Difference between revisions of "Client view page – Prices tab"

Revision as of 15:18, 8 April 2022

On this tab, you can view the list of agreed with the client and general prices/, edit or delete them, and create prices associated with a particular client:

• To create a price, click "New price". It will open the New client price page.

• To update the price, click "Update" in the corresponding row. It will open the Update client price page.

• To delete the price from your database, click "Delete" in the corresponding row.

You may also create new general prices on the Clients prices page.

Create specific price

On this page, you can create prices for a particular client. You can also specify service, language pair, and specialization if needed.

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

• Enter the price per unit;

• Add a note if necessary;

• Press "Create":

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.

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.