Set up the basic information on an offer

The General tab is where every offer begins. It's the first form you land on after creating an offer, and it holds the foundational data the rest of the offer depends on: which project type this is (PV, heat pump, wallbox, or a combination), which customer it belongs to, where it gets installed, which components sit in the bill of materials, how you've priced them, and how the offer card behaves on the Kanban. Get the General tab right and the planning, simulation, PDF, and signature steps all flow from clean inputs.

Before you start

• The offer must already exist. Create one first if you're starting fresh.
• You need the customer's contact data (name, email, address, installation address). It's pulled automatically if you created the offer from a Contact.
• Decide your project type before you start picking components. Switching project type later means re-doing component selection.
• Know whether you want pre-configured packages (Solar, Battery, Wallbox, Heat pump, Additional, Optional) to seed the bill of materials, or whether you'll build the list from scratch.
• You need the Offers permission and an editor-or-higher role.

Open the General tab on an offer

1. Open the offer from the Offers list (or from the customer's Contact page).
2. The offer lands on the General tab by default. That's the tab's on-screen label.
3. The General tab is split into sections: Project info, Customer & contact, Address, Components / bill of materials, and offer-card details (Hintergrund, Status, Deal-Wert, Laufzeit).

Pro tip: If you don't see the General tab, check that you opened the offer, not the Request. Requests have a different layout; the General tab is the first tab on the offer detail page.

Set the project type — PV, heat pump, wallbox, or combination

Where to pick Anlagenart (Wohnbereich vs Gewerbe)

Anlagenart maps to one of two places in Reonic:

1. At offer level: Wohnbereich (residential) vs Gewerbe (commercial) is set when the offer is created and lives at the offer-card / project type. Open the offer and check the General tab. The project-type indicator at the top tells you which side it's on. You can't toggle residential to commercial in place. The two lines use different structures, so switching means creating a fresh offer on the other side and transferring the components. Commercial carries Mieterstrom, market-premium, and depreciation flows, while residential carries KfW subsidies and household consumption.
2. At customer-record level: when you create a Contact, the Private vs Commercial field drives downstream forms. For French documents specifically (Cerfa, ENEDIS mandate, Consuel) the choice is fixed on the document. Re-create the document with the right type if it's wrong (see Subsidy, FR: ENEDIS mandate, Cerfa, and Consuel / DP4).

If neither of those matches what you're seeing, contact your Reonic account manager.

The project type drives which planning surfaces are enabled, which components show up in the package picker, and which PDF pages render. You set it during create-offer, and you can adjust which packages are active afterwards from the General tab.

1. Open the offer's General tab.
2. In the Packages section, tick or untick the package types you want this offer to include:
   • Solar package: PV modules, inverter, mounting, cabling.
   • Battery / energy storage package: battery plus battery inverter if separate.
   • Wallbox package: EV charger and cabling.
   • Heat pump package: visible when heat pumps are enabled for your workspace and your country.
   • Additional components package: service items, scaffolding, electrical installation.
   • Optional components package: items the customer can tick to add (see Mark a position as optional vs additional vs required below).
3. Save.

Note: Switching off a package leaves any components already in the bill of materials in place. Untick the package, then delete those line items manually.

Create an offer without PV components

A pure heat-pump-only, wallbox-only, or service-only offer is supported. Leave Solar package off and tick the relevant package(s). The bill of materials renders the components you actually selected. PV-specific PDF pages (yield, economics tied to PV self-consumption) render when a PV component is present.

For a fully empty offer (e.g. a labour-only quote), leave all packages off and add line items as free-text custom components from the BOM editor.

Link the offer to a customer (contact)

The offer is bound to a Contact in your CRM. The contact's name, email, phone, and address fields are pulled into the offer on creation; later edits to the contact reflect on the offer's customer-facing PDF on the next render.

1. Open the offer's General tab.
2. The Customer / Contact card shows the linked contact: name, email, phone.
3. To change which contact the offer points to, use the Change contact affordance (Kontakt ändern in German). This re-binds the offer to a different contact while keeping the offer's components, pricing, and planning.
4. To edit the contact's own data (typo in email, new phone number), click the contact name to open the contact in CRM, edit there, then return.

