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Retail accounts represent the account references that energy retailers assign to your connections. They are the key link between your internal account structure and the retailer’s billing system — they are how incoming invoices get matched to the correct account and connection.
UMS Retail Accounts list showing retailer account references

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Retail accounts list

The Retail Accounts page displays all retail account references in your organisation in a data grid. Tabs across the top filter the list:
  • Retail Accounts — All active retail accounts
  • Active — Status ACTIVE only
  • Inactive — Status INACTIVE only
  • Transfer Pending — Accounts in transition (PENDING_ACTIVE, PENDING_INACTIVE, or DRAFT)

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Status meanings

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Toolbar actions

The header provides:
  • New Retail Account (+) — Open a drawer to create a retail account
  • Update from CSV — Bulk-update existing retail accounts from a spreadsheet
  • Generate Retail Accounts — Auto-generate accounts from existing connection data
  • Merge Retail Accounts — Combine duplicate accounts (see below)
  • Merge Recommendations — Review system-suggested merges of likely-duplicate accounts

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Creating a retail account

Click New Retail Account to open a drawer. You supply the retailer reference (supplier_account_id), and link the Supplier, Account, and Connection. You can also set the open/close dates, status, validation and gap-check toggles, match tolerance, expected billing frequency, and payment terms.
A retail account links one connection to one retailer reference. When a connection transfers between retailers, a new retail account is created and the old one is closed — keeping a full billing history per retailer.

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Retail account detail page

A retail account detail page with its tabbed interface and details panel
Clicking a retail account opens the detail page with a tabbed interface: Header actions let you Add a Tariff, create a Retail Sub-Account (a child account under this one), Activate the account, or Close it. Activating an account also closes any other Active or pending accounts on the connection; closing prompts for a close date and can be marked as Deactivation Pending.

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Merging retail accounts

When duplicate retail accounts exist for the same connection, merge them into a single root. The merge is irreversible — all agreements, connections, invoices, and related data move into the chosen root account.
1

Select

Choose the root account to keep, then select the other accounts to merge into it.
2

Review

Confirm the root and the accounts being merged. Each shows its supplier reference and open/close dates.
3

Merge

Run the merge. Data is reassigned to the root and the merged accounts are processed.
4

Results

Review per-account Success/Failed results. Download the results as JSON, resolve any exceptions, and delete successfully-merged accounts as needed.
Use Merge Recommendations to let UMS surface likely duplicates automatically instead of selecting them by hand.