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 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 new screen for viewing the details of a particular pricelist.
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:
Managing & Assigning Pricelists
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 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 can be done by clicking on the drop-down menu to the right of Add new 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.
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. 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.
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 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:
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. For more information, please see Language Pair Tasks 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
A pricelist may be disabled or enabled at any time by clicking on Manage/Assign Pricelists or Details on the Prices Tab for a client. Once selected, click on Enable or Disable in the upper right corner of the screen. A disabled pricelist will not appear within the system as a pricing/costing option.
Deleting Pricelists
A pricelist may be deleted at any time by clicking on Manage/Assign Pricelists or Details on the Prices Tab for a client. Once selected, click on Delete in the upper right corner of the screen. You will need to click on OK in the provided confirmation message to finish the pricelist deletion.
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 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 pricelist; however, you may modify this pair as well as add additional language pair tasks for the client.
Adding Prices
For a pricelist, it is also important to 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.
If you do not enter the pricing information, then the client will not appear as an option when completing job assignments for work to be done or when sending proposals.
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.
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 you will be translating, revising, etc for more than one language pair, then each language pair must be entered here in order to appear in the selection list for client jobs.
In this example, two translation language pairs have been entered with pricing as well as a revision pair. Now the client will appear in the selection list for both translation and revision jobs.
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.
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 separate line in this section at the entered price per word, page, etc. For this example, three target languages were selected (German, French, and Dutch) and three language pair tasks have been added for English translations.
Deleting Prices
A price may be removed from the pricelist by clicking on the Trash Can Icon to the right of the desired language pair task.
Changing Prices
To make changes to an existing language pair task price, click on the Pencil Icon to the right of the desired language pair task.
If more than one price needs to be changed, tick the checkbox next to each item and then click on Change Amounts.
Prices may be change in 3 specific ways when using this option:
- Entering a new price - Simply type in the new price and then click on OK.
- Applying a negative or positive percentage - A negative percentage will decrease the current amount and a positive percentage will increase the price based on the entred percentage value.
- Adding or subtracting a defined amount - Much like percentages, you can enter a positive or negative currency amount and that value will either be added to or subtracted from the current price for each selected language pair task.
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.
Click on OK when finished and the change will appear as shown below:
Exporting Prices
Prices may be exported to Microsoft Excel, by ticking the checkbox to the left of each item and then clicking on Export Excel.
