SunModo Configurator Integration - Adding Parts to Quotes or Jobs
The SunModo Configurator is an online solar project design tool that allows you to design your pitched roof or ground mount solar project.
The Configurator generates a bill-of-materials (BOM) for solar racking parts that can quickly be added to quotes jobs and invoices in Arclight.
Visit sunmodo.com for more information.
The integration between the SunModo Confgurator and Arclight must be setup before it can be used. See "" for details.
Users must have Add Parts from SunModo Configurator permission to add parts from SunModo Configurator projects to quotes, jobs, or invoices.
If the SunModo Configurator Integration is active and the user has permission to add parts to quotes, jobs, or invoices, an option called "FROM SUNMODO" will be shown when adding parts to a quote, job, or invoice.
See Manage Parts & Labor on a Quote or Job for more details.
Selecting a SunModo Configurator project
When you tap on the "FROM SUNMODO" button a list of projects is displayed. Tap on a project to show the bill-of-materials generated by SunModo for the project.
Selecting Parts to Add
Parts Found at Your Distributor
Parts on the SunModo bill-of-materials that are found at your distributor will be displayed with an image, basic part information, quantity and current price (calculated from the latest distributor cost + margin).
These parts can be added to the parts section on the quote, job, or invoice.
Parts Not Found at Your Distributor
Parts on the SunModo bill-of-materials that are not found at your distributor will be displayed with no image, a description of the part and the quantity scanned out. You must supply prices for these parts before they can be added to the quote, job, or invoice.
Select the option to only show parts found at your distributor to ignore these parts.
Replacing All Items
Choosing the option to replace all items on the quote, job , or invoice will remove all SunModo parts from the Parts and Miscellaneous items sections of the quote, job, or invoice.
Replacing All Items
Make sure you really want to replace all items before choosing this option. THIS ACTION CANNOT BE UNDONE.