Rate Management

SMART360 Utility Configuration & Rate Management FAQs

1. What is Rate Management in SMART360?
   • Rate Management in SMART360 enables administrators to create, update, search, view, and delete pricing structures for utility services.
2. How can I add a new rate in SMART360?
   • Navigate to Utility Setup > Select Utility > Manage Accounts tab > Rate tab > Fill in the required rate details > Click Save.
3. What fields are required when adding a rate?
   • Mandatory fields include rate name, description, and applicable pricing structure.
4. Why is my rate not saving?
   • Ensure all mandatory fields are completed. Check for validation errors and try refreshing the page.
5. What should I do if I can’t access the Rate tab?
   • Contact your system administrator to verify and assign necessary permissions.
6. Where can I view all existing rates?
   • Go to the Rate tab under the Manage Accounts section of the selected utility.
7. What details are shown in the rates list?
   • It includes rate name, pricing, and applicable services.
8. How can I view details of a specific rate?
   • Click the eye icon next to the rate in the Rate tab.
9. What if the eye icon is not visible for a rate?
   • The rate may be inactive or deleted. Only active rates can be viewed.
10. How do I edit a rate?
    • Click the Edit button next to the rate in the Rate tab, update the fields, and save.
11. Why can’t I see the Edit button for a rate?
    • The rate may be finalized or archived, or your account lacks editing permissions.
12. Why are changes to a rate not saving?
    • Ensure all required fields are completed. Refresh the page or clear browser cache.
13. How can I search for a specific rate?
    • Use the search bar in the Rate tab and enter relevant keywords.
14. What to do if no results are found during a rate search?
    • Check spelling, use broader search terms, and ensure filters aren’t hiding results.
15. Why is the rate edit form not loading?
    • Check your internet connection and refresh the page. Try re-logging into the system.
16. How can I sort or filter the list of rates?
    • Use the sorting and filtering options available within the Rate tab.
17. What if the search feature is not responding?
    • Ensure internet connectivity. Refresh the page and clear browser cache.
18. How do I verify if a rate is active?
    • Check the rate’s status in the list. Inactive rates are often greyed out or not clickable.
19. Can I delete a rate?
    • Yes, select the rate and use the delete option, if your permissions allow it.
20. What happens when a rate is deleted?
    • It becomes inaccessible and will no longer apply to any utility billing.
21. What causes missing rates in the list?
    • Filters may be hiding some rates. Also, ensure rates were added for the selected utility.
22. Can special characters be used in rate names?
    • Avoid using special characters or unsupported formats in rate fields.
23. What is the purpose of the Manage Accounts tab?
    • It allows access to configure various aspects like rates and contracts for selected utilities.
24. How can I ensure accuracy while entering rate details?
    • Review the rate name and pricing structure before saving. Avoid typos.
25. Can I search rates by service name?
    • Yes, use the service name or part of it in the search bar.
26. What to do if rate details aren’t loading?
    • Refresh the page and ensure the rate is active and correctly configured.
27. Are there any restrictions on file formats for uploading contracts?
    • Yes, only supported formats like PDF, DOCX, etc., are allowed.
28. How can I add a new contract in SMART360?
    • Go to Utility Setup > Select Utility > Account Management > Contract > Add > Enter Details > Upload > Submit.
29. What if my contract upload fails?
    • Check file size and format compatibility.
30. Can contracts be edited after uploading?
    • Yes, provided the contract is in editable status and you have the correct permissions.
31. How can I view all existing contracts?
    • Navigate to the Contract section under Account Management of the selected utility.
32. How do I search for a specific contract?
    • Use the search functionality within the Contract tab.
33. What happens if mandatory contract fields are missing?
    • The system will prevent submission. Fill in all required fields before proceeding.
34. Why can’t I see the Contract option in Account Management?
    • Your user role might not have the necessary access rights.
35. Can I delete a contract?
    • Yes, if the system allows and you have appropriate permissions.
36. How can I ensure I have proper permissions?
    • Contact your system administrator to review and assign appropriate user roles.
37. What if I still can't resolve a rate or contract issue?
    • Log out, clear browser cache, and try again. If unresolved, contact technical support.
38. Why do I need to refresh after adding or editing a rate?
    • To ensure changes are reflected and to reload the updated system state.
39. What is the significance of the red asterisk in the form fields?
    • It indicates mandatory fields that must be completed before saving.
40. How do I know if a rate is applied correctly to a utility?
    • Verify its listing under the Rate tab and confirm its configuration matches the utility service.