Difference between revisions of "Client prices list"

Revision as of 09:59, 20 August 2019

Clients prices page: https://cloud.protemos.com/client-price/index

On this page you can:

- View all the clients' prices and search them with filters.

- Create, update or delete specific and general prices.

- Import the list of prices from Excel.

- Export the list of prices to Excel.

Search prices with filters

By default, you can see all the clients' prices in your database, 50 per page.

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 button in the upper right corner:

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So, you can enter the data into the appropriate fields and press the "Apply" button. Please see the example below:

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As you can see, the filter header turns blue. It means that the filter is applied.

You may collapse (hide) the filter interface by pressing the 25px button.

Please remember that the collapsed filter remains activated, and it is clearly indicated by the blue colour.

You can expand the collapsed filter back by pressing the 25px button again.

Please note that the applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button. The header colour will turn to grey, which means that no filter is currently applied.

Clients prices filters description

• Client—displays only the prices for the selected client.

• Language pair—displays only the prices with the selected language pair.

• Service—displays only the prices with the selected service.

• Specialization—displays only the prices with the specified specialization.

• Unit—displays only the prices with the specified measurement unit.

• Price range—displays only the prices within the specified price range.

• Currency—displays only the prices with the specified type of currency.

Create new price

To create a new price press the "New price" button:

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The system will display the New client price page.

On this page you can create various types of prices. For more details, please see info below.

Create specific prices

You can create prices for the definite client, service, language pair and specialization.

As you can see here, only the fields marked with * are obligatory to be filled in.

Therefore, the rest of the fields you may fill in according to your needs.

Let's create the client & service & language pair & specialization specific price:

• select a client, service, language pair, specialization, measurement unit and currency from the drop-down list;

• define and enter the price per unit;

• add a note if necessary;

• press "Create":

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Note: All the values that you see in the drop-down lists are defined in the System settings.

In the same way, you can create prices in various combinations.

Create general prices

You may create general prices without reference to the particular client or type of service, specialization etc by filling in only the fields marked with * .

Select the required measurement unit and currency from the drop-down list, enter the price per unit and press "Create" :

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You can use this feature to create one price for all clients, and it will be displayed in their profiles.

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Edit price

Press the "Update" button to edit the necessary price:

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It will bring you to the Update client price page:

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Make the changes you need and press "Update".

Delete price

The price that is no longer needed can be deleted from the list by pressing the "Delete" button:

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Import from Excel

If you already have the list of prices, you can easily import it.

To do so, press the "Import from excel" button:

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For more details, please see the Import clients from Excel page.

Export to Excel

You can export all the displayed table of prices to Excel by pressing “Export to Excel” button over the upper right corner of the table:

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Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.