Client view page – Prices tab

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Client view page – Prices tab: http://cloud.protemos.com/client/view?id=ХХХХ&tab=prices (replace XXXX with a valid number)



On this tab, you can view the list of agreed with the client and general prices, edit or delete them, and start creating new prices:

CV Prices.jpg

To delete the price from your database, press "Delete" in the corresponding row.

To start updating the price, press "Update" in the corresponding row. It will open the Update client price page.

To start creating a new price, press "New price". It will open the New client price page.

You may also create new clients' prices on the Clients prices page.

Other tabs on the page

  • General info - view and edit company info and payment conditions.
  • Primary user - the first contact person of the client.
  • Contact persons - the list of client’s contact persons (available if the client is Company, not Individual).
  • 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.