STEP 1
Any user with admin permissions can add a module to the company’s equipment list. First, navigate to Settings > then Equipment > then Modules. Once on the Modules page, click the + New button in the upper right corner.
Clicking the + New button will open up a dialog box in which the information for the new module can be entered.
STEP 2
In the Module box, start typing the name of your preferred module to locate it in the list.
Enter the preferred name of the module into the Name box. The Module Name given will appear in designs and deals, so it should be easily recognizable to your reps.
Using the required Status drop down menu, select whether you want the module to be Active, Archived, or Inactive.
STEP 3
For each Module, you have the option to Upload a Thumbnail or Media (video, spec sheet, etc.) directly to Enerflo -or- Add URL(s) to Thumbnails or Media hosted elsewhere.
Next, in the Pricing Options section, click the + Add Option button to add a new pricing option for the Module.
In the Add Option window, name the Pricing Option, then select the Type from the drop down (Fixed Amount, Fixed Per Unit, Price Per Watt, and Custom). Confirm the Name, Pricing and Type are accurate.
STEP 4
Set up targeting if you want your inverters available in specific situations only. PLEASE NOTE that if the All checkbox is selected, then toggling on any specific option will exclude them from being able to use the pricing option.
Conversely, If the checkbox next to All checkbox is NOT selected, then toggling on any specific option will include the organization in the pricing option while excluding those that are not selected.
STEP 5
Click Save to finish adding a new module! Repeat to add more modules and/or to archive or deactivate old modules.