Pricing products using the Panels UI

Do you have some products you make that are priced out in panels or components, and would like to be able to create a list of items and then generate a total?

Introducing Panel pricing templates!

The Panels pricing UI will help you accomplish this. This can be used to set up any product that has various areas or pieces that would be combined into the finished product.

Some examples would be:

  • Vehicle wraps broken down by area including window areas and body areas.
  • Pricing out a Multi-tenant sign and adding all the required elements - electrical, structure, faces, header, etc.
  • Lighting grid retrofit with LED lighting with all the various lamps sizes and power supplies
  • Cabinetry construction to include the various units, hardware and finishing elements

This pricing UI is a simple and elegant pricing template that is easy to setup and will work for those really custom items.

How to set this up:

Step One

When first setting up a Panel product, select Pricing Type: Basic, UI Template: Panel and check the Use Pricing template flag.

Step Two

Click the Action button and choose Add Pricing template. This will turn on the Pricing template option on the left.

Step Three

Add your Attributes. If you don't have any specific initial inputs to add, you can just hit Save to continue. This will add the Pricing Template selection on the Left side to start adding your Panel components.

Step Four

Click on the Pricing template selection on the left. In the Panels section of the page, click +Add to add your different components. In this example, I will be adding the LED modules and Power supplies as panels for this product.

Step Five

In the pop up page, give your panel a name and then select a formula. If it is an area, as in a Vehicle wrap panel; choose area. In this example, it will be number of units of LED lamps.

Step Six

Here are the finished Panels for this product. You can click Add to add the specific materials that can be selected for these panelsc. ie. LED lamp sizes for the first panel and Power supply options for the second panel.

Let's take a look at how this will work!

With the new panel product you can now select the elements for each panel that has been designed.

You can continue to add as many panels or components in each section as you require.

Here is the final result on the transaction page and the PDF.

PDF view

Check out this unique way of developing Pricing templates and see if this will work for your estimating process.

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