Difference between revisions of "Client prices list"

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''Clients prices page: [https://cloud.protemos.com/client-price/index https://cloud.protemos.com/client-price/index]''
 
''Clients prices page: [https://cloud.protemos.com/client-price/index https://cloud.protemos.com/client-price/index]''
 
----
 
----
 
 
On this page you can:
 
On this page you can:
  
- View all the clients' prices and search them with filters.
+
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.
+
— Create, update or delete specific and general prices.  
  
- Export the list of prices to Excel.
+
— Import the list of prices from Excel.
  
 +
— Export the list of prices to Excel.
  
=='''Search prices with filters'''==
+
=='''Search client prices with filters'''==
  
 
By default, you can see all the clients' prices in your database, 50 per page.
 
By default, you can see all the clients' prices in your database, 50 per page.
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You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
 
You can hide or display filter fields by pressing the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:
  
[[file:Client prices filter empty.png|border|1000px]]
+
[[File:Cl prices filter.png|border|1000px]]
 
 
So, you can enter the data into the appropriate fields and press the '''"Apply"''' button. Please see the example below:
 
 
 
[[file:Client prices filter applied.png|border|1000px]]
 
 
 
As you can see, the filter header turns blue. It means that the filter is applied.
 
 
 
You may collapse (hide) the filter interface by pressing the [[File:Hide button.jpg|border|25px]] button.
 
 
 
Please remember that the collapsed filter remains activated, and it is clearly indicated by the blue colour.
 
 
 
You can expand the collapsed filter back by pressing the [[File:Hide button.jpg|25px]] button again.
 
 
 
Please note that 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 colour will turn to grey, which means that no filter is currently applied.
+
So you can enter the data into the appropriate fields and press '''"Apply"'''.  
 +
 +
If the filter is applied, the header turns blue:
  
=='''Clients prices filters description'''==
+
[[File:14.png|border|900px]]
  
*'''Client'''—displays only the prices for the selected client.
+
You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
  
*'''Language pair'''—displays only the prices with the selected language pair.
+
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
*'''Service'''—displays only the prices with the selected service.
+
You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
  
*'''Specialization'''—displays only the prices with the specified specialization.
+
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
*'''Unit'''—displays only the prices with the specified measurement unit.
+
To inactivate the filter, press the '''"Clear"''' button.  
  
*'''Price range'''—displays only the prices within the specified price range.
+
The header color will turn to gray, which means that no filter is not applied:
  
*'''Currency'''—displays only the prices with the specified type of currency.
+
[[File:S1.png|border|900px]]
  
 
=='''Create new price'''==
 
=='''Create new price'''==
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To create a new price press the '''"New price"''' button:
 
To create a new price press the '''"New price"''' button:
  
[[file:New client price button.png|border|1000px]]
+
[[File:New price button.png|border|1000px]]
  
 
The system will display the '''New client price''' page.
 
The system will display the '''New client price''' page.
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Therefore, the rest of the fields you may fill in according to your needs.
 
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:
+
Let's create the '''Client & Service & Language pair & Specialization''' specific price:
  
* select a client, service, language pair, specialization, measurement unit and currency from the drop-down list;
+
* Select the client, service, language pair, specialization, measurement unit and currency from the drop-down list;
  
* define and enter the price per unit;
+
* Enter the price per unit;
  
* add a note if necessary;
+
* Add a note if necessary;
  
* press '''"Create"''':
+
* Press '''"Create"''':
  
 
[[file:New client specific price.png|border|450px]]
 
[[file:New client specific price.png|border|450px]]
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You may create general prices without reference to the particular client or type of service,  
 
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 '''<span style="color:red"> * </span>'''.
+
specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
  
 
Select the required measurement unit and currency from the drop-down list, enter the price per unit and press '''"Create"''' :
 
Select the required measurement unit and currency from the drop-down list, enter the price per unit and press '''"Create"''' :
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[[file:New client general price create.png|border|450px]]
 
[[file:New client general price create.png|border|450px]]
  
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]]
+
[[File:Nshot 3.png|border|1000px]]
  
 
=='''Edit price'''==
 
=='''Edit price'''==
  
Press the '''Update''' button to edit  the necessary price:
+
Press the '''"Update"''' button to edit  the necessary price:
  
[[file:Client Prices list update button.png|border|1000px]]
+
[[File:Update price button.png|border|1000px]]
  
 
It will bring you to the '''Update client price''' page:
 
It will bring you to the '''Update client price''' page:
  
[[file:client price update page.jpg|border|440px]]
+
[[file:Client price update page new.png|border|500px]]
  
 
Make the changes you need and press '''"Update"'''.
 
Make the changes you need and press '''"Update"'''.
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The price that is no longer needed can be deleted from the list by pressing the '''"Delete"''' button:
 
The price that is no longer needed can be deleted from the list by pressing the '''"Delete"''' button:
  
[[file:client price delete button.jpg|border|1000px]]
+
[[File:Delete one price.png|border|1000px]]
 +
 
 +
If you need to delete several prices, you can tick them and press the '''"Delete"''' button over the table:
  
=='''Import from Excel'''==
+
[[File:Elete prices.png|border|1000px]]
  
If you already have the list of prices, you can easily import it.
+
=='''Import and export prices'''==
  
To do so, press the '''"Import from excel"''' button:
+
You can import and export prices from and to Excel by pressing the corresponding buttons:
  
[[File:CPL import from excel.jpg|border|1000px]]
+
[[File:Import expert.png|border|1000px]]
  
 
For more details, please see the '''<U>[[Import clients from Excel]]</U>''' page.
 
For more details, please see the '''<U>[[Import clients from Excel]]</U>''' page.
 +
 
 +
<span style="color:red">'''Note:'''</span> The exported file will contain the filtered records from all the pages of the table, not just the ones displayed on the first page. 
  
=='''Export to Excel'''==
+
[[File:Redirect.jpg|40px|link=Client prices list]] Back to the '''table of contents'''.
 
 
You can export all the displayed table of prices to Excel by pressing “'''Export to Excel'''” button over the upper right corner of the table:
 
 
 
[[File:CPL export to excel.jpg|border|1000px]]
 
 
 
<span style="color:#DC143C">'''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.</span> 
 

Revision as of 13:46, 16 April 2021

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:

1000px

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

Create new price

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

1000px

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":

450px

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" :

450px

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

1000px

Edit price

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

Update price button.png

It will bring you to the Update client price page:

500px

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:

1000px

If you need to delete several prices, you can tick them and press the "Delete" button over the table:

1000px

Import and export prices

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

1000px

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. 

Redirect.jpg Back to the table of contents.