How to Add or Expire an Optimizer

This article goes over controlling what optimizers show up in your MissionControl portal. This includes the following:

• Adding an optimizer to your offering
• Expiring an optimizer option + changing the expiration

Click the links above to jump to the relevant section. 

Adding an Optimizer

1. In the left side navigation bar, tap into 'Company' and select 'MissionControl'. 
   
   1. If you'd like to edit one of your child or grandchild accounts, that can be selected in the top right.
   
   
   
2. Using the menu at the top, open the 'Optimizers' tab.
    
   
   
   
3. Open the 'Add New' dropdown.
   
   
   
4. Use the 'Manufacturer' and 'DC Input Power' dropdowns to filter your results to the desired categories.
   
   
   
   

5. In the dropdown, search and/or select the optimizer option(s) you want to add. Then click 'Add Optimizers'.
   
   
   
   

6. When options are added, there will be required settings that must be configured before saving. This can be done from the optimizer editor. These settings include: 
   1. Start Date
   2. State Condition Required States
   3. State Condition pricing
   
   
   
7. Once all options are added and live dates are set, click 'Save Optimizer Changes' in the bottom right. 
   
   
   

Expiring an Optimizer

Removing an optimizer from your solar proposals can be done one of two ways: 

• Deleting: completely removes this optimizer and its data from your company settings and proposals.
• Deactivating: removes the option from future proposals. You can adjust an expiration date to customize when the option stops appearing on proposals. 

Deleting

1. For the option you'd like to delete, click the trash can icon on the right. 
   
   
   
   

Deactivating/Expiring

1. To expire an option, click the toggle on the right.
   1. This will immediately remove the option from the main view. To see the option you've just expired, toggle 'Show Expired'. 
   
   
   
2. Expire an option will also set an 'Expiration Date', meaning any solar proposals created after this date will not show the expired option.
   1. If you'd like to backdate the change, or prevent the option from showing on earlier proposals, you can do that in the optimizer editor. 
   
   
   
3. Make sure to save your changes!
    
   
4. You can always re-activate an option that you've expired by toggling 'Show Expired', then clicking the toggle on the right again. 
   1. When an option is re-activated, the live date will populate the original date that the option had at at the time that it was expired.