LoggingAdmin PriceList: Difference between revisions

From Pro 9 Wiki
Jump to navigation Jump to search
(Created page with "<translate> == Manage Price Lists == [[{{Link}}Price List|Price lists]] show the pricing for each [[{{Link}}Traffic Type|traffic type]], grouped by [[{{Link}}Traffic Category|traffic category]]. Price lists can be associated with [[{{Link}}Main Group|main groups]] and [[{{Link}}Node|nodes]] with the function [[{{Link}}LoggingAdmin PriceListAssociate|Associate price list]]. This way different price lists may be applied to different nodes (PBX, Centrex, and so on). Pric...")
 
(Marked this version for translation)
 
Line 1: Line 1:
<translate>
<translate>
== Manage Price Lists ==  
== Manage Price Lists == <!--T:1-->


<!--T:2-->
[[{{Link}}Price List|Price lists]] show the pricing for each [[{{Link}}Traffic Type|traffic type]], grouped by [[{{Link}}Traffic Category|traffic category]]. Price lists can be associated with [[{{Link}}Main Group|main groups]] and [[{{Link}}Node|nodes]] with the function [[{{Link}}LoggingAdmin PriceListAssociate|Associate price list]]. This way different price lists may be applied to different nodes (PBX, Centrex, and so on).
[[{{Link}}Price List|Price lists]] show the pricing for each [[{{Link}}Traffic Type|traffic type]], grouped by [[{{Link}}Traffic Category|traffic category]]. Price lists can be associated with [[{{Link}}Main Group|main groups]] and [[{{Link}}Node|nodes]] with the function [[{{Link}}LoggingAdmin PriceListAssociate|Associate price list]]. This way different price lists may be applied to different nodes (PBX, Centrex, and so on).


<!--T:3-->
Pricing of calls can be made in different ways. When creating a new price list, you need to decide which [[{{Link}}Price Method|price method]] to use.
Pricing of calls can be made in different ways. When creating a new price list, you need to decide which [[{{Link}}Price Method|price method]] to use.


<!--T:4-->
Changes to price lists apply from the day they are entered, and the following day (after data [[{{Link}}Aggregation|aggregation]]) reports based on the new prices can be accessed. To quickly enter pricing changes where the same tariffs are to be used, [[{{Link}}Price Group|price groups]] and templates can be used.
Changes to price lists apply from the day they are entered, and the following day (after data [[{{Link}}Aggregation|aggregation]]) reports based on the new prices can be accessed. To quickly enter pricing changes where the same tariffs are to be used, [[{{Link}}Price Group|price groups]] and templates can be used.


<!--T:5-->
From time to time information about price changes arrive late from providers and price changes are to be applied to a date in the previous period. This situation can be handled with the [[{{Link}}LoggingAdmin PriceListReprice|repricing]] function.
From time to time information about price changes arrive late from providers and price changes are to be applied to a date in the previous period. This situation can be handled with the [[{{Link}}LoggingAdmin PriceListReprice|repricing]] function.




=== How to - Create a New Price List ===  
=== How to - Create a New Price List === <!--T:6-->


<!--T:7-->
# Click '''add''' [[Image:Icon Add.png]] in the [[{{Link}}LoggingAdmin_PriceLists|price lists view]] to create a new [[{{Link}}Price List|price list]]
# Click '''add''' [[Image:Icon Add.png]] in the [[{{Link}}LoggingAdmin_PriceLists|price lists view]] to create a new [[{{Link}}Price List|price list]]
# Enter a '''name''' for the new price list
# Enter a '''name''' for the new price list
Line 38: Line 43:




=== How to - Edit an Existing Price List ===  
=== How to - Edit an Existing Price List === <!--T:8-->


<!--T:9-->
# Click on the name of the price list you want to edit in the [[{{Link}}LoggingAdmin_PriceLists|price lists view]]  
# Click on the name of the price list you want to edit in the [[{{Link}}LoggingAdmin_PriceLists|price lists view]]  
# Delete all traffic types that you don't want to include in the price list
# Delete all traffic types that you don't want to include in the price list
Line 59: Line 65:




=== How to - Delete an Existing Price List ===  
=== How to - Delete an Existing Price List === <!--T:10-->


