When viewing the details of a client, you may click on the Prices Tab to see The Prices Tab displays information about currently available pricelists and configure pricing for the client. On On this tab, you will see the name of the client and any current pricelists pricelist in the system that may be assigned to the client.
To access this tab, click on Clients in the toolbar and then Select for the desired client.
The pricelist showing Default is the current default pricelist Default pricelist applies by default for clients in the system. Another pricelist one can be set to this by clicking on on Set default. Click on Details to the right of an item to view further information about a pricelist.
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Items may also be reordered in the list by clicking on a column name on this screen. |
You can manage pricelists (edit or create new pricelists) or assign a pricelist to the client by clicking on Manage/Assign in the upper right corner of the screen.
The following sections have been provided to help you manage pricing information for clients:
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Managing & Assigning Pricelists
You will be re-directed to the pricing information for your company. To select a pricelist, click on the drop-down menu to the right of Add new pricelist.
Modifying Pricelists
Then click on Edit to make changes.
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.
Disabling & Enabling Pricelists
Language Pair Task Prices
The default one will be automatically populated when choosing the client for a project.
Additionally, you can click on the following:
- Details - View the pricelist. This will take you to a new screen for viewing the details of a specific one.
- Manage/Assign - Manage pricelists in the system (edit, create, assign, etc.). This will direct you to My Company > Prices Tab. For more information, see Client Pricelists.
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Items may also be reordered in the list by clicking on a column name on this screen. |