Difference between revisions of "Vendor prices list"

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''Vendors prices page: [https://cloud.protemos.com/vendor-price/index https://cloud.protemos.com/vendor-price/index]''
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''Vendors prices page: [https://cloud.protemos.com/vendor-price/index cloud.protemos.com/vendor-price/index]''
 
----
 
----
  
 
On this page, you can:
 
On this page, you can:
  
* View all the vendors' prices and search them with filters.
+
View all the vendors' prices and search them with filters.
* Create, update or delete the specific and general prices.
 
* Import the list of all prices from Excel.
 
* Export the list of all prices to Excel.
 
  
 +
— Create, clone, update or delete specific and general prices.
 +
 +
— Import the list of all prices from Excel.
 +
 +
— Export the list of all prices to Excel.
  
 
=='''Search vendor prices with filters'''==
 
=='''Search vendor prices with filters'''==
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If you want to hide or display some prices from the list, you may apply filters.
 
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 [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
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You can hide or display filter fields by clicking the [[File:filter arrow gray.jpg|border|25px]] button in the upper right corner:  
  
[[File:Vendor prices.png|border|1000px]]
+
[[File:Vendor prices filters1.1.png|border|1070px]]
  
So you can enter the data into the appropriate fields and press '''"Apply"'''.  
+
So you can enter the data into the appropriate fields and click '''"Apply"'''.  
 
   
 
   
 
If the filter  is applied, the header turns blue:
 
If the filter  is applied, the header turns blue:
Line 26: Line 28:
 
[[File:14.png|border|900px]]  
 
[[File:14.png|border|900px]]  
  
You may hide the filter interface by pressing the [[File:Blue arrow.jpg|border|25px]] button.  
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You may hide the filter interface by clicking the [[File:Blue arrow.jpg|border|25px]] button.  
  
 
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
 
<span style="color:red">'''Note''':</span> The hidden filter remains activated.
  
You can expand the hidden filter back by pressing [[File:Blue arrow.jpg|border|25px]] again.
+
You can expand the hidden filter back by clicking [[File:Blue arrow.jpg|border|25px]] again.
  
 
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
 
<span style="color:red">'''Note''':</span> The applied filter is remembered, so it will remain even if you leave the page.  
  
To inactivate the filter, press the '''"Clear"''' button.  
+
To inactivate the filter, click the '''"Clear"''' button.  
  
 
The header color will turn to gray, which means that no filter is not applied:
 
The header color will turn to gray, which means that no filter is not applied:
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=='''Vendor prices filters'''==
 
=='''Vendor prices filters'''==
  
*'''Vendor'''—displays only the prices for the selected vendor.
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*'''Vendor''' — displays only the prices for the selected vendor.
  
*'''Vendor tag'''—displays only the prices with the specified vendor tag.
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*'''Vendor tag''' — displays only the prices with the specified vendor tag.
  
*'''Language pair'''—displays only the prices with the selected language pair.
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*'''Language pair''' — displays only the prices with the selected language pair.
  
*'''Service'''—displays only the prices with the selected service.
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*'''Service''' — displays only the prices with the selected service.
  
*'''Specialization'''—displays only the prices with the selected specialization.
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*'''Specialization''' — displays only the prices with the selected specialization.
  
*'''Unit'''—displays only the prices with the specified measurement unit.
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*'''Unit''' — displays only the prices with the specified measurement unit.
  
*'''Price range'''—displays only the prices within the specified price range.
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*'''Price range''' — displays only the prices within the specified price range.
  
*'''Currency'''—displays only the prices with the specified type of currency.
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*'''Currency''' — displays only the prices with the specified type of currency.
  
=='''Create new prices'''==
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=='''Create general price'''==
  
To create a new price press the '''New price''' button:
+
You can use this feature to create one price for all vendors, and it will be displayed in their profiles:
  
[[File:New pricc.png|border|1000px]]
+
[[File:Vendor price list 2.1.png|border|1070px]]
  
The system will display the '''New vendor price''' page where you can create various types of prices.
+
To create a new general price, go to '''Vendors''' '''Prices''':
  
For more details, please see info below.
+
[[File:Vendor prices1.png|border|100px]]
  
==='''Create specific price'''===
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Click the '''New price''' button:
  
You can create prices for the definite vendor, service, language pair and specialization.
+
[[File:Vendor prices list1.png|border|1070px]]
  
As you can see here, only the fields marked with '''<span style="color:red"> * </span>''' are obligatory to be filled in.
+
The system will display the '''New price for all vendors''' page where you can create various types of prices.
  
Therefore, the rest of the fields you may fill in according to your needs.
+
You may create general prices without reference to the particular vendor or type of service,
 +
specialization, etc., by filling in only the fields marked with '''<span style="color:red"> * </span>'''.
  
