Difference between revisions of "Client prices list"

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(→‎General prices creation)
(→‎Create general price)
 
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On this page, you can:
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''Clients prices page: [https://cloud.protemos.com/client-price/index cloud.protemos.com/client-price/index]''
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----
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On this page you can:
  
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* View all the clients' prices and search them with filters
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— View all the clients' prices and search them with filters.
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* Create, update or delete the specific and general prices
 
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* Import the list of all prices from Excel
 
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* Export the list of all prices to Excel
 
  
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— Create, clone, update or delete specific and general prices.
  
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=='''Search prices with filters'''==
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— Import the list of prices from Excel.
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 +
— Export the list of prices to Excel.
 +
 
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=='''Search client prices with filters'''==
  
 
By default, you can see all the clients' prices in your database, 50 per page.
 
By default, you can see all the clients' prices in your database, 50 per page.
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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.
  
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You can hide or display filter fields by pressing the 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:
  
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[[file:client prices filter arrow.jpg|border|1000px]]
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[[File:Client prices filters1.png|border|1000px]]
  
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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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So you can enter the data into the appropriate fields and click '''"Apply"'''.
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If the filter  is applied, the header turns blue:
  
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[[file:client prices filter applied.jpg|border|1000px]]
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[[File:14.png|border|900px]]  
  
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As you can see, the filter header turns red. It means that the filter is applied.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
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You may collapse (hide) the filter interface by pressing the arrow button.  
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<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
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Please remember that the collapsed filter remains activated, and it is clearly indicated by the red colour.  
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You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
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You can expand the collapsed filter back by pressing the arrow button again.
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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.  
  
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Please note that the applied filter is remembered, so it will remain even if you leave the page.  
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To inactivate the filter, click the '''"Clear"''' button.  
  
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To inactivate the filter, press the "'''Clear'''" button. The header colour will turn to grey, which means that no filter is currently applied.
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The header color will turn to gray, which means that no filter is not applied:
  
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=='''Clients prices filters description'''==
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[[File:S1.png|border|900px]]
  
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*'''Client''' - displays only the prices for the selected client.
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=='''Create general price'''==
  
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*'''Service''' - displays only the prices with the selected service.
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You can use this feature to create one price for all clients, and it will be displayed in all client profiles:
  
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*'''Language pair''' - displays only the prices with the selected language pair.
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[[File:General prices.png|border|1000px]]
  
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*'''Specialization''' - displays only the prices with the specified specialization.
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To create a new general price, go to '''Clients -> Prices''':
  
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*'''Unit''' - displays only the prices with the specified measurement unit.
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[[File:Clients prices.png|border|100px]]
  
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*'''Price range''' -  displays only the prices within the specified price range.
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It will open the '''Client prices''' page.
  
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*'''Currency''' - displays only the prices with the specified type of currency.
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Click the '''"New price"''' button:
  
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=='''New price creation'''==
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[[File:Client prices list1.png|border|1000px]]
  
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To create new prices press the '''New price''' button:
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It will open the '''New price for all clients''' page. On this page, you can create various types of prices.
  
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[[file:client prices new price button.jpg|border|1000px]]
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You may create general prices without reference to the particular client or type of service,
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specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
  
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The system will display the "'''New client price'''" creation page.
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Select the required measurement unit and currency from the drop-down list, enter the price per unit and click '''"Create"''' :
  
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On this page, you can create various types of prices. For more details, please see info below.
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[[File:New price for all clients1.png|border|600px]]
  
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==='''Client, service, language pair and specialization specific prices creation'''===
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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:
  
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You can create prices for the definite client, service, language pair and specialization.
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[[File:System menu system values.png|border|300px]]
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For more details, please see the '''<u>[[System settings|corresponding help pages]]</u>'''.
  
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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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=='''Create specific price'''==
  
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Therefore, the rest of the fields you may fill in according to your needs.
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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.
  
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Let's create a '''client & service''' specific price.
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=='''Clone price'''==
  
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Please select a client, service, measurement unit and currency from the drop-down list, enter the price per unit and press "'''Create'''" :
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Click the '''"Clone"''' button to clone the price:
  
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[[file:new client price creation page.jpg|border|440px]]
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[[File:Clone prices1.png|border|1000px]]
  
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<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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It will bring you to the '''"New price"''' page with copied values:
  
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In the same way, you can create prices in various combinations.
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[[File:General prices1.1.png|border|600px]]
  
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==='''General prices creation'''===
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Make the changes you need and click '''"Create"'''.
  
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You may create general prices without reference to the particular client or type of service,
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=='''Edit price'''==
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specialization etc by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
 
  
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Select the required measurement unit and currency from the drop-down list, enter the price per unit and press "'''Create'''" :
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Click the '''"Update"''' button to edit  the necessary price:
  
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[[file:new client general price.jpg|border|440px]]
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[[File:Update client price1.png|border|1000px]]
  
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You can use this feature to create one price for all clients, and it will be displayed in their profiles.
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It will bring you to the '''Update price for all clients''' page:
  
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[[file:client profile all prices.jpg|border|1000px]]
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[[File:Update price for all clients.png|border|500px]]
  
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=='''Price editing'''==
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Make the changes you need and click '''"Update"'''.
  
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Press the '''Update''' button to edit  the necessary price:
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=='''Delete price'''==
  
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[[file:client prices update button.jpg|border|1000px]]
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The price that is no longer needed can be deleted from the list by clicking the '''"Delete"''' button:
  
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It will bring you to the '''Update client price''' page:
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[[File:Delete client price1.png|border|1000px]]
  
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[[file:client price update page.jpg|border|440px]]
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If you need to delete several prices, you can tick them and click the '''"Delete"''' button over the table:
  
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Just change the values and press '''"Update"'''.
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[[File:Delete multiple client prices1.png|border|1000px]]
  
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=='''Price deletion'''==
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=='''Import and export prices'''==
  
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The price that is no longer needed can be deleted from the list by pressing the '''"Delete"''' button:
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You can import and export prices from and to Excel by clicking the corresponding buttons:
  
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[[file:client price delete button.jpg|border|1000px]]
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[[File:Import and export client prices1.png|border|1000px]]
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=='''Import from Excel'''==
 
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If you already have the list of prices, you can easily import it.
 
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To do so, press the '''"Import from excel"''' button:
 
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[[File:CPL import from excel.jpg|border|1000px]]
 
  
 
For more details, please see the '''<U>[[Import clients from Excel]]</U>''' page.
 
For more details, please see the '''<U>[[Import clients from Excel]]</U>''' page.
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<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. 
  
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=='''Export to Excel'''==
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[[File:Redirect.jpg|40px|link=Client prices list]] Back to the '''table of contents'''.
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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:
 
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[[File:CPL export to excel.jpg|border|1000px]]
 
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<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 15:47, 18 November 2024

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.

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 Filter arrow gray.jpg button in the upper right corner:

Client prices filters1.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

Create general price

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

General prices.png

To create a new general price, go to Clients -> Prices:

Clients prices.png

It will open the Client prices page.

Click the "New price" button:

Client prices list1.png

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" :

New price for all clients1.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 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:

Clone prices1.png

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

General prices1.1.png

Make the changes you need and click "Create".

Edit price

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

Update client price1.png

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

Update price for all clients.png

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:

Delete client price1.png

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

Delete multiple client prices1.png

Import and export prices

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

Import and export client prices1.png

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. 

Redirect.jpg Back to the table of contents.

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