Difference between revisions of "Client prices list"
(→Create general price) |
|||
| (14 intermediate revisions by the same user not shown) | |||
| Line 17: | Line 17: | ||
If you want to hide or display some prices from the list, you may apply filters. | If you want to hide or display some prices from the list, you may apply filters. | ||
| − | You can hide or display filter fields by | + | 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]] | [[File:Client prices filters1.png|border|1000px]] | ||
| − | So you can enter the data into the appropriate fields and | + | So you can enter the data into the appropriate fields and click '''"Apply"'''. |
If the filter is applied, the header turns blue: | If the filter is applied, the header turns blue: | ||
| Line 27: | Line 27: | ||
[[File:14.png|border|900px]] | [[File:14.png|border|900px]] | ||
| − | You may hide the filter interface by | + | 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. | <span style="color:red">'''Note''':</span> The hidden filter remains activated. | ||
| − | You can expand the hidden filter back by | + | 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. | <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, | + | 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 not applied: | ||
| Line 43: | Line 43: | ||
=='''Create general price'''== | =='''Create general price'''== | ||
| − | To create a new price | + | You can use this feature to create one price for all clients, and it will be displayed in their profiles: |
| + | |||
| + | [[File:General prices.png|border|1000px]] | ||
| + | |||
| + | To create a new general price, go to '''Clients -> Prices''': | ||
| + | |||
| + | [[File:Clients prices.png|border|100px]] | ||
| + | |||
| + | It will open the '''Client prices''' page. | ||
| + | |||
| + | Click the '''"New price"''' button: | ||
[[File:Client prices list1.png|border|1000px]] | [[File:Client prices list1.png|border|1000px]] | ||
| Line 52: | Line 62: | ||
specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''. | 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 | + | 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]] | [[File:New price for all clients1.png|border|600px]] | ||
| − | + | <span style="color:red"> '''Note:'''</span> All values that you see in the drop-down lists are defined in the system settings: | |
| + | |||
| + | [[File:System menu system values.png|border|300px]] | ||
| + | |||
| + | 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 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'''== | =='''Clone price'''== | ||
| Line 74: | Line 90: | ||
=='''Edit price'''== | =='''Edit price'''== | ||
| − | + | Click the '''"Update"''' button to edit the necessary price: | |
[[File:Update client price1.png|border|1000px]] | [[File:Update client price1.png|border|1000px]] | ||
| − | It will bring you to the '''Update | + | It will bring you to the '''Update price for all clients''' page: |
| − | [[ | + | [[File:Update price for all clients.png|border|500px]] |
| − | Make the changes you need and | + | Make the changes you need and click '''"Update"'''. |
=='''Delete price'''== | =='''Delete price'''== | ||
| − | The price that is no longer needed can be deleted from the list by | + | 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]] | [[File:Delete client price1.png|border|1000px]] | ||
| − | If you need to delete several prices, you can tick them and | + | 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]] | [[File:Delete multiple client prices1.png|border|1000px]] | ||
| Line 96: | Line 112: | ||
=='''Import and export prices'''== | =='''Import and export prices'''== | ||
| − | You can import and export prices from and to Excel by | + | You can import and export prices from and to Excel by clicking the corresponding buttons: |
[[File:Import and export client prices1.png|border|1000px]] | [[File:Import and export client prices1.png|border|1000px]] | ||
Latest revision as of 10:02, 16 September 2022
Clients prices page: cloud.protemos.com/client-price/index
On this page you can:
— View all the clients' prices and search them with filters.
— Create, clone, update or delete specific and general prices.
— Import the list of prices from Excel.
— Export the list of prices to Excel.
Contents
Search client 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 clicking the 
button in the upper right corner:
So you can enter the data into the appropriate fields and click "Apply".
If the filter is applied, the header turns blue:
You may hide the filter interface by clicking the 
button.
Note: The hidden filter remains activated.
You can expand the hidden filter back by clicking again.
Note: The applied filter is remembered, so it will remain even if you leave the page.
To inactivate the filter, click the "Clear" button.
The header color will turn to gray, which means that no filter is not applied:
Create general price
You can use this feature to create one price for all clients, and it will be displayed in their profiles:
To create a new general price, go to Clients -> Prices:
It will open the Client prices page.
Click the "New price" button:
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, 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 click "Create" :
Note: All values that you see in the drop-down lists are defined in the system settings:
For more details, please see the corresponding help pages.
Create specific price
You can also create a price associated with a particular client in their profile. For more info, please see the Create specific price section.
Clone price
Click the "Clone" button to clone the price:
It will bring you to the "New price" page with copied values:
Make the changes you need and click "Create".
Edit price
Click the "Update" button to edit the necessary price:
It will bring you to the Update price for all clients page:
Make the changes you need and click "Update".
Delete price
The price that is no longer needed can be deleted from the list by clicking the "Delete" button:
If you need to delete several prices, you can tick them and click the "Delete" button over the table:
Import and export prices
You can import and export prices from and to Excel by clicking the corresponding buttons:
For more details, please see the Import clients from Excel page.
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.
Back to the table of contents.