Pro tip: If the contact came in from HubSpot, Pipedrive, Weclapp, or Bitrix, a banner at the top of the General tab shows the CRM source. Removing the CRM association unlinks future syncs while leaving the contact data intact on this offer.

Set the installation address vs the billing address

Most offers have one address: the customer's home, which is both where the system gets installed and where the invoice goes. When the two differ (rental property, customer billing a holding company, or a multi-property owner), split them.

1. Open the offer's General tab.
2. In the Address card, the Project address (Projektadresse / Anlagenadresse) is the installation site, where the components physically go. This drives the simulation (sun path, weather, roof geometry).
3. Tick Billing address differs from installation address (or Abweichende Rechnungsadresse). A second address card appears.
4. Fill in the Billing address: street, postcode, city, country.
5. Save.

The installation address flows into Planning (3D layout, yield simulation) and the customer-facing PDF cover. The billing address flows into the invoice and any post-signature CRM / accounting export (Lexoffice, SevDesk, Bexio).

Note: The installation pin on the map is placed from the project address. If the address resolves to the wrong location (rural property, new development not yet in the map data), drop the pin manually on the map widget.

Address lives at the offer level, not the variant level. All variants on one offer share the same address, since they're planning scenarios for the same property. Changing the address (or moving the map pin) on the General tab applies to every variant. To plan a genuinely different address, create a separate offer.

Understand the Energy house ↔ Project relationship

For PV-led residential offers, the offer lives inside an Energy house record: the household-level container that holds the building, the simulation, and the offer (or offers) attached to that property. The Energy house is created automatically when you create the offer; you don't manage it as a separate object.

• One Energy house can carry multiple offers over time (e.g. a follow-up offer for a battery upgrade two years later). They all reference the same property and simulation baseline.
• For commercial offers, the parallel concept is the Project: same idea, different structure.
• Switching the installation address on an active offer effectively re-anchors which Energy house it sits in. Do this only when the customer truly moved properties.

You don't need to think about the Energy house day to day. It's there to keep your data consistent across simulations and re-offers.

Find and edit the bill of materials (Stückliste)

The bill of materials, Stückliste in German, is the structured list of every component and service line on the offer. It drives pricing, the customer-facing PDF, the parts list you order from, and the installation handoff. Each line is one position.

1. Open the offer in the Portal.
2. Go to the General tab. The Components or Stückliste section lists every position on the active variant.
3. Alternatively, open the Variants overlay and pick the variant whose BOM you want to edit. Each variant has its own bill of materials.
4. The BOM editor shows columns for position number, article / description, quantity, unit price, discount, VAT, and total.

Pro tip: If you can't find the Stückliste, look on the General tab first. The structured BOM with article numbers also surfaces on the offer PDF in the Components Overview section (controlled via Modify the offer PDF, Show component article numbers).

View the BOM per variant

Each variant ("option") on the offer has its own independent BOM. To see the BOM for a specific variant:

1. Open the offer.
2. Switch to the variant via the Variants overlay at the top of the offer detail page.
3. The General tab now reflects that variant's components.

A multi-variant offer can show, say, Variant 1: Solar only with 12 PV modules and Variant 2: Solar + battery with the same 12 modules plus a 10 kWh battery: two complete BOMs side by side.

View the BOM in the Mobile App

The Mobile App surfaces the same BOM for on-site reference. Pick the offer, scroll to the Components / Stückliste section. The mobile view is read-mostly; for full editing, use the Portal.

Add, edit, or remove a component line

1. Open the General tab and find the Stückliste / Components section.
2. Click Import component (the picker action).
3. The component picker opens. Search by name, article number, or category (PV module, inverter, battery, wallbox, heat pump, mounting, cabling, service).
4. Pick the component. The line is inserted at the bottom of the BOM.
5. Edit quantity, unit price, discount %, or VAT rate inline.
6. To remove a line, use the row's delete icon.

Components come from your Component database. Your admins curate what's available; account managers and installer admins pick from the curated list. You can also create a new component inline from the offer's component picker (Add custom component). It saves into the catalogue exactly as if you'd created it in your Component database.

Note: If a component you want isn't in the picker, add it inline via Add custom component in the picker (it lands in the catalogue the same way), or ask your installer admin to add it to the Component database.

