Home Portal

Skip to end of metadata
Go to start of metadata

License Agreement

The article presents the features available in the Premium plan of XTRF Language Business Platform. Please keep in mind that your access to the described options might be limited due to your license agreement. If you would like to change your plan of XTRF Language Business Platform and gain access to the additional features, contact your XTRF Customer Success Manager.

Target audience: Administrators, Project Managers



Discount ad surcharges in XTRF Platform are used to customize the financial settlements between your company and your partners.

 

Before Reading this Tutorial

  • The steps without any marking are mandatory to perform because they ensure carrying on a proper function of the Home Portal.
  • The steps marked with the (Optional) label give you information about settings useful for you in terms of fulfilling specific requirements for your projects, but if you skip them it will have no negative effect on the function of the Home Portal.

 

 

 

 

 

Add a New Discount/Surcharge

To add a new discount in XTRF Platform, perform the following steps:

Predefined Values

Please keep in mind that you need to predefine the system values to use them in XTRF Platform.

 

 

 Sign in to the Home Portal of XTRF Platform.
 Click the icon.
 In the accordion menu click the System Values: Basic and then select the Discounts & Surcharges.
 Click the +Add button.
 In the Name field provide a unique name of the new discount/surcharge.
 (Optional) In the Description field provide short summary of the purpose of this discount/surcharge and when it should be applied.
 

In the Value field provide the percentage value of the new discount/surcharge.

  • The negative value in this field means that the amount should be deduced from the original amount.
  • The positive value in this field means that the amount should be added to the original value.
 

From the Type drop-down menu select if the discount/surcharge should be applied to the tasks or to the jobs.

Task and Job Types

  • The discounts applied to the tasks are these ones which you define for your clients.
  • The discounts applied to the jobs are these ones which you prepare for your vendors.
 (Optional) Select the Active checkbox if this discount/surcharge should be available for use in the Home Portal.
 (Optional) Select the Preferred Item checkbox if this discount/surcharge should be located on the top of all drop-down menus and selection lists in your Home Portal.
 

(Optional) Select the Default checkbox if this discount/surcharge should be used as a default one in your Home Portal.

Please mind that only one discount or surcharge can be set as a default one.

 

Click the Save button. You have added the new discount/surcharge in the Home Portal.