Updating Consumption

Learn all about updating consumptions

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

Consumption can be changed at meter level or at Tender level.

When a new tender/contract is created, the consumption will be taken from the consumption value you have entered within the meter screen.

If consumption is changed at meter level, only new tenders/contracts created after the consumption has been updated will use the updated consumption – any existing tenders/contracts will keep the consumption that they were set up with originally.

You can also change the consumption for each individual tender. This will ONLY update consumption on the tender that has been edited, it will not update the meter/supplies page or any other tenders that have been created.

1. Navigate to the meters/supplies page within your Lead/Customer
2. Find the meter you would like to change consumption for. 
   You can either scroll through the results page or use the advanced search to find your meter.
   
   If you are updating a gas or NHH meter skip to 3
   If it is a HH meter that you’re updating consumption for:
   1) Click the blue ‘Data’ button
   Then either enter a manual value into the field named ‘Option: Manual Entry (Annual)’ and tick the ‘User Manual Entry?’ Checkbox
   OR Upload your HH consumption data using the ‘Upload’ button
3. Click the meter number
4. Scroll down to the bottom of the meter/supplies page
5. Enter the new consumption
6. Click ‘Save’
   
   This consumption will be used for all contracts created from this point on, but it will NOT update existing tenders/contracts

1. Search the Pipeline for the Tender Reference you wish to edit consumption for
2. Click Go > Input Prices
   
   If you have already accepted a quote and would like to re-run the quotes for the new consumption.
   Click Go > Unaccept Quote
3. Click Tender Tools > Edit Meter Consumptions
4. If you would like to re-run the quotes, tick the checkbox that says ‘Re-Run Matrix Quotes’
5. Enter the new consumption
6. Click ‘Save Values’
   
   This consumption will ONLY be updated on this tender.  It will not update consumption within the meter/supplies page.
   
   If you have realised that consumption was incorrectly entered for a meter and has been passed through to subsequent tenders/contracts, you will need to update both the meter/supplies page AND each tender/contract that was created incorrectly. This can be done in bulk using Data Imports > Updates.