Add an agreement

With an agreement offer, you specify which fleets are permitted to charge at your sites and at what tariff.

1.Prerequisites

Create a site and a tariff beforehand, because without both the offer cannot be saved.

2.Step by step

  1. 1.
    First, open Agreements in the sidebar and switch to the Agreement offers tab.
  2. 2.
    Click Add agreement in the top right to open a window on the right that guides you through the entries in three steps.
  3. 3.
    Under Name, enter a name by which you will easily recognise the offer later.
  4. 4.
    Under Fleet partners, specify who can use the offer.
    • All fleets addresses the offer to all current and future fleet organisations, so that new fleets also see it automatically.

      This option is suitable if your site should be open to every fleet on the platform.

    • Selected fleets addresses the offer only to fleet organisations that you select yourself, and is suitable for individual conditions, for example for a regular partner with its own price.
    • Community fleets addresses the offer to all fleets of a community, for example the ASTAG charge community, and is suitable if you want to offer a community special prices.
  5. 5.
    Then, under Acceptance mode, specify how fleets accept the offer.
    • Immediate acceptance allows every eligible fleet to accept the offer itself and charge straight away, without you having to approve anything.
    • Approve requests lets fleets request access, so that you review each request and approve or reject it.

      You then find open requests in the Requested agreements tab.

  6. 6.
    Then click Next.
  7. 7.
    In the Tariff assignment step, under Standard tariff, select the tariff that should apply at all your sites.
  8. 8.
    If you want to offer a different price at one site, activate the site's switch under Individual site tariffs and select the Site tariff.

    It applies to all charging connectors of the site and replaces the standard tariff there.

  9. 9.
    Click Next again.
  10. 10.
    In the Review step, check the name, fleet partners, acceptance mode and the selected tariffs once more.

    You do not need to change the CDR billing relevance, because regular charging sessions are automatically recorded as billable; a CDR is the data record for a charging session.

  11. 11.
    Finally, click Publish.

    If you still want to correct something, go back one step via Back, or save the current state with Save draft and continue later.

3.Result

The offer appears in the Agreement offers tab, and as soon as a fleet accepts it, it becomes an active agreement in the Active agreements tab.

4.Note

You can edit or withdraw agreement offers at any time, whereas active agreements can only be terminated.