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Open Retailer Settings and check Selling brand before changing anything. Prices, fees and quote terms follow the selected brand.

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Make a change

Choose the relevant tab, review the current rule and save your changes. Where offered, review the before-and-after values, then Apply immediately or Schedule a start time. Check a new sample quote afterwards. Issued offers keep their saved values. Use the revision process to change an existing offer.

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Choose the right section

Pricing & fees controls the price basis and defaults. Payments & finance controls terms, deposits and installation windows. Automated messages controls follow-up SMS. Appearance defaults and Agreements cover customer-facing identity and documents. Integrations connects providers. Tab visibility and the ability to apply changes depend on your role. Service pricing may open Product Catalogue → Services instead.

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Details

Use the Selling brand box in the title row. The commercial settings and agreements follow it, and the readiness report is recalculated for the brand you chose. If only one brand is available to you the box is a plain label instead — with a single brand there is nothing to choose.See Sell under more than one selling brand for the states that make an entry unselectable, and for who may edit which brand.
The strip is filtered to the sections your role can use, so a tab you cannot use is absent rather than empty:Opening a Appearance defaults or Agreements address directly as another role sends you back to Pricing & fees.The readiness report above the tabs follows the same administrator-and-developer rule, because the document rows behind it are not readable by every role — and a brand that cannot be read must never be reported as an incomplete one.
  1. Open the relevant tab and review the current settings.
  2. Change the specific rule. Check whether a package price is After federal STCs or Before incentives.
  3. Save the draft and review validation messages.
  4. Review the before-and-after changes and payment terms.
  5. Choose Apply immediately or Schedule a start time, where available.
  6. Apply using an account with the required permission.
  7. Open a new sample quote and confirm the resulting calculation.
Published changes apply according to their effective date. Sent quotes retain their issued values. Changing a setting is not permission to rewrite an accepted contract.
The Payments & finance tab has three cards.

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Customer finance

“Use the terms agreed with your finance provider. Quotes show an estimate of repayments and the fees included.”Turn Offer finance on or off, then record the Provider name, Annual interest rate (%), Credit assistance fee, Credit fee treatment (Include in amount financed or Pay upfront), Monthly account fee, Minimum finance amount and Maximum finance amount, and tick the Available terms you offer (1 to 10 years) with a Default term.

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Retailer finance costs

“Internal merchant fees for the finance dashboard. These are not added to customer repayments.” — Merchant fee (%) and Fixed merchant fee.

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Direct payments & deposits

“Set the deposit limits and delivery payment. The remaining balance is automatically due on installation, so the three payments always total 100%.”
These three values are the single source of truth for the customer contract. The deposit limit, the stock delivery percentage and the installation window are read from here when a contract is rendered, so the next quote picks up a change immediately and no approved agreement can store a different one. The default is 2–6 weeks, and the contract words it in full: “N–N weeks from receipt of the deposit and/or Solar Victoria approval, subject to stock availability.” See The NETCC contract.
The card closes with the rule that stops confusion about arithmetic: “The deposit limit and delivery percentage do not need to add up to 100%. Installation is the customer balance minus the actual deposit and delivery payment.”The quote’s own payment controls are explained in Payment options.
Choose whether a service is rep-selected or triggered by a condition such as indoor installation, cable run, extra storeys or panel removal. Check the region, quantity and whether the price comes from the catalogue or a custom selling price.Choose when detailed materials must be complete: optional, before issuing a quote or at operational handover. Equipment and quantities still need to match the proposed system.