Difference between revisions of "Client view page – Prices tab"
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To start creating the new price, press "'''New price'''". It will open the '''<u>[[Client price creation|New client price page]]</u>'''. | To start creating the new price, press "'''New price'''". It will open the '''<u>[[Client price creation|New client price page]]</u>'''. | ||
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| + | You may also create new clients' prices on the '''<U>[[Clients prices list|Clients prices page]]</U>'''. | ||
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 15:28, 26 October 2017
Client view page – Prices tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=prices (replace XXXX with a valid number)
On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices:
To delete the price from your database, press "Delete" in the corresponding row.
To start updating the price, press "Update" in the corresponding row. It will open the Update client price page.
To start creating the new price, press "New price". It will open the New client price page.
You may also create new clients' prices on the Clients prices page.
Other tabs on the page
- General info - view and edit company info and payment conditions.
- Primary user - the first contact person of the client.
- Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
- Documents - intended for storing any documents related to the client.