Setting or removing a planned component's VAT rate (e.g. dropping it to 0%) and editing the component price are separate rights. Most users need the price-editing right to touch either. If you need the price-editing right, ask your Reonic account manager.

Override a component's price or article details on this offer only

Sometimes a customer-specific deal needs a one-off price (special discount on a single inverter, supplier-promo pricing). You can override per offer while keeping your central component catalogue clean.

1. In the BOM editor, find the line.
2. Edit unit price inline. The new value applies to this offer only.
3. Save.

The override stays on this offer. Other offers using the same component still see the catalogue price.

Pro tip: If you find yourself overriding the same component to the same price across multiple offers, ask your admin to update the price on the component in your Component database. That's the right place to change pricing across all your offers.

Add a custom component or a free-text line

Not every line on an offer is a catalogued component. Labour, scaffolding, "additional electrical installation", site preparation, custom service packages: these often need free-text lines.

1. In the BOM editor, click Add custom component (or Freie Textzeile / Eigene Komponente).
2. Enter the description (free text), quantity, unit price, and VAT.
3. Save the line.

Custom components stay on this offer; they don't write back to the Component database.

Apply discounts and rebates

Reonic has three discount layers, applied in order: line-level rebate, then option-level global rebate, then a custom deal value override. They stack, so you can combine them.

Apply a global rebate to the whole offer

1. Open the variant (option) you want to discount.
2. Apply a global rebate via the rebate control on the option.
3. Choose an absolute amount or a percentage.
4. Save. The rebate is stored at the option level and applied after the line-item math.

Apply a component-level rebate

1. In the variant, select the line item (a specific solar component, battery, wallbox, and so on).
2. Apply a rebate via the line-level discount control.
3. Save.

Override the total with a custom deal value

1. Set a fixed total via the Custom deal value control in the pricing UI.
2. When a custom deal value is in play, the margin % is hidden from the customer view.
3. You still see the underlying numbers in your own view; the customer sees only the agreed total.

Note: The per-component price column on the customer-facing Components Overview shows the unrebated list price per component. Any global or line-level rebate appears separately on dedicated rebate rows beneath, so the discount isn't embedded in the line price. When you apply a global rebate, the customer sees "Component X — €Y, Component Y — €Z, … Rebate: –€R, Total: €N". Verify the result via the customer-view preview before sending.

Margin % stays internal. Customers granted limited access don't see your installer margin. You and your team see margin as before; a custom deal value also hides margin in your view, since the agreed total is then the meaningful metric.

Note: Country-specific subsidies are credits, not discounts. KfW (Germany), RHI (UK), and Italian thermal incentives are computed separately and typically show as a credit. They don't reduce your margin.

Show a single total price without per-component line prices

Some installers prefer not to itemise every component's price. They want the customer to see one project total. Reonic supports this without forcing you to put all components into one giant line.

1. Open the offer's PDF settings: Finalize > Preview > Customise pages. (Full guide: Modify the offer PDF.)
2. In the Components Overview page settings, set the price-display mode. The three values are Grouped by target (subtotals grouped by goal), Individual (= Einzelpreise, every line itemised), and Total (a single offer total only). Pick Total to show only the offer total.
3. Save. The PDF now renders the component list with descriptions and a single offer total.

A complementary toggle, Show estimated investment cost, controls whether the headline total appears at all.

Note: The price-display mode is the lever that controls the price granularity the customer sees in their own offer view. Don't confuse it with Vor-Ort-Modus ("Activate local mode" / "Vor-Ort-Modus aktivieren"), which is a separate, installer-screen-only privacy toggle. Vor-Ort-Modus blanks prices and margins on your own device during an on-site visit so the customer can't read them over your shoulder. It changes nothing in the customer's offer view. To change what the customer sees, set the price-display mode to Individual / Grouped by target / Total and verify via the customer-view preview.

Pro tip: When you're planning on-site at the customer's kitchen table, switch the price-display mode to Total first via PDF settings, then walk the customer through the BOM. They focus on what they're getting, not on the per-line breakdown. (If you only want to hide prices on your screen during the visit, that's Vor-Ort-Modus, not the price-display mode.)

