Difference between revisions of "Client prices list"

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You can use this feature to create one price for all clients, and it will be displayed in their profiles:
 
You can use this feature to create one price for all clients, and it will be displayed in their profiles:
  
[[file:Client profile general prices.png|border|1000px]]
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[[File:Nshot 3.png|border|1000px]]
  
 
=='''Edit price'''==
 
=='''Edit price'''==

Latest revision as of 10:03, 17 July 2020

Clients prices page: https://cloud.protemos.com/client-price/index


On this page you can:

— View all the clients' prices and search them with filters.

— Create, update or delete specific and general prices.

— Import the list of prices from Excel.

— Export the list of prices to Excel.

Search client prices with filters

By default, you can see all the clients' prices in your database, 50 per page.

If you want to hide or display some prices from the list, you may apply filters.

You can hide or display filter fields by pressing the Filter arrow gray.jpg button in the upper right corner:

Price filter.png

So you can enter the data into the appropriate fields and press "Apply".

If the filter is applied, the header turns blue:

14.png

You may hide the filter interface by pressing the Blue arrow.jpg button.

Note: The hidden filter remains activated.

You can expand the hidden filter back by pressing Blue arrow.jpg again.

Note: The applied filter is remembered, so it will remain even if you leave the page.

To inactivate the filter, press the "Clear" button.

The header color will turn to gray, which means that no filter is not applied:

S1.png

Client prices filters

  • Client—displays only the prices for the selected client.
  • Client tag—displays only the prices with the specifies client tag.
  • Language pair—displays only the prices with the selected language pair.
  • Service—displays only the prices with the selected service.
  • Specialization—displays only the prices with the specified specialization.
  • Unit—displays only the prices with the specified measurement unit.
  • Price range—displays only the prices within the specified price range.
  • Currency—displays only the prices with the specified type of currency.

Create new price

To create a new price press the "New price" button:

New client price button.png

The system will display the New client price page.

On this page you can create various types of prices. For more details, please see info below.

Create specific prices

You can create prices for the definite client, service, language pair and specialization.

As you can see here, only the fields marked with * are obligatory to be filled in.

Therefore, the rest of the fields you may fill in according to your needs.

Let's create the Client & Service & Language pair & Specialization specific price:

  • Select the client, service, language pair, specialization, measurement unit and currency from the drop-down list;
  • Enter the price per unit;
  • Add a note if necessary;
  • Press "Create":

New client specific price.png

Note: All the values that you see in the drop-down lists are defined in the System settings.

In the same way, you can create prices in various combinations.

Create general prices

You may create general prices without reference to the particular client or type of service, specialization, etc., by filling in only the fields marked with * .

Select the required measurement unit and currency from the drop-down list, enter the price per unit and press "Create" :

New client general price create.png

You can use this feature to create one price for all clients, and it will be displayed in their profiles:

Nshot 3.png

Edit price

Press the "Update" button to edit the necessary price:

Client Prices list update button.png

It will bring you to the Update client price page:

Client price update page new.png

Make the changes you need and press "Update".

Delete price

The price that is no longer needed can be deleted from the list by pressing the "Delete" button:

Client Prices list delete button.png

Import and export prices

You can import and export prices from and to Excel by pressing the corresponding buttons:

Import expert.png

For more details, please see the Import clients from Excel page.

Note: The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page.