Difference between revisions of "Client view page – Prices tab"

Revision as of 15:27, 8 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:

You may also create new general prices on the Clients prices page.

Create specific price

To create a price for a particular client, click "New price". It will open the New client price page.

As you can see here, only the fields marked with * are mandatory. You can also specify service, language pair, and specialization if needed.

Let's create the Client & Service & Language pair & Specialization specific price:

• Select the service, language pair, specialization, measurement unit and currency from the drop-down list;

• Enter the price per unit;

• Add a note if necessary;

• Click "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.

Update specific price

• To update the price, click "Update" in the corresponding row. It will open the Update client price page.

Delete specific price

• To delete the price from your database, click "Delete" in the corresponding row.

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.