In the left sidebar, click on ‘Register a new customer’. You can either fill in the 'Initial Registration' only and come back to fill the rest out later, to do this fill in the Initial Registration and then click Save and Exit. Otherwise, click Next to continue the customer registration process.
Cloud Solar Device ID: This is where you link the user to the Cloud Solar device. Enter the Cloud Solar device ID that is on the side of the Cloud Solar device - see our Quick Start Guide if you need help with this. You will see a tick next to the device ID when you have filled it in correctly. You can also scan the QR code on the device using your phone.
Contact Details: Phone numbers provided must be from the same country that has been set in your organisation settings. You must provide either an email address or phone number for the user and set the contact preference accordingly.
Location: To add the user's location you can add the latitude and longitude manually. If you are at the customer’s location, you can click the ‘Get Location’ button and the location of your phone or computer will be used to automatically fill this in. You can also input's the customer's location using the Locate On Map feature if that is easiest.
If you click Save and Exit after this section, this registration will be saved as a Partial Registration. You can come back to finish these registrations later - find them easily by going to the Dashboard and clicking Partial Registrations in the widget shown below.
Insert basic details about the user.
Payment Plan: When connecting the customer to a payment plan, you can select from a list of plans that are available to your organisation. See the Payment Plans section for more details on adding new plans.
Down-payment: The down-payment is the amount of money the customer has put down as a down-payment or deposit for their solar home system. This does not count towards the customer's credits but is included in the pay-back of the total system cost.
Total system cost: The total system cost represents the cost of the system to the customer. Once the customer has paid this amount including the down payment and the total credits they have paid, the payment plan becomes inactive and the customer’s account is no longer charged. If you do not enter a total system cost, the payment plan will continue forever.
Negative charge limit: This is the amount of debt you allow the customer to go into before their appliances are automatically switched off. For example, if you set this to -100, your customer will be able to reach -100 credits before the load port on the charge controller is disabled. This will only happen if the automatic load switch-off is enabled. If nothing is inputted, the default is 0.
Automatic load switch-off: Enabling this forces the Cloud Solar device to shut off the load when the customer’s credits fall below the negative charge limit.
Partner Organisation: You can associate a partner organisation with the installation, this might be useful if you receive funding from a particular organisation, or for creating customer groups.
Associated Technician: You can assign one of your technicians to the installation. This defaults to the user who is logged in at the time of registration.
Here you can fill in information about the solar system being installed if you would like to keep track of the information. This will be useful when providing after-sales service to the customer.
You may record the demographic information of the customers.