A location is a physical delivery address where services such as heat, electricity, or water are provided.
A location group is a collection of locations that share common settings, such as billing, communication settings, and management information.
These cards are essential for managing contracts, services, products, meters and billing settings.
About navigating the Location Overview
Navigate to Locations in the main menu.
You will find two tabs there:
Locations – all individual addresses
Location Groups – collections of locations
In summary, this overview is intended to manage locations/location groups, quickly find data, and maintain an overview of location/location group information and status.
In the Location overview and Location group overview you have a search and filter bar.
This contains:
A search field to quickly find specific locations or groups of locations.
Only for locations: Filters based on status, such as "All", "Supplied", and "Unsupplied".
Locations only: Dropdown filters to segment locations based on location groups and customer.
In short, it is a navigation and filter area that allows you to quickly and efficiently refine and manage location lists or location groups.
Locations
The list shows all addresses where services are provided or have been requested.
What can you see here?
Location (Address) – Click to open the details page.
Customers – Active customers linked through contracts.
Location Group – The group the location belongs to (if applicable).
External ID – Identification of external systems.
Services Provided – Icons for active services such as heat, electricity, water.
The most relevant location appears at the top based on sorting and filters.
Location details page
When you click on a location from the location overview, you'll be taken to the location's details page. This page offers extensive information and options for managing the selected location.
In this view you have the option to manually add meters via the + Install meter button, recalculate Standard annual consumption* via the 'Recalculate EAV button and under the 'More' button, you have a dropdown list with:
Change product
Exporting locations or consumption
Add meter reading
To delete
The recalculation may take a while, especially with multiple contracts or locations. You'll receive a notification when the calculation has started and when it's finished.
Example: If a location has 6 months of consumption data, the system uses a load profile to convert this to a full year of consumption.
Under the location name you will find the following tabs:
Detail
Consume
Integration log
Detail
Under details you have different maps that each show you specific information about that location:
Details
Services
Contracts
Comments & Activity
Meters
Custom properties
Location
Status badges
Each location has a current service status:
Status | Meaning |
Blue – Requested | Service has been requested but not yet active. |
Green – Supplied | There is an active, delivered service. |
Yellow – Unsupplied | Service was active but is now inactive. |
Red – Removed | The service has been removed. |
Location groups
A location group groups multiple locations that share the same configuration, such as:
Billing settings
Communication data
Default management relationships
Accounting codes
Product configuration
Typical examples are buildings, complexes or projects.
What does the list show?
Name of the group (with icon: Building or Project)
Number of locations
Group address
Click to view full details.
Location group details page
When you click on a location group from the location group overview, you'll be taken to the location group's details page. This page offers extensive information and options for managing the selected location group.
In this view you have the option to manually add locations via the + Add Locations button, manually add meters via the + Install Meter button and under the + More button, a dropdown list with:
Add file
To delete
Export
Under the name of the location group you will find the following tabs:
Detail
Metering
Billing
Files
Settings
Integration log
Detail
Under details you have several cards that each show you specific information about the relevant location group:
Details
Activity
Custom properties
Locations
Comments
Link locations to a location group
Add location to a group
You can add locations:
When creating a location
From the location group via Add Locations
When you move a location from one group to another, the system uses a reference date:
Invoices before this date will remain with the old group
Invoices from this date will be assigned to the new group
This is important for reporting and contract history.
Example
You are moving a location on January 15, 2024 with a reference date of January 1, 2024:
Invoices up to and including December 2023 will remain linked to the old group
Invoices from January 2024 will be linked to the new group
Search, Sort and Filter
In Locations
You can search by:
Address
External ID
Service information
Filters:
Location group (multiple selectable)
Customer
Supplied / Unsupplied / Require Attention / All
In Location Groups
You can search by:
Name
Address
Filters:
Require Attention
All groups
What changes automatically?
Service status changes upon activation or deactivation.
Contract links change when contracts start or end.
Integration events can automatically update location or group data.
Management relationships can be inherited from location groups.
Follow-up actions and restrictions
Some actions are restricted when:
A location has active contracts
A group is in use for billing
An integration process is still in progress
You do not have sufficient permissions (MASTERDATA_READ / CREATE / UPDATE / DELETE)
In those cases, buttons appear grayed out or hidden.
Situation | Behavior |
Location already in another group | You can move the location; old invoices will remain with the previous group based on the reference date. |
Delete location group | All locations will be disconnected, but not deleted. |
No locations in group | The list shows “No locations available yet.” |
Location not visible | Possibly filtered, no rights or deleted. |
Duplicate address or external ID | Blocked by validation. |
Problem | Possible cause / solution |
Location cannot be deleted | There are still active contracts; end these first. |
Location does not appear in list | Check filters or permissions (MASTERDATA_READ_SERVICELOCATION). |
Location cannot be added to group | Reference date invalid or location already active in billing process. |
Location group continues to show 'Require Attention' | Missing configuration such as billing information or management relationships. |
Meters missing from overview | No meters connected yet or installation not completed. |
What is the difference between a location and a location group?
A location is an individual address where services are provided.
A location group is a collection of locations with shared settings.
Can a location be in multiple groups?
No, a location can only be in one group at a time.
What happens when you move a location?
The location will be linked to the new group.
A reference date determines which invoices belong to the old or new group.
Can I manually add a service?
Services are created automatically via the wizard or integrations.
Can I change the address of a location?
Yes, via Update Address on the details page (if you have permissions).
Are meters managed per location or per group?
Meters are linked per location, but you can perform actions at the group level.
Location: Delivery address with services, meters and contracts.
Location Group: Collection of locations with shared settings.
Service: Gas, electricity, water or other supplies.
Supplied: Active service.
Unsupplied: Temporarily inactive service.
Requested: Service requested.
External ID: External link to other systems.
Management relationship: Owner or manager of a location/group.
Reference date: Date that determines which invoices go to which group.
Product: Billing and configuration profile associated with the location.
Custom properties: Custom fields added per organization.