Difference between revisions of "Client view page – Prices tab"
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=='''Create specific price'''== | =='''Create specific price'''== | ||
| − | To create a price, click '''"New price"'''. It will open the '''New client price''' page. | + | To create a price for a particular client, click '''"New price"'''. It will open the '''New client price''' page. |
As you can see here, only the fields marked with '''<span style="color:red"> * </span>''' are obligatory to be filled in. You can also specify service, language pair, and specialization if needed. | As you can see here, only the fields marked with '''<span style="color:red"> * </span>''' are obligatory to be filled in. You can also specify service, language pair, and specialization if needed. | ||
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*To update the price, click '''"Update"''' in the corresponding row. It will open the '''<u>[[Update client price]]</u>''' page. | *To update the price, click '''"Update"''' in the corresponding row. It will open the '''<u>[[Update client price]]</u>''' page. | ||
| − | *To delete the price from your database, click '''"Delete"''' in the corresponding row. | + | *To delete the price from your database, click '''"Delete"''' in the corresponding row. |
=='''Other tabs on the page'''== | =='''Other tabs on the page'''== | ||
Revision as of 16:09, 8 April 2022
On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and create prices associated with a particular client:
You may also create new general prices on the Clients prices page.
Create specific price
To create a price for a particular client, click "New price". It will open the New client price page.
As you can see here, only the fields marked with * are obligatory to be filled in. You can also specify service, language pair, and specialization if needed.
Let's create the Client & Service & Language pair & Specialization specific price:
- Select the service, language pair, specialization, measurement unit and currency from the drop-down list;
- Enter the price per unit;
- Add a note if necessary;
- Click "Create":
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.
- 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.
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.
