Products: Grid Pricing Example

Tyler MacDonald Updated by Tyler MacDonald

The Grid product provides a user-friendly platform to input pricing and quantity breaks into a customizable grid format. Once set up, this grid can be readily accessed whenever the product is used in a quote. Grids are an effective tool for implementing scalable and grouped pricing strategies. They come in three different dimensions (1D, 2D, and 3D) and can be set up in a manner similar to a spreadsheet. Additionally, the Grid product offers an Export and Import spreadsheet feature, which allows users to work on their grid in their preferred spreadsheet program, such as Excel or Open Office.

There are two types of grids available quantity and collection.
Quantity: based on price breakpoints. The "QTY" entered will be referenced, and the value looked up in the grid that closest matched.
Collection: based on a collection of items. The "QTY" entered will be multiplied by the collection selected

Grid Pricing: Collections - ADA Signage - 1D

Grid products are versatile and can be applied to various product types that are sold in bundles or quantity breaks, such as business cards, printed materials, stickers, yard signs, and more. For the purpose of this example, let's consider setting up a new product with Grid pricing specifically for ADA Signage. ADA signage must adhere to specific parameters and guidelines as per the Americans with Disabilities Act and are typically sold in large quantities with limitations on customization. The use of a grid product is particularly well-suited for this type of sign. To begin, we will start with a 1D grid.

  1. From the top toolbar, select Settings.

  1. On the side menu, select Products.

  1. Select "Create a Custom Product".

  1. From the Add New Custom Product screen, fill in your details for Product Name, Interface, Type, and Category. Make sure to select your Income and COG account.
    Leave the Cost, Markup, and Price unfilled.
    Then click "Save Product".
  1. From the "Configure Pricing" screen, select "Grid" as the pricing type, and select 1D under Grid Type. We will begin to enter information into the cells.
  1. Under Grid Settings, select "Show Cost columns" so we can enter out costs. And type "ADA Washroom Signs" as your title
    For this example, we will use a Men's ADA sign, a Women's ADA sign, and a combo of both. This example will set the costs based on the amount of ADA letters, but we will keep the price constant. Feel free to use whatever pricing you would at your facility.

  1. Go to "Check Pricing" and see how the 1D grid works.

Grid Pricing: Collections - ADA Signage - 2D

Let's continue to set up a 2D grid. We will copy our 1D Grid and work with the copy for this example.

  1. From the Blue Action button, select "Copy Product" and rename it to represent your 2D grid.
  2. Scroll to "Grid Type" and Choose 2D.
    Warning: Changing grids from 1D, 2D, or 3D will erase any data that you previously entered. Take a screen capture of the 1D Grid before proceeding.
  3. This 2D grid will have two drop-downs. One for "ADA Washroom signs" and the other for "Thickness."
    At the top, start by renaming "Attribute 2," that's in Bold to "Thickness"
    Then the non-bolded Attribute 2 below to "A - 1/8" Acrylic" Then re-enter the information from the picture you took of your 1D grid

  1. Now add two more thicknesses as an option. Click "+ Add New Thickness" twice. Named "B - 1/4" Acrylic" and "C- 1/2" Acrylic," you can fill in the information like the image below.
  2. Go to "Check Pricing" and see how the 2D grid works.

Grid Pricing: Collections - ADA Signage - 3D

Let's continue to set up a 3D grid. We will copy our 2D Grid and work with the copy for this example.

  1. From the Blue Action button, select "Copy Product" and rename it to represent your 3D grid.
  2. Scroll to "Grid Type" and Choose 3D.
    Warning: Changing grids from 1D, 2D, or 3D will erase any data that you previously entered. Take a screen capture of the 2D Grid before proceeding.
  3. This 3D grid will have three drop-downs. One for "ADA Washroom signs," the other for "thickness", and one for "Brushed Metal"
    At the top, start by renaming "Attribute 2," that's in Bold, to "Thickness," and rename "Attribute 3" to "Brushed Metal"
    Now create the rest of the grid as per the images below.
  4. +Add New Brushed Metal, and name it "Bronze," you can fill it in as per the diagram
  5. +Add New Brushed Metal, and name it "Chrome," you can fill it in as per the diagram
  6. +Add New Brushed Metal, and name it "Gold," you can fill it in as per the diagram
  7. Go to "Check Pricing" and see how the 3D grid works.

Exporting and Importing a Grid

There is an Export and Import feature available with the Grid Product.

  1. Let's click Export and open the file in Open Office or Excel
  2. Update your prices in Open Office or Excel, in the spreadsheet.
  3. Save your updates as an XLS file. XLS is the only file type that will import
  4. In shopVOX, click import to import the updated Grid Prices
  5. The grid will be updated with your new pricing

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