<!--T:11-->
# Check the box for each price list you want to delete  
# Check the box for each price list you want to delete  
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
# Click the icon [[Image:Icon Links.png]] to open the action menu in the toolbar above the table, and select delete
Line 66: Line 73:




=== How to - Export Price List to File ===  
=== How to - Export Price List to File === <!--T:12-->


<!--T:13-->
# Click '''edit''' [[Image:Icon Edit.png]] next to the price list you want to export
# Click '''edit''' [[Image:Icon Edit.png]] next to the price list you want to export
# Click '''export to file''' in the '''Links''' menu [[Image:Icon Links.png]]
# Click '''export to file''' in the '''Links''' menu [[Image:Icon Links.png]]

Latest revision as of 13:54, 23 February 2023

Manage Price Lists

Price lists show the pricing for each traffic type, grouped by traffic category. Price lists can be associated with main groups and nodes with the function Associate price list. This way different price lists may be applied to different nodes (PBX, Centrex, and so on).

Pricing of calls can be made in different ways. When creating a new price list, you need to decide which price method to use.

Changes to price lists apply from the day they are entered, and the following day (after data aggregation) reports based on the new prices can be accessed. To quickly enter pricing changes where the same tariffs are to be used, price groups and templates can be used.

From time to time information about price changes arrive late from providers and price changes are to be applied to a date in the previous period. This situation can be handled with the repricing function.


How to - Create a New Price List

  1. Click add Icon Add.png in the price lists view to create a new price list
  2. Enter a name for the new price list
  3. Define the currency to be used in the price list
  4. Select an appropriate price method
  5. If you want to base the new price list on an existing price list, select that price list in the use another price list as a template menu
  6. Click save
    • The new price list is created
  7. Delete traffic types that you don't want to include in the price list
    1. Select a traffic category in the menu above the table
      • If you don't want to include any of the traffic types in the selected traffic category in the price list, delete them by clicking delete prices above the table
      • If there are specific traffic types in the list that you don't want to include in the price list, delete them by clicking delete Icon Delete.png next to the traffic type to be deleted
      • Repeat until you only have the traffic types you want to have in the price list
  8. To add traffic types to the price list:
    1. Expand the add traffic types section (only visible if there are traffic types that are not already included in the price list)
    2. Select a traffic category in the menu
    3. Select a traffic type in the menu (or select All)
    4. Click add in the add traffic types section
  9. Add prices for the traffic types
    1. Select a traffic category in the menu above the table
    2. Define prices for all traffic types in the list
    3. To define the same price for all fields in a column, enter the value in the top field just below the column heading and then check the update all box
    4. Click save at the top of the page
      • Select a new traffic category and repeat until you have defined a price for all included traffic types in all traffic categories


How to - Edit an Existing Price List

  1. Click on the name of the price list you want to edit in the price lists view
  2. Delete all traffic types that you don't want to include in the price list
    1. Select a traffic category in the menu above the table
      • If you don't want to include any of the traffic types in the selected traffic category in the price list, delete them by clicking delete prices next to the selected traffic category
      • If there are specific traffic types in the list that you don't want to include in the price list, delete them by clicking delete Icon Delete.png next to the traffic type to be deleted
      • Repeat until you only have the traffic types you want to have in your price list
  3. To add traffic types to the price list:
    1. Open the add traffic types section (only visible if there are traffic types that are not already included in the price list)
    2. Select a traffic category in the menu
    3. Select a traffic type in the menu
    4. Click add in the add traffic types section
  4. Add prices for the traffic types
    1. Select a traffic category in the menu above the table
    2. Define prices for all traffic types in the list
    3. To define the same price for all fields in a column, enter the value in the top field just below the column heading and then check the update all box
    4. Click save at the top of the page
      • Repeat until you have defined a price for all included traffic types in all traffic categories


How to - Delete an Existing Price List

  1. Check the box for each price list you want to delete
  2. Click the icon Icon Links.png to open the action menu in the toolbar above the table, and select delete
    • The price list is immediately deleted


How to - Export Price List to File

  1. Click edit Icon Edit.png next to the price list you want to export
  2. Click export to file in the Links menu Icon Links.png
  3. Name the export file and then save it to the location you choose