Pricing Views

There are many ways to adjust the view of the spreadsheet, making it easier to see the information needed while applying pricing and discounts. See the View Set Up article for details on highlighting the price columns, hiding option information, or creating a spreadsheet view template specifically for pricing and discounting.

Locking Data

There may be pricing or other information on the spreadsheet that was modified for Special or Custom products. As the pricing and discounting tools are used, those modifications can be maintained through the use of the locking features.

Lock List

To lock the list price of a record from being modified, check the box in the Unit Price Locked column or click Lock Unit List Price on the Price tab and use the Record Filtering dialog to select the lines for which to lock the List Price.

To unlock the list price, uncheck the box in the Unit Price Locked column or click Unlock Unit List Price on the Price tab and use the Record Filtering dialog to select the lines for which to lock the List Price.

Lock Record

To lock the entire record line from being edited in any way, check the box in the Record Locked column or right click and select Lock Record from the menu. You can also click the Lock Record icon on the Price tab and select Lock Record Range to use a Record Filtering dialog to apply a lock.

To unlock a record, uncheck the box in the Record Locked column or right click and select Unlock Record from the menu. You can also click the Lock Record icon on the Price tab and select Unlock Record Range to use a Record Filtering dialog to unlock records.

Pricing

The pricing tools in Spec will price the records against the active catalogs. If a Legacy catalog and a current catalog are both active for a product, Spec will pull the price from whichever one is listed first in the Catalog Information window. Use the Catalog Manager in Advanced mode to activate just one version of a catalog for better control of pricing. 

In addition, pricing tools: 

• will update the List Price, Description, Option pricing, and Option Description.
• will show errors for items whose part information is not found in any active catalogs (unless they are marked as Custom or Special). 
• will NOT open the Part Specifier or update images.
• will NOT prompt for missing specification information.
• will run quickly! 

Price Line

Click the Price Line icon on the Price tab or use the keyboard shortcut F7 to price a single selected record line. 

From Catalog

Click the From Catalog icon on the Price tab or use the keyboard shortcut Shift+F7 to open the Record Filtering dialog to allow for the selection of a range of records. Once the range is selected, click OK to run pricing for the indicated lines.

This message will show when the pricing is complete: 

From File

Click the From File icon to open the Record Filtering dialog to allow for the selection of a range of records and additional checkboxes for handling the part information. Once the range and options are selected, click OK to proceed and select a SIF file reference. This will look for matching records in the reference SIF file and bring over that information into the spreadsheet. This is commonly used for old pricing or custom furniture. 

Manual Entry

Pricing fields can also be modified manually by clicking into a cell and typing the amount or percentage. Discounts will need to be entered as a negative when representing a reduction. Remember to lock the List or Record as explained above to maintain modifications and prevent other tools from changing the pricing and discounting if needed. 

Discounting

While you may want to use multiple discounting tools throughout the project, keep in mind each discount applied will replace any existing discounting on a record line.

General Discounts

The General Discounts tool will apply a single discount structure to the indicated records. 

1. Click the General Discounts icon on the Price tab. 

   

2. Enter the Record Filtering criteria in the top section of the dialog.
3. Enter the Dealer Discounts with one of the following.
   • Enter a Purchase Discount that is - or + the list price. This can be entered as a percentage or as a tiered discount, such as 50/20/10. 
   • Click Deselect to skip the application of a Purchase Discount.
4. Enter the Customer Discounts with one of the following.
   • Enter a Sell Percent that is - or + list price. This can be entered as a percentage or as a tiered discount, such as 50/20/10 or 
   • Enter a Margin Percent or
   • Enter a Cost Plus Percent or
   • Select Deselect to skip the application of a Customer Discount.

5. Click Apply to apply the discount or Cancel to close the dialog without applying any changes.

   

    

Table Discounts

The Table Discount tool provides the opportunity to set up several lines of discounts based on record criteria, making it an efficient tool for applying complex discounting to an entire project at one time. 

1. Click the Table Discounts icon on the Price tab. 

   

2. Enter the Record Filtering criteria in the top section of the dialog.

   

3. Enter the Table Name, Start Date, End Date, and Description (Optional). If the End Date is past the current date, it will show in red, helping indicate that the discounts entered may be expired. 

   

4. Enter lines with discount criteria and tools.

   

Tiers - Click the + tab to enter additional tiers based on Min and Max values. Use the Copy to next tier checkbox to copy the current table lines to the next tier. Right click the Tier tab to Insert, Delete, or Remove Tiers. When Tiers are set, a prompt will require the selection of a tier to Apply. 

Show Formula - Check to show the Formula columns where discounts can be entered as ##/##/##. Formulas entered will automatically convert to percentage values in the % columns.

Show Tags - Check to show the Tag 1 through 5 columns if those are needed for entering discount criteria.

Show Plus % Columns - Check to show additional Dealer % Plus column.

