Difference between revisions of "Client prices list"
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The system will display the "'''New client price'''" creation page. | The system will display the "'''New client price'''" creation page. | ||
| − | On this page you can create the price for a definite client, service, language pair and specialization. | + | On this page, you can create various types of prices. For more details, please see info below. |
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| + | ==='''Client, service, language pair and specialization specific prices creation'''=== | ||
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| + | You can create the price for a definite client, service, language pair and specialization. | ||
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| + | As you can see here, only the fields marked with '''<span style="color:red">* </span>''' are obligatory to be filled in. | ||
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| + | Let's create a client & service specific price. | ||
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| + | Please select a client, service, measurement unit and currency from the drop-down list, set a price and press "'''Create'''" : | ||
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| + | |||
| + | In the same way, you can create prices in various combinations. | ||
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| + | |||
| + | So if you want to create a client & service specific price | ||
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| + | |||
| + | |||
| + | |||
Here you may also create the overall price without reference to the particular client or type of service, | Here you may also create the overall price 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>''' | ||
Revision as of 13:07, 13 September 2017
On this page, you can:
- View all the clients' prices and search them with filters
- Create the overall price without reference to the particular client or type of service, specialization etc.
- Import or export the list of all the clients' prices to Excel
- Add, update or delete the particular client's price
Contents
Search 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 button in the upper right corner:
So you can enter the data into the appropriate fields and press the "Apply" button, see example:
As you can see, the filter header turns red. It means that the filter is applied.
You may collapse (hide) the filter interface by pressing the button.
Please remember the collapsed filter remains activated, and it is clearly indicated by the red colour.
You can expand the collapsed filter back by pressing 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.
Clients prices filters description
- Client - displays only the prices for the selected client.
- Service - displays only the prices with the selected service.
- Language pair - displays only the prices with the selected language pair.
- 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.
New price creation
To create a new price press the New price button:
The system will display the "New client price" creation page.
On this page, you can create various types of prices. For more details, please see info below.
Client, service, language pair and specialization specific prices creation
You can create the price for a definite client, service, language pair and specialization.
As you can see here, only the fields marked with * are obligatory to be filled in.
Let's create a client & service specific price.
Please select a client, service, measurement unit and currency from the drop-down list, set a price and press "Create" :
In the same way, you can create prices in various combinations.
So if you want to create a client & service specific price
Here you may also create the overall price without reference to the particular client or type of service, specialization etc by filling in only the fields marked with *
