Difference between revisions of "Client view page – Prices tab"
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info''' | + | *'''General info'''— view and edit company info and payment conditions. |
| − | *'''Contact persons''' | + | *'''Contact persons'''— the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | *''' | + | *'''CRM'''— manage client relationship. |
| − | *''' | + | *'''Taxes'''— on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client. |
| − | *'''Project chart''' | + | *'''Documents'''— intended for storing any documents related to the client. |
| + | |||
| + | *'''Project chart'''— here you can see the chart and list of all active projects for the client. | ||
Revision as of 13:29, 2 August 2021
On this tab you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices:
- To delete the price from your database, press "Delete" in the corresponding row.
- To start updating the price, press "Update" in the corresponding row. It will open the Update client price page.
- To start creating a new price, press "New price". It will open the New client price page.
You may also create new clients' prices on the Clients prices page.
Other tabs on the page
- General info— view and edit company info and payment conditions.
- Contact persons— the list of client’s contact persons (available if the client is Company, not Individual).
- CRM— manage client relationship.
- Taxes— on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
- Documents— intended for storing any documents related to the client.
- Project chart— here you can see the chart and list of all active projects for the client.
