Admins can use multiple methods to add incentives to their organization database, making incentive management easier and more customizable.
Incentives can be added directly from the SubcontractorHub master database by selecting from a predefined list or requested manually. This gives organizations greater control over incentive setup while speeding up database management.
Follow the steps below to add incentives to the database.
Step 1: Click “Database” under “Manage Database”.
Step 2: Select “Plans” under “Incentives”.
From here, there are two ways of adding incentives to proposals:
Admins can select incentives from the master database.
Step 1: Admins can add incentives to their organization by selecting them from the master incentive database under “Select Incentives”. Click “Add” to add the incentive.
Step 4: If you enable the Auto Apply option, the incentive will be added to the proposal automatically whenever its criteria are met.
Note: At this stage, the only actions allowed are adding the incentive from the master list and enabling Auto Apply. No other changes can be made.
Admins can manually add an incentive to the database.
Step 1: Click “Add Incentive”. Provide a name, job type, and description for the incentive plan. You can choose to check the “Auto Apply” box.
Geo Constraints
The purpose of geo constraints is to ensure that only geo-based incentives matching the eligibility criteria are applied to the relevant proposal.
Step 1: Under Geo Constraints, you can choose between Allow or Deny. When you choose Allow, the incentive will apply to all states, cities, or postal codes, which you can choose from the “Level” list.
Step 2: You can select the “Level” by clicking on one of the options from the dropdown.
Step 3: Under value, you can type the postal code, city, or state. Click “Add” to finish the process.
Step 4: If you click “Switch to Deny” before clicking Add, the incentive will be denied in all the other levels except the level selected. In the example below, the level is state, and the value is California.
Step 5: Once you click “Add”, the selected state will be placed in the Allow list, and the incentive will be denied for all other states. If you add multiple states, you can drag and drop them to set their priority.
Step 6: If you choose Deny and select a state, that incentive will not be available for proposals with addresses in that state.
Proposal Constraints
Proposal Constraints are configurable conditions used to determine incentive eligibility at the proposal level. These constraints are built using Proposal Variables, allowing the system to evaluate specific data points within a proposal to decide if an incentive should be added or not.
Step 7: Under Proposal Constraints, you will find options for Variables and Operators.
Step 8: You can create a formula using these options. This formula will become the eligibility criterion for the incentive.
Realization Schedule
This defines the timing of incentive payouts. A time period of zero indicates an immediate incentive, while any value greater than zero represents an after-sales incentive paid at a later date.
Step 9: Under the realization schedule, you can choose when to apply the incentive. You can select between a future date of application or immediate application.
Note: If the realization is zero, then the incentive is immediate. If there are years or months added, it will appear as After-Sales Incentives Total in the finance card.
Incentive Qualifier
This decides the incentive amount in the proposal.
Step 10: Under Incentive Qualifier, you have three type options: Percent, Flat and PPW.
Step 11: If you choose Flat and provide a value, that amount will be directly deducted from the total system cost or battery cost.
Step 12: If you choose Percent and then provide a value, that percentage will be discounted from the total system cost or battery cost, according to your preference.
Step 13: Similarly, PPW applies to per watt and is only applicable to the total system cost.
Step 14: Provide all additional information like source, category, legal reference, documentation URL, and notes.
Step 15: You can add any sources from the list.
Step 16: Click “Add” to finish the process.
Step 17: Once incentives are added to the list, you can drag and drop them to reorder their position. Incentive priority is determined by its position in the list.
Adding the sources to the database requires the following steps
Step 1: Go to “Sources” under “Incentives” in the main menu.
Step 2: Click “Add”.
Step 3: Provide a Name for the Source and click “Add” to finish the process.
Viewing Incentives in Proposals
In a proposal, you will be able to find all the eligible Incentives under Discount Details. You can apply the ones available or remove the ones already applied.
If you scroll down, you will be able to see the detailed summary of the incentives applied to the proposal.
The incentives will also be available on the public proposal under Net System Cost.