Articles on: Energy Trac

Consumer Groups and Energy Contracts

Consumer Groups are the groupings of locations and assets that have the same energy contract specifications, including tariffs and contracted limits.

How to Add an Electric Energy Consumer Group





In Settings, go to the “Consumer Groups” section in the left column and click on “+ Add Consumer Group.”

Fill in the fields below based on your energy contract:

Once a Consumer Group is created, its information cannot be edited. You can only add more locations and sensors in case of expansion. If any data is entered incorrectly, please contact our Support Team.

The consumer groups function is only available to the administrator profile by default. If you wish to grant access to another user, change the user's permissions.

Tip: This information can be easily found on one of your monthly invoices.




Consumer Group Name: Enter the name of the consumer unit.
Example: Company A - Unit II

State: Enter the state the consumer unit is located in.
Municipality: Enter the municipality the consumer unit is located in.
Division: Select the division.
Tariff Category: Manually select the tariff category for the consumer group.
Locations: Select the locations from the same energy contract in your asset tree. If your company has only one physical location, you will likely select just the root location.
Energy Meters: Select the general energy meters that will be considered in the sum of the consumer group's consumption.

Example: General Panels and General Transformers.

Creating a Contract



On the platform, tariffs and contractual limits are set on the contract page based on the information from the consumer group.

Contracts should be set up to provide flexibility in dealing with real-world scenarios and will form the basis for platform charts and reports.

||Once a contract is created, its information cannot be edited. You can only add or attach files, if necessary. If any data was entered incorrectly, please contact our Support Team.

Scroll down the page and fill in the contract information.

Contract Period: Define the start and end date of the contract.
Tariffs: Manually fill in the values based on the energy contract. This can be edited if necessary.
Tariffs and Contracted Limits: Manually set contract limits based on tariff modalities.

Demand:





It is necessary to configure the cost ($/kW) and the value of the contracted demand (kW) for off- peak, mid-peak, and peak hours, in addition to the established measurement tolerance.

Consumption:





It is necessary to configure the cost ($/kWh) and the value of the monthly demand limit (kWh) for off- peak, mid-peak, and peak hours in addition to the established tolerance.

Activate Overuse Alerts for Demand and Consumption





Select the “Generate alerts” button to activate Consumption and Demand alerts based on the established limit. When activated, the General Meters values will be combined, and if the sum exceeds the limit, an Insight will be generated on the platform.

Alerts can only be activated for active Contracts.

Files and Attachments:



Attachments and documents can be added within the contracts; a good practice is to keep a copy of your monthly invoices or any relevant document for energy management.

Updated on: 01/08/2024

Was this article helpful?

Share your feedback

Cancel

Thank you!