Difference between revisions of "Create client price"

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New client price page [https://cloud.protemos.com/client-price/create?backRoute=common https://cloud.protemos.com/client-price/create?backRoute=common]
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''New price for all clients page: [https://cloud.protemos.com/client-price/create cloud.protemos.com/client-price/create]''
 
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To create prices for your clients, go to '''Clients=>Prices''':
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You can create general and specific prices:
  
[[file:Clients prices menu.png|border|150px]]
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*General prices are displayed both on the '''Client prices''' page and in each client profile. For more info, please see the '''<U>[[Client_prices_list#Create_general_price|Create general price]]</U>''' section.
  
It will open the '''Client prices''' page.
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*Specific prices are associated with a particular client. A specific price is displayed on the '''Client prices''' page and in the profile of a client it is associated with. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Create specific price]]</U>''' section.
 
 
Press '''"New Price"''' to display the '''New client price''' page: 
 
 
 
[[File:New price button.png|border|1000px]]
 
 
 
You can create a new '''<U>[[Client prices list#Create specific prices|specific price]]</U>''' for your client or '''<U>[[Client prices list#Create general prices|general price]]</U>''' that will be displayed in every client profile. Just fill the necessary fields and press "'''Create'''":
 
 
 
[[File:New client specific price.png|border|450px]]
 
 
 
You may also create new prices from the '''<U>[[Client view page – Prices tab|Prices tab]]</U>''' of the client profile page.
 
 
 
<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>'''.
 

Latest revision as of 13:31, 20 April 2022

New price for all clients page: cloud.protemos.com/client-price/create


You can create general and specific prices:

  • General prices are displayed both on the Client prices page and in each client profile. For more info, please see the Create general price section.
  • Specific prices are associated with a particular client. A specific price is displayed on the Client prices page and in the profile of a client it is associated with. For more info, please see the Create specific price section.