Client prices list - Revision history

Yevgen: /* Search client prices with filters */

2025-10-23T08:40:45Z

‎Search client prices with filters

Andrii: /* Create general price */

2024-11-18T13:47:19Z

‎Create general price

Andrii at 08:02, 16 September 2022

2022-09-16T08:02:47Z

Andrii: /* Create specific price */

2022-04-20T09:42:03Z

‎Create specific price

Andrii: /* Edit price */

2022-04-18T13:54:40Z

‎Edit price

Andrii: /* Edit price */

2022-04-18T13:54:07Z

‎Edit price

Andrii: /* Create general price */

2022-04-18T12:08:55Z

‎Create general price

Andrii: /* Create general price */

2022-04-12T13:16:53Z

‎Create general price

Andrii: /* Create general price */

2022-04-12T13:14:39Z

‎Create general price

Andrii: /* Create general price */

2022-04-12T12:37:42Z

‎Create general price

@@ Line 37: / Line 37: @@
 To inactivate the filter, click the '''"Clear"''' button.
-The header color will turn to gray, which means that no filter is not applied:
+The header color will turn to gray, which means that no filter is applied:
 [[File:S1.png|border|900px]]

@@ Line 43: / Line 43: @@
 =='''Create general price'''==
-You can use this feature to create one price for all clients, and it will be displayed in their profiles:
+You can use this feature to create one price for all clients, and it will be displayed in all client profiles:
 [[File:General prices.png|border|1000px]]

@@ Line 17: / Line 17: @@
 If you want to hide or display some prices from the list, you may apply filters.
-You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
+You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 [[File:Client prices filters1.png|border|1000px]]
-So you can enter the data into the appropriate fields and press '''"Apply"'''.
+So you can enter the data into the appropriate fields and click '''"Apply"'''.
 If the filter  is applied, the header turns blue:
@@ Line 27: / Line 27: @@
 [[File:14.png|border|900px]]
-You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.
+You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
 <span style="color:red">'''Note''':</span> The hidden filter remains activated.
-You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
 <span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.
-To inactivate the filter, press the '''"Clear"''' button.
+To inactivate the filter, click the '''"Clear"''' button.
 The header color will turn to gray, which means that no filter is not applied:
@@ Line 62: / Line 62: @@
 specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
-Select the required measurement unit and currency from the drop-down list, enter the price per unit and press '''"Create"''' :
+Select the required measurement unit and currency from the drop-down list, enter the price per unit and click '''"Create"''' :
 [[File:New price for all clients1.png|border|600px]]
@@ Line 90: / Line 90: @@
 =='''Edit price'''==
-Press the '''"Update"''' button to edit  the necessary price:
+Click the '''"Update"''' button to edit  the necessary price:
 [[File:Update client price1.png|border|1000px]]
@@ Line 98: / Line 98: @@
 [[File:Update price for all clients.png|border|500px]]
-Make the changes you need and press '''"Update"'''.
+Make the changes you need and click '''"Update"'''.
 =='''Delete price'''==
-The price that is no longer needed can be deleted from the list by pressing the '''"Delete"''' button:
+The price that is no longer needed can be deleted from the list by clicking the '''"Delete"''' button:
 [[File:Delete client price1.png|border|1000px]]
-If you need to delete several prices, you can tick them and press the '''"Delete"''' button over the table:
+If you need to delete several prices, you can tick them and click the '''"Delete"''' button over the table:
 [[File:Delete multiple client prices1.png|border|1000px]]
@@ Line 112: / Line 112: @@
 =='''Import and export prices'''==
-You can import and export prices from and to Excel by pressing the corresponding buttons:
+You can import and export prices from and to Excel by clicking the corresponding buttons:
 [[File:Import and export client prices1.png|border|1000px]]

@@ Line 74: / Line 74: @@
 =='''Create specific price'''==
-You can also create a price associated with a particular client on the "Price list" tab in their profile. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Create specific price]]</U>''' section.
+You can also create a price associated with a particular client in their profile. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Create specific price]]</U>''' section.
 =='''Clone price'''==

@@ Line 94: / Line 94: @@
 [[File:Update client price1.png|border|1000px]]
-It will bring you to the '''Update client price''' page:
+It will bring you to the '''Update price for all clients''' page:
 [[File:Update price for all clients.png|border|500px]]

@@ Line 47: / Line 47: @@
 [[File:General prices.png|border|1000px]]
-To create a new price, go to '''Clients -> Prices''':
+To create a new general price, go to '''Clients -> Prices''':
 [[File:Clients prices.png|border|100px]]

← Older revision		Revision as of 13:16, 12 April 2022
Line 71:		Line 71:

	For more details, please see the '''<u>[[System settings\|corresponding help pages]]</u>'''.		For more details, please see the '''<u>[[System settings\|corresponding help pages]]</u>'''.
		+
		+	=='''Create specific price'''==

	You can also create a price associated with a particular client on the "Price list" tab in their profile. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price\|Create specific price]]</U>''' section.		You can also create a price associated with a particular client on the "Price list" tab in their profile. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price\|Create specific price]]</U>''' section.

@@ Line 42: / Line 42: @@
 =='''Create general price'''==
 To create a new price, go to '''Clients -> Prices''':
@@ Line 54: / Line 58: @@
 It will open the '''New price for all clients''' page. On this page, you can create various types of prices.
 You may create general prices without reference to the particular client or type of service,