Adding Pricing Template to a Grid Product

Learn tips on customizing your Grid Product with a Pricing Template

If you have mastered building products using Grid Pricing in shopVOX, you are now ready to learn some great tips on customizing your grid product even further by using Pricing Templates. 

If you haven't built your Grid Product Yet, click here for a tutorial before continuing with Pricing Templates.

COMMON QUESTIONS ABOUT THIS SECTION

For this example, I will use a 3D Yard Sign Product. By using a Pricing Template, I will be able to add specific attributes and custom fields to add more accurate pricing and customization to my product. 

These are the changes I will make to my Grid Product by using a Pricing Template:

  • I will add an attribute to include H-Stakes (Step Stakes), and charge $2 each
  • I will add custom fields for Bundling Sets, PMS Color Details, and Printing Info

My new quote will look like this:

  1. Step 1: Build a Pricing Attribute

Before we use our Pricing Template, let's start by building the elements we will need. Kinda like collecting our ingredients for baking a cake - once you have everything out of the cupboard - putting them all together in a bowl is easy.

Let's add a Pricing Attribute by selecting your Company Menu >> POS Settings >> Pricing >> Pricing Attributes >> New Attribute

When you create a New Pricing Attribute, you will need to fill out the fields in the New Pricing Attribute window. 

Name: H_Stakes (No spaces or special characters in the name, as it is used as code)

Label: H-Stakes Needed (This is the label that will appear on the quote screen, you can type anything here)

Attribute Type: Boolean (choice between Boolean and Numeric - Learn more here)

Show on PDF: Visible on all printed PDFs

Show Internal: Visible internally

Click Save when completed.

  1. Step 2: Build an H-Stake Material

Now that we built the attribute, we need to build a material for H-Stakes with their pricing. I want to charge $2 for each H-Stake. 

Access your Materials List by clicking on your Company Menu >> POS Settings >> Pricing >> Materials >> New Material

Enter the basic settings of your new H-Stake Material. Add Name, Type and Category, Selling and Buying Units, Unit Ratio, your cost and price per unit, and select Fixed as your formula.

Now that we have our ingredients, let's bring out the bowl to add everything together. Time to add our Pricing Template!

  1. Step 3: Product Basic Settings: Add Pricing Template

You will need to open your product basic settings (Company Menu >> POS Settings >> Pricing >> Products >> Find Product in List >> Edit)

Then scroll down the basic settings window and select the checkbox for "Use Template." Then click Save.

Next, click on the "Actions" button in the upper right hand corner of your screen and select "Add Pricing Template."

Then, the New Pricing Template window will appear and from here you can start adding attributes. Find and select the H-Stake attribute from the list of attributes. Click on Save to continue.

Now, open the Pricing Template by clicking on "Pricing Template on the Left Panel on the screen.

The Pricing Template screen is divided into three section where we can add data. Those sections are: Attributes, Required Pricing Items, and Items to be Charged

  • Learn more about the three sections of Pricing Templates
  1. Step 4: Add Material to the Pricing Template 

Our H-Stake Attribute is already in the Attributes Section of the Pricing Template. Now, we need to add the H-Stake Material.

To do this, scroll to the bottom section of the template "Items to be Charged", and click on the green "+Add" button for this section to add a new item. 

Now, select the correct fields in this window to find your H-Stake Material:Material >> Accessories >> Hardware >> H-Stake >> Save

  1. Step 5: Connect the Material with the Attribute

Now that your Material is added, select the blue pencil on the line where the material appears in the "Items to be Charged" section to edit that line.

In the edit window, type in the Attribute Name in the "Filter" field. The name needs to match the attribute name exactly. This will connect our attribute to the material pricing, and adding this name to the filter field will either turn the pricing on or off if that attribute is chosen on the quote. Click Save and you're done!

  1. Step 6: Adding Custom Fields

Time to add some custom fields. Remember, custom fields are details you can add to your quote that  DO NOT affect pricing. They are informational only. For this example, I want to add options for bundling sets, PMS Color Details, and Printing Info

In the Left Panel of the screen, select Custom Fields, then click the green "+New" button

In the New Custom Field window, start building the fields you want to include for this product. Name, Field Type (dropdown list, radio button, text field, etc.), Placeholder (grey sample text to appear in a blank text field), and default value (the dropdown list of options separated by comma). 

You can add as many custom fields as you like. Click Save to continue.

  1. Step 7: Test out your Product with the Pricing Template on a Quote

Before we test this out, be sure to refresh your screen to make sure all of these changes we made take affect.

Open a new test quote, and add a new item. Find your product from the product keyword search and fill out the fields, and see how your pricing changes when you add H-Stakes or omit them. Cool, right?!

WHAT DO YOU WANT TO DO NEXT?

  • Building Products using Grid Pricing
  • Building Products using Basic Pricing
  • Building Products using Formula Pricing
  • What is a Pricing Template and how does it work?

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