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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.
When you add a 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 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 on the Currency drop-down menu to select the currency for pricing. In the example below, the currency is EUR and a 10% standard discount will be automatically applied.
Modifying Pricelists
If chnges neeThen click on Edit to make changes.
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 the field next to Discount = to enter the discount percentage.
The discount will appear for a range between what has been entered and the next level. For example, in the image below the following discounts will be applied by the system:
- 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.
By default, the same discounts as entered above will be applied to pre-translations. If you do not want this to occur, uncheck the checkbox for the Apply same discounts as above option.
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 pricelist.
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:
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.
Disabling & Enabling Pricelists
Deleting Pricelists
Language Pair Task Prices
Add Prices
The final step involves entering prices for the language pair tasks the supplier is able to provide. For example, if they are able to translate documents from French to English, then this should be entered here along with the price per word for that task.
To enter pricing information for a language pair task, click on Add Prices. When entering this information in the system, you can enter pricing for one language pair task at a time or multiple tasks. Both are described below.
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If you do not enter the pricing information, then the supplier will not appear as an option when selecting a supplier for job assignment or when sending proposals. |
One Target Language
For one target language, simply select the source and target languages from the provided drop-down menus. Then select the task (translation, revision, proofreading, etc.) to be performed for those languages. In the example below, the supplier will be performing English to French translations.
Next, you will need to enter the price for the task. First enter the actual cost and then choose how it applies (i.e. per word(s), per document, etc.) for the language pair task. This could be .5 EUR per 1 word or 2 Eur per 1 page and so on...
Advanced properties include entering the capacity(speed) for the task, a product code and comments. Once finished, click on Add New.
The pricing for language pair tasks will appear as shown below. If the supplier translates for more than one language pair, then each language pair must be entered here in order to appear in the list as an available supplier for jobs.
In this example, two translation language pairs have been entered with pricing as well as a revision pair. Now the supplier will appear in the selection list for both translation and revision jobs.
From this section of the screen, you may also remove a language pair task or make changes whenever needed by clicking on the Trash Can and Pencil Icons displayed to the right of each language pair task.
Multiple Target Languages
After clicking on Add Prices, you will see an option for selecting multiple target languages.
Click on this option to expand the Target Language Section into a list of languages with checkboxes. Now you can place a checkmark next to each target language that will be needed for the chosen task (i.e. translation, revision, proofreading, etc.).
Each pair will be added on a seperate line in this section at the entered price per word, page, etc. For this example, two target languages were selected (English and German) and two language pair tasks have been added for French translations.