Creating Adders in v2
System adders are those items, apart from Modules, Inverters, and/or Batteries which are required to sign a deal. Value adders are those items that are ancillary to a deal and not required to sign the deal.
in v2, all adders are entered in the same location in the Orgs Enerflo instance: Settings/Pricing/Adders
This is where you can add and manage adders. Existing adders will appear in table view below. To create new Adders, click + New.
You will now need to enter the Adder Name, Configure auto/apply and visibility rules, Activation Model, Input Fields, Pricing Options, and Associated Values. After entering all of the necessary info, click Save on the Create Adder UI. If this will likely be added to the pricing model as a value adder, you can usually select Always Active to make this adder available for reps to select on all their deals. However, if this will be added to a pricing model as a system adder, Always Active is not recommended, and some other type of activation model should be chosen instead, since system adders cannot be removed by the rep.
- Adder Name: Create a unique and descriptive name.
- Auto Apply & Visibility rules:
- Activation Model: This will allow you to set criteria on when this adder is available to a deal.
- Input Fields: These inputs will be displayed when the adder is used in the proposal. Click Add Field to create. Enter the field Label and Field Name. Then click Done. The new Input Fields will display in this section.
- Pricing Options: This section allows you to define the pricing schema for the Adder. Click + Add Option to create.
This UI allows you to set the pricing criteria for your Adder. You will be able to set a Pricing Option Name, Type,Type Value, Authorized Dealers, and Installer Markets. Once you have filled out all necessary fields, click Add Pricing Option.
- Pricing Option Name: Create a unique and descriptive name. This may apply to several adders so make it general enough to apply to more than one adder.
- Type: Choose Price Per Watt, Fixed Amount, or Custom.
- One caveat here, if you choose Custom type, a UI will appear for you to be able to define the criteria.
- Type Value: This will reflect the type above. Enter the appropriate value.
- Authorized Dealers: This will allow you to pick from your associated Sales Orgs, who will be able to sell the adder. You also have the option to select All Authorized Dealers.
- Installer Markets: Here you will be able to select from the Markets you already have set up. You also have the option to select All Installer Markets.
Associated Values: These will populate from the Dividend plugin if you have that enabled.
Mapping Adders between v1 & v2-hybrid
Adders do not have an ID in the Equipment DB and cannot be mapped like equipment. Consequently we have to map adders differently. Please follow these steps to map adders.
- In the partners v2-hybrid instance, navigate to the Adders menu:
- Then select the Adder you would like to map. Click on the row of the adder.
- Now copy the last section of the URL. It is the snippet just after the last forward slash.
- Navigate to the partner's v1 instance. Cloak in as an admin user. Go to the Sales Company/Products menu:
- Select the adder you'd like to map by clicking the pencil/paper icon next to the Product Name.
- Now select the Misc Settings tab.
- Finally, paste the copied Adder_ID from the URL into the v2 ID field.
This adder is now mapped and ready for use!
Here is a link to a JavaScript if/else shortcut. It is called a "ternary operator" and can save you some typing.
https://developer.mozilla.org/en-US/docs/Web/JavaScript/Reference/Operators/Conditional_operator
Example:
// if else triple equal
(boolean, price1, price2, base, qty)=> {
let price; if(boolean === true){
price = price1;
} else {
price = price2;
}
return price.times(qty) + base
}
// if else implicit equals
(boolean, price1, price2, base, qty)=> {
let price; if(boolean){
price = price1;
} else {
price = price2;
}
return price.times(qty) + base
}
// ternary
(boolean, price1, price2, base, qty)=> {
let price = boolean ? price1 : price2;
return price.times(qty) + base
}