How to Activate Auto Add for Batteries

Automate the battery selection process by enabling the Auto Add feature using location and utility data. This helps streamline proposal creation and ensures accurate configurations across proposals. Follow the steps below to activate Auto Add for batteries based on specific zip codes and utilities.

Step 1: From the main menu, click “Manage Database” and select “Database”. 

Step 2: Open the “Batteries” dropdown and select “Batteries”.

Step 3: Click the “View Details” icon located to the right of your battery. 

Step 4: Click “Edit”.

Step 5: Scroll down to the end of the “Basic Information” section and mark the “Auto Add” checkbox.

Step 6: From the “System Size” dropdown, select the operator.

Step 7: Enter the system size value. 

Step 8: Enter the zipcodes manually, separating them with a comma, or upload them in bulk using a CSV file by clicking “Choose File”.

Step 9: To auto-add a battery based on utility, select utilities from the “Utility” dropdown.

Step 10: Click “Update Auto Add” to save your auto-add requirements.