How to Import Grid Pricing from a Spreadsheet ?
Learn the steps on importing pricing to your grid product by using a spreadsheet.
Building a Grid Product inside the shopVOX software is fun and easy with the user-friendly interface. Learn more about building Grid Products within the shopVOX here. But, what if you have numerous products to build?
Is there a quicker way? YES!
Here's how it works...
Importing Grid Pricing Using a Spreadsheet
Step 1: Create Grid Product in shopVOX
This step will show you how to create the basic settings of your product in shopVOX. Then, you will learn how to load the pricing data for this product by using a spreadsheet.
First, navigate to you product list in shopVOX (Company Menu >> POS Settings >> Pricing >> Products)
Then, click on New Product, and fill out the basic settings form. Give your product a name, type and category, and set it up as a "Grid Pricing Type." Don't forget to assign an Income and COG account at the bottom, and save.
Then, add a Grid by clicking on the Actions Button.
Then, when the grid product opens, you can set up the parameters for your grid. (Name, 1D, 2D. or 3D, then set up each of your X, Y and Z axis with the variables that you want to use. In my example, I am using Qty for X, Sides for Y, and Size for Z.
Once your Grid Settings are filled out, click Save.
Step 2: Download the Grid Pricing Templates
Here are the 1D, 2D, and 3D Grid templates that you can download and use to add your own pricing. These templates are handy because they are already formatted to work with shopVOX.
Step 3: Understanding the Grid Template
When you open the template in Excel for the first time you will see some sample data already built it. You can replace the sample numbers with your own numbers and label the X, Y and Z axis to your own variables for your product.
For example, If I want to set up a 3D Grid Product to include Qty (X-Axis), Size (Y-Axis), and Single/Double Sided Printing (Z-Axis), I would set it up to match this image below:
Your X-Axis will always be the first column in the spreadsheet. I have labeled that to be "Qty" and included the upper limit number of each quantity break in the cells below. You can see this highlighted in yellow in the image above.
Your Y-Axis will always be the first row on the spreadsheet next to column A. I have labeled that to be the Size of each sign that I am selling, "12x18" and "18x24". You can see this highlighted in blue in the image above. Also, directly below the Y-Axis are the Cost and Price columns for each Y-variable, located on the second row of the spreadsheet next to column A, and highlighted in red in the image above. The Cost and Price columns must remain here, and your Y-axis labels should match for each. You do not need to record a cost if you don't want to, but if you have the cost for producing these products, feel free to fill in the cost values in the cost column. Also, fill in the Price values for each size and qty.
Your Z-Axis will be each sheet that you create for this spreadsheet book. Each individual sheet should contain the information for X and Y variables. I have labeled mine "Single Sided" and "Double Sided". The Single Sided sheet will have the same Qty and Sizes, only my cost and prices will be different than my Double Sided Sheet. You can copy each sheet to create more Z-Axis variables. You can see this boxed in green in the image above.
Step 4: Importing Your Spreadsheet
Once your spreadsheet is filled in, go ahead and save it to your desktop. Now, you are ready to import the spreadsheet.
In shopVOX, open your Grid Product that we made in Step 1.
Then, click on "Load Data" and select the Excel Spreadsheet file that you created for this product.
Once your file uploads, your grid product should be populated with the prices from your spreadsheet!