Adders and discounts are line items that modify the final price of a solar design, separate from incentives. Adders increase the base price; discounts reduce it. Common examples include installation complexity fees, equipment upgrade charges, or promotional discounts.
Account admins create and configure adders and discounts in the Database. Sales reps can then apply them to individual designs from the Pricing page in Sales Mode or Design Mode.
In this article:
- Before you begin
- Creating a new adder or discount
- Field reference
- Applying adders and discounts in Sales Mode
- FAQs
- Related articles
Before you begin
- Only account admins can create, edit, or delete adders and discounts.
- Partner assignment options require Partner Management to be enabled on your account. See User Management: Partners.
- To set up adders and discounts that apply automatically, see Automatic adders and discounts.
- To assign adders and discounts to specific partner organizations, see Assigning adders & discounts to partners.
Creating a new adder or discount
- In the left navigation, go to Database, then select Adders and discounts under Quoting.
- Click + New in the upper-right corner, then select Adder or Discount.
- In the Availability section, use Regions to select which regions this item should be available in.
- Complete the Details section. See the Field reference.
- In the Conditions section, choose how this adder or discount is applied:
- Users pick when to apply — reps turn it on or off for each design in Sales Mode.
- 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. See Automatic adders and discounts.
- Click Save.
Field reference
| Field | Description |
|---|---|
| Partner assignment | Controls which users see this item. Options: All partners, specific Partner(s), or No Partner (visible only to non-Partner users such as admins and internal team members). Requires Partner Management to be enabled. |
| Regions | Controls which state(s), province(s), or region(s) can see this item, based on the project's address. Leave blank to make the item available in every region. |
| Name | The label for this adder or discount. This name appears on proposals — use clear, customer-friendly language (e.g., "Main Panel Upgrade" rather than "MPU"). |
| Rate | How the amount is calculated. See rate options below. |
| Default amount | The dollar value applied when this adder or discount is triggered. Partners not specified in an amount variant get this amount. |
| Add amount variant | Set a different default amount for specific Partners. Requires Partner Management to be enabled. See Assigning adders & discounts to partners. |
| Allow amount to be edited | When on, reps can adjust the dollar amount while building a proposal. Turn off to lock the value. Example: create a "Miscellaneous" adder with this on so reps can enter a dollar amount for unforeseen costs. |
| Allow quantity to be edited | Flat rate only. When on, reps can enter a quantity that multiplies the dollar amount — useful for distance- or unit-based costs (e.g., miles traveled). |
| Is homeowner facing | When on, this line item is visible to homeowners in Sales Mode, on the Web Proposal, proposal summary PDF, Contract Manager, and via the Pricing page. When off, the adder still affects pricing and is visible to reps on the Pricing page and via the API, but is hidden from all homeowner-facing surfaces. |
| Show adder/discount total | When on, the total dollar amount of this line item is displayed alongside the name on the proposal. |
| CBIs can be applied | When on, this adder's amount is included in the cost basis when calculating cost-based incentives (CBIs) such as the Federal ITC. Turn on when the adder represents a real system cost that should be eligible for incentive calculation. |
| Category |
The category that the adder will be grouped into and filterable by in Sales Mode. These category options include:
Adders without a category assigned to them will be grouped into an "Other" category in Sales Mode. |
Rate options
| Rate | How the amount is calculated |
|---|---|
| Flat | A fixed dollar amount added to or subtracted from the system price. |
| Percentage — Solar only cost | A percentage of the PV system cost only, excluding storage and energy optimizers. |
| Percentage — Storage only cost | A percentage of the storage cost only. Use this to discount or mark up battery components independently of the PV system. |
| Percentage — Net system cost | A percentage of the full system cost: PV + Storage + Energy Optimizers. Use this for whole-system discounts. If no energy optimizers are included, the basis is PV + Storage only. |
| Per watt (of system size) | A dollar amount multiplied by the STC system size in watts. |
| Per panel | A dollar amount multiplied by the number of panels in the system. |
| Per sq. ft. (of roof area) | A dollar amount multiplied by roof area. Choose from: Only roof faces containing panels, Underneath arrays, or All roof faces on buildings with solar panels. |
Note: Percentage discounts default to Solar only cost as the basis, which excludes battery costs. If your discount should apply to the entire system including storage, select Net system cost as the rate. This is especially important for accounts where battery attachment is common.
Applying adders and discounts in Sales Mode
Once an admin has created adders and discounts, reps can apply them to individual designs from the Pricing page in Sales Mode.
- Open a project in Sales Mode.
- In the top navigation bar, click the $ (Pricing) icon.
- Select the Adders or Discounts tab.
- Toggle on any adder or discount you want to apply. Applied items appear in the pricing summary.
- If an adder has Allow amount to be edited enabled, an editable dollar field appears next to it — enter the amount directly.
- If an adder has Allow quantity to be edited enabled, enter the quantity in the field provided.
| Note: Reps can't turn off adders and discounts that were applied automatically. If one is applying when it shouldn't, an admin must update its conditions in Database > Adders and discounts. See Automatic adders and discounts. |
FAQs
What happens if I delete an adder or discount?
Deleting an adder or discount from the Database removes it from the list and prevents it from being applied to new designs. However, it remains applied to any existing designs it was already added to. Reps or admins must manually remove it from those designs if needed.
Will newly created adders and discounts be available on existing projects?
Yes. Once you've created a new adder or discount in the Database, it's immediately available for all new and existing projects on the Pricing page.
Why doesn't my percentage discount include battery costs?
By default, percentage discounts are calculated against Solar only cost, which excludes batteries and energy optimizers. To apply the discount to the full system including storage, edit the adder or discount in the Database and change the rate basis to Net system cost.
Can I condition an adder or discount based on state or geography?
Yes. Use the Regions field when creating or editing an adder or discount to select one or more states, provinces, or regions. Reps will only see the item when working on a project located in an assigned region, or if the item has no region assigned.
Can I have an adder apply itself automatically based on a project's region?
No. Regions control which projects an item is available on, not when it's applied. Reps still turn the item on themselves unless it's set to apply automatically, and there's no automatic condition for location. For the conditions you can use, see Automatic adders and discounts.
Where do adders and discounts appear on a proposal?
Items with Is homeowner facing turned on appear on the Web Proposal, proposal summary PDF, and in Contract Manager. When it's off, the item still affects pricing and stays visible to reps on the Pricing page and via the API, but homeowners don't see it.
Can I set different amounts for different partners?
Yes. Use Add amount variant to configure a unique default amount for one or more Partners. The Default amount applies to any Partner not covered by a variant. See Assigning adders & discounts to partners.
Why can't a rep see an adder in Sales Mode?
The adder may be assigned to a different Partner than the rep's account, or to No Partner (visible only to users not associated with a Partner, such as admins and internal team members). Ask an admin to check its Partner assignment in the Database.
Related articles
- Automatic adders and discounts
- Assigning adders & discounts to partners
- Pricing and Financing Defaults – Account Configuration
- Adjusting Pricing in Sales Mode
- Incentives
| API: Adder and discount data applied to a design — including amounts, quantities, and which items are applied — can be retrieved programmatically via the Retrieve Design Pricing API endpoint. |