Editing and creating tariffs

This guide applies to the easy-pv.co.uk and beta.easy-pv.ie versions of Easy PV, references to MCS only apply to the UK site. The information provided here may not be accurate for easy-pv.com and easy.pv.ie.

Setting tariffs is an essential part of ensuring the financial benefits can be calculated as accurately as possible for your customer. These 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. 

This guide will detail how you can manage and create tariffs in Easy PV. 

Creating a new tariff 

Name of tariff 

If this is a variable rate tariff, this name will show on the consumption section of the customer proposal. Otherwise, it is just a way for you to manage and navigate your tariffs when selecting them.

Scope of tariff 

	Project level  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.
	User level 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 so want to use standard values.
	Team level  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.

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

Price bands

Flat tariff

• Input a value for the base rate and select save. 
• Ensure you're putting this in in the correct units, this value should be greater than 1 (i.e. 15, not 0.15). 

Variable rate tariff and tariff periods

• 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.
• Add any additional rates in the price bands section.
• In the tariffs period section you will be able to select the different price bands and indicate when they apply. For some tariffs different rates might apply at the weekend, you can select the days for which the tariff period applies. 

Editing existing tariffs 

You can view and edit your tariffs in three different places in your account: 

• Within a project: 
  • Consumption task 
  • Financial task 
• (Pro) Account settings > Financial (only User or Team-level tariffs)

When you select 'View and edit tariffs' you will see the following options: 

When editing tariffs you can change any of the details except the tariff scope, but note that any changes you make will affect previous projects that use these tariffs. 

Using your tariffs 

Once you have created your tariff either for an individual project or set a user level default, you can then select these in the consumption task and financial task. 

The tariffs set in the consumption task will pull through to the Easy PV and MCS consumption methods in the financial tasks only if they are flat tariffs - if you select a varied tariff then this will only be used in the Easy PV method and your MCS default value will be selected.