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Customers
This guide outlines the main components of the Customers features of the app, which includes:
- creating a new customer
- creating meter readings
- creating payments
The Customer features rely on the Customers, Meter Readings and Invoices, and Payments tables in Airtable.
Customers represent an individual using a meter.
Creating a Customer
Here is an Airtable form to create a new Customer record.
Important Fields
-
Name
is the name of the customer. -
Meter Number
is the number identifying the meter the customer uses. -
Meter Type
of either an Analog Meter, Smart Meter, or No Meter. Analog Meter allows the user to input a starting meter and view the rest of the meter reading information. Smart Meter allows the user to only view the meter reading information. No Meter hides all of the meter reading information. -
Tariff Plan
links to the chosen Tariff Plan for the customer. -
Meter Readings
links to relevant Meter Readings for the customer. -
Payments
links to relevant Payments for the customer. -
Site
links to the site the customer belongs to. -
isActive
indicates whether a customer should still be considered a part of the site. Allows the customer to reactivate at any time. -
Customer Updates
links to relevant customer updates for the customer. -
Customer Number
is the unique number identifying the customer. -
Starting Meter Reading
is the Meter Reading for the customer at the start of the period. Used to calculate the Amount Billed when inputting Meter Readings and updated at the start of each period.
Meter Readings logs a customer's usage of a meter.
Creating a Meter Reading
Warning: Admins manually creating rows in Meter Readings and Invoices in Airtable is strongly discouraged. There are required columns (such as “reading” that will break the app if not filled out) and assumptions made in the app (such as 1 meter reading per period per customer) that may break if data is not entered correctly. If you do want to create a meter reading, make sure to delete any existing meter reading for the given period and fill out the reading. Otherwise, the customer will be charged for both meter readings.
Here is an Airtable form to create a new Meter Reading record.
Important Fields
-
Customer
links to the customer who used the meter. -
Meter Number
is the number identifying the meter used. -
Reading
is the recorded usage amount in kWh. -
Amount Billed
is the amount billed for this meter reading in kS. -
Billed By
links to the user who owns the meter. -
Date
is the date/time the reading was created.
Payments logs a customer's payment to the user, i.e. the owner of a site.
Creating a Payment
Here is an Airtable form to create a new Payment record.
Important Fields
-
Amount
is the amount paid to the user in Ks. -
Date
is the date/time the payment was created. -
Billed To
is the customer who made this payment. -
Collected By
is the user the payment was sent to.
- Creating a New User and Assigning them a Site
- Adding or Updating or Deleting an Airtable Column or Table
- Testing Translations in a Production Environment