Set one total price for the installation without itemised line prices

For a flat "installation price" that bundles everything in the offer:

1. Build the BOM normally (so the components are tracked for wholesaler orders and the installation team).
2. Set the price-display mode to Total so the customer sees one figure.
3. Optionally use Custom deal value to override the total to a clean round number.

The customer sees one number; you and your team still see the underlying BOM internally.

Show component article numbers in the offer PDF

The Show component article numbers toggle controls whether the offer PDF renders article numbers next to component descriptions, or shows a customer-friendly list (descriptions only).

1. Open the offer and go to Finalize > Preview > Customise pages.
2. In the Components Overview section, toggle Show component article numbers ON for a structured wholesaler-style list, or OFF for a clean customer view.
3. Save and preview.

The structured BOM (with article numbers) is also what you hand to your wholesaler when ordering parts, so leaving article numbers on for at least an internal copy keeps your supply-chain workflow simple. You place the order from this article-numbered list.

Show or hide a component's product description in the BOM

Each component in your Component database can carry a long-form product description. To surface that under the component line on the customer's PDF:

1. Open your Component database, find the component, and check that Description is filled in.
2. In the offer's BOM, descriptions render automatically on the customer PDF when a description exists on the component.
3. If a description is missing in the PDF preview but you added one, refresh the offer. The description is pulled at PDF-render time.

Note: If you added a description but it doesn't show in the preview, check that the Components Overview page is enabled in the PDF settings, and that the component's description is set on the component record itself in your Component database. Descriptions are pulled from the component record at render time.

Descriptions come from the component record

A BOM line carries no description of its own. The text under a component on the PDF always comes from that component's record in your Component database, pulled at render time. To show customer-specific wording for a one-off, create a custom component with the text you want and add it to the offer (see Create custom position types or extend the catalogue below).

Hide a component from the customer view

You may want to keep a component in the BOM internally (for wholesaler order, installation kit) and keep it off the customer-facing PDF.

1. Find the line in the BOM editor.
2. Toggle Hide from customer (or Im Angebot ausblenden) on the line.
3. Save.

The hidden line stays in the BOM for internal use (installation, wholesaler ordering, accounting) and stays off the customer-facing PDF.

Mark a position as optional vs additional vs required

Reonic distinguishes between three line types:

• Required component: part of the offer; the customer gets it if they sign.
• Additional component: the system includes it (scaffolding, extra cabling, electrical installation) by default; price is in the total.
• Optional component: the customer ticks it on the signing page to add it. Until ticked, it's not in the total.

To mark a position as optional:

1. In the BOM editor, click into the line.
2. Tick Optional (Optional / Wahlweise).
3. Optionally, group multiple optional lines into an Optional component bundle so the customer ticks one bundle, not each line separately.
4. Save.

On the customer-facing signing page, optional bundles render with a tick-box. The customer's choice is recorded on signing and feeds the installation step.

Difference between additional and optional components

• Additional: included by default, customer doesn't choose (scaffolding, mounting hardware, electrical work).
• Optional: customer chooses on the signing page (battery upgrade, extra wallbox cable, extended warranty).

Both go into the BOM; the toggle on the line decides whether the customer sees a tick-box or just a list entry.

Show optional positions the customer can pick at signature

When you mark lines as optional and group them into a bundle, the customer sees them on the signing page as tick-boxes.

1. Add the optional components to the BOM as regular lines.
2. Mark each as Optional.
3. (Optional) Group related optionals into a bundle by name (e.g. "Battery upgrade — +5 kWh") so they're presented together.
4. Save.

The bundle's price is shown on the signing page; ticking it adds the price to the total at signing time. The customer's final total reflects what they ticked.

Note: Optional bundles carry across when you duplicate a variant. They're re-created on the copy and land un-ticked, so the customer re-selects them.

Reorder positions in the BOM

Position order matters, both for how the customer reads the BOM and for grouping (e.g. all PV-related lines together, then battery, then wallbox).

1. In the BOM editor, grab the row's drag-handle (usually a ⋮⋮ icon on the left edge).
2. Drag the line to the new position.
3. Save.

Note: In the standard PDF rendering, modules and inverters always sort to the top of the Components Overview, regardless of where they sit in the BOM. This is a fixed ordering rule for PV components on the customer-facing page; the in-BOM order you set is preserved for non-PV components and for the internal Stückliste export.

