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. For more info, please see the '''<U>[[Client_prices_list#Create_general_price|Create general price]]</U>''' section.
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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 on how to create general prices, please see the '''<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. For more info, please see the '''<U>[[Client_view_page_–_Prices_tab#Create_specific_price|Create specific price]]</U>''' section.
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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 on how to create specific prices, please see the '''<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 16:22, 12 April 2022

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


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 on how to create general prices, 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 on how to create specific prices, please see the 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.