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Manage client's price profiles

Manage client's price profiles

Overview

On the XTRF Platform, each client has its own price profile. The client's price profile contains financial information, such as the price list valid for this client, the currency you settle the payments, discounts, and so on. All those pieces of information are automatically used as the default payment settings for completed jobs. You may create many price profiles for your client in different currencies.


I. Add a new price profile

  1. Sign in to the Home Portal.

  2. Go to the Clients module.

  3. Locate the client in question and click the corresponding icon.

  4. Go to the Rates tab.

  5. Click the Add price profile button. A Price Profile - Add pop-up window appears.

  6. Provide the Name of the new profile.
    You can add the profile currency in the price profile name to ease using the multiple price profiles.

  7. Select a Currency for this profile. To learn more about currencies in the XTRF, see the https://help.xtm.cloud/xtrf/home-portal/configuration-menu/en/currencies.html article.
    You won't be able to change the currency later.

  8. (Optional) In the Minimum Charge field, set the lowest cost of your services for this client. If the client requests a service that costs less than your minimal charge, the system will automatically put the minimum charge provided in this field into the Total Agreed field in the project's Receivables.
    Minimum charges of the price profile will be overwritten by the minimum charges set for the specific language combinations (see the Add a language combination guide).

  9. (Optional) In the Price List drop-down list, you can select an available price list to set the rates for this price profile. To learn how to add a price list, see the Manage client's price lists guide.

  10. (Optional) In the Duplicate from drop-down list, you can select another price profile in your system to copy the rates from there.

  11. (Optional) Select a Default Contact Person from the drop-down list of this client's contact persons. This person will receive all related messages whenever this price profile is selected in a task.

  12. (Optional) If you want to add a surcharge or discount to this price profile, click the Edit button in the Discount / Surcharge section. The Discounts/Surcharges pop-up window appears:

    1. With the Application mode radio buttons, select the way the discount/surcharge will be applied:

      • First sum up then apply - the values of all discounts/surcharges are first summed up and then applied once.

      • Apply one by one - each value of the discount/surcharge is applied separately.

      • Manual - you manually provide the value of the discount/surcharge.

    2. In the Edit section, select the available discounts and surcharges from the Add... drop-down list. To learn how to add discounts and surcharges to the system, see the Add a discount or surcharge guide.

    3. Click the Save button.

  13. (Optional) In the Default section, click the Set as Default button to make this price profile a default one for this client.

  14. (Optional) In the Description field, you can provide additional information about this price profile. It will appear in the price profiles table in the Rates tab.

  15. Click the Apply button.

  16. Click the Save button at the bottom of the page.

You need to create a new price profile for each currency. Also, you can create several profiles for the same currency.


II. Add language combinations to the price profile

The next step is to create a language combination for the newly added price profile. You can create it if you want to use client rates different than those stated in one of the price lists. If you do not specify language combinations for this profile, you may use the rates from the price list selected for the given price profile.

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

    The Client Language Combination - Add pop-up window appears.

  2. In the Mode section:

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

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