Editing suppliers and account numbers

Capturing Supplier Histories To further support our consultants and end-customers, the Energy.Hub has introduced a new feature that holds supplier histories within the Site CRM and reports. Please see below the features and how to update in bulk and per meter....

Baskets

Viewing and Creating New Baskets The Energy hub allows you to create baskets and map them to specific sites and groups. You can locate your list of baskets by navigating to Settings >> Data settings >>  Basket. For each basket, you can find information on:...

Terminations

Within the Hub, you can decide to close or terminate a specific site. You can do this for single sites or in bulk. To terminate a single site you can navigate to Sites >> View Site List >> Select a Site >> Service tab >> Market Connection...

Add New Sites and Update Existing Ones

Multiple Site Entry If you plan to add lots of sites, or changing the information for many of these, it’s better to use the Multiple site entry. Navigate to Sites >> Multiple Site Entry >> Actions.  There are two ways to use the Multiple site...

Groups and Custom Fields

Adding groups and custom fields, before you start adding sites At the time of setting up your product, there are two important choices to make.  Do you want to enable groups, and do you need any custom fields? You can request to enable groups from your account manager...

Viewing and editing site information

Ensuring your standing data is kept up to date is essential for being able to perform all the activities in the Hub. To view your data portfolio, navigate to Sites >> View Site List. The site list is a versatile tool that allows you to search for either sites...