Understand and control the parts list

The parts list (Components Overview in the Portal) is the chapter of the offer PDF that lists every component the customer is quoted: modules, inverters, optimisers, battery, wallbox, heat pump, mounting hardware, balance-of-system items. It's also the chapter you export to send to your wholesaler when ordering.

This page covers what the parts list shows by default and how to control its appearance per offer. For broader PDF layout (chapters, cover, embedded documents), see Customise the offer PDF.

Before you start

• The offer must be planned and priced: variants configured, components selected, payment modes set.
• Page customisation is available while the offer is open. Once an offer is fully locked, typically after signature, Customise pages shows a lock icon and the settings become read-only.
• You need residential Offers access and an editor role or higher.
• Your workspace's component catalogue should be populated with the components you use, including images, descriptions, article numbers, and datasheet PDFs where appropriate. Each offer PDF inherits whatever is set on the catalogue entry. Anyone with editor access and the components permission can edit that content; creating a component, deleting one, and bulk price imports need admin rights.
• Offer-PDF page defaults (which chapters appear, embedded documents, footer, design) live under Settings > Planning & offer > Pages & Design, split into Residential and Commercial tabs.

Find the parts list in an offer

The parts list lives in two places depending on what you need.

1. In the offer PDF, as the Components Overview chapter. Open the Finalize tab, click Preview, and scroll to the Components Overview section. This is what the customer sees.
2. On the Finalize tab itself, as a tabular list showing every component, quantity, and price line by line. This is the working surface where you set per-offer prices and rebates, and it's the source of the PDF render.

To hand the list to a wholesaler, see Export the parts list for your wholesaler below.

Toggle article numbers on or off

Article numbers (manufacturer or supplier part numbers) help technical buyers and wholesaler orders. On a customer-facing offer they're often unnecessary clutter, so you can switch them off per offer.

1. Open the offer in the Portal.
2. Go to the Finalize tab, click Preview, then click Customise pages.
3. Scroll to Components Overview.
4. Toggle article numbers on or off. On renders article numbers alongside each component; off renders only the component name and quantity.
5. Click Save.

Control how much price detail the customer sees

How granular the price breakdown looks to the customer is governed by the offer's price-display mode, a per-offer setting with three values.

1. Individual itemises every component line with its own price. This is the fully-itemised parts list.
2. Grouped by target subtotals prices by goal or target rather than line by line.
3. Total shows a single total only, with no per-component prices.

This setting controls the price granularity the customer reads on the offer. To switch the customer between an itemised parts list and a single-total view, change the price-display mode, then verify how it looks from the customer's side before sending.

Make sure component images and descriptions show up

Component images and descriptions render automatically when they're set on the component catalogue entry in your workspace settings. When a component has an image and a description in the catalogue, both appear in the customer-facing PDF.

1. Open Settings > Components (the components catalogue).
2. Find the component, for example your standard PV module, inverter, or battery.
3. Upload an image and write a short customer-facing description.
4. Click Save.

Every offer that uses that component from now on renders with the image and description on the parts list. To change a module photo later, replace the image on the same catalogue entry. The next render of any current offer picks up the new image. Already-rendered and signed PDFs keep their original content.

Show or hide datasheets in the offer PDF

Datasheets (manufacturer spec sheets) attach at the component catalogue level: each component can have one PDF datasheet linked to it. Whether those datasheets render in the customer-facing offer depends on the offer PDF's page configuration.

• If the offer PDF includes a Datasheets chapter, the linked datasheets for the offer's components are appended.
• If it doesn't, the datasheets stay attached to the catalogue entry and remain available to your team, but they aren't embedded in the customer PDF.

To get datasheets into the customer PDF:

1. Confirm the component has a datasheet uploaded under Settings > Components > [component] > Datasheet.
2. Check that the offer PDF includes the Datasheets chapter, under Settings > Planning & offer > Pages & Design.
3. If the chapter is on and the datasheet is uploaded but it still doesn't render, contact your Reonic account manager. Some configurations only auto-append datasheets for specific component types.

With the chapter on, every offer that uses the component carries its datasheet, with no per-offer click. To embed a one-off PDF on a single offer without changing the catalogue, use Customise pages. See Add a custom page to the offer PDF.

Export the parts list for your wholesaler

To share the parts list with your wholesaler:

1. Open the offer.
2. Generate the offer PDF, or the Summary PDF, the internal planning and component-list document that includes the components chapter without the customer-facing economics and cover.
3. Crop or extract the components chapter as needed, or send the full PDF.

Share the generated PDF, or copy the components into your wholesaler's own ordering system. The Export to menu on the Finalize tab covers CRM and accounting partners. See Export to external tools.

How per-component prices and rebates appear

The per-component price column on the customer-facing Components Overview shows the unrebated list price per component. Each row prints the component's planned list price, and any rebate you applied, whether across the whole offer or on a single line, appears separately on dedicated rebate rows beneath the components. The grand total reflects all rebates applied.

Verify from the customer's side before sending to confirm the rebate row reads the way you intended.

To apply a rebate, use the dedicated rebate flows rather than doing it from here:

• Apply a global discount, one rebate across the whole offer variant.
• Apply a discount to one section, a rebate on a single section (Solar, Battery storage, EV Charger, Heat pump, add-ons).

Custom components in the parts list

When you add a custom component during planning (a one-off item not in your catalogue), it appears in the parts list with the name and price you gave it. The price flows into the parts-list row for that item, the variant's total price, and the economics page (break-even, ROI calculations). Custom components count toward the financial figures, not just the parts list.

A custom component with no image shows its row in the parts list without a picture. If you add the same custom item repeatedly, promote it to the catalogue: add the entry under Settings > Components with an image and description, and from then on every offer using it shows the visual.

Things to know

• The parts list renders once, in the Components Overview chapter. You can toggle it and its article numbers on or off.
• Datasheets, images, and descriptions all live on the component catalogue entry, not the offer. Update the catalogue once and every future offer picks up the change. PDFs you've already rendered or signed keep their original content.

Last updated on September 30, 2026