The Prices Tab displays information about currently available pricelists and may be used to configure pricing for the client. To access this tab, click on Clients in the toolbar and then Select for the desired client.
On this tab, you will see the name of the client and any current pricelists in the system that may be assigned to the client.
...
The pricelist showing Default is the current default pricelist for clients in the system. Another pricelist can be set to this as the default by clicking on Set default.
In most cases, a pricelist will be defined for the client, type of work, document type, or simply be used as a standard pricelist. If you want to define specific pricing details for the client and a pricelist does not exist for them, then one will have to be created in the system (see Managing and Assigning Pricelists).
...
Click on Details to the right of an item to view further information about a pricelist. This will take you to a nee new screen for viewing the details of a particular pricelist.
| Info |
|---|
Items may also be reordered in the list by clicking on a column name on this screen. |
...
Managing & Assigning Pricelists
| Anchor | ||||
|---|---|---|---|---|
|
After Pricelists can be viewed in one of two ways: clicking on Manage/Assign Pricelist or Details. If you clicked on Details, you will immediately be re-directed to the pricelist information for your company. If redirected to the details for the selected pricelist.
However, if you have clicked on Manage/Assign Pricelists, then you will need to select a pricelist to view its information or make changes.This This can be done by clicking on the drop-down menu to the right of Add new pricelist. Otherwise, if you clicked on Details, you will immediately be redirected to the details for that pricelist.
Adding Pricelists
To create a new pricelist, 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 pricelist will be automatically populated into the new pricelist.
...
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 pricelist, perform the following steps:
Step 1: Enter a Name for the pricelist. The name should be something to help identify the pricelist, provider, and services. If the pricelist will be for a specific client, then their name should be included for easy identification in the system.
Step 2: Select a currency and and enter any standard or applied discounts. This section includes the currency selection, the standard discount rate, and applied discounts for fuzzy matches. Click 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.
...
The Discounts for fuzzy matches option may be used to enter the discount percentage for each fuzzy match percentage in the system. Click on the field next to Match of to enter the fuzzy match percentage and then click on the field next to Discount = to enter the discount percentage.
...
- 40% for a 100% match or above.
- 30% for fuzzy matches ranging between 90 and 99%.
- 20% for fuzzy matches ranging from 80 to 89%.
Step 3: Configure any desired additional options. Additional configuration options are provided below the currency and discount information.
...
Click on Save in the upper right corner of the screen after finishing the above entries and configuration changes. The new pricelist will appear as shown below:
| Note |
|---|
A default language pair task price is created based off of the standard pricelist. You can modify this language pair or add different pricing information. |
Modifying Pricelists
A pricelist may be modified any time it is needed by clicking on Manage/Assign Pricelists or Details on the Prices Tab for a client. Once selected, click on Edit in the upper right corner of the screen. Then click on Save after all changes have been made.
...