Equipment Library and Module Pricing Tiers

The equipment section is where you record the hardware your company installs and, if you want to, what each piece of it costs. Once your library is built, your team picks from it in the editor.

🚧 Admin only 🚧 The equipment section lives in global settings, so it requires the Manage proposals permission. If you cannot reach global settings, ask your Scanifly admin to change your permission level.

For more information on Proposal Tool Permissions: Who Can Do What, please see this support article.

1. Open the Equipment Section

In global settings, select Equipment. The equipment and other balance of system selections only appear in the editor if those sections are turned on for the preset, so confirm they are on before you spend time building the library.

2. Add an Inverter or Optimizer

Click New Inverter / Optimizer and fill in the entry.

Name: what your team sees when they select it in the editor.
SKU: your internal or manufacturer part number.
Manufacturer: the equipment manufacturer.
Unit cost: the cost applied when the item is selected.

Use the same list for microinverters, string inverters, and power optimizers; the fields work for any item in this category.

3. Add Other Balance of System Items

Other balance of system is the general bucket for everything else on the system. Each entry takes a name, a SKU, and a unit cost. Rail and flashfoot are typical entries.

📘 Pro Tip: If you want your proposals to show what equipment is on the system without pricing it there, add the equipment and leave the cost out. The library then works purely as a record of the hardware rather than a pricing mechanism.

4. Set Your Module Pricing Tiers

Module pricing appears in the equipment section when module base pricing is toggled on in your pricing configuration. With it off, your proposals use a single base price per watt instead and there are no tiers to set.

You have two ways to tier module pricing:

Group or overall pricing. Wattage tiers that apply across all panels. For example, 0 to 1,000 W at 3 dollars per watt, then 1,000 to 5,000 W at 2.75 dollars per watt, and so on. You control the tier ranges, so you can build as many buckets as your pricing needs.
Per panel pricing. Sync your module library directly from Scanifly, then set tiers on each individual panel, so every panel carries its own wattage based tier pricing.

For more information on Pricing Configuration: Price per Watt or Module Tiers, please see this support article.

5. Sync Your Module Library for Per Panel Pricing

If you choose per panel pricing, sync your module library from Scanifly first. Tiers are set on the panels that come across in that sync.

6. Save Your Changes to the Preset

❗ IMPORTANT Equipment settings are stored on the preset you are editing. Click Update Preset to keep your changes, or choose to discard them or save them as a new preset. Leaving global settings without doing one of those three loses your work.

A Common Way to Combine These

Many companies set a base module price, then use other balance of system and inverters as cost additions layered on top of it. That keeps the module price as the foundation of the number and treats hardware as incremental cost, which mirrors how a lot of solar pricing already works.

How far you take this is up to you. The library is deliberately flexible so it can match the pricing mechanism you use today rather than forcing a new one.

For more information on Price a Proposal with Equipment and Adders, please see this support article.

For more information on Control What Your Team Sees: Section and Line Item Visibility, please see this support article.

For more information on Variables Overview: The Six Types and What They Do, please see this support article.

If you have any questions or need further assistance, please reach out to our chat support or email hello@scanifly.com.