Create your first Pricing Template - a visual guide

Aaron Aldrich Updated by Aaron Aldrich

Pricing Templates

In all aspects templates are the spice of life to your products. They allow you to augment a set price or completely generate the price themselves for the product. They are quite a powerful feature to pricing within shopVOX.

There are a few things to familiarize yourself with in regards to a Pricing template. 

They are:

  • Price by– Here you can select how the template should generate price.

Here we are selecting how to sell this template. We will use standard based pricing for this instance.

  • Attributes– Build the text fields (numeric attributes) and check boxes (Boolean attributes) that will be needed to be used within this product’s template. This will be used in the Item Formula and Filter of the items within your template. 

Select the attributes you need to get pricing right. Build ones that you are missing. 

  • Required pricing options – These are the variables of the product. Essentially what you will do here is build a drop down menu. Common uses for required pricing options are media type, laminates, install methods, machine modes and anything else that needs options. 

Here are the drop down menus built for this product. Notice that you will have to click the “add” menu with the required item. Doing so will allow you to filter from the large list of vinyls, as an example, which ones should be available. Make it logical by only showing the items that make sense for the product.

Step 1

In this instance we will choose the product that will have the template.

Step 2

In this next step you will select the attributes needed for the product. These will be all of the text fields needed such as sizes, total number of colors etc., and the check-boxes associated to add additional charges. (Boolean attributes.) You will not select the actual materials or the labors here. That is done in the next screen.

Step 3

Here we begin to build the drop-down menus. The “Required Options”. If it needs to be an option whether it’s a material type, labor or machine speed it must be a required item. Make sure you associate the proper Item formulas (numeric attributes only) and the Filters needed for this required option. Lastly you should limit the menu to only have the options needed that make sense for the product.

Step 4

After you’ve created the required item, make sure you filter the list of options, selecting only the items that make sense for the product/situation. This will limit options when estimating and speed up the overall process.

Step 5

Add the items within the bill of materials that will be constants. These are called “Items to be charged” in shopVOX. They work essentially the same way as required items as that they can be materials, labors and machines. They can also have an item formula and a filter using attributes. The difference here is these are options of a certain type. They are always the same, always part of the price or options based on YES or NO scenarios. You will never need to pick a material type here. If so make sure you add it above in “Required items”

Step 6

Update the formulas by clicking edit and putting the Attributes in the appropriate places.

Step 7

Go ahead and price with it now. Make sure the math is doing what you want it to do. 

Notice, when you click Save it will take you to the Bill of Materials(BOM) screen and you can...

  • Add more items to the base template - by clicking the Plus icon
  • Update/change items - by clicking the Blue pencil icon
  • and See total costs vs sell price


Here is a more detailed Article on Pricing templates

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