Difference between revisions of "Create client price"

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You can create general and specific prices:
 
You can create general and specific prices:
  
*General prices are displayed both on the '''<U>[[Client_prices_list|Client prices]]</U>''' page and in each client profile.  
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*General prices are displayed both on the '''<U>[[Client_prices_list|Client prices]]</U>''' page and in each client profile. For more info, please see '''<U>[[Client_prices_list#Create_general_price|Create general price]]</U>''' section.
  
*Specific prices are associated with a particular client. A specific price is displayed on the '''Client prices''' page and in the '''<U>[[Client_view_page_–_Prices_tab|profile]]</U>''' of a client it is associated with.
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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 '''<U>[[Client_view_page_–_Prices_tab|profile]]</U>''' of a client it is associated with. For more info, please see '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Create specific price]]</U>''' section.
  
 
To create prices for your clients, go to '''Clients=>Prices''':
 
To create prices for your clients, go to '''Clients=>Prices''':

Revision as of 16:12, 12 April 2022

New price for all clients page cloud.protemos.com/client-price/create?backRoute=common


You can create general and specific prices:

  • 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 Create specific price section.

To create prices for your clients, go to Clients=>Prices:

Clients prices.png

It will open the Client prices page.

Click "New Price" to display the "New price for all clients" page:

New client price.png

Here you can create general prices that will be displayed in every client profile. Just fill the necessary fields and click "Create":

Create new price for all clients.png

To create a specific price for your client, open the "Price list" tab of the needed client and click "New price".

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.