> ## 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 Tariffs

> Create and manage tariff rate structures in UMS with the Tariff Creation Wizard — used to validate invoice charges and run brokerage commission calculations.

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

## Viewing tariffs

Navigate to the **Tariffs** page from the sidebar.

<Frame>
  <img src="https://mintcdn.com/utilified/jAVFMAGPv86NPuGP/images/tariffs/tariffs-list.png?fit=max&auto=format&n=jAVFMAGPv86NPuGP&q=85&s=a159237932794b9e27ec983e576498df" alt="Tariffs list page in UMS" width="1440" height="900" data-path="images/tariffs/tariffs-list.png" />
</Frame>

## Creating a tariff

Tariffs are typically created from within an agreement's **Tariffs** tab.

<Steps>
  <Step title="Open the agreement detail page">
    Navigate to an agreement's detail page.
  </Step>

  <Step title="Open the Tariffs tab">
    Click the **Tariffs** tab.
  </Step>

  <Step title="Start the Tariff Creation Wizard">
    Click **New Tariff** to open the Tariff Creation Wizard.
  </Step>
</Steps>

### Tariff wizard steps

<Steps>
  <Step title="Template selection">
    Choose whether to start from an existing tariff template or create from scratch.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review and submit">
    Preview the complete tariff configuration and submit.
  </Step>
</Steps>

## Key concepts

| Term               | Description                                                             |
| ------------------ | ----------------------------------------------------------------------- |
| **Tariff Group**   | The overall rate plan linked to an agreement                            |
| **Period**         | A time block within the tariff (for example, Peak, Off-Peak)            |
| **Rate**           | An individual charge component (for example, usage rate, supply charge) |
| **Effective Date** | When the tariff rates take effect                                       |