Difference between revisions of "Vendor prices list"

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''Vendors prices page: [https://cloud.protemos.com/vendor-price/index https://cloud.protemos.com/vendor-price/index]''
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''Vendors prices page: [https://cloud.protemos.com/vendor-price/index cloud.protemos.com/vendor-price/index]''
 
----
 
----
  
 
On this page, you can:
 
On this page, you can:
  
* View all the vendors' prices and search them with filters.
+
View all the vendors' prices and search them with filters.
* Create, update or delete the specific and general prices.
 
* Import the list of all prices from Excel.
 
* Export the list of all prices to Excel.
 
  
 +
— Create, clone, update or delete specific and general prices.
 +
 +
— Import the list of all prices from Excel.
 +
 +
— Export the list of all prices to Excel.
  
 
=='''Search vendor prices with filters'''==
 
=='''Search vendor prices with filters'''==
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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 pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
 +
 
 +
[[File:Vendor prices filters1.1.png|border|1070px]]
  
[[file:Vendor prices filter.png|border|1000px]]
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So you can enter the data into the appropriate fields and click '''"Apply"'''.
 +
 +
If the filter  is applied, the header turns blue:
  
So, you can enter the data into the appropriate fields and press the '''"Apply"''' button. Please see the example below:
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[[File:14.png|border|900px]]
  
[[file:Vendor prices filter upplied.png|border|1000px]]
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.
  
As you can see, the filter header turns blue. It means that the filter is applied.  
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
You may collapse (hide) the filter interface by pressing the [[File:Blue arrow.jpg|border|20px]] button.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
Please remember that the collapsed filter remains activated, and it is clearly indicated by the blue colour.  
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<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
You can expand the collapsed filter back by pressing the [[File:Blue arrow.jpg|border|20px]] button again.
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To inactivate the filter, click the '''"Clear"''' button.  
  
Please note that the applied filter is remembered, so it will remain even if you leave the page.
+
The header color will turn to gray, which means that no filter is not applied:
  
To inactivate the filter, press the "'''Clear'''" button. The header color will turn to grey, which means that no filter is currently applied.
+
[[File:S1.png|border|900px]]
  
 
=='''Vendor prices filters'''==
 
=='''Vendor prices filters'''==
  
*'''Vendor'''—displays only the prices for the selected vendor.
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*'''Vendor''' — displays only the prices for the selected vendor.
  
*'''Language pair'''—displays only the prices with the selected language pair.
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*'''Vendor tag''' — displays only the prices with the specified vendor tag.
  
*'''Service'''—displays only the prices with the selected service.
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*'''Language pair''' — displays only the prices with the selected language pair.
  
*'''Specialization'''—displays only the prices with the selected specialization.
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*'''Service''' — displays only the prices with the selected service.
  
*'''Unit'''—displays only the prices with the specified measurement unit.
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*'''Specialization''' — displays only the prices with the selected specialization.
  
*'''Price range'''—displays only the prices within the specified price range.
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*'''Unit''' — displays only the prices with the specified measurement unit.
  
*'''Currency'''—displays only the prices with the specified type of currency.
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*'''Price range''' — displays only the prices within the specified price range.
  
=='''Create new prices'''==
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*'''Currency''' — displays only the prices with the specified type of currency.
  
To create a new price press the '''New price''' button:
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=='''Create general price'''==
  
[[file:Vendor proces New proce button.png|border|1000px]]
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You can use this feature to create one price for all vendors, and it will be displayed in their profiles:
  
The system will display the '''New vendor price''' page where you can create various types of prices.
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[[File:Vendor price list 2.1.png|border|1070px]]
  
For more details, please see info below.
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To create a new general price, go to '''Vendors''' → '''Prices''':
  
==='''Create specific price'''===
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[[File:Vendor prices1.png|border|100px]]
  
You can create prices for the definite vendor, service, language pair and specialization.
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Click the '''New price''' button:
  
As you can see here, only the fields marked with '''<span style="color:red"> * </span>'''  are obligatory to be filled in.
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[[File:Vendor prices list1.png|border|1070px]]
  
Therefore, the rest of the fields you may fill in according to your needs.
+
The system will display the '''New price for all vendors''' page where you can create various types of prices.
  
Let's create the '''Vendor & Service & Language pair & Specialization''' specific price.
+
You may create general prices without reference to the particular vendor or type of service,
 +
specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
  
Please select a vendor, language pair, measurement unit and currency from the drop-down list, enter the price per unit and press "'''Create'''" :
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Select the required measurement unit and currency from the drop-down list, enter the price per unit, and click '''"Create"''':
  
[[file:New vendor price.png|border|650px]]
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[[file:New price for all vendors.png|border|1070px]]
  
<span style="color:#DC143C"> '''Note: ''' All the values that you see in the drop-down lists are defined in the <U>'''[[System|System settings]]'''</U></span>.
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<span style="color:red"> '''Note:'''</span> All 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.
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[[File:System menu system values.png|border|300px]]
 +
 
 +
For more details, please see the '''<u>[[System settings|corresponding help pages]]</u>'''.
  
