> ## Documentation Index
> Fetch the complete documentation index at: https://docs.utilified.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Agreements

> View, create, and update energy supply agreements in UMS — set contract terms and dates, attach connections, and link the tariffs used for validation.

Agreements are central to UMS — they link accounts, suppliers, connections, and tariffs together.

## Viewing agreement details

Click **See Details** on any agreement to open the detail page.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/agreements/agreement-detail.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=b8ece969693103d054861636d349ac40" alt="Agreement detail page in UMS" width="1440" height="900" data-path="images/agreements/agreement-detail.png" />
</Frame>

The agreement detail page has tabs for:

* **Overview** — Agreement summary, dates, supplier, and key details
* **Connections** — Connections covered by this agreement
* **Tariffs** — Tariff structures and rates for this agreement
* **Brokerage** — Brokerage records linked to this agreement
* **Settings** — Agreement-specific settings

Creating a retail account or attaching a document are header actions on the agreement detail page (**New Retail Account** and **Add Document**), not separate tabs.

## Managing connections

The **Connections** tab shows which meter connections are covered by this agreement.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/agreements/agreement-connections-tab.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=a43e91a7bac7ebefb229e3628c470ff3" alt="Agreement connections tab in UMS" width="1440" height="900" data-path="images/agreements/agreement-connections-tab.png" />
</Frame>

### Adding connections

You can add connections individually or in bulk:

* **Individual** — Click **Add a Connection** and search for the connection identifier (NMI, MIRN).
* **Bulk** — Click **Bulk Add Connections** to open the wizard, where you can:
  * Enter connection identifiers manually
  * Upload a CSV file with identifiers
  * Paste identifiers from a spreadsheet
  * Set effective dates for all connections at once

## Managing tariffs

The **Tariffs** tab shows tariff structures linked to this agreement.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/agreements/agreement-tariffs-tab.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=1d8791349fb81d6876a47d87c5e03c78" alt="Agreement tariffs tab in UMS" width="1440" height="900" data-path="images/agreements/agreement-tariffs-tab.png" />
</Frame>

See the [Managing Tariffs](/guides/managing-tariffs) guide for detailed instructions on creating and editing tariffs.

## Creating a new agreement

<Steps>
  <Step title="Open the Agreements page">
    Navigate to the **Agreements** page.
  </Step>

  <Step title="Open the create drawer">
    Click the **+** button in the top-right corner.
  </Step>

  <Step title="Fill in the agreement details">
    * **Name** — Descriptive name for the agreement
    * **Type** — ELEC\_RETAIL, ELEC\_METERING, NGAS\_RETAIL, and so on
    * **Account** — The account this agreement belongs to
    * **Supplier** — The energy retailer or metering provider
    * **Date Start** / **Date End** — Contract period
  </Step>

  <Step title="Save">
    Click **Save**.
  </Step>

  <Step title="Complete the setup">
    Add connections and tariffs to complete the setup.
  </Step>
</Steps>