Consumption Profile settings can be found in the deal template. To access them, go to Settings > Deal > Deal Templates. Click the "+" next to the desired deal template, and then click the version you wish to edit. Click the lock icon in the top right to unlock, and choose whether to continue editing the current template or create a new revision.
Navigate to the Consumption tab under Plugins to view the available settings. Options include:
Require at least one kWh input
Require all kWh inputs
Require at least one bill input
Require all bill inputs
Require utility bill upload
Allow pre-solar rate modification
Check or uncheck the boxes as needed, and click Save on the bottom right. To allow reps to enter in the utility rate as needed, check the box to allow pre-solar rate modification. Click the lock icon in the top right again to stop editing and save the deal template.
If editing the current template, all deals using that template will be updated with the new settings. If creating a revision, click "Make Current" in the top right to use the new version for all future deals.
Utility Rates Showing Incorrectly
Utility rate data in Enerflo is sourced from Genability, our third-party rate data provider. If you believe a rate is wrong, you have two options:
An admin can enable the Allow pre-solar rate modification setting on the deal template to let reps manually enter the correct rate.
Send proof of the correct/updated rate (for example, a utility rate sheet or bill) to Enerflo Support, and we can forward it to Genability to correct it at the source for future deals.