1. In your account, navigate to SalesHub > Proposals > Inventory > "Modules"
2. Here you can see any Modules that have been added to your account.
Tip: Tip! You must have at least one module added to your account to create a design.
3. If you need to ADD a module, click Add Module
4. Click on the Module Name dropdown.
5. Only Modules that HAVE NOT been added to your account will display as options to choose from.
The options displaying also already exist in EquipRabbit (our Global Equipment Database).
*How to request a Module be added to EquipRabbit is explained later.
6. Select the Module you want added to your account.
This will open the Module Details screen where you can adjust a few settings such as:
- Set as Default - yes/no, defaults to no
- Make the Module Active or Not Active - yes/no, defaults to yes
- Indicate if the Module has micro - yes/no, defaults to no
- Give the Module a Display Name - optional
- Update the Cost (PPW) - required
- View the Module Advanced Details and Spec Sheet
- Add Availability - optional
- Link Financier equipment for enabled financing integrations - optional
7. Giving your Module an optional "Display Name" is the same as giving it a nickname. We get that some times Module Names are ridiculously long, so display names are helpful when you need it more easily recognizable by your reps.
*Tip: the display name is what will show when creating the design too.
8. Clicking on "Advanced Details" will open a section that showcases the data that was entered into EquipRabbit, so you can review the numbers yourself.
If something doesnt look right, please let us know by submitting a new request and adding a comment.
9. Availability defaults to All States/Zip Codes, but you can set up Custom availability to only include that Module is specific states and/or zip codes.
10. When utilizing one of our integrated financiers, you will see an "Integrations" section. Click on the dropdown for each financier that requires you to link your equipment to their AVL (Approved Vendor List).
The list is scrollable.
*Not linking equipment, will result in errors on the proposal.
11. Click "Save" and the Module will now be added to your account.
12. If you need to Request a new Module be added to EquipRabbit, click Add Module.
13. Then click the Request here link.
14. Enter the required information into the form and click Submit.
Turn around for a new Module is typically 48 hours. We will email you once your request has been added.
Adding an Inverter
15. In your account, navigate to SalesHub > Proposals > Inventory > "Inverters"
16. Here you can see any Inverters that have been added to your account.
All the details above about Modules, are the same for Inverters.
Tip: Tip! You must have at least one inverter in your account for a design to be created.
17. If you need to ADD an Inverter, click Create
*Please note, that this will soon be changing to Add Inverter.
18. If there are Inverters available in EquipRabbit that haven't been added to your account, those options will show here just like they do for Modules.
However, if you have already added all available Inverters, the only option we give you is to request an inverter be added to EquipRabbit.
19. Enter required Inverter request details into the form and click Submit.
We will email you once we have added your inverter to EquipRabbit.
