Discounts.
In this article:
- How automatic application works
- Condition types
- Combining conditions
- Automatic adders in Sales Mode
- FAQ
- Related articles
How automatic application works
When you create or edit an adder or discount in Database > Adders and discounts, the Conditions section controls how it's applied. Choose one of three options:
| Option | What happens |
|---|---|
| Users pick when to apply | The item is optional. Reps turn it on or off for each design. |
| Automatically apply to all designs | Aurora applies it automatically, with no conditions. |
| Automatically apply based on conditions | Aurora applies it when a design meets the conditions you set. |
Condition types
After you select Automatically apply based on conditions, choose a condition from the Select Object list, then set its rule. Each condition works in one of two ways.
- Number conditions compare something in the design to a value you enter, using Greater than, Greater than or equal to, Less than, or Less than or equal to.
- List conditions use Matches any. The condition is met when the design matches any of the values you select.
System and equipment
| Condition | How it works |
|---|---|
| Modules |
Applies when the design uses any of the modules you select. Use for module upgrades, such as an adder for a premium module.
Note: if a design uses two module types but only one triggers the condition, the adder applies to the entire design’s wattage or panel count – not just the matching modules. |
| Inverters |
Applies when the design uses a specific inverter model(s).
Note: same behavior as Modules — if two inverter types are used but only one triggers the condition, the adder applies to the full design. |
| System size | Applies when system size (kW) is above, below, or within a specified range. Use for size-based pricing, such as a discount or fee for large or small systems. |
| Array count |
Applies when the array count in the design is above, below, or equal to a specified number.
Note: Aurora defines an array as one or more panels on the same inverter or microinverter — this is not driven by racking configurations and may differ from the array count shown in the Racking Summary. |
Roof and mounting
| Condition | How it works |
|---|---|
| Roof pitch (in degrees) |
Applies when the roof pitch (in degrees) is above, below, or within a specified range. Use to flag steep or flat roof installations.
Note: With Per panel or Per watt (of system size) rates, only the panels on roofs that meet the pitch rule count toward the total. For Flat and Percentage rates, the entire system is factored regardless of which panels triggered the condition. Per sq. ft. (of roof area) isn't available with this condition. |
| Ground mount |
Applies when the design has a ground mount (the only option is True).
Note: With Per panel or Per watt (of system size) rates, only the panels on ground mounts count toward the total. For Flat and Percentage rates, the entire system is factored. |
| Roof faces with panels | Applies when the number of roof faces that have panels on them is above, below, or within a specified range. |
| Roof surface | Applies based on the Roof surface and Roof surface details set in Roof properties for each roof in Design Mode. Surfaces with sub-types list each one separately, such as Composition shingle - Regular and Composition shingle - High definition, so select every sub-type you want to include. A roof with no Roof surface set doesn't trigger this condition. |
Storage
| Condition | How it works |
|---|---|
| Storage operating mode | Applies when the design’s storage operating mode is set to Backup and/or Self-consumption. |
| Battery count | Applies based on the number of batteries included in the design. |
| Batteries | Applies when the design uses any of the battery models you select. |
Financing
| Condition | How it works |
|---|---|
| Financing type | Applies when the design’s financing type matches any you select: Cash, Loan, Lease, PPA, or Levelized PPA. |
For how each financing type works, see Custom Financing Products: Overview.
Combining conditions
Click Add condition to add another condition. The adder or discount applies only when the design meets all of its conditions. The Automatically apply only if: summary below the conditions spells out the full rule.
You can add some conditions twice to set a range. For example, a System size condition set to Greater than or equal to 5 kW plus a second System size condition set to Less than or equal to 10 kW applies to systems from 5 to 10 kW.
A few conditions can't be combined. Once an adder has a Roof pitch (in degrees) condition, you can't add Ground mount or a second Roof pitch (in degrees) condition.
Automatic adders in Sales Mode
Automatic adders and discounts appear on the Adders and Discounts tabs of the Pricing page in Sales Mode, with your other items.
- Reps can't turn off an item that was applied automatically, and they can't turn on an item whose conditions aren't met.
- To see why an item was applied, hover over its toggle. The tooltip shows Automatically applied because: and the condition, such as Financing type = Loan.
- Items with a Financing type condition update when the rep changes financing. They turn on when the rep picks a matching type and turn off if the rep switches to one that doesn't match.
To change or remove an automatic adder or discount, an admin edits it in Database > Adders and discounts.
FAQ
Why can't I remove an adder from my design?
Your admin set it up to apply automatically. If it applies based on conditions, hover over its toggle to see which one applied it. If the adder shouldn't apply, ask an admin to check it in Database > Adders and discounts.
How do I add a cost for tile roofs?
Create an adder with a Roof surface condition and select each option under Tile that you want to cover: Flat, Spanish barrel (s-shape), Spanish barrel (w-shape), Clay, and Other. For how roof surfaces are matched, see Roof and mounting.
How do I set up a battery adder that applies automatically?
To apply it to any design with a battery, add a Battery count condition set to Greater than or equal to 1. To apply it only for certain batteries, use a Batteries condition instead.