Why modules and inverters always appear at the start

The customer-facing offer PDF groups PV-headline components first (modules and inverter) for clarity. Those are the highest-cost line items and the ones customers reason about. Battery, wallbox, mounting, cabling, and service items follow in the order you set.

For a different ordering on the customer PDF, use the Components Overview PDF page customisation (Modify the offer PDF) to reorder the sections, not the individual lines.

Group BOM lines into custom sections or categories

You can group the BOM visually by adding section dividers. Useful when the BOM has many lines and you want to break it into "PV system", "Battery storage", "Wallbox", "Service".

1. In the BOM editor, click Add section (or Abschnitt hinzufügen / Gruppe).
2. Name the section.
3. Drag the relevant lines into the section.
4. Save.

The customer PDF renders the section header above the grouped lines.

Pro tip: For larger commercial PV offers, custom BOM groupings make the difference between a customer's "this is a wall of numbers" reaction and a "I see what I'm getting" reaction. Spend the five extra minutes per big offer.

Link to a package template to seed the BOM

Reonic supports packages: pre-configured BOM bundles your admins set up. They're a fast way to seed an offer's BOM with a standard configuration.

1. On create-offer, tick the packages you want pre-applied: Solar, Battery, Wallbox, Heat pump, Additional, Optional.
2. The system inserts the package's component lines into the BOM automatically.
3. On the existing offer, you can also apply a package later. Open the General tab, find the Packages affordance, and tick the package to add.
4. Edit lines as needed. Packages are a starting point, not a lock-in.

Once a package is applied, the lines are independent BOM lines. Editing them leaves the package definition unchanged. Other offers using the same package continue to see the package's catalogue version.

A BOM line's label comes from the component

Each BOM line shows the component's catalogue name, and that's the only source of the label. A line has no editable name or label field of its own. To show a different label on the customer PDF, create a custom component with the name you want (see Create custom position types or extend the catalogue below) and use it on the offer. The original catalogue component's name is unchanged.

Add a variant to show side-by-side configurations

Variants ("options") let you show the customer multiple package configurations in a single signed offer, e.g. a "Solar only" variant alongside a "Solar + battery + heat pump" variant. The customer picks one and signs. Each variant has its own BOM, pricing, and PDF.

Add a blank variant

1. Open the offer, then open the Variants overlay (the Offer Options pane).
2. Click Create new variant.
3. Enter a name (e.g. "Solar + battery", "Without heat pump").
4. Save. The system inserts a blank variant after the last one, numbered per-offer (1, 2, 3…), and selects it.

Duplicate an existing variant

1. Open the Variants overlay.
2. On the variant you want to copy, click Duplicate.
3. The duplicate copies line items, payment data, financing details, subsidies, the solar layout, and optional-component bundles. Bundles land un-ticked so the customer re-selects them. The copy's solar layout is independent of the source.

Note: When you duplicate a Bees & Bears or EOS variant, the copy keeps the same financing provider and EOS mode rather than reverting to a plain cash variant. It's ready to tweak (different components, different term) without re-creating the financing setup. To get a plain cash copy, remove the financing on the duplicate afterward.

• Variants are numbered per-offer. The number shows on the signed PDF as the offer number followed by the variant number (for example 1024-2).
• Every offer keeps at least one variant. You can add a variant even after another variant is signed; only the signed variant is locked. To act on a new one, the customer needs a fresh signature request.
• To remove a variant attached to a non-withdrawn signature, withdraw it (or wait for expiry / signing) first.

Edit the bill of materials on a financing variant

When you create a financing variant (Bees & Bears or EOS), it's a separate variant with its own component list, not just a payment-mode flip of the cash variant. Editing its BOM is independent of the cash variant.

1. Open the offer and pick the Bees & Bears or EOS financing variant in the variants list.
2. Edit line items the same way you would on a cash variant: add/remove components, change quantities or models, adjust per-component payment modes.
3. Save. The variant's pricing recomputes, and the financing terms (monthly rate, total interest, APR) recompute against the new component total.

Note: If you've already submitted to EOS via the proposal form, re-editing components after submission may invalidate the prior proposal, so you'd need to re-submit. Edit before submitting where you can.

