Client view page – Prices tab
From Protemos Wiki
On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and start creating prices associated with a particular client:
- To create a price associated with a particular client, click "New price". It will open the New client price page.
- To update the price, click "Update" in the corresponding row. It will open the Update client price page.
- To delete the price from your database, click "Delete" in the corresponding row.
You may also create new general prices on the Clients prices page.
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.
