Steps to add devices purchased from Supply Partners Without Using Solar Analytics
This Knowledge Base (KB) article guides customer support team through the process of purchasing from Supply Partners while opting not to use Solar Analytics. The process includes the creation of a device group (if the customer is not already registered), completion of a New Subscriber Form, necessary allocations and setups within Django/Stripe, addition of the device ID to the customer's Device Group and subscription (if already a customer), and removal of all Solar Analytics associations for the specified device.
Step-by-Step Process:
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Creation of Device Group (For New Customers):
- If the customer is not already registered, initiate the creation of a Device Group. This involves entering relevant details, such as customer information and contact details.
- Complete the New Subscriber Form to ensure accurate data submission.
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Allocations and Setups in Django/Stripe:
- Execute all necessary allocations and setups within Django and Stripe to facilitate a smooth purchasing process.
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Adding Device ID and Subscription (For Existing Customers):
- For existing customers, manually add the purchased device's ID to their designated Device Group.
- Ensure the device is appropriately subscribed, considering the specific subscription plan chosen by the customer.
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Removal of Solar Analytics Associations:
- Manually detach all associations of the purchased device from Solar Analytics. This step is crucial to ensure that the device operates independently of Solar Analytics.
Important Notes:
- Verify that all information entered during the creation of the Device Group and completion of the New Subscriber Form is accurate.
- Perform thorough checks on allocations and setups within Django and Stripe to prevent any issues during the purchasing process.
- For existing customers, confirm the addition of the device ID to the appropriate Device Group and subscription.
- Double-check that all Solar Analytics associations are removed to avoid any conflicts.