Client prices list

From Protemos Wiki
Jump to: navigation, search

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


On this page you can:

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

— Create, clone, 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:

Client prices filters1.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

Create general price

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

General prices.png

To create a new general price, go to Clients -> Prices:

Clients prices.png

It will open the Client prices page.

Click the "New price" button:

Client prices list1.png

It will open the New price for all clients page. On this page, you can create various types of 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 price for all clients1.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 a price associated with a particular client in their profile. For more info, please see the Create specific price section.

Clone price

Click the "Clone" button to clone the price:

Clone prices1.png

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

General prices1.1.png

Make the changes you need and click "Create".

Edit price

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

Update client price1.png

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

Update price for all clients.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:

Delete client price1.png

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

Delete multiple client prices1.png

Import and export prices

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

Import and export client prices1.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. 

Redirect.jpg Back to the table of contents.