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Solar Victoria Portal Industry User Guide

Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

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Page 1: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Solar Victoria Portal Industry User Guide

Page 2: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Rebate processSVP

Customer Accepts Quote & Eligibility• Receives email• Login to SVP• Accepts quote• Confirms property address• Enter household income

information• Upload ID documents for

verification• Accept interest-free loan T&Cs

(optional) • Enter Direct Debit details (for

loan)• Submits Application

Eligibility Confirmed• Automated Approval or review• Request information or Approve• QR Code sent on approval

Upload & Submit SPS• Login to SVP• Create new application• Select product(s)• Eligibility steps• Submit

Installation• Installation booked• Arrive at property• Scan QR code• Complete installation

Finalise Rebate• Log into SVP• Enter installation details • Submit details• Receives payment

Customer engages retailer• Engage a retailer• Receive quote from retailer for

installation

Retailers Customers InstallersCSO

Page 3: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

1. Registering as a retailer2. Creating a quote3. Scheduling an installation4. Registering as an installer5. Confirming customer eligibility6. Claiming payment for an installation

Page 4: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

1. Registering as a retailer

Page 5: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as a retailerSVP

Page 6: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as a retailerSVP

Page 7: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as a retailerSVP

Page 8: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as a retailerSVP

Page 9: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as a retailerSVP

Page 10: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

2. Creating a quote

Page 11: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Creating a quoteSVP

1. Click on the ‘New Quote’ buttonFrom the home page, click on…

Page 12: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Creating a quoteSVP

2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the conditions by checking the “I confirm I have read and understand the above” box to progress.

Page 13: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Creating a quoteSVP

3. Complete all the required fields for the application:

- Contact details- Product information- Customer Benefits- Quote Details

Page 14: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Creating a quoteSVP

4. Upload the Quote

5. Click Next to proceed

Page 15: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

3. Scheduling an installation

Page 16: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Scheduling an installationSVP

1. Go to the ‘Installations’ tab of the portal and select an installation

Page 17: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Scheduling an installationSVP

2. Click on ‘schedule installation’

Page 18: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Scheduling an installationSVP

3. Select an installation date

Page 19: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

4. Registering as an installer

Page 20: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as an installerSVP

1. Eligible installers should receive a registration email

Page 21: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as an installerSVP

2. Follow the invitation link to go to this page

Page 22: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as an installerSVP

3A. Once you’ve clicked continue, you will receive a security code via email or…

3B. …mobile

Page 23: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as an installerSVP

4. Create a password and accept the terms and conditions

Page 24: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Registering as an installerSVP

5. You will receive a confirmation of registration email

Page 25: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

5. Confirming customer eligibility

Page 26: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Confirming customer eligibilitySVP

1. 2. 3. 4.

Page 27: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Confirming customer eligibilitySVP

5. 6. 7. 8.

Page 28: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

6. Claiming payment for an installation

Page 29: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

1. Go to the ‘payment’ tab on the portal and select an installation

Page 30: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

2. Click ‘request payment’

Page 31: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

3. Input the relevant details and confirm the installed product(s)

Page 32: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

4. Upload the relevant supporting documents

Page 33: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

5. Confirm installation details and submit

Page 34: Solar Victoria Portal Industry User Guide...SVP 2. Confirm Conditions Read the Solar Provider Statement terms and conditions. You are required to confirm an acknowledgement of the

Claiming payment for an installationSVP

6. Your payment claim for the installation will now appear as ‘under review’ until payment is approved