Linking a meter to a customer
Attach a meter to a terrain and give the customer an occupation on that terrain, so the consumption ends up with that customer.
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You do not link a meter to the customer itself. You attach the meter to a terrain and give the customer an occupation on that terrain. After that the consumption flows to the customer automatically. See How does this fit together? for the picture.
Before you start:
- The meter is already in ParkMeters. A meter that is already attached to a terrain does not show up in the list of choices.
- The terrain exists and has no active occupation yet. If the terrain is occupied, it is not in the list of choices for Create occupation; if it says No available terrains found., they are all occupied.
- The customer exists.
Step 1: attach the meter to the terrain
Open the terrain
Go to ParkTerrains and click the terrain.
Click Add meter
At the bottom of the Meters card is Add meter. Choose the meter from the list.
Confirm with Assign meter
The meter is now in the Meters card of the terrain.
Step 2: put the customer on the terrain
Open the customer
Go to CustomersOverview and open the customer. On the Overview tab you find the Occupations card.
Click Create occupation
Choose the terrain. If there are meters on the terrain, you can enter a start reading for each meter. You choose an existing reading for that or type a value. If there are no meters, you see No meters linked.
Confirm
Click Create occupation again.
Unlinking a meter
Open the terrain, go to the Meters card and in the menu (...) next to the meter choose Unlink from terrain. The meter remains and you can attach it to another terrain. This option is only on the terrain page, not in the meter's own menu.
What happens next?
- For every meter on the terrain, Tillor starts a consumption period for this customer, from the start reading. See Consumption batches.
- New meter readings are added to that period. You see them at the customer in the Readings card and at the meter in the Consumption card.
- When the occupation ends, Tillor closes the period. After that you can invoice the consumption, see Invoicing consumption.
- If you later attach an extra meter to a terrain with a running occupation, a consumption period begins for that meter as soon as you enter a meter reading.