Platform overview
Guide and version
PurposeThis guide is for CPO platform operators and covers the complete workflow from charger onboarding to remote maintenance.
Platform relationships
PurposeA charger must be assigned to a station before operation. Stations use rate templates for billing, and each charging session creates an order. One station can contain multiple chargers and orders, while one rate template can serve multiple stations.
Charger management
Add a charger
PurposeCreate a charger and configure its identifier, current type, connector count and type, maximum power, station, and availability.
Procedure
- 1
Open the Chargers list and select Add charger.
- 2
Complete the charger details and save. Create a station first if none is available.
- 3
Verify the app display: ID, current type, connectors, connector type, power, station, test mode, and disabled notice.
Edit charger details
PurposeMaintain a charger’s profile and operating parameters after creation.
Procedure
- 1
Locate the charger and select Edit.
- 2
Update the required fields, verify them, and save.
View charger details
PurposeView charger information and live voltage, current, energy, and SOC data. Available fields depend on charger reporting capabilities.
Procedure
- 1
Open the target charger’s Edit menu.
- 2
Select Charger details to inspect live AC or DC charger data.
Charger network settings
PurposeView the server connection path and configure network credentials. Once enabled, the charger must provide valid credentials to connect.
Procedure
- 1
Open the charger Edit menu and select Network settings.
- 2
Verify connection details for the EVC AC or DC charger.
Set network credentials
PurposeSet the account and password used by the charger to connect to the server, then update the charger-side connection configuration.
Procedure
- 1
Open Network settings from the charger action menu.
- 2
Save the account and password, then use the same credentials on the charger.
Manage connector status
PurposeDisable a connector when it is faulty or temporarily unavailable, and expose the unavailable status in the app.
Procedure
- 1
Open the charger Edit menu and select Connector management.
- 2
Select the connector, disable it, and verify its app status.
Assign a charger to a station
PurposeAfter assignment, the charger belongs to the target station and appears under it on the app map.
Procedure
- 1
Open the charger actions and select Assign charger.
- 2
Choose the target station, creating one first if necessary.
- 3
Check the station and charger on the app map.
Remove a charger from a station
PurposeRemove a charger when changing stations or pausing operation. It will no longer appear at its previous station.
Procedure
- 1
Open the charger Edit menu and select Remove charger.
- 2
Confirm removal and verify that the charger no longer appears at the original station.
View and download charger QR codes
PurposeDownload a charger’s QR code from the charger list for public operation.
Procedure
- 1
Scroll the charger table horizontally to the QR-code action column.
- 2
Open the target charger’s QR code and download it.
List, filters, and bulk actions
PurposeCustomize list columns, filter data, and perform bulk assignment, removal, connector renewal, or deletion.
Procedure
- 1
Use the list settings icon to choose visible columns.
- 2
Use field filter icons to narrow the dataset.
- 3
Select multiple chargers for bulk assignment, removal, connector renewal, or deletion.
Station management
Station structure
PurposeA station can contain multiple chargers, use one rate template, and generate multiple orders. Chargers must be assigned before operation.
Create a station
PurposeCreating a station requires a rate template plus its name, address, coordinates, images, power, status, and maintenance contact.
Procedure
- 1
Select New station from the station list.
- 2
Complete the station profile and select the required rate template.
- 3
After saving, verify map visibility, distance, status, transformer power, support phone, and cover image.
Edit station details
PurposeMaintain and save station details after creation.
Procedure
- 1
Select Edit for the target station.
- 2
Update the details, verify them, and save.
View station and chargers
PurposeInspect station power usage, charger status totals, online state, connector types, and charging status, with direct management and QR downloads.
Procedure
- 1
Open the station Edit menu and select View chargers.
- 2
Use the overview and list to inspect power, charger, and connector status.
Delete a station
PurposeAll chargers must be removed before deleting a station. Deletion is irreversible, and related app QR charging becomes unavailable.
Procedure
- 1
Select Delete from the target station’s action menu.
- 2
Verify all chargers are removed, then confirm deletion.
Rate management
Create a rate template
PurposeOne rate template can serve multiple stations. At least one of the electricity or service fees must be greater than zero.
Procedure
- 1
Select Add template from the Rates list.
- 2
Set the minimum charge, energy loss, pricing mode, electricity fee, and service fee, then save.
Edit a template
PurposeEdit an existing rate template, update its pricing parameters, and save.
Delete a template
PurposeDeleting removes only the template, not bound stations, but stations without a template cannot operate. Unbind stations first.
Orders and data export
Filter orders
PurposeLocate orders using a date range, order number, charger ID, or other key information.
Procedure
- 1
Choose a start and end date above the order list.
- 2
Enter an order number, charger ID, or another keyword.
Manage order columns
PurposeUse the list control to choose which order fields are displayed.
Resolve order questions
PurposeSearch by the customer’s order number when questions arise, and escalate order details to technical support when needed.
View order details
PurposeSelect Details in the order action column to inspect charging and settlement information.
Export statistics
PurposeUse the download action to export orders. When filters are active, the export reflects the filtered result.
Order field definitions
PurposeOrders include prepayment, paid amount, energy delivered, settlement status, and starting/ending SOC.
Organization management
Role management
PurposeCreate permission roles that control which platform functions each account can access.
Procedure
- 1
Open Organization management and Role management.
- 2
Select Add role, name the role, and choose permissions.
- 3
Verify the configuration and save.
Account management
PurposeCreate and manage platform login accounts, assigning roles by staff responsibility or operating need.
Procedure
- 1
Open account management under Organization management.
- 2
Add an account, complete its profile, and assign a role.
- 3
Verify the information and save.
Enterprise management
PurposeMaintain partner enterprise profiles, enterprise users, and financial information.
Procedure
- 1
Select Add, complete the enterprise profile, and save.
- 2
Use More to view users, manage finance, or edit the enterprise profile.
Device maintenance
Open the device backend
PurposeChoose a charger in the device list and open its backend from the available actions.
Procedure
- 1
Open the charger list and select the charger to maintain.
- 2
Use the charger action to open its backend page.
Remote maintenance functions
PurposeThe device backend supports remote restart, firmware upgrades, and connector-status operations. Verify charger and operating status before execution.