A price list pricelist may be created and/or assigned to the new client by hovering your mouse over My company in the toolbar and then clicking on Prices. Here you can create as many price lists pricelists as you want and decide to make price lists them available to certain clients.
By doing so, you will only see only the price lists that pricelists which apply when selecting a price list for the project when creating one during the creation of a project and selecting a client. The system will only show the price listpricelist(s) you have specifically assigned to the client (or all clients).
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This will open up the pricing information for your company and here you are will be able to create new price listspricelists, make changes, or assign a price list pricelist to specific clients.
The following sections have been provided to help you create a price listpricelist, add prices, and assign the price list a pricelist to a specific client:
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Creating a
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Pricelist
To create a new price listpricelist, click on Add new pricelist or Create a copy at the top of the screen. If you create a copy, then the details of the currently selected price list one will be automatically populated into the new price listone.
When you add a price list pricelist for a client, this process involves entering the languages, services, and pricing information that has, in most cases, been pre-negotiated with them. By entering the pricing information, you will know the precise cost for the client.
This includes entering discounts for fuzzy matches, currency information, minimum charges , and prices. For each type of service, you must enter the languages and word pricing to ensure proper calculation in the system for quotes, costing, and additional calculations. To configure a new price listpricelist, perform the following steps:
Step 1: Enter a name for the price listpricelist.
The name should be something to help identify the price list, provider, identifying it, but also the provider and services. If the price list will be it applies for a specific client, then their name should be included for easy identification in the system.
Step 2: Select a currency and
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enter discounts.
Click on the Currency drop-down menu to select the currency for pricing and then type in a Discount value for standard prices (if required). In the example below, the currency is EUR and a 10% standard discount will be automatically applied.
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You may also change the number of decimal places in rounded totals, enter a contract number, and select or enter a general minimum charge or a minimum charge per language. An additional field is provided for entering comments regarding the price listpricelist.
Click on Save in the upper right corner of the screen after finishing the above entries and configuration changes. The new price list pricelist will appear as shown below:
After a price list pricelist has been created, you will be able to configure pricing for language pair tasks and assign it to certain clients. Additionally, the following can be performed on the Prices Tab once the price list pricelist exists in the system.
- Delete - Remove the currently selected price list pricelist from the system. Be certain to click OK on the confirmation message to finish.
- Disable/Enable - Disable or enable a price list pricelist in the system. A disabled price list pricelist will not appear within the system as a pricing/costing option.
- Edit - Make changes to the currently selected price listpricelist. Be certain to click Save when finished.
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A drop-down menu resides at the top left next to the Add new pricelist option. This drop-down menu may be used to select different price lists pricelists for your company.
Adding Language Pair Task Prices
A language pair task defines the pricing per word, document, page, etc. for a specific source language, target language, and task (translation, revision, etc.). For clients, these are the tasks that you will be performing for them and the prices you charge. After a price list pricelist has been defined, a default pair is pulled from the standard price listone; however, you may modify this pair as well as add additional language pair tasks for the client.
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You will see the word Custom to the right of each pairs price information. An initial pair is pulled from the standard price listpricelist. Once this information is modified or pricing information for a new pair is added, it is considered to be customized by the system.
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You may also configure the decimal points for rounded amounts. This is helpful when using a percentage because the decimal places might be inaccurate. In the example below, the price for the selected language pair tasks will be changed to 0.25 EUR.
Assigning
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Pricelists to Clients
After the price list pricelist and pricing has been configured, you can assign the price list it to a client. By default, the price list it is available to all clients in the system. To change this, click on All Clients to the right of Applies to clients.
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Then click on the Add Clients Tab in the pop-up window and use the Add option to select clients for the price listpricelist. Once finished, click on Close Window.
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Currently added clients will have a Remove option, which can be used to remove them as an available client for the price listpricelist. |
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A search option is provided for finding a specific client in the system. Enter the company name, contact name, etc. and then click on Search to locate the client and add them to the price listpricelist. |
The number of clients available for the price list pricelist will be displayed after at least one client has been added:
When a price list pricelist is available for all clients then it will be a selection option for every client in the system in the Project Settings. The Project Settings Tab appears when you edit an existing project and during project creation.
In the example below, the project is for Tech World; however, other price lists pricelists for specific clients are selection items. This creates a margin for error and it is easier to make the price lists them available only to the appropriate clients.
When you specifically add one or more clients, the price list pricelist will only be seen by those clients. In the example below, only the standard pricelist and the one specifically defined for Marketing Gurus appears as selection choices.
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