Clients prices list

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


On this page, you can:

  • View all the clients' 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


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 Filter arrow gray.jpg button in the upper right corner:

Client prices filter arrow.jpg

So, you can enter the data into the appropriate fields and press the "Apply" button, see example:

Client prices filter applied.jpg

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 Filter arrow red.jpg button.

Please remember that the collapsed filter remains activated, and it is clearly indicated by the red colour.

You can expand the collapsed filter back by pressing the Filter arrow red.jpg button 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.

Create new price

To create a new price press the New price button:

Client prices new price button.jpg

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 prices for the definite client, service, language pair and specialization.

As you can see here, only the fields marked with * are obligatory to be filled in.

Therefore, the rest of the fields you may fill in according to your needs.

Let's create the client & service specific price.

Please select a client, service, measurement unit and currency from the drop-down list, enter the price per unit and press "Create" :

New client price creation page.jpg

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.

General prices creation

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 client general price.jpg

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

Client profile all prices.jpg

Edit price

Press the Update button to edit the necessary price:

Client prices update button.jpg

It will bring you to the Update client price page:

Client price update page.jpg

Just change the values and press "Update".

Price deletion

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

Client price delete button.jpg

Import from Excel

If you already have the list of prices, you can easily import it.

To do so, press the "Import from excel" button:

CPL import from excel.jpg

For more details, please see the Import clients from Excel page.

Export to Excel

You can export all the displayed table of prices to Excel by pressing “Export to Excel” button over the upper right corner of the table:

CPL export to excel.jpg

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.