Create a new prospect

Creating a prospect is the initial step in the quoting process. It involves capturing essential customer information to prepare a quote efficiently. By following the steps below, users can add new prospects in the system through the Prospect quote engine screen.

Procedure to create a prospect

The procedure below highlights the steps to create a prospect in nGenue.

Step 1: Add prospect details

1. Navigate to the Prospect quote engine screen in nGenue.

2. Click Add a prospect record.

   Note

   Make sure the prospect has the same LDC, LDC pool, rate rider, and UOM configured on the LDC pricing product screen. These fields are required to enable and use the associated product fields.

3. Below are fields and description available in the Quote engine screen:

   Fields	Descriptions
   Is campaign (check box)	Identifies prospects generated through marketing campaigns. Checking this box hides prospect/facility details and restricts quote customization.
   Prospect end username	Enter the prospect’s name.
   LDC acct number	Provide the utility account number assigned by the LDC.
   Converted to end user ID	Automatically generates a unique customer ID upon prospect conversion.
   Bill type	Specify the billing structure: 1. Rate ready (fixed pricing) or 2. Dual ready (flexible pricing).
   LDC	Select the LDC associated with the prospect’s utility account from the pre-configured dropdown.
   Pool account	Choose a pool account (shared purchasing group) from the dropdown configured in the LDC Pool settings.
   Rate/rider	Choose the Rate/Rider (pricing structure) from the dropdown configured in the Rate/Rider settings.
   Prospect status	Track the current stage of the prospect in the sales pipeline (e.g., New, Negotiation, Accepted).
   Buyers group	Assign the prospect to a buyers group to enable bulk quoting for multiple accounts.
   Sales channel ref	Identify the sales channel (e.g., Direct, Broker, Online) that originated the prospect.
   Primary rep	Assign the primary sales representative responsible for managing the prospect.
   Consultant/sales broker	Designate any third-party brokers or consultants involved in the transaction.
   Margin rate	Display the profit margin percentage (auto-populated based on the selected sales representative or broker).
   Commission%	Show the commission percentage allocated to reps/brokers (auto-calculated from their profiles).
   UOM	Define the unit of measure (e.g., kWh, MWh) for rate calculations.
   Sum of all rep/broker rates	Validate that the total commission percentages for reps/brokers do not exceed 100%.
   Include fees in quote price	Enable to display the total quote price with all fees included.
   Contract type	Select the agreement type (e.g., Fixed-Term, Variable) from the dropdown.
   Contract signed by	Enter the full name of the authorized signatory for the contract.
   Signature date	Capture the date the contract was officially signed.
   Pricing task owner	Assign the team member responsible for validating quote pricing from the dropdown.
   Contact name	Enter the prospect’s primary contact name.
   Contact title	Provide the title of the prospect’s primary contact.
   Phone	Enter a valid phone number for the prospect.
   Email	Provide a valid email address for the prospect.
   Address	Enter the service address (must match LDC records for validation).
   State	Select the state from the dropdown where the prospect operates.
   City	Enter the city associated with the prospect’s service address.
   Zip code	Enter the 8-digit postal code for the prospect’s location.
   Country	Select the country from the dropdown where the prospect is located.

4. Click Save.

Step 2: Add or import facility

Adding or importing a facility is to monitor and measure gas delivery while being compliant with standards and regulations of gas industry. It also helps in commercial and contractual tracking, to perform operational controls. Facility data are used to generate reports for regulatory bodies and invoices in billing process.

Follow the steps below to add or import a facility:

Add a facility

1. Click on the Add facilities icon.
2. A new popup window appears where the fields are auto-filled based on the details provided in the Prospect information tab.

3. Below are the fields and description of the Prospect facility screen:

   Fields	Description
   Prospect facility name	Enter the official name of the facility.
   LDC acct number	Enter the utility account number issued by the LDC.
   Contact name	Enter the primary contact’s full name for the facility.
   Contact title	Specify the job title of the facility’s primary contact.
   Email	Enter a valid email address for the facility’s primary contact.
   Phone	Enter a valid phone number for the facility’s primary contact.
   Address	Enter the facility’s service address (must match LDC records).
   State	Select the state where the facility is located from the dropdown.
   City	Enter the city where the facility is located.
   Zip code	Enter the 8-digit postal code for the facility’s location.
   Country	Select the country where the facility operates from the dropdown.
   Sales tax exemption (EX: 100%)	Enter the sales tax exemption percentage (e.g., 100% for full exemption).
   SPID	Enter the Service Point Identifier (SPID) for the utility meter.
   Cycle billing group	Select the billing cycle group aligned with the utility’s schedule from the dropdown.
   Weather zone	Select the weather zone used for consumption analysis from the dropdown.
   Profile/Projection calculation method	Select the calculation method for daily metered accounts (requires historical usage and weather data averages).
   Estimated volumes	Enter estimated monthly energy consumption.

4. Click Accept to save the facility.

Import a facility

1. Click on the Import facility icon.

2. Upload the Facility template from the designated folder.

3. Once uploaded, the system will display a confirmation message: "Import process completed."

4. Click Yes to proceed.

   Note

   The system displays an error message if duplicate LDC details are uploaded.

Step 3: Enter Daily Quantity (DQ) values

Daily Quantity (DQ) values are automatically populated when a new facility or end user is created, or when an existing one is updated. While the system may be pre-configured to display DQ values, they appear under the DQ tab only if the associated rate rider includes DQ values at the time of facility creation or update.

Follow the below steps edit DQ values:

1. Go to the DQ values tab on the Quote engine screen.
2. Enter the required DQ values based on the prospect data.

3. Click Save to update the changes.

   Note

   Manually entering the Daily quantity is only necessary if the selected LDC pricing product includes LDC distribution charge as one of its components.

Step 4: Update credit details

1. Go to the on the Credit details tab in the Quote engine screen.

2. Set the Credit status to either: Qualified or Manually qualified.

   Note

   If the prospect's status is Expired, Rejected, or Review, the system prevents you from accepting the quote.

3. Click Save to update the credit information.

Step 5: Request historical gas usage

The Historical usage feature allows you to request and review past gas usage data for a prospect or end user. This data helps in analyzing consumption patterns and generating more accurate quotes.

Request historical usage details

1. Navigate to the Historical usage > Historical usage tab.
2. Click on the Request HU button. The system creates a record in the HU request activity log and displays the volume usage history on the Historical Usage screen.

Normalize volume

1. Navigate to the Normalize volume in the Historical usage tab.
2. Click Calculate Normalize volume.
3. Enter Override values and Description.
4. Click Save.

Step 6: Annual volumes

Annual volumes ensures usage estimates stay accurate despite of any given circumstances by tracking normalized and historical usage and whether that is aligned with contract quantity and estimated volumes.

The following fields are available in the Annual volumes tab:

Data type	Source/Input location	Display location
Historical usage	Derived from historical gas consumption data from Monthly/cycle meter read history screen.	Monthly/cycle meter read history > Historical usage > Annual volumes
Normalized usage	The normalized usages are derived from the Historical usage screen and calculated using the formula: Normalized usage = Historical usage − Base load × (Sum of average degree days/(HDD + CDD)) + Base load. Hdd: Heating Degree Day	Historical usage > Annual volumes
Estimated volumes	Aligned with Contract quantity projections from Historical usage tab.	Price agreement
Contract quantity volumes	Automatically divided into monthly allocations.	Price agreement

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