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Manage client's price lists

Manage client's price lists

Owned by Oksana Vishchuk
Last updated: Jul 03, 2024
5 min read

Overview

The price list lists your fixed rates for the specific language combinations,  jobs, and calculation units that can be used as the default payment settings for completed jobs. You may assign one price list to multiple clients. You may define in your Home Portal several different price lists.

I. Add a new price list

  1. Sign in to the Home Portal.

  2. Go to the Clients module → Price Lists tab.

  3. Click the Add Price List button in the top right-hand corner. The Add Client Price List pop-up window appears.

    1. In the Name field, provide a unique name.

    2. Select the Currency from the drop-down list. To learn how to add new currencies, see the Add a currency guide.

    3. Click the Save button. You are directed to the Client Price List display.

II. Add language combinations to the price list

  1. Click the Add button in the Language Combinations section.

  2. The Client Price List Language Combination - Add pop-up window appears.

  3. In the Mode section:

    1. Use the radio buttons to decide on the type of language combination you want to add.

      • One to many → select this option if you want to add new language combinations where one source language is translated to many target languages.

      • Many to one → select this option if you want to add new language combinations where many source languages are translated into one target language.

    2. (Optional) Select the Add also the Reverse Language Combination(s) checkbox to automatically create the reverse language combinations for the chosen language pairs. If you create the “language A to the language B” combination, the “language B to the language A” combination is created automatically.

  4. For One to many:

    1. Select the source language from the Source Language drop-down list.

    2. In the Target Languages section:

      1. Select the Any Target Language checkbox to create a language combination with all active languages in your Home Portal.

      2. Leave the checkbox unselected and double-click on a language(s) in the Available Items list or select a language and click the Add button to add it to the Selected Items list. 

  5. For Many to one:

    1. In the Source Language section:

      1. Select the Any Source Language checkbox to create a combination of all active languages in your Home Portal.

      2. Leave the checkbox unselected and double-click on a language(s) in the Available Items list or select a language and click the Add button to add it to the Selected Items list. 

    2. Select the target language from the Target Language drop-down menu.

  6. In the Specialization section, you can uncheck the Any Specialization box and select the desired specializations from the drop-down list. To learn more about specializations, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/specializations.html article.

  7. In the Minimum Charge section, provide the lowest sum you will charge this client for those particular language combinations.

  8. Click the Apply button.

Start typing the language name to find it quicker.

III. Add rates to the language combinations

The Rate is your price for a specific service, for example, translation or proofreading. A single language combination can have multiple rates that will be applied to different job types, specializations, or calculation units.

  1. Click the Add button at the top of the Rates table.

  2. The Client Rate - Add pop-up window appears.

  3. In the Language Combination section, select the combination(s) to which this rate will be applied. Double-click on the combination in the Available Items list or select a combination and click the Add button to add it to the Selected Items list.

  4. From the Job Type drop-down list, select the job to which this rate will be applied.

  5. (Optional) In the Specializations section, uncheck the Any specialization box if you want this rate only applied for certain specializations. Double-click on the specialization in the Available Items list or select a specialization and click the Add button to add it to the Selected Items list. To learn more about specializations, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/specializations.html article.

  6. From the Calculation Unit drop-down list, select the unit(s) to which you want to apply this rate. You can select multiple units; however, the rate will be the same for all of them.

  7. In the Rate field, provide the desired rate.

  8. (Optional) For fixed CAT tool rates, click the Show TM Rates link. In the Rates section, a CAT grid will appear.

    1. Select the desired CAT Tool from the drop-down list.

    2. Provide the fixed rates that will be applied for different segment types.
      To hide the CAT grid, click the Hide TM Rates link.

  9. (Optional) In the Minimum Charge field, provide the lowest charge you accept for this specific job and language combination rate.

  10. (Optional) In the Notes field, leave additional information about this rate.

  11. Click the Apply button.

To learn more about the options available in the Price Lists tab, see the https://help.xtm.cloud/xtrf/home-portal/modules/en/price-lists-tab.html article.

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