> ## Documentation Index
> Fetch the complete documentation index at: https://docs.arcsolar.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Configure pricing and finance

> Set the rules your team uses for future quotes.

**Open:** **Retailer Settings** in the Business section.

| Tab                | What to configure                                                        |
| ------------------ | ------------------------------------------------------------------------ |
| Pricing            | Package price basis, quote defaults and BOM completeness requirements    |
| Services & fees    | Chargeable services, quantities, allowances, regions and companion items |
| Finance & deposits | Available finance terms, fees and payment treatment                      |
| Customer journeys  | Automatic quote SMS wording and timing                                   |
| Integrations       | Connected providers and optional rebate tracking                         |

## Apply a commercial change

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.

## Services and materials

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.

## ArgonixIntelligence in this workflow

Bill analysis and quoting assistance work alongside these rules. Staff must review and apply commercial changes; intelligence does not silently approve a pricing policy.


## Related topics

- [Set up your team and access](/setup/team.md)
- [Configure customer follow-up journeys](/quoting/follow-ups.md)
- [Prepare the workspace for daily use](/setup/checklist.md)
- [Choose upfront payment or finance](/quoting/payment-options.md)
- [Create and send a quote](/quoting/walkthrough.md)