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Editing and creating tariffs

This guide covers how you can manage and create tariffs in Easy PV. Setting tariffs is an essential part of ensuring the financial benefits can be calculated as accurately as possible for your customer.

Tariffs can be created, viewed and edited in the Consumption task or the Financial task. You can also set up user level default tariffs in your account financial settings or if you are a member of a Pro team, this will be set by a Pro team admin in Pro account financial settings. 

​Overview

Creating a tariff 

Tariffs can be set up in individual projects from the Financial or Consumption task or in User/Team financial preferences. 

Flat or single-rate tariffs

Step 1. Set the name of the tariff 

This name will appear in the quote wording. 

Step 2. Set the scope of the tariff 

Set when you want to be able to use this tariff:

  • User-level: For any of my projects
  • Project-level: Only for this project
  • Team-level: Available to my team 

Note: Once the scope of the tariff has been set, this cannot be edited. 

What is the scope of the tariff for?

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  • These will only be viewable on the specific projects it's created for
  • A good option if you frequently change the tariffs on each project

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  • These can be used for any projects and set as a default in your financial settings
  • A good option if you aren't sure what tariffs your customer is on and want to use standard values
  • Tariffs will not be shared within shared projects if they are user level

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  • If you are a member of a Pro Team, you will be able to create Team level tariffs
  • These will work much like the User level tariffs but will show for all members of your team

Step 3. Input the price bands

Input a value for the base rate and click Save. 

Variable or multi-rate tariffs

Steps 1 and 2

Follow steps 1-2 as above. 

Step 3. Input the price bands

Input each different tariff rate. The names of each price band will be displayed on the proposal. 

The first band you enter will be used as the base rate - any time period that doesn't have a price band applied will be priced at this rate. Click + Add row to input each rate. 

Step 4. Add tariff periods 

In the tariffs period section click + Add tariff period.

Select a price band and input the start and end time. For some tariffs different rates might apply at the weekend, you can select the days for which the tariff period applies. 

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Using tariffs in a project

In Easy PV, certain tariffs can only be used with certain self-consumption calculations. The tariffs selected on a project are therefore associated with certain self-consumption methods. Variable or multi-rate tariffs can only be used with the Easy PV self-consumption calculation, whereas flat or single-rate tariffs can be used with any method. 

​Learn more: The differences between MCS and Easy PV self-consumption calculations.

View and edit tariffs

To view the tariffs you have selected on a project, navigate to the Financial task. Click Financial inputs in the top right and you will see which self-consumption method you have selected and the associated tariffs. 

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If you are using the MCS or Enter-value self-consumption calculation, you can view and edit the tariffs used on the project in the Financial task. If you are using the Easy PV calculation, you can only edit the tariff selection from the Consumption task. Navigate to the Consumption task and click Edit in the top right and select the Tariffs tab. 

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Managing tariffs

You can view and edit your tariffs from within projects (in Financial > Financial inputs > Self consumption or Consumption > Edit inputs > Tariffs) or within your financial settings.

Click Manage tariffs from within a project, or View and Edit Team/User level tariffs from financial settings. You will see the following options alongside the details of each tariff:

  • + Add import tariff
    Click this to create a new tariff
  • The three dots menu will allow you to duplicate, delete, or hide any payment options or providers:
    • 6M6gz1NJneGPPmZb-edit.jpg Edit
      Click the pencil to make any changes to existing tariffs. These changes will affect existing projects using this tariff
    • image.png Hide
      This will remove the tariff from the drop down list of tariffs in new projects without affecting old projects using this tariff
    • Delete Red.jpg Delete
      This will delete the tariff and cannot be undone. Existing projects using this tariff will switch to your default tariff

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Warning: Editing or deleting existing tariffs will affect previous projects that use these tariffs. Hide any tariffs you want unavailable on new projects without affecting existing ones. 

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