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Tariffs define the rate structures that energy retailers charge. They are essential for invoice validation and brokerage calculations.

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Viewing tariffs

Navigate to the Tariffs page from the sidebar.
Tariffs list page in UMS

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Creating a tariff

Tariffs are typically created from within an agreement’s Tariffs tab.
1

Open the agreement detail page

Navigate to an agreement’s detail page.
2

Open the Tariffs tab

Click the Tariffs tab.
3

Start the Tariff Creation Wizard

Click New Tariff to open the Tariff Creation Wizard.

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Tariff wizard steps

1

Template selection

Choose whether to start from an existing tariff template or create from scratch.
2

Input method

Select how you want to enter tariff rates:
  • Manual Entry — Build the tariff structure interactively.
  • CSV Upload — Import rates from a CSV file.
3

Tariff details

Configure the tariff group:
  • Tariff Group Name — Descriptive name for the tariff
  • Supplier — The energy retailer (pre-filled from agreement)
  • Agreement — The linked agreement (pre-filled)
  • Effective Dates — When this tariff applies
4

Rate builder (manual) or CSV import

Manual mode:
  • Add time periods (for example, Peak, Off-Peak, Shoulder).
  • For each period, add rates with:
    • Description
    • Rate value
    • Unit (c/kWh, $/day, and so on)
    • Applicable factors
CSV mode:
  • Upload a CSV file with columns for period, description, rate, and unit.
  • The system validates the CSV and shows any errors.
5

Review and submit

Preview the complete tariff configuration and submit.

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Key concepts