Let's create the '''Vendor & Service & Language pair & Specialization''' specific price:
+
Select the required measurement unit and currency from the drop-down list, enter the price per unit, and click '''"Create"''':
  
* Select the vendor, service, language pair, specialization, measurement unit, and currency from the drop-down list.
+
[[file:New price for all vendors.png|border|1070px]]
  
* Enter the price per unit.
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<span style="color:red"> '''Note:'''</span> All values that you see in the drop-down lists are defined in the system settings:
  
* Add a note if necessary.
+
[[File:System menu system values.png|border|300px]]
 +
 
 +
For more details, please see the '''<u>[[System settings|corresponding help pages]]</u>'''.
  
* Press '''"Create"''':
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=='''Create specific price'''==
  
[[file:New vendor price.png|border|650px]]
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You can also create prices for a specific vendor in their profile. For more info, please see the '''<U>[[Vendor_view_page,_Prices_tab|Create specific price]]</U>''' section.
  
<span style="color:red"> '''Note:'''</span> All the values that you see in the drop-down lists are defined in the <U>'''[[System settings]]'''</U>.
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=='''Clone price'''==
  
In the same way, you can create prices in various combinations.
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Click the '''"Clone"''' button to clone the price:
  
==='''Create general price'''===
+
[[File:Clone vendor price1.png|border|1070px]]
  
You may create general prices without reference to the particular vendor or type of service,
+
It will bring you to the '''"New price"''' page with copied values:
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"''':
+
[[File:Clone vendor price2.png|border|600px]]
  
[[file:New vendor general price.png|border|650px]]
+
Make the changes you need and click '''"Create"'''.
 
 
You can use this feature to create one price for all vendors, and it will be displayed in their profiles.
 
 
 
[[File:Rhot 2.png|border|900px]]
 
  
 
=='''Edit price '''==
 
=='''Edit price '''==
  
Press the '''"Update"''' button to edit  the necessary price:
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Click the '''"Update"''' button to edit  the necessary price:
  
[[file:Vendor prices buttons.png|border|900px]]
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[[File:Edit vendor price.png|border|1070px]]
  
It will bring you to the '''Update vendor price''' page:
+
It will bring you to the '''Update price for all vendors''' page:
  
[[file:Update vendor price.png|border|650px]]
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[[file:Update price for all vendors.png|border|1070px]]
  
Change the values you need and press '''"Update"'''.
+
Change the values you need and click '''"Update"'''.
  
 
=='''Delete price'''==
 
=='''Delete price'''==
  
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 clicking the '''"Delete"''' button:
  
[[file:Vendor prices list delete price.png|border|900px]]
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[[File:Delete vendor price1.png|border|1070px]]
  
If you need to delete several prices, tick the needed ones and press the '''"Delete"''' button over the table:
+
If you need to delete several prices, tick the needed ones and click the '''"Delete"''' button over the table:
  
[[File:Delet vendor price.png|border|1000px]]
+
[[File:Delete multiple vendor prices.png|border|1070px]]
  
 
=='''Import and export vendor prices'''==
 
=='''Import and export vendor prices'''==
  
You can import and export prices from and to Excel by pressing the corresponding buttons:
+
You can import and export prices from and to Excel by clicking the corresponding buttons:
  
[[File:Impexp.png|border|900px]]
+
[[File:Import and export vendor prices1.png|border|1070px]]
  
 
For more details, please see the '''<U>[[Import vendors from Excel]]</U>''' page.
 
For more details, please see the '''<U>[[Import vendors 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. 
 
<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. 
 +
 +
[[File:Redirect.jpg|40px|link=Vendor prices list]] Back to the '''table of contents'''.

Latest revision as of 10:04, 16 September 2022

Vendors prices page: cloud.protemos.com/vendor-price/index


On this page, you can:

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

— Create, clone, update or delete specific and general prices.

— Import the list of all prices from Excel.

— Export the list of all prices to Excel.

Search vendor prices with filters

By default, you can see all the vendors' 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 clicking the Filter arrow gray.jpg button in the upper right corner:

Vendor prices filters1.1.png

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

If the filter is applied, the header turns blue:

14.png

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

Note: The hidden filter remains activated.

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

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

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

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

S1.png

Vendor prices filters

  • Vendor — displays only the prices for the selected vendor.
  • Vendor tag — displays only the prices with the specified vendor 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 selected 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 general price

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

Vendor price list 2.1.png

To create a new general price, go to VendorsPrices:

Vendor prices1.png

Click the New price button:

Vendor prices list1.png

The system will display the New price for all vendors page where you can create various types of prices.

You may create general prices without reference to the particular vendor 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 click "Create":

New price for all vendors.png

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

System menu system values.png

For more details, please see the corresponding help pages.

Create specific price

You can also create prices for a specific vendor in their profile. For more info, please see the Create specific price section.

Clone price

Click the "Clone" button to clone the price:

Clone vendor price1.png

It will bring you to the "New price" page with copied values:

Clone vendor price2.png

Make the changes you need and click "Create".

Edit price

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

Edit vendor price.png

It will bring you to the Update price for all vendors page:

Update price for all vendors.png

Change the values you need and click "Update".

Delete price

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

Delete vendor price1.png

If you need to delete several prices, tick the needed ones and click the "Delete" button over the table:

Delete multiple vendor prices.png

Import and export vendor prices

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

Import and export vendor prices1.png

For more details, please see the Import vendors 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.