Setting Up Your Tariffs

Prior to uploading prices in the system, the meter standing data needs to be updated.  This includes setting up the tariffs.  Customers often have different tariffs depending on supplier, contract structure, commodity and more factors.  As part of the on-boarding process, Utilidex sets up the tariffs to match what is represented in the bills.  While this is usually fixed throughout a financial year, it can still change due to contract alterations or customer display preferences (i.e. wanting to ignore charges). 

Admin users can set up system tariffs through the system.  This means, users can choose the composition of their tariffs themselves, without raising a change request.  You can access this by navigating to Rates in the main menu, and clicking on Tariff Manager.

Tariff Manager

Admin users can add new tariffs or edit existing ones.  You can add new tariffs by clicking on Add Tariff on the top left corner or edit by clicking on View/Edit under Actions.

Tariff Manager 2

Through this screen you can add or remove components to your tariff by using the “+” or “-“ buttons on the left side of the screen.  If you select the Standard Charge drop-down line item, the system will automatically map the rest for you.

Once you are happy with your tariff composition, you can save or save and continue to map individual meters.  Alternatively you can use the Site CRM to change the tariff in the services tab & Single site Entry when creating a new site, or the Bulk Uploader in the Multiple Site Entry to assign tariffs in bulk.

If you are not sure on the tariff that your organisation should use, please contact Utilidex Support or your supplier.