tologo Client window Prices tab

Each client in TO3000 3D+ can have a set of prices individual to them. These prices can be assigned on the Prices tab of the Client window.

To view and manage the individual price-list for a certain client, open the Main tab of the Client window, select the client in the list and click the Prices tab. Only one price per group of services, service and unit combination can exist in the individual price-list.

You can print the client's price list or save it in a text file by selecting the template and clicking Save, Save and Open or Print buttons at the bottom of the window. Click Send Mail to open the Mail Sender for the generated price list.  Templates used to print price-lists can be configured by clicking User Settings in the Backstage view and selecting the Templates section. Templates for prices are stored in the C:\Users\Public\Documents\AIT\TO3000, Version 3D+\Templates\CLIENTS\Prices folder.

Prices can be quickly copied from the general price-list to the individual price-list with the help of the Copy from General button.

 

 

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See also:

Creating client prices

Client window

General Prices for Clients window

Basic interface options