• Cash and financing variants stay independent. Edit one and mirror the change on the other manually. The cleanest path is to finalise the cash BOM first, then create the financing variant so it copies the latest state.
• Financing terms recompute on every BOM edit. Add a component and the loan amount and monthly rate go up. Verify the financing-side numbers after each change; the customer sees them on the financing variant's PDF.
• The Bees & Bears post-signature export button appears when your workspace has the Bees & Bears integration enabled. The "Create project in Bees & Bears" button shows up in that case. BOM edits don't affect this.

Set the offer's deal value, validity date, and background notes

The offer card carries details that are distinct from the BOM and the PDF: Kanban-relevant fields the sales team and CRM care about.

1. Open the offer's General tab.
2. Edit:
   • Hintergrund / Background: free-text internal notes about the deal. Never shown to the customer; safe for deal-political context.
   • Deal-Wert / Expected deal value: for Kanban totals and CRM sync (HubSpot, Pipedrive, Bitrix). Distinct from the offer's actual customer-facing total.
   • Laufzeit / Next touch: when to follow up next. Drives your next-action workflows. This is the customer-relationship cadence date, not the offer's PDF validity.
   • Gültigkeitsdauer / Valid-until: the offer's expiry date. The cover toggle Show expiry date controls whether this prints on the PDF cover.
3. Save.

Note: Deal-Wert on the card is not the same as Custom deal value in pricing. Deal-Wert drives forecast / Kanban / CRM. Custom deal value overrides what the customer sees as the offer's grand total. Both can exist on the same offer.

Set the CPF on a Brazilian offer

On Brazilian workspaces, the General tab shows a CPF field — the Brazilian taxpayer ID, formatted as 000.000.000-00.

1. Open the offer's General tab.
2. Enter the CPF in the 000.000.000-00 format.
3. Save.

Anyone with offer-edit rights can set the CPF, and it stays editable until the offer is locked at signing. If you later add EOS financing to a variant, the CPF you entered here pre-fills the EOS financing proposal automatically, so set it before you start the financing flow.

Change the offer's status (Kanban column and Won/Lost outcome)

1. Open the Offers list, the Kanban / table view.
2. Drag the offer's card to the desired column, or open the card and pick the column from the Status dropdown.
3. Each transition writes to the activities feed (the offer's history) and can fire CRM integrations (HubSpot deal stage, Pipedrive pipeline stage, Bitrix, Zapier workflows).

Note: The Won/Lost outcome is system-managed. It flips to Won automatically when the customer signs, and to Lost when you use the Mark as lost action (which prompts for a closed-lost reason). Let the system manage the outcome rather than setting it manually. Marking lost keeps the offer's data and moves it out of the active Kanban view; you can reopen it.

Note: If an offer didn't yet have an offer number, dragging it across the Kanban mints one automatically, with no separate prompt.

Steering which products a team selects

Components are grouped by product domain (residential vs commercial). To steer which components a team picks, the practical levers are catalogue hygiene (keep the Component database curated) and training. If you need a firmer restriction, contact your Reonic account manager.

Create custom position types or extend the catalogue

The BOM supports position types (component, additional, optional, service, custom-text). For anything beyond these, two workarounds cover the common cases:

• Use custom components (free-text lines) for ad-hoc types that don't fit a catalogue entry.
• Use custom sections to visually group lines into your own categories.
• For frequently-used new component types, ask your installer admin to add the component to the Component database with the right category. The picker will surface them.

Automatic margin or mark-up per component

Pricing in the BOM is the price you set, from the catalogue or overridden inline. Margin is computed as the difference between the component's purchase price and the offer's selling price. The total margin on the offer, the sum of per-component margins across all BOM lines, is shown in the offer's pricing summary panel, computed live as you edit unit prices or discounts so you see the impact of a price change immediately.

To apply a uniform mark-up on a class of components:

1. Set the selling price on each component in your Component database to the marked-up value.
2. New offers using those components inherit the marked-up price.
3. Per-offer overrides still work. You can lower the price on a specific offer for a special deal.

For an end-of-quarter promo across many existing offers, issue a discount at the global rebate level (see Apply discounts and rebates above).

