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How To: Update Consumption Profile Settings

How To: Update Consumption Profile Settings

Emilie avatar
Written by Emilie
Updated yesterday

Consumption Profile settings can be found in the deal template. To access them, go to Settings > Deal > Deal Templates. Click the "+" next to the desired deal template, and then click the version you wish to edit. Click the lock icon in the top right to unlock, and choose whether to continue editing the current template or create a new revision.

Navigate to the Consumption tab under Plugins to view the available settings. Options include:

  • Require at least one kWh input

  • Require all kWh inputs

  • Require at least one bill input

  • Require all bill inputs

  • Require utility bill upload

  • Allow pre-solar rate modification

Check or uncheck the boxes as needed, and click Save on the bottom right. Click the lock icon in the top right again to stop editing and save the deal template.

If editing the current template, all deals using that template will be updated with the new settings. If creating a revision, click "Make Current" in the top right to use the new version for all future deals.

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