When designing solar systems, your client may have an existing solar system installed. OpenSolar gives you the capability to quickly and easily accommodate this if they would like to upgrade their system with more hardware.
This article takes place in the design section of the project
The first step in adding to an existing system is creating the system the customer already has on their home. To do this, you will need to know the information of the items already installed on the home. You can review this Article to know more about adding a new panel from our database.
Creating the existing system
- From the module tab, use our drop-down to select the module type.
- Paint the Modules over the existing system by clicking and clicking and dragging over the existing system (see this Article for more information on creating 2D panel groups)
Adding to the existing system:
- Duplicate the current system by clicking Add New System then Duplicate System on the left sidebar.
- Select the original system by clicking on it from the left sidebar.
- Continue to the Summary tab and scroll down to reveal the Advanced Settings. Tick the box for System Hidden From Customer as well as Existing System to Upgrade.
- Select the second system and add all the hardware items you will be adding to the home.
The online proposal
Once all the hardware information has been added. You can go into your online proposal. Both the online proposal and the PDF proposal will now display only the items you will be adding to the home. On the PDF proposal, the corresponding specifications will also show for exhibited manufacturers.
Comments
2 comments
Is the old system meant to disappear? I've followed this twice and somehow missed the end result
I cant figure out how to make this work. Any advise on how to create a proposal with an existing system. I tried this many times following the directions.
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