OptimCE — Guides utilisateur OptimCE — User guides

Create an allocation key (wizard)

Guide utilisateur User guide

1 Open the create menu

Creating a key
Click the dropdown arrow next to "Add" to reveal the available creation modes — the free grid or the step-by-step wizard.
Step 1

2 Launch the wizard

Creating a key
Select "Add standard key" to start the step-by-step wizard, which walks you through the configuration in four steps.
Step 2

3 Number of consumers

Step 1/4 — Consumers
Indicate how many consumers will share the energy. This count drives the size of every iteration the wizard creates — three here.
Step 3

4 Confirm the step

Step 1/4 — Consumers
Click "Validate" to confirm the consumer count and proceed to the next step.
Step 4

5 Name the consumers

Step 2/4 — Names
Enter a name for each of the three consumers (Cons1, Cons2, Cons3). These names carry over to every subsequent iteration.
Step 5

6 Confirm the names

Step 2/4 — Names
Click "Validate" to lock in the consumer names and move on to configuring the iterations.
Step 6

7 Pick prorata mode

Step 3/4 — Iterations
Select "Prorata" for this first iteration: the energy will be split automatically between consumers based on their actual consumption.
Step 7

8 Allocate 70%

Step 3/4 — Iterations
Type 70 in the weight field — this iteration will receive 70% of the available energy. The total must reach 100% to validate the step.
Step 8

9 Next iteration generated

Step 3/4 — Iterations
The wizard sees the total is still below 100% and spawns a second iteration to configure. It will keep adding rows until the sum is reached.
Step 9

10 Prorata mode (iter. 2)

Step 3/4 — Iterations
Pick "Prorata" again for the second iteration so it uses the same automatic split logic.
Step 10

11 Allocate 30%

Step 3/4 — Iterations
Type 30 for this second iteration — combined with the earlier 70%, the total now reaches 100% and unlocks the finalisation step.
Step 11

12 Confirm iterations

Step 3/4 — Iterations
Click "Validate": the total reaches 100% and the wizard opens the final finalisation step.
Step 12

13 Name the key

Step 4/4 — Finalisation
Give the new allocation key a name and a description. This metadata appears in the key list and makes the key easier to reuse.
Step 13

14 Submit the wizard

Step 4/4 — Finalisation
Submit the wizard to materialise the full grid: a review page opens so you can re-read the configuration before persisting it.
Step 14

15 Save the key

Final review
Click "Create" to save the key. The grid pre-filled by the wizard is sent to the CRM as-is.
Step 15

16 Key created

Confirmation
The new "E2E wizard key" shows up in the community's allocation keys list, ready to be associated with a sharing operation.
Step 16

Create an allocation key (wizard)

Guide utilisateur User guide

1 Open the create menu

Creating a key
Click the dropdown arrow next to "Add" to reveal the available creation modes — the free grid or the step-by-step wizard.
Step 1

2 Launch the wizard

Creating a key
Select "Add standard key" to start the step-by-step wizard, which walks you through the configuration in four steps.
Step 2

3 Number of consumers

Step 1/4 — Consumers
Indicate how many consumers will share the energy. This count drives the size of every iteration the wizard creates — three here.
Step 3

4 Confirm the step

Step 1/4 — Consumers
Click "Validate" to confirm the consumer count and proceed to the next step.
Step 4

5 Name the consumers

Step 2/4 — Names
Enter a name for each of the three consumers (Cons1, Cons2, Cons3). These names carry over to every subsequent iteration.
Step 5

6 Confirm the names

Step 2/4 — Names
Click "Validate" to lock in the consumer names and move on to configuring the iterations.
Step 6

7 Pick prorata mode

Step 3/4 — Iterations
Select "Prorata" for this first iteration: the energy will be split automatically between consumers based on their actual consumption.
Step 7

8 Allocate 70%

Step 3/4 — Iterations
Type 70 in the weight field — this iteration will receive 70% of the available energy. The total must reach 100% to validate the step.
Step 8

9 Next iteration generated

Step 3/4 — Iterations
The wizard sees the total is still below 100% and spawns a second iteration to configure. It will keep adding rows until the sum is reached.
Step 9

10 Prorata mode (iter. 2)

Step 3/4 — Iterations
Pick "Prorata" again for the second iteration so it uses the same automatic split logic.
Step 10

11 Allocate 30%

Step 3/4 — Iterations
Type 30 for this second iteration — combined with the earlier 70%, the total now reaches 100% and unlocks the finalisation step.
Step 11

12 Confirm iterations

Step 3/4 — Iterations
Click "Validate": the total reaches 100% and the wizard opens the final finalisation step.
Step 12

13 Name the key

Step 4/4 — Finalisation
Give the new allocation key a name and a description. This metadata appears in the key list and makes the key easier to reuse.
Step 13

14 Submit the wizard

Step 4/4 — Finalisation
Submit the wizard to materialise the full grid: a review page opens so you can re-read the configuration before persisting it.
Step 14

15 Save the key

Final review
Click "Create" to save the key. The grid pre-filled by the wizard is sent to the CRM as-is.
Step 15

16 Key created

Confirmation
The new "E2E wizard key" shows up in the community's allocation keys list, ready to be associated with a sharing operation.
Step 16