A 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 Here you can create as many price lists pricelists as you want and decide (if needed) to apply certain pricelists to make them available to certain clients.
So that, when creating a project and selecting a client, you will see only the pricelists that apply when selecting a pricelist for the projectBy doing so, you will only see the pricelists which apply when selecting one during the creation of a project and selecting a client. The system will only propose you show the pricelist(s) you have specifically assigned to the client (or all clients).
This will open up the pricing information for your company and here you are will be able to create new pricelists, make changes, or assign a pricelist to specific clients. When creating or altering a pricelist, the following can be defined:
- Pricelist Name
- Currency
- Standard Discount Rate
- Fuzzy Match Discounts
- Contract ID
- Applicable Clients
Additionally, you will need to enter the price for language pair tasks that will be included as part of the offered services.
The following sections have been provided to help you create a pricelist, add prices, and assign the a pricelist to a specific client:
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Creating a Pricelist
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 one will be automatically populated into the new pricelistone.
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, identifying it, but also the provider and services. If the pricelist 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
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and 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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- 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 additional options.
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 and select or enter a general minimum charge or a minimum charge per language. minimum charges to be applied on quotations and invoices.
The minimum charges that can apply on each quote or invoice have three types:
Minimum net total
If the net total of all costs on a quotation or invoice is below this value, that net total is increased to this value. Minimum charges for language pairs (the following two settings) are applied before this minimum net total is applied.
Minimum charges for specific language pairs
If the total of all costs associated with a language pair on a quotation or invoice is below the indicated value, that total is increased to this value.
Also, if a minimum charge is not set for the language pair English > French (France), for example, the system reuses the minimum charge that is set for the language pair English > French.
Minimum charge per language pair
This setting applies to other language pairs that are not specified in the setting Minimum charges for specific language pairs. If the total of all costs associated with a language pair on a quotation or invoice is below this value, that total is increased to this value.
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:
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After a 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 Price Prices Tab once the pricelist exists in the system.
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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 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.). If these prices are not defined, then the client will not appear in the selection screen as a selection option for job assignment.For For clients, these are the tasks that you will be performing for them and the prices you charge. After a pricelist has been defined, a default pair is pulled from the standard pricelistone; however, you may modify this pair as well as add additional language pair tasks for the client.
For a pricelist, it is also important to You can enter prices for the client's language pair tasks. For example, if French to English translations are part of the services, then this should be entered here along with the price for that task.
To enter pricing information for a language pair task, click on Add Prices. You can enter pricing for one language pair task at a time or multiple tasks. Both are described below.
Method 1: 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, English to French translations will be performed 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 pricelist. Once this information is modified or pricing information for a new pair is added, it is considered to be customized by the system.
Method 2: 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.
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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 Pricelists to Clients
After the pricelist and pricing has been configured, you can assign the pricelist it to a client. By default, the pricelist 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 pricelist. Once finished, click on Close Window.
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Currently added clients will have |
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a Remove |
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option, which can be used to remove them as an available client for the pricelist. |
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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 pricelist. |
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When a 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 or and during project creation.
In the example below, the project is for Tech World; however, other pricelists for specific clients are selection items. This creates a margin for error and it is easier to assign the pricelist make them available only to the appropriate clients.
However, when When you specifically add one or more clients for , the pricelist , it 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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