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What is a Price Sheet?
Drew Starr avatar
Written by Drew Starr
Updated over a week ago

Price sheets are used to categorize and organize your products, options, and backgrounds for purchase in the shop. Use offers, special rules-based conditions, to entice and upsell customers. Users can edit the fulfillment of custom prints from My Designs so that - when ordered - the designs are fulfilled on lab products.

❗Caution

Multiple users cannot work on the same price sheet at the same time.

  • Brace for Last Sync Wins issues if you accidentally save stale local changes.

Review a price sheet carefully before using it for a job.

  • An order's fulfillment settings, applied by the price sheet, cannot be changed after the order is placed.


Creating a Price Sheet

Under Price Sheets, select New to create a new price sheet, then fill out the basics:

When finished, select Create in the top-right to start building it.

What details can I add?

Name

The name of the price sheet. This can be changed at any point.

πŸ“’ We recommend using names like 24-25 Spring Sports Pre-Order ABC League

Job Type

Select a job type (from a pre-defined list) to apply to the price sheet. Used for reporting purposes.

Reference

Reference is an additional, optional field that supports additional filtering.

πŸ“ Example: Your CSM creates a performance report for all Underclass Fall price sheet types using a reference unique for an important district.


Inside a price sheet

The rest of this article will focus on the core view and actions available inside a price sheet.

Navigating the menu

The menu sidebar on the left helps you navigate to the different sections of a price sheet.

  • Product Categories - contains packages, prints, products, and offers.

  • Image Options - contains all services like retouching, teeth whitening, etc.

  • Order Options - contains self-fulfilled items like shipping rates or packaging options.

  • Backgrounds - contains the background sets to be used for green screen jobs.

Select + to add a new category to a section.

In those categories is where studios add various "add-on" options to upsell customers. Each item added customized, but each type may have unique attributes available.

❗ All categories need at least 1 item with a price before syncing.

Image Options

This section of the price sheet is for adding image options - services like retouching.

Order Options

This section of the price sheet is for adding order options, which affect the entire order.

There are usually self-fulfilled options, which cover scenarios like:

  • Order acknowledgements on delivery timelines, refund policies, etc.

  • Boutique or memento packaging for the order.

Backgrounds

This section of the price sheet is for adding background sets, used for PNG ordering.

Customers can switch between different sets to view backgrounds applied to their PNG images while browsing the gallery.


Using the layout

With access to a lab catalog or My Designs, items can be added to a price sheet.
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The middle section is the part of the price sheet where items are actually added.

The editor has controls located at the top to rename or delete the category. There are also additional actions to:

Add Offer

Offers are a set of conditional rules and purchasing criteria that can apply to product categories on a price sheet. Offers can entice and incentivize your customers spend more to save more.

Add Package

A package is a container that you can add different products and image options into. There are two types of packages:

The layout supports drag-n-drop actions to re-arrange packages and products easily - even dragging items between categories.

Select ✏️ in the top-left of the layout to rename the category.

πŸ“’ Organize multiple categories to keep shop navigation easy for customers.

Editing items

The editor defaults to a catalog viewer, so you can immediately start searching for items to add to a price sheet. Catalogs will only show you items available for the section of the price sheet you're currently in:

❗Need help finding a specific item?
​
Try contacting your lab for access to specific products or services.

When you've selected an item on the price sheet, the panel changes from a catalog viewer to an item editor:

You'll see different details to edit depending on what item you currently have selected. Aside from the default attributes of options and products that you can override, there are specific settings available to different product types when edited on the price sheet.

Confirming product fulfillment at a glance

Notice the text underneath the "8x10" display name of the products in this example:

Underneath the display name 8x10 of the products is the name of the service fulfilling it.
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The My Designs and Standard Prints services are self-fulfilled with no access to any customer-customized image. Unless your workflow calls for it, it's likely a good idea to consider seeing items like that on a price sheet as incomplete and need further editing.

The Richmond Pro Lab product comes directly from that lab's catalog - meaning they'll eventually receive the order to print the image. The last 8x10 is a My Design with the fulfillment edited to fulfill with a Richmond Pro Lab product.

πŸ“’ Pay attention to the color of the services as well. All lab products will be green!

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