Definition: Adders are also referred to as products by the Partners. These are either physical products or services that can be added to a solar system deal.
Navigation: To Add a product to a Partner's instance of Enerflo, first navigate to that partner's company page by Clicking on "Admin" at the top of the page and in the dropdown select "Companies"
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Find the Partner you need by typing their name into the search bar at the top of the page, and then click on their name or the Blue "View" button on the right side of the page./span>
Once on the Company Profile Overview page, click on the "Products" tab on the left side of the page. You will know which tab you are on as it will be highlighted blue.
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To add an adder to the Partner's Instance of Enerflo:
Type the adder you are looking for into the searchbar at the top right of the Products page.
Look for the adder you are searching for, checking that the name is at least close to what you are looking for, that the Unit type is appropriate for your Partner's needs (You wouldnt select a product with "PPW" for an item that has a cost based on Quantity for example) and make sure the Class is FlexProduct.
When you find the correct adder, click on the VERY faint checkmark in a circle on the right most side. It will turn green when selected.
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If the adder you want is missing from the list, and you are unable to utilize any adders that are displayed, you will need to add an adder to Enerflo first, and then repeat the steps on this gurucard.
Bear in mind that so far all that has been done is adding the adder to the Partner's instance. The adder has not yet been set up to activate on deals for the partner, nor has the pricing been set up for the adder. For that information refer to this gurucard: Update Adder Pricing
Adding Adders to Enerflo
To add a missing adder to Enerflo for use by partners, navigate to the product page by clicking on the "Admin" tab and then select "Products" from the dropdown.
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On the Products page click on the blue "+ Add Product" button at the top right./span>
Enter the relevant information for ALL fields:
Product Name: Name of the product
Product Short Name: Same as Product name unless told otherwise
Product Sku: Name of the adder BUT no uppercase, and all spaces replaced with hyphens.
Product Class: FlexProduct unless told explicitly otherwise
Unit Name: How is the partner charging for this adder? Common units are "Qty (1)", "Sq ft", "Quote", "Per module", and "PPW" however it is possible that the partner wants something else.
Allow Qtys?: Use this check box only if the adder's unit is "Qty (1)"
Is the product a Battery?: Use this check box only if the adder is a battery
Is the product a Re-Roof?: Use this check box only if the adder is a re-roof.
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