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Custom Pricing Adders

Enerflo Support avatar
Written by Enerflo Support
Updated over 2 weeks ago

An org admin can set up custom pricing on an adder, for example to allow sales reps to enter their own price.

  1. Navigate to your adders section by going to Settings > Pricing > Adders > + New

  2. Name the adder.

  3. Make sure it is set to "manual toggle" and "always active"

  4. Click "add field" under the Input Fields section. This is the box that populates where rep will enter in the cost.

  5. Type in the question you want to populate when prompting the user to enter in the cost.

  6. Click the "Min Length" field and enter 0.

  7. Click the "Default Value" field and enter 0.

  8. Now we are going to add the coding to allow the custom pricing. Click + Add Option

  9. Click "Fixed Amount"

  10. Change it to Custom

  11. Click "Add" on the Pricing Option Model Functions section. Nothing will be added in that first section so we can skip that one.

  12. First you will name the function which should always be amount. Then click into the inputs box.

  13. The question you entered in earlier should pop up here. Select it.

  14. Now we will click down into the code section in between the first two parentheses. Here we will enter the word "price"

  15. Then we will click over in between the brackets. Here we will type "return price"

  16. The coding should then look as follows: ( price ) => { return price }

  17. Once you have done that, you can click "Add Model Function"

  18. The authorized dealers section is where you can include/exclude dealers. It is auto set to apply to all authorized dealers.

  19. The Installer Markets section is where we can include/exclude markets. Just like dealers, it is auto set to apply to all.

  20. Now we can save our work. Click "Add Pricing Option"

  21. Click "Save"

  22. Now you will notice the adder is set to draft. Click "Draft" and change it to "Active"

  23. Notice it says "not in use" next to it. We just need to add it to the pricing model. Click Settings

  24. Click Pricing > Pricing Models > Default Pricing Model

  25. Click into the adders section and then click the name of the adder so it is highlighted.

  26. Click Save

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