Supplier Pricing Templates
Universal CSV template system with 3-step wizard for configuring supplier-specific column mappings
Related Pages
What are Pricing Templates?
Pricing Templates are saved configurations that map CSV columns from supplier pricing files to the system's standard fields.
The Problem: Every supplier formats their pricing files differently:
- DYCE might use "Day Unit Rate" while Opus uses "Day_Rate"
- Some suppliers have "SC p/day", others have "Standing Charge"
- Column order varies between suppliers
- Some suppliers include HH charges, others don't
The Solution: Create a template once for each supplier, and the system remembers it forever!
Benefits
- ✅ Configure once, use forever
- ✅ Auto-apply on future uploads
- ✅ No manual column mapping needed
- ✅ Supports all field types (single-rate, multi-rate, HH charges)
- ✅ Validates required fields
3-Step Configuration Wizard
Creating a template is easy with our interactive wizard!
1 Basic Info
Enter template details:
- Template name
- Supplier
- Fuel type (Electricity/Gas)
- Quote type (Acquisition/Renewal)
- Date format (optional)
2 Upload Sample
Upload a sample CSV file:
- Drag & drop or browse
- System detects columns automatically
- Shows preview of data
- Validates file format
3 Map Columns
Map CSV columns to fields:
- Auto-suggestions provided
- Select from dropdowns
- Mark required fields
- Save template
Available Fields for Mapping
The system supports mapping to these standard fields:
| Field | Fuel Type | Description | Example Values |
|---|---|---|---|
gsp_area |
Electricity | Grid Supply Point area | _C, _A, EA, WA, etc. |
ldz |
Gas | Local Distribution Zone | LO, EA, NW, SC, etc. |
llf_band |
Electricity | Line Loss Factor band | A, B, C, D, E, HH |
| Field | Unit | Description | Rate Type |
|---|---|---|---|
unit_rate |
p/kWh | Single unit rate | Single-Rate |
day_rate |
p/kWh | Daytime rate | Multi-Rate |
night_rate |
p/kWh | Night rate (off-peak) | Multi-Rate |
evening_weekend_rate |
p/kWh | Evening & weekend rate | Multi-Rate |
weekend_rate |
p/kWh | Weekend only rate | Multi-Rate |
standing_charge |
p/day | Daily standing charge | All |
| Field | Unit | Description | Applies To |
|---|---|---|---|
capacity_rate |
£/kVA/year | Capacity charge (DUoS) | HH Meters |
metering_charge |
£/year | Metering service charge | HH Meters |
These charges are only applied to Half-Hourly metered supplies
| Field | Unit | Description |
|---|---|---|
green_charge |
£/year | Green/environmental levy |
climate_change_levy |
p/kWh | Climate Change Levy (CCL) |
renewable_obligation |
£/MWh | Renewable Obligation (RO) |
| Field | Unit | Description |
|---|---|---|
aq |
kWh | Annual Quantity (single value) |
aq_min |
kWh | Annual Quantity minimum (range) |
aq_max |
kWh | Annual Quantity maximum (range) |
duration_months |
months | Contract duration (12, 24, 36, etc.) |
start_date_min |
date | Earliest start date |
start_date_max |
date | Latest start date |
profile_class |
text | Profile class (01-08) |
How to Create a Template
Step-by-Step Guide:
1️⃣ Navigate to Settings → Pricing Feeds
Go to Settings page and click on the Pricing Feeds tab.
2️⃣ Click "Configure Template"
Click the ⚙️ Configure Template button in the "Supplier Templates" section.
3️⃣ Step 1: Enter Basic Information
- Template Name: e.g., "DYCE Electricity Acquisition"
- Supplier: Select from dropdown
- Fuel Type: Electricity or Gas
- Quote Type: Acquisition or Renewal
- Date Format: (Optional) e.g., DD/MM/YYYY or YYYY-MM-DD
💡 Tip: Use descriptive names like "SupplierName FuelType QuoteType"
4️⃣ Step 2: Upload Sample CSV File
- Drag and drop a sample CSV file from the supplier
- System will detect all columns automatically
- Preview shows first 3 rows of data
⚠️ Note: File is only used for column detection, not imported as data
5️⃣ Step 3: Map Columns
- System shows all detected columns
- Auto-suggestions provided based on column names
- Use dropdowns to select system field for each CSV column
- Required fields marked with ⭐
- Optional fields can be left unmapped
Required Fields: At minimum, you must map GSP/LDZ, one rate field (unit_rate OR day_rate), and AQ field
6️⃣ Save Template
- Click Save Template
- System validates required fields
- Template is now saved and ready to use!
- Set as default for auto-application on future uploads
Using Templates for Uploads
Automatic Application:
Once a template is saved and set as default:
- Go to Settings → Pricing Feeds
- Upload a CSV file from that supplier
- System automatically detects the matching template
- Column mappings are applied automatically
- Data is parsed and imported with correct field assignments
Magic!
No manual column mapping needed ever again for this supplier! The system remembers your template configuration.
Manual Override:
You can still override the template if needed:
- System shows the detected template and column mappings
- You can review and adjust mappings before importing
- Changes are temporary for that upload only
- To make permanent changes, edit the template
Managing Templates
Template Actions:
| Action | Description | How To |
|---|---|---|
| View | View template configuration | Click View button |
| Edit | Modify column mappings | Click Edit button |
| Set Default | Make template auto-apply | Check "Set as default" when saving |
| Delete | Remove template | Click Delete button |
| Duplicate | Copy template for similar config | View template, then Duplicate |
Best Practices
✅ Do:
- Use descriptive template names (include supplier, fuel type, quote type)
- Map all available fields for maximum data capture
- Test template with a small sample file first
- Set one template as default per supplier/fuel/quote combination
- Keep templates up-to-date if supplier changes file format
❌ Don't:
- Delete templates that are still in use
- Create duplicate templates for the same supplier/fuel/quote
- Skip required field mappings (GSP/LDZ, rate, AQ)
- Forget to test the template after creation
💡 Tips:
- Multiple Formats: If a supplier has different formats for different products, create separate templates
- Date Formats: Specify date format if supplier uses non-standard format (default: DD/MM/YYYY)
- Optional Fields: Map optional fields when available (HH charges, environmental charges) for complete data
- Version Control: Include date in template name if supplier changes format frequently