Clusters

When you need this

A cluster is a group of premises, for example Phase 2, Flats or Commercial stands. Make one when a levy applies to some premises only: in a levy structure or a bill run, that levy is then billed only to the premises in its clusters.

If every premise pays the same levies, you don't need clusters.

Steps

Make a cluster

1. Open Setup in the menu, then Clusters.
2. Press New Cluster. The Create Cluster box opens.
3. Name: for example Phase 2. Description is optional.
4. Type: leave it on General.
5. Press Submit.

Put premises in it

1. In Clusters, press the cluster's row.
2. Press Add Premise. The Add Premise to Cluster box opens.
3. Under Premise, type the premise's number and pick it.
4. Joined At: the day it joined the cluster.
5. Press Add. Do the same for each premise.

What you should see

• Successfully saved after Submit, and the cluster in the Clusters list.
• Each premise you added in the cluster's list of members.
• In a levy structure or a bill run, the cluster offered under + Group on each levy line.

If something goes wrong

• Submit stays greyed out: give the cluster a Name.
• "Please select a customer to add to this group": pick a premise from the list before pressing Add.
• A premise is in the wrong cluster: open the cluster, press Remove beside the premise, and add it to the right cluster before the next bill.
• Clusters isn't on the Setup page: your role can't see clusters. Ask the estate's owner.