Difference between revisions of "Client prices list"

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(Price editing)
(Price deletion)
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=='''Price deletion'''==
 
=='''Price deletion'''==
  
Press the '''"Delete"''' button to delete a price:
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Press the '''"Delete"''' button to delete the price that is no longer needed:
  
 
[[file:client price delete button.jpg|border|1000px]]
 
[[file:client price delete button.jpg|border|1000px]]

Revision as of 15:17, 13 September 2017

On this page, you can:

  • View all the clients' prices and search them with filters
  • Create general price without reference to the particular client or type of service, specialization etc.
  • Import or export the list of all the clients' prices to Excel
  • Add, update or delete the particular client's price

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, see example:

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

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

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

You can expand the collapsed filter back by pressing 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.
  • Service - displays only the prices with the selected service.
  • Language pair - displays only the prices with the selected language pair.
  • 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.

New price creation

To create a new price press the New price button:

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The system will display the "New client price" creation page.

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

Client, service, language pair and specialization specific prices creation

You can create the price for a 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 a client & service specific price.

Please select a client, service, measurement unit and currency from the drop-down list, set a price and 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.

General prices creation

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, set a price and press "Create" :

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As you start adding receivable from the client you will see all the specific prices that might be relevant for this receivable and all the general prices.

The rows containing the relevant for receivable prices are highlighted in green:

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Price editing

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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Just change the values and press "Update".

Price deletion

Press the "Delete" button to delete the price that is no longer needed:

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