Difference between revisions of "Client prices list"
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=='''Export to Excel'''== | =='''Export to Excel'''== | ||
| − | You can export all the displayed table of | + | 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: |
[[File:CPL export to excel.jpg|border|1000px]] | [[File:CPL export to excel.jpg|border|1000px]] | ||
<span style="color:#DC143C">'''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.</span> | <span style="color:#DC143C">'''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.</span> | ||
Revision as of 17:21, 13 September 2017
On this page, you can:
- View all the clients' prices and search them with filters
- Add, update or delete the specific and general prices
- Import the list of all the clients' prices from Excel
- Export the list of all the clients' prices to Excel
Contents
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:
So you can enter the data into the appropriate fields and press the "Apply" button, see example:
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 arrow button.
Please remember that the collapsed filter remains activated, and it is clearly indicated by the red colour.
You can expand the collapsed filter back by pressing the arrow 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.
- 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:
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 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 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" :
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" :
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:
Price editing
Press the Update button to edit the necessary price:
It will bring you to the Update client price page:
Just change the values and press "Update".
Price deletion
The price that is no longer needed can be deleted from the list by pressing the "Delete" button:
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:
For more details, please see 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:
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.
