Home > Price List > Price List How To's > Setting up a Price List
Setting up a Price List
There are two main tasks involved in setting up your price list in Stratus. First, you will create your price list structure. Second, you will add items to your price list. Watch this video and follow the steps below for step-by-step instructions on setting up your price list in Stratus.
Each Stratus price list begins with a basic structure. A price list contains multiple groups, each of which contains multiple items (or products). For your price list, you will start by creating a price list and several item groups. Follow the steps below:
Go to Maintenance > Price List > Price Lists.
Take a look at the Price List Maintenance window. You will see the following areas:
Price List Ribbon - Contains the tools you need to add, delete, edit, print, and export your price list. See also: Price List Ribbons
Price List Explorer - The panel on the left displays the price list(s), groups, and items that have been set up in Stratus. Note: Stratus Express will only have one price list. Multiple price lists can be created in the Standard, Professional, and Enterprise editions of Stratus.
Item Grid - The main portion of the screen is a grid which displays some of the key information for the items in your price list.
Complete the following and click OK when finished.
Price List Description - This is the name of your price list. Note: In the Express edition of myStratus, there will only be one price list.
All Orders - Check the "All Orders" option to make this price list available for any order you create in Stratus. Note: In myStratus Express, this box should always be checked.
InSpiredByYou - Check the "Enable for InSpired" option if this price list should also be used for web orders. Note: InSpiredByYou integration requires the Standard, Professional, or Enterprise edition of Stratus.
Now create your Item Groups. A group is simply a cluster of related products within a price list. In the example above, "Desk Portraits" and "Portrait Package" are two of the groups in the Studio Price List. You must organize your products into groups within a price list. Click New Group on the ribbon to create a group. Or, to rename an existing group, highlight a group in the list and click Edit on the ribbon.
Enter or modify the Group Description and click OK. Also, if you don't want the group to be visible to your sales staff when creating invoices, check Hidden. Note: Items from the group can still be added to an invoice by typing in the correct item code.
Add as many groups as you need to organize the products and services you sell.
When you're finished creating your price list structure, you can start adding items to your price list.
Go to Maintenance > Price List > Price Lists to open Price List Maintenance if it's not already open.
In the left panel, click on a price list to expand the folders.
Highlight one of the group folders in the list and then click New Item on the ribbon to open the Price List Item Maintenance window.
Complete the following required (or highly recommended) fields:
Item Identifier - Choose a code you can use to quickly identify the specific item. Note: Item identifiers must be unique within each price list.
Item Description - Enter the product description that should appear on the client's invoice.
Item Type - There are six item types to choose from. Each one has a unique functionality in Stratus and cannot be modified. Read more in About Item Types.
Choose one of the following types: Help me choose!
Composite - (available in ) Use for composite items. You'll be able to link the item to a specific template if desired.
Miscellaneous - This type is for products such as digital media, albums, gift certificates, frames, and other retail items.
Package - Use this item type to create a package. When this type is selected, you will be able to choose which items to include in the package, select a max/min number of poses allowed, and choose an add-on pose fee that Stratus will automatically apply. To find out more about creating a package, read the Creating a Package how to.
Print - Use for all print products.
Promotional Item - (available in ) Use this item type for promotional items, such as dollar and percentage discounts, free items, or loyalty rewards.
Service - Use this type for services you may offer, such as add-on fees, retouching, and copy & restoration.
Session Fee - This type is for session-related fees.
Item Group - The group will default to whichever group folder you were in when you created the item. Choose a different group, if desired.
Standard Price - Enter the standard price you charge your clients for this item.
The remaining fields are optional. For a complete description of each field, see the Price List Reference topic. Complete any additional fields.
Click Save & Close when finished. Or, to quickly create another item, click Save & New.
Use this chart to help you decide what item type to use.