To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Edit-Adders.pdf
STEP 1
Use the left-column navigation to go to Settings > Pricing > Adders.
Click the Adder you would like to edit.
Define the Adder Name and Conditions at the top.
To add the Adder automatically, check the Auto-apply to new Proposals checkbox.
To manually enter the Adder, check the Allow manual toggle on Proposals to allow sales reps to manually add the adder.
Check the Customer Visible box if you want the customer (homeowner) to see this Adder and its Pricing in the Proposal.
STEP 2
Under Activation Model, use the Type dropdown to choose how you want your Adder to Activate. You can choose conditions based on State, System Size, or Custom.
Custom activation requires JavaScript knowledge, so reach out to our support team if you need additional help.
STEP 3
Set Pricing
Click the desired Pricing option at the bottom of the page, or click the + Add New to button create a new Pricing option.
Adder Pricing can be set to a Fixed Amount, Price per Watt, or Custom by using the dropdown menu under Type.
For Fixed Amount, simply enter the desired Price.
Price Per Watt is auto-calculated based on system size -- and can include or exclude an existing system.
Custom Pricing can be configured for quotes, or to calculate the price based on other information in the deal.
⚠️ Important!
Custom Pricing requires some JavaScript knowledge, so reach out to our support team if you need help.
STEP 4
Setup Custom Pricing
To set up Custom Pricing, click the + Add button to start adding your Input Fields under Pricing Option Inputs in the Create Pricing Option window.
Then, create your Pricing Function using the Inputs you just added.
Click Save to save your Custom Pricing.
STEP 5
Targeting
You can set up targeted pricing or availability based on a wide range of options.
Expand each Section (e.g. Authorized Dealers, Cities, Deal Templates, etc.) and use the toggles to choose which situations you want to Exclude, or
Select the All checkbox to choose which situations you want to Include.
Click the Update Pricing Option button to Save.
