To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Add-Batteries-to-Your-Company-Equipment-in-Enerflo.pdf
Only Org Admins can add Equipment, such as Batteries. To add Batteries to your company’s equipment list in Enerflo, follow these steps.
STEP 1
Navigate the Batteries page: Settings (Gear icon, bottom left) > Equipment > Batteries.
STEP 2
On the Batteries page, click + New in the upper right corner.
STEP 3
Configure your Battery
In the text field labeled Battery, start typing the name of your preferred battery manufacturer to find it.
In the Name field, enter the default name that you want to appear for the battery in Designs and Deals.
Use the Status dropdown to select whether you want the battery to be Active, Archived, or Inactive.
To add Battery photo(s) or media, use the Upload buttons or Add links.
STEP 4
Add Pricing Option.
Under Pricing Options, click the + Add Option button
Name your new Pricing Option.
In the Type dropdown, choose from: Fixed Amount, Fixed Per Unit, Price Per Watt and Custom.
Set the Type and Price for the new Battery.
STEP 5
Set Include/Exclude rules for the new Battery.
Click into each Expandable Section to Include/Exclude the new Battery from specific Dealers, Cities, Deal Templates, Sales Team, Utilities, ZIP Codes, etc.
Use the Toggles to Include/Exclude the new Battery from specific scenarios.
The Target icon indicates that targeting has been selected for certain circumstances.
When you have completed Include/Exclude for the available scenarios, click the Update Pricing Option button to Save the Pricing Options for the new Battery.
Finally, click Save Changes on the Edit Battery screen to save the new Battery.
