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 on how to create general prices, 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, 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 on how to create specific prices, 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, 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''':
 
 
 
[[File:Clients prices.png|border|100px]]
 
 
 
It will open the '''Client prices''' page.
 
 
 
Click '''"New Price"''' to display the '''"New price for all clients"''' page: 
 
 
 
[[File:New client price.png|border|1000px]]
 
 
 
Here you can create '''<U>[[Client prices list#Create general prices|general prices]]</U>''' that will be displayed in every client profile. Just fill the necessary fields and click "'''Create'''":
 
 
 
[[File:Create new price for all clients.png|border|600px]]
 
 
 
To create a '''<U>[[Client prices list#Create specific prices|specific price]]</U>''' for your client, open the "Price list" tab of the needed client and click "New price".
 
 
 
<span style="color:red"> '''Note:'''</span> All values that you see in the drop-down lists are defined in the system settings:
 
 
 
[[File:System menu system values.png|border|300px]]
 
 
 
For more details, please see the '''<u>[[System settings|corresponding help pages]]</u>'''.
 

Revision as of 16:23, 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 the Create specific price section.