Reference Products

Price your reference products by selecting a template, and clicking on the Pricing button.  Reference products are priced using "Fixed Price by Presentation Option". 

Important Note - Select Your Price List

Before you start pricing your products, be sure you have selected the applicable price list from the drop-down menu on the bottom left. 

Reference Products must use the "Fixed Price by Presentation Option" method. Each product can have multiple price list items if applicable.  Note there is no sizing for reference products, as they are for reference only.  No image is being produced. 

  • The name of the product template appears at the top as well as the Supplier if one has been assigned.
  • "Fixed Price by Presentation Option" is the pricing method.

  • : This checkbox indicates that the product is "turned on" and available in the current price list.  Uncheck this box if you do not want a particular product to appear.  
  • Presentation: This column lists the presentation option associated with the product.
  • Supplier: This column indicates the Supplier if one has been assigned.
  • Prod. Code: If you have enabled product codes in your Settings, this is where they appear.
  • Tax: a T indicates the item is taxable.  An N indicates the item is non-taxable.
  • Markup: If you choose to use a supplier cost and markup, it will be displayed here.  
  • Price: This column indicates the selling price of your product.
  • You can change the order of the products by selecting a row and dragging it to where you want it to be.

Follow these steps to add a new price list item for your reference product:

  1. Select the reference product you wish to price from the Product Templates Panel.
  2. Click the Pricing button to open the Price List Items dialog.  This dialog is where all of your priced items will appear.
  3. Click the Add button on the right-hand side of the Price List Items dialog.  This will open a new dialog where you can add a new presentation option for the product.



  4. Template Name: The name of the template is listed here.
  5. Supplier: If a supplier has been assigned to the product, the supplier name is listed here.
  6. Presentation: Select the presentation option for the new price list item you would like to add.  If the presentation option you want is not listed, select "manage" from the list. (this will take you to the Presentation Options dialog).
  7. Fixed Size: Because they are a reference only, no sizing is required for reference products.
  8. Product Code: If enabled, one will be auto-generated.
  9. Check the taxable box if you wish the product(s) to be taxed.
Price

Choose Either Supplier Cost x Markup or Fixed Price.

  1. Supplier Cost x Markup:  This pricing method is best used when Importing Pricing From a Spreadsheet. 
    • Enter the Supplier Cost and markup in this dialog.
    • If you choose this method of pricing, price rounding (if enabled) will be shown.
    • Profit Margins are also shown when using this pricing method.



  2. Fixed Price: Select this option to enter a fixed price. 
    • If you elect to use a fixed price, you can still have the Supplier Cost listed (just not selected).
    • Profit margins will be shown if the Supplier Cost is entered.



  3. Click the Add Item button. 
  4. Tip: Hold down the OptionAlt key while clicking the Add Item button to add the item and keep the dialog open.
  5. Repeat the above process for each presentation option you wish to offer for the product. 
  6. Your new price list item will appear in the Price List Items dialog.
  7. Click the Save button when finished.
Quick Tips
  • You can manage and update your prices using CSV file spreadsheets. 
  • Use the Select All button to make changes to all of the products at the same time.  This works well when you are adding a universal markup.
  • When entering a price, hold down the OptionAlt key while clicking the Save button.  This will save that price across ALL price lists.

These are the options available within the Price List Items dialog.  

  1. Select the product template you wish to work with.
  2. Click on the Pricing button.
  3. Click the Edit button on the right-hand side of the Price List Items dialog.
  4. The Product Pricing dialog will appear.
  5. Make changes to the presentation option, size, price, etc.
  6. You will notice the Reset Changes tool  appear next to each line item that was edited.  To clear your changes for that particular line item, click the Reset Changes tool.
  7. Click the Change Item button when you are finished.
Important Note: Supplier Collections

Products from Supplier Collections cannot be modified (except for price).  They are locked.  

Deleting a price list item does NOT delete the template.  It removes the price list Item you have created.  The original product template still exists in the Product Templates folder.

  1. Select the product template you wish to work with.
  2. Click on the Pricing button.
  3. Select the price list item you wish to delete.
  4. Click the Delete button on the right-hand side.
  5. A confirmation window will open, click Yes to remove the price list item.

 

Shortcut

Hold the OptionAlt key down while clicking the Delete button.  This will delete the price list item immediately without asking for confirmation first.

The Sort By button is contextual.  This means that depending on which type of product you are working with, different options will appear in your sort button.  Sorting takes place within the individual folders. Some common ways of sorting are:

  • Width
  • Height
  • Presentation Option
  • Price
  • Available To
  • Display Name
Important Note - you cannot "Undo" sorting

If you have manually moved your products around by dragging them, the Sort By button will override this.  In case you accidentally sort your products and wish to reverse it, click the Cancel button.  Using the Undo button will not undo sorting.