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Competences and Rates TabIn the Competences and Rates tab, you can create or modify existing price profiles for a provider. In a price profile, you can set unique rates and calculation units which will be applied to a specific activity in a language combination.  
Price Profile
Price Profile Section

In this section you can either create a new price profile or manage an existing one. To manage an existing one, first select it from the Name drop-down list.

Much of the information displayed in this section is for review purposes. To modify a selected rate, use the buttons below the CAT Grid.

Name

The price profile currently being displayed.

To change a price profile, click on the drop-down list and select a different price profile.

Currency

The currency of this price profile.

You cannot change the currency of a price profile. If you want to use a new currency, you must create a new price profile. For a description of the procedure, refer to Can I change a partner's currency?.

Minimum Charge

The lowest cost allowed by this provider to perform an activity. If the amount of an activity is less than the minimum charge, the amount specified as the minimum charge will be used instead. For example, a provider will perform a service only if he receives at least $20. The provider translates a document, and his pay is calculated to be $19.38. Because you specified the provider's minimum charge for this price profile, the system automatically enters “$20.00” into the Total Agreed field in the Payables tab.  

  • You can ignore a minimum charge and use the lower calculated amount instead. A minimum charge is simply a default amount which is automatically suggested by the system whenever a payable amount is calculated to be less than the amount specified as the minimum charge.
  • The minimum charge of a price profile is only applied to language combinations or rates which do not have their own minimum charges defined. The individual minimum charge of a language combination or a rate always take precedence over the general minimum charge of a price profile. For example, the minimum charge of a price profile is $20. Included in this price profile are two language combinations: German [DE] >> English [EN] and French [FR] >> Russian [RU]. The minimum charge for German [DE] >> English [EN] is $15, which means that the system will automatically enter “$15.00” and not “$20.00” whenever possible. However, you did not specify a minimum charge for French [FR] >> Russian [RU], which means that this language combination will use the price profile's general minimum charge of $20.  


Price List

The price list attached to the provider's price profile. Generally, your standard rates for a given activity and/or language combination are defined in the price list and then applied to all or a select group of providers. For example, you have the price list Price List for Eng-Ger/Ger-Eng, which contains your standard rates for all projects in English-to-German and vice versa. A provider often performs German-to-English translations but did not propose rates which differ from your standard rates. Therefore, you created the price profile USD ENG-GER for the provider and attached Price List for Eng-Ger/Ger-Eng to it. Now whenever you select “USD ENG-GER” for an activity, the rates are taken directly from Price List for Eng-Ger/Ger-Eng. 

When you click on the price list, you are taken to a page where you can edit it. For a description of the page, click here: Create Price List Rate.

Default Contact PersonThe default individual who will receive all messages whenever this price profile is selected. For example, John Smith is the default contact person for Language Providers Inc.'s price profile called LPI Standard. Whenever you select LPI Standard as the price profile for an activity, the system automatically suggests John Smith as the contact person.
CAT GridThe percentage of the overall rate allotted to each translated segment and determined by how well a segment matches the entries stored in either your or the provider's CAT tool.
Discounts & Surcharges Any additional amounts to be deducted from or added to the total sum.
Add Price Profile

Click to create a new price profile.

When you click on this button, a new window appears. For a description of the window, click here: Add Price Profile.

Edit Price Profile

Click to edit a price profile.

When you click on this button, a new window appears. For a description of the window, click here: Edit Price Profile.

Delete Price ProfileClick to delete the selected price profile.
Edit CAT Grid

Click to edit the CAT grid used for the selected price profile.

When you click on this button, a new window appears. For a description of the window, click here: Edit CAT Grid.

Edit Provider Productivity

Click to enter the amount of calculation units a provider can achieve per day.

When you click on this button, a new window appears. For a description of the window, click here: Provider Productivity.

Set as DefaultClick to have the selected price profile be the default price profile used for this provider. For example, you select LPI Standard to be the default price profile for Language Providers Inc. Whenever you select Language Providers Inc. for an activity, the system automatically suggests LPI Standard as the price profile.
Language Combinations
Language Combinations SectionHere you can create new language combinations or manage existing ones.
Create

Click to create a new combination.

When you click on this button, a new window appears. For a description of the window, click here: Create Language Combination.

Edit

Click to edit a language combination. First select the language combination from the list and then click the button.

When you click on this button, a new window appears. For a description of the window, click here: Edit Language Combination.

Update Multiple

Click to modify multiple language combinations at once.

When you click on this button, a new window appears. For a description of the window, click here: Update Multiple Language Combinations.

delete

Click to delete a language combination and the rates associated to it.

Select the language combination from the list and click the button. To delete multiple items, hold the key Ctrl while selecting. A confirmation window appears. Verify whether or not you want to delete the selected items.

Rates
Rates Section

The Rates tabs includes the rates applied to specific activity types used in one of the price profile's language combinations.

The Rates table corresponds directly to whichever price profile is selected in the Price Profile section and to whichever language combination is selected from the list in the Language Combinations section. For example, if you select the price profile "Example Price Profile" and the language combination "English [EN] >> German [DE]" from the list, the Rates section only lists the rates for Example Price Profile's English-German language combination. Similarly, if you select multiple language combinations of a price profile, the rates of the selected language combinations will be listed together.

    • To edit a rate, click . A new window appears. For a description of the window, click here: Edit Provider Rate.
    • To delete a rate, click .
add new

Click to add unique rates to a specific activity for a language combination.

When you click on this button, a new window appears. For a description of the window, click: Create Provider Rate.

export

Click to format the data from the Rates table so that it can be used in another application.

When you click on the button, a new window appears. For a description of the window, click here: Export Data.

refreshClick to update the entities in the Rates table.
View Menu

Click to configure what and how information will be displayed in the Rates table.

When you click Create New view, a new window appears. For a description of the window , click here: View Editor.

Actions

Actions which you can apply to either one or multiple rates.

This button is recommended to manage and/or modify multiple entities at once.

 Click here for a description of the Actions...
Actions Multiple Change Rates

The list of available actions.

Select AllTo select all rates.
Deselect AllTo deselect all rates.
Multiple Change

To modify multiple price rates at once. When you select this, a new page appears.

For a description of the page, click here: Rate Multiple Change.

DeleteTo delete all selected rates.
EditClick to modify the tab.
SaveClick to apply any modifications.
CancelClick to terminate the modification process.