Pricing Product Templates

Pricing your product templates begins with first selecting a template, and then clicking on the Pricing button.  The Price List Items dialog will list all of the available sizes and Presentation Options for the selected Product.



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. 

Each product template can have multiple price list items.  These can indicate different sizes (if the template is dynamically sized), different print finishes, or both.  

  • The name of the product template appears at the top as well as the Supplier if one has been assigned.

  • : 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.  
  • Size: This column lists the paper size of the product.  Please note for traditional matted products, it is the largest opening size that is listed here, not the overall design size.
  • Presentation: This column lists the presentation option associated with the product.
  • Supplier: This column indicates the Supplier if one has been assigned.
  • Size (Gallery Wraps only): This column lists the face size of the product.  
  • Edge Depth (Gallery Wraps only): This column lists the edge depth of the wrap.
  • Frame: A checkmark will appear in the column if a frame has been assigned to the product.
  • Traditional Mat: A checkmark will appear in the column if a traditional mat has been assigned to the product.
  • 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 markup, the markup amount 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.
Stacked Sizes

For stacked sizes, use the drop-down menu at the bottom of the dialog to select which size you want to work with.  You will need to price each size separately.  Click on Pricing Stacked Templates for more information.

  1. Select a Product Template 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. 
  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(s) you would like to add.  If the presentation option you want is not listed, click on the Setup button to manually add it (this will take you to the Presentation Options dialog).
  7. Size: For a fixed-size template, the size will already be listed.  It cannot be changed.  



  8. Wrap (Gallery Wraps only): Select the wrap size from the drop-down list.  If the wrap size you want is not listed, click on the Setup button to manually add it (this will take you to the Gallery Wrap dialog).
  9. Product Code: If enabled, one will be auto-generated.
  10. Price Options: Check the box if you want the price to include a mat or frame.
  11. 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(s) button.  Hold down the OptionAlt key while clicking the button to add the item and keep the dialog open.
  4. Repeat the above process for each Presentation Option you wish to offer for the product.  For example, an 11x16 Vertical Composite Template could have numerous price list items based on print finishes.  Even if the pricing is the same, you will need different price list items for Lustre, Custom Print, Acrylic, Metal, etc.
  5. Your new price list item(s) will appear in the Price List Items dialog.
  6. 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.

 

  1. Select a Product Template you wish to price from the Product Templates Panel.
  2. Then 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. 
  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. Size: For a dynamically sized template, use the checkboxes on the left-hand side to add as many new sizes as you would like (only the paper sizes that match the template size ratio will be available).  If the paper size you want is not listed, click on the Setup button to manually add it (this will take you to the Setup Paper Sizes dialog).  See the note at the bottom of this page regarding pricing multiple sizes at once.



  7. Presentation: Select the presentation option for the new price list item(s) you would like to add.  If the presentation option you want is not listed, click on the Setup button to manually add it (this will take you to the Presentation Options dialog).
  8. Wrap (Gallery Wraps only): Select the wrap size from the drop-down list.  If the wrap size you want is not listed, click on the Setup button to manually add it (this will take you to the Gallery Wrap dialog).
  9. Product Code: If enabled, one will be auto-generated.
  10. Price Options: Check the box if you want the price to include a mat or frame.
  11. 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
    • Leave the Supplier Cost box empty.  You will individually enter the supplier costs for each size after adding the sizes in.
    • Enter the markup in this dialog.  The markup will be applied to ALL sizes.



  2. Fixed Price: Select this option to enter a fixed price. 
    • Leave the Fixed Price box empty.  You will individually price each size after adding the sizes in.



  3. Click the Add Items button.  
  4. Your new price list items will appear in the Price List Items dialog.
  5. From here, you can individually price each size you are offering.
  6. 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.
  • Hold down the OptionAlt key while clicking the Add Items button to add the items and keep the dialog open.
  • When entering a price, hold down the OptionAlt key while clicking the Save button.  This will save that price across ALL price lists.

 

  1. Select a Product Template you wish to price from the Product Templates Panel.
  2. Then click the Pricing button to open the Price List Items dialog.
  3. Pricing Stacked Templates is done in a very similar way to regular templates, with the additional step of pricing each size in the stack.

  4. The Stacked Sizes are listed at the bottom of the dialog.  Click on the drop-down arrow next to "Stacked Sizes."  Select a stack you wish to work with.
  5. Click the Add button.
  6. From here, you can select a Presentation Option and a Pricing Method.  Follow the same steps as you would for Pricing a Fixed Size Product Template.  
  7. Cycle through each size within the stack to ensure each individual item within the grouping has a price assigned.
  8. Click the Save button when you have finished pricing each stacked size.

If you would like to offer different print finishes (Presentation Options) for a locked Traditional Matted product, you will first need to duplicate the product template.  However, it's important to note that once a template from a Supplier Collection is duplicated and modified, the new product created from this template is no longer part of the original collection.  The new product will not receive updates when the Supplier Collection is updated.

  1. Select the product template you wish to duplicate.
  2. Click the Duplicate button.
  3. With the duplicated product template selected, click on the Pricing button.
  4. Click the Add button in the Pricing dialog to add any new Presentation Options you want to offer.
  5. Click Save when you are finished.

 

Becasue we added two new Presentation Options to the Pricing dialog, those options now appear when ordering the product.

  1. Select the row of the product you wish to edit.
  2. Click the Edit button on the right-hand side of the Pricing panel.
  3. The Product dialog will appear.
  4. Make changes to the presentation option, size, price, etc.
  5. 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 row of the price list Item you wish to delete.
  2. Click the Delete button on the right-hand side of the Price List Item panel.
  3. 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.