Difference between revisions of "Client view page – Prices tab"
From Protemos Wiki
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=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
| − | *'''General info'''— view and edit company info and payment conditions. | + | *'''General info''' — view and edit company info and payment conditions. |
| − | *'''Contact persons'''— the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). | + | *'''Contact persons''' — the list of client’s contact persons (available if the client is '''Company''', not '''Individual'''). |
| − | *'''CRM'''— manage client relationship. | + | *'''CRM''' — manage client relationship. |
| − | *'''Taxes'''— on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client. | + | *'''Taxes''' — on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client. |
| − | *'''Documents'''— intended for storing any documents related to the client. | + | *'''Documents''' — intended for storing any documents related to the client. |
| − | *'''Project chart'''— here you can see the chart and list of all active projects for the client. | + | *'''Project chart''' — here you can see the chart and list of all active projects for the client. |
Revision as of 12:50, 7 April 2022
On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and create prices associated with a particular client:
- To create a price associated with a particular client, click "New price". It will open the New client price page.
- To update the price, click "Update" in the corresponding row. It will open the Update client price page.
- To delete the price from your database, click "Delete" in the corresponding row.
You may also create new general prices on the Clients prices page.
Other tabs on the page
- General info — view and edit company info and payment conditions.
- Contact persons — the list of client’s contact persons (available if the client is Company, not Individual).
- CRM — manage client relationship.
- Taxes — on this tab, you can create a custom taxes set for this client. Here you may also define which taxes set should be applied (whether custom or default one) for this particular client.
- Documents — intended for storing any documents related to the client.
- Project chart — here you can see the chart and list of all active projects for the client.
