Parts list (Stückliste) — what it shows, how to control it

The parts list (Stückliste in German, 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'll grab as a standalone document to send to your wholesaler when you're ordering.

This page covers what the parts list shows by default, how to control its appearance per offer, and the workspace-level decisions that drive everything else. For broader PDF layout (chapters, cover, embedded documents), see Customize 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. Component-catalog setup (images, descriptions, datasheets, article numbers) requires admin rights on workspace settings.
• Your workspace's component catalog should be populated with the components you use, including images, descriptions, article numbers, and datasheet PDFs where appropriate. The catalog is the source of truth for what flows into the parts list. Each per-offer PDF inherits whatever is set on the catalog entry.
• Offer-PDF page defaults (which chapters appear, embedded documents, footer, design) are configured under Settings > Planning & offer > Pages & Design > Residential (Haushalt) or Commercial (Gewerbe). See Configure PDF templates.

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.

The parts list is always either embedded in the offer PDF or visible on the Finalize tab.

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.

Offer-PDF page settings otherwise live under Settings > Planning & offer > Pages & Design (Residential / Commercial), where your admin manages which chapters appear and how the offer PDF is laid out.

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 (Einzelpreise) 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 via the customer's view of an offer before sending.

Note: Vor-Ort-Modus ("Activate local mode" / Vor-Ort-Modus aktivieren) is a separate, installer-screen-only privacy toggle. It blanks prices and margins on your own device during an on-site visit so the customer can't read them over your shoulder. It's a browser-local flag that doesn't change what the customer sees in their own offer view. To change whether the customer sees Einzelpreise, set the price-display mode to Individual, Grouped by target, or Total, then verify via the customer preview. See Configure pricing and discounts for the full pricing-control picture.

Make sure component images and descriptions show up

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

1. Open Settings > Components (the components catalog).
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. The next render of any current offer picks up the new image. Already-rendered PDFs keep their original content.

Pro tip: A two-sentence description per component pulls more weight than three pages of technical spec. Use the description field for the customer-facing story (efficiency, warranty, why you picked it) and leave the technical detail for the datasheet PDF.

Update the module image shown in offer PDFs

The module image in the parts list is the image attached to the module's catalog entry, set once in your workspace settings.

1. Open Settings > Components and find the module.
2. Replace the image with the new file.
3. Click Save.

Every future render of every offer using that module shows the new image. Signed PDFs stay as they were, since signed PDFs are immutable.

Show or hide datasheets in the offer PDF

Datasheets (manufacturer spec sheets) attach at the component catalog 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 catalog 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. Offer-PDF page defaults live under Settings > Planning & offer > Pages & Design (Residential / Commercial); per-offer chapters are set on Finalize > Preview.
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 (modules, inverters, batteries).

To embed a one-off PDF as a datasheet on a single offer without changing the catalog, use the document-embed slot in Customise pages. See Customize the offer PDF.

Auto-load datasheets onto every offer

To guarantee that every offer leaves the door with the manufacturer datasheets attached, combine the component catalog with the offer PDF's page configuration rather than attaching files per offer.

1. Upload the datasheet PDF onto the component once, under Settings > Components > [component] > Datasheet. Every offer that uses that component from now on inherits the datasheet.
2. Make sure the offer PDF includes the Datasheets chapter (defaults under Settings > Planning & offer > Pages & Design). With the chapter on, the renderer auto-appends every linked datasheet for components in the offer, with no per-offer click.

That two-step setup gives you standard documentation on every customer offer. Once configured, the offer PDF carries the datasheets automatically.

Note: Datasheets attach to the component, not the customer. If your team also keeps a per-project file collection in the project's Files tab, use folder templates on the Files tab to pre-create a Datasheets folder per project, then upload the datasheets you want stored alongside the project record.

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.

There's no automatic parts-list sync to wholesalers — the hand-off is manual: 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, not parts ordering. See Export to external tools.

Pro tip: For a wholesaler-ready document the Summary PDF is usually the better artifact than the customer-facing offer PDF. It's the planning and component-list document, carries no customer pricing language, and includes the circuit plan as a separate chapter for the order.

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 global rebate or line-level rebate you applied appears separately on dedicated rebate rows beneath the components.

What this means in practice:

• Customers see component-level list prices on the Components Overview.
• Rebates surface separately and visibly on rebate rows beneath the components.
• The grand total reflects all rebates applied.

When you apply a global rebate to the offer, the customer sees something like "Module — €Y, Inverter — €Z, Battery — €W, … Rebate: –€R, Total: €N". The rebate shows as its own visible line rather than being folded into each component price. The rebate is the visible variable, so verify via the customer's view of an offer before sending to confirm the rebate row reads the way you intended.

Every rebate you apply, whether on a single line, across the whole variant, or as a custom deal value, flows into the rebate rows and the grand total.

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).
• Configure pricing and discounts — the full picture, including overriding the total with a custom deal value and hiding your margin.

Custom components in the parts list

When you add a custom component during planning (a one-off item not in your catalog), 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.
• The economics page (break-even, ROI calculations). Custom components count toward the financial figures.

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 catalog: add the entry under Settings > Components with an image and description, and from then on every offer using it shows the visual.

Where the offer number appears

The offer number is visible in several places on the offer PDF:

• Cover page, when the Show offer number toggle is on (Customise pages > Cover).
• Parts-list header or footer, depending on the workspace template. The offer number often runs in the document header or footer.
• A dedicated label, on some workspace templates that render the offer number prominently near the cover or in the document-info block.

To surface the offer number on a customer PDF, check whether the Cover chapter has Show offer number on, and ask your admin whether the workspace template renders it in the header or footer too. Offer-numbering format itself (prefix, counter, after text) lives under Settings > Planning & offer > Offer, not in the PDF surfaces.

Things to know

• Image and description live on the catalog entry, not on the offer. Change the catalog and every future offer using that component picks up the change. Historical signed PDFs are immutable.
• Article-number visibility is set per offer on Finalize > Preview (Customise pages).
• The parts list (Bill of Materials) renders once, in the Components Overview chapter. You can toggle it on or off and toggle article numbers, but you can't render it in multiple positions or split it across pages.
• Datasheets attach at the catalog level. A component carries one datasheet PDF in your catalog; whether it surfaces in the customer offer depends on whether the offer PDF includes the Datasheets chapter (defaults under Settings > Planning & offer > Pages & Design; per-offer on Finalize > Preview).

Need help?

• Step-by-step questions about this flow → contact your Reonic account manager.
• Feature requests or something missing → send a note to your Reonic account manager.
• Something not rendering as documented → include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026