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
Sign in to the Home Portal.
Go to the Clients module.
Locate the client in question and click the corresponding icon.
Go to the Rates tab.
Click the Add price profile button. A Price Profile - Add pop-up window appears.
Provide the Name of the new profile.
Note: You might add the profile currency in the price profile name to ease using the multiple price profiles.Select a Currency for this profile. To learn more about currencies in the XTRF, see the System Values: Advanced - Currencies article.
Note: You won't be able to change the currency later.(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.
Note: Minimum charges of the price profile will be overwritten by the minimum charges set for the specific language combinations (see the Add language combinations section).(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 article.
(Optional) In the Duplicate from drop-down list, you can select another price profile in your system to copy the rates from there.
(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.
(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:
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.
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 System Values: Basic - Discounts & Surcharges article.
Click the Save button.
(Optional) In the Default section, click the Set as Default button to make this price profile a default one for this client.
(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.
Click the Apply button.
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.
Click the Add button in the Language Combinations section.
The Client Language Combination - Add pop-up window appears.
In the Mode section:
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.
(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.
For One to many:
Select the source language from the Source Language drop-down list.
In the Target Languages section:
Select the Any Target Language checkbox to create a language combination with all active languages in your Home Portal.
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.
For Many to one:
In the Source Language section:
Select the Any Source Language checkbox to create a combination of all active languages in your Home Portal.
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.
Select the target language from the Target Language drop-down menu.
In the Minimum Charge section, provide the lowest sum you will charge this client for this particular language combination.
Click the Apply button.
Click the Save button at the bottom of the page.
Start typing the language name to find it quicker.
III. Add rates to the language combinations
The next step is to add rates to the language combinations in your client's price profile.
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.
Order of applying
The rates from the client's price profile overwrite the rates from the price list. It means that the Home Portal will first try to apply the rates from the language combinations of the client's price profile. If they are not defined, it will use the rates from the language combinations defined in the price list selected for this price profile.
Click the Add button at the top of the Rates table.
The Client Rate - Add pop-up window appears.
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.
From the Job Type drop-down list, select the job to which this rate will be applied.
(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 System Values: Advanced - Specializations article.
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.
In the Rate field, provide the desired rate.
(Optional) For fixed CAT tool rates, click the Show TM Rates link. In the Rates section, a CAT grid will appear.
Select the desired CAT Tool from the drop-down list.
Provide the fixed rates that will be applied for different segment types.
To hide the CAT grid, click the Hide TM Rates link.
(Optional) In the Minimum Charge field, provide the lowest charge you accept for this specific job and language combination rate.
(Optional) In the Notes field, leave additional information about this rate.
Click the Apply button.