Set a quantity discount (Mengenrabatt) on components

To give a quantity-based discount:

• Set the unit price lower for large-quantity orders manually on the BOM line.
• Apply a global rebate to the whole offer (see Apply discounts and rebates above).
• Apply a component-level rebate to a specific line.

For repeat tiered pricing, the cleanest path is to set the catalogue prices for the high-quantity scenario and override per offer when the quantity drops.

Get a parts list to order from your wholesaler

To order from your wholesaler, use the structured BOM that Reonic already renders: the article-numbered parts list on the offer PDF.

1. Make sure the BOM has all the components you'll order, with correct quantities and article numbers.
2. Toggle Show component article numbers ON in the PDF settings so the Components Overview renders a structured list with article numbers.
3. Generate the offer PDF (or the Parts list output) and use that article-numbered list to place the order with your wholesaler.

This parts list uses the same BOM as your customer-facing PDF. Lines you've hidden from the customer view stay in the BOM, so an internal copy with article numbers on shows everything you need to order.

Compare BOMs across variants on a multi-variant offer

To see what differs between two variants on the same offer:

1. Open the Variants overlay.
2. Switch between variants. Each shows its own BOM on the General tab.
3. Alternatively, generate the customer-facing PDF for each variant via Finalize > Preview and compare side by side.

Each variant's BOM stands on its own, and procurement / installation flow off the signed variant. For a consolidated parts list across variants (e.g. to stock a kit), generate the Parts list (or article-numbered offer PDF) for each variant and combine them downstream in Excel.

Note: When you duplicate a variant, the new variant's BOM is independent. Edits don't flow between variants. This is by design, so you can iterate one variant without affecting the other.

Things to know

• The BOM lives on the variant, not the offer. A multi-variant offer has multiple BOMs, one per variant. Switch variants via the Variants overlay to edit each. Adding a component to "the offer" means adding it to the active variant.
• Line totals update each time you open the offer. The price is fixed at signature (the customer-facing final record). The signed variant's BOM is then locked; to change it, fork to a new variant, which leaves the signed variant untouched as a contract record.
• Three discount layers, applied in order: line-level rebate → option-level global rebate → custom deal value. They stack intentionally.
• The bill-of-materials layout on the PDF is controlled separately from the BOM editor. The BOM editor sets what the components are; the PDF settings (Modify the offer PDF) set how they render, with article numbers, prices, descriptions, and section headers.
• Components with a zero unit price appear as zero-price lines on the customer PDF. Either fill in a price, hide them from the customer, or delete the line. The economics calculation handles them fine.
• Heating accessories ("Zubehör zum Heizungssystem") appear in the BOM as a separate line under the heat-pump category. Their description and price follow the same rules as other components: set on the central component record or overridden on the line. To present them as part of the main heat-pump line on the customer view, hide the accessory lines and bake their price into the heat-pump unit price.
• A signed variant's components carry the customer's optional-bundle selections. This drives the installation handoff: the installation team builds exactly what the customer selected, not the offer's defaults.
• Updating a component's image (in your Component database) reflects on the offer PDF on the next render. No need to re-add the component to the BOM.
• Hidden line items still count toward the offer total. Even when hidden from the customer view, hidden lines are in the price calculation. Make sure that's intentional.
• PV-Anlage subdivision in the BOM. Group PV-system components into custom sections (modules, mounting, inverter, AC cables, DC cables, monitoring) yourself. The structure follows the sections you create.
• Mieterstrom offers behave the same way. Individual line prices show or hide per the same price-display mode; landlord-facing vs resident-facing pricing is handled via separate offers or commercial variants.
• Annual Energy Costs page derives from PV components only. Additional components like extra electrical work don't appear in the simulation. The Annual Costs page shows expected energy savings from PV, battery, heat pump, wallbox. The Economics page separates what the customer spends on the system from what the system saves, so service items, scaffolding, and labour sit on the cost side — in the offer total but not in the energy math. See Modify the offer PDF, Annual Energy Costs notes.
• If an added component doesn't show in the PDF preview, check three things: the BOM line's Hide from customer toggle, whether the Components Overview page is enabled in the PDF settings, and whether you're previewing the variant the component is on (use the variant selector).

Need help?

• Step-by-step questions about this flow: contact your Reonic account manager.
• Feature requests or something missing: contact your Reonic account manager.
• Bug reports: include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026