==='''Create general price'''===
+
=='''Create specific price'''==
  
You may create general prices without reference to the particular vendor or type of service,  
+
You can also create prices for a specific vendor in their profile. For more info, please see the '''<U>[[Vendor_view_page,_Prices_tab|Create specific price]]</U>''' section.
specialization etc by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
+
 
 +
=='''Clone price'''==
 +
 
 +
Click the '''"Clone"''' button to clone the price:
  
Select the required measurement unit and currency from the drop-down list, enter the price per unit and press "'''Create'''" :
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[[File:Clone vendor price1.png|border|1070px]]
  
[[file:Vendor price 2.jpg|border|450px]]
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It will bring you to the '''"New price"''' page with copied values:
  
You can use this feature to create one price for all vendors, and it will be displayed in their profiles.
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[[File:Clone vendor price2.png|border|600px]]
  
[[file:Vendor prices.jpg|border|900px]]
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Make the changes you need and click '''"Create"'''.
  
 
=='''Edit price '''==
 
=='''Edit price '''==
  
Press the '''Update''' button to edit  the necessary price:
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Click the '''"Update"''' button to edit  the necessary price:
  
[[file:Vendor prices deletion.jpg|border|900px]]
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[[File:Edit vendor price.png|border|1070px]]
  
It will bring you to the '''Update vendor price''' page:
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It will bring you to the '''Update price for all vendors''' page:
  
[[file:Price update.jpg|border|500px]]
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[[file:Update price for all vendors.png|border|1070px]]
  
Just change the values and press '''"Update"'''.
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Change the values you need and click '''"Update"'''.
  
 
=='''Delete price'''==
 
=='''Delete price'''==
  
The price that is no longer needed can be deleted from the list by pressing the '''"Delete"''' button:
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The price that is no longer needed can be deleted from the list by clicking the '''"Delete"''' button:
  
[[file:VPL price deletion.jpg|border|1000px]]
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[[File:Delete vendor price1.png|border|1070px]]
  
=='''Import from Excel'''==
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If you need to delete several prices, tick the needed ones and click the '''"Delete"''' button over the table:
  
If you already have the list of prices, you can easily import it.
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[[File:Delete multiple vendor prices.png|border|1070px]]
  
To do so, press the '''"Import from excel"''' button:
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=='''Import and export vendor prices'''==
  
[[File:VPL import from Excel.jpg|border|1000px]]
+
You can import and export prices from and to Excel by clicking the corresponding buttons:
 +
 
 +
[[File:Import and export vendor prices1.png|border|1070px]]
  
 
For more details, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
 
For more details, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
 +
 
 +
<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page. 
  
=='''Export to Excel'''==
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[[File:Redirect.jpg|40px|link=Vendor prices list]] Back to the '''table of contents'''.
 
 
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:VPL 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> 
 

Latest revision as of 10:04, 16 September 2022

Vendors prices page: cloud.protemos.com/vendor-price/index


On this page, you can:

— View all the vendors' prices and search them with filters.

— Create, clone, update or delete specific and general prices.

— Import the list of all prices from Excel.

— Export the list of all prices to Excel.

Search vendor prices with filters

By default, you can see all the vendors' 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 Filter arrow gray.jpg button in the upper right corner:

Vendor prices filters1.1.png

So you can enter the data into the appropriate fields and click "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by clicking the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by clicking Blue arrow.jpg 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:

S1.png

Vendor prices filters

  • Vendor — displays only the prices for the selected vendor.
  • Vendor tag — displays only the prices with the specified vendor tag.
  • Language pair — displays only the prices with the selected language pair.
  • Service — displays only the prices with the selected service.
  • Specialization — displays only the prices with the selected 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.

Create general price

You can use this feature to create one price for all vendors, and it will be displayed in their profiles:

Vendor price list 2.1.png

To create a new general price, go to VendorsPrices:

Vendor prices1.png

Click the New price button:

Vendor prices list1.png

The system will display the New price for all vendors page where you can create various types of prices.

You may create general prices without reference to the particular vendor 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":

New price for all vendors.png

Note: All values that you see in the drop-down lists are defined in the system settings:

System menu system values.png

For more details, please see the corresponding help pages.

Create specific price

You can also create prices for a specific vendor in their profile. For more info, please see the Create specific price section.

Clone price

Click the "Clone" button to clone the price:

Clone vendor price1.png

It will bring you to the "New price" page with copied values:

Clone vendor price2.png

Make the changes you need and click "Create".

Edit price

Click the "Update" button to edit the necessary price:

Edit vendor price.png

It will bring you to the Update price for all vendors page:

Update price for all vendors.png

Change the values 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:

Delete vendor price1.png

If you need to delete several prices, tick the needed ones and click the "Delete" button over the table:

Delete multiple vendor prices.png

Import and export vendor prices

You can import and export prices from and to Excel by clicking the corresponding buttons:

Import and export vendor prices1.png

For more details, please see the Import vendors 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. 

Redirect.jpg Back to the table of contents.