Client window > Prices page

Prices page of the Client window allows you to review, create and edit on services for the selected client: what group of services, the service itself, units of work, its price and currency.

Note: The client is selected on the Main page of the Client window; the name of the selected client is displayed in the Client window caption; e.g. the next screenshot shows Prices page for Alter Ego Solutions).

To open the Prices page, open the Client window and then click Prices tab.

Prices page of the has four buttons: New, Edit, Delete and Copy from the General.

Note: available groups of services, services and units and can be added/edited/deleted on correspondingly Groups of Services, Services and Volume Units pages of Corporate Settings window (to open it click Corporate Settings command of the Settings menu).

Click Edit button to change the values of the selected records.

This box is identical to the New Price box, and it means you can make the same changes in it, which you did in the New Price box. When finished, click OK to save your changes, or Cancel to exit without saving them. However, this feature only edits the existing assignments, and does not add any additional job lines to the Prices page.

Click Delete button to edit the existing service record. After clicking you will be asked to confirm deleting once again.

Copy from General button allows you to copy prices from the General Prices directly to the Prices page of a particular client. On Copy from General button click opens Copy from General Prices for Clients dialogue box; it is divided into two parts. The upper part is for prices of a particular client, and the lower part is a General Prices for Clients dialogue box, where general prices for this or that kind of client jobs are already set.

To copy the Service from General Prices for Clients select the necessary Service from the bottom part and click Copy Price button.

Use Copy All Prices button to copy all records of General Prices for Clients list to the Prices list of the particular Client.

You can save and/or print the price list displayed using .rtf templates: in the bottom part of the page select the necessary template from the RTF Templates drop-down list and click Save/Save&Open/Print button. If it is the first time you save the price-list for this client - the Prices subfolder in the client's fodler is created automatically and it is the default folder for storing the price list. More details on folders structure in Projetex 2006.

As any table you can find in Projetex 2006 , list of Prices can be sorted by each column values by clicking the corresponding column caption.
Right-click on the list to access Customize Columns and Vertical View commands, which allow to correspondingly customize which columns you want to be displayed and to see the table in vertical view.
See Right-click menu for details.

See Also:

Client window

General Prices for Clients window