Adding SKU Items to Price Lists

Before you add SKU Items to Price Lists, first create SKU classes and SKU Items

Step 3- Add a SKU Item to a CalcType

     Now that you have created a SKU Item, the next step is to add it to one or more CalcTypes. CalcTypes are essentially price lists where you set the amount to charge the customer for each SKU Item. Every SKU Item you want to charge for on your quote should appear as a SKU Item within one or more CalcTypes. To set the price, the SKU item must be moved to the right side of the screen, into the Cost Definitions grid. You can assign prices individually or you can create Categories. Categories can be used to group items that all have the same price point. For example, a color Category can be used to set the price of multiple colors at one time.

Option 1- Adding SKU Items to the Cost Definition Grid (No Category)

1. Select the name of the CalcType from the Name drop down box that you want to add the SKU Item to.
2. Select the SKU Class for the SKU Item falls in to that you want to add. Click the SKU Class to highlight the field.

3.  Highlight the selected SKU Items you would like to add to the Cost Definitions. (You can add multiple SKU Items by clicking on the items you would like to add while holding down the Control or Shift Key.

4. Click on the ‘Add Selected SKUSs’ button under the Cost Definitions. This will add the SKU Item to the CalcType. Click on the Save button that is located on the top right-hand corner of your screen after you add the SKU(s).

Option 2- Adding SKU Items to Categories and then to the Cost Definitions Grid

4.  Instead of adding each SKU Item individually to a CalcType, you can instead add the SKU Items to a Category, and then add the Category to the CalcType. To create a Category, click on the SKU Class that you want to add the category to. Click on the Green Plus sign under Categories. The Class will autofill. Enter the Category and Unit.

5.  Highlight the SKU Items you want to add to the Selected Category.   You can select multiple SKU’s to add at one time by clicking on the items you would like to add while holding down the Control or Shift Key. Make sure the Category you want to add to is highlighted blue. Click the ‘Add Selected SKU Items to Category’ button.

6.  Click on the Category to highlight the column you want to add to the Cost Definitions. Then click on the Add Selected Categories button. This will move the Category to the Cost Definitions chart.