Discount lines - Double click in a cell on the * line to add a table line with discounting. Click the line numbers to select. Right click on a line or line number to Print Preview Table, Print Table, Export to Excel, Import from Excel, or Delete. If importing an existing table from Excel, the column headers must match the text exactly to import the data correctly.

Clear - Clears all table rows. This cannot be undone, even by clicking Cancel on this dialog.

Import DIS - Opens the File Explorer to import an existing .disx file. These are saved in the ProjectSpec, Discount Tables folder by default.

Export - Opens the File Explorer to export the current table as a .disx file. These are saved in the ProjectSpec, Discount Tables folder by default.

Create From Fields - Automatically creates table lines from the fields in the current spreadsheet. In the Create from Fields dialog, click Create New to clear the existing table and create a new table based on selected criteria or click Append to add any new fields based on selected criteria presented in the next dialog. Click Cancel to close the dialog without making any changes. Both the Create New and Append buttons will provide a dialog to select the criteria fields to include.

Import XML - Opens the File Explorer to import an existing .xml file type. By default, this will also navigate to the ProjectSpec, Discount Tables folder.

Apply Table

Click the Apply Table icon on the Price tab to select a table and apply it to the entire spreadsheet.

Remove

The Remove icon will remove discounting from records, regardless of the methods used to apply them. 

Click the Remove icon on the Price tab. The Record Filtering dialog will show, allowing for the selection of a range of records.

Click OK to remove all discounting from the indicated records. 

Click Cancel to close the dialog without making any changes. 

Click Help to navigate to the Spec section of the Help Center. 

Adjustments

Subtotal 

There are several ways to see subtotals of record lines on the spreadsheet. The Subtotal tool will insert subtotal lines on the sheet that can be moved, inserted, or deleted like any other record line. The lines can also be exported as lines within a SIF file, provided this setting is turned on in Settings found on the Tools tab.

To insert, click the Subtotal icon on the Price tab.

Select the criteria to Subtotal by and then additional criteria to Sort by. You can also select Ascending or Descending order. 

Click Apply to insert the subtotal lines on the spreadsheet. Click Reset to clear the selections made or Cancel to close the dialog without applying any changes.

Similar to a new record line, a subtotal line can also be entered from the right click menu in the spreadsheet. Select the record line that you would like to enter the subtotal at the bottom of then right click. Select Insert Subtotal from the menu. 

In addition to entering subtotal lines in the spreadsheet, subtotals can also be viewed at the bottom of the Spec window. Select the lines you want to view the subtotal for and see the updated amount at the bottom of the screen. This will automatically display the subtotal of all record lines currently selected.

Finally, a tooltip can also be seen displaying subtotals. Click and drag your cursor down a pricing column to briefly see the subtotal amount. 

Remove Subtotal

Click Remove Subtotal on the Price tab to immediately remove all Subtotal lines from the spreadsheet. If a sort order was selected, the applied sort order of record lines will remain.

Grouping

Subtotals can also be seen for groups of record lines on the spreadsheet. The Grouping tool provides a visual group and subtotal on the screen but does not add record lines to the spreadsheet and will not be included in a SIF export. 

Start by clicking the Grouping icon on the Price tab.

Select the Grouping by criteria and then additional criteria to Sort by. You can also select Ascending or Descending order. 

Click Apply to insert the subtotal lines on the spreadsheet. Click Reset to clear the selections made or Cancel to close the dialog without applying any changes.

Once the Grouping is applied, Group totals can be seen on the spreadsheet, and the Grouping criteria will be shown in yellow at the bottom center of the screen. In the headers, click 1 to collapse all the Groups and * to expand the Groups. Individual Groups can be expanded and collapsed using the + and - icons. 

Ungrouping

Click Ungrouping on the Price tab to immediately remove all Groups from the spreadsheet. If a sort order was selected, the applied sort order of record lines will remain.

Zero All Pricing

The Zero All Pricing tool can be used to update all pricing fields to $0. This can act as a reminder that pricing needs to be updated at a later time for selected records or the entire sheet. Remember to lock the List or Record as explained above to maintain modifications and prevent other tools from changing the pricing on any records if needed. 

Click the Zero All Pricing icon on the Price tab. The Record Filtering dialog will show, allowing for the selection of a range of records.

Click OK to zero all pricing from the indicated records. 

Click Cancel to close the dialog without making any changes. 

Click Help to navigate to the Spec section of the Help Center. 

Adjust Unit List Price

The Adjust Unit List Price tool can be used to make percentage adjustments to the Unit List Price on all or a range of records. Remember to lock the List or Record as explained above to maintain modifications and prevent other tools from changing the pricing on any records if needed. 

Click Adjust Unit List Price on the Price tab. 

The Range Filter at the top section of the dialog allows for the selection of certain records to which the adjustment will be applied. 

The bottom section of the dialog provides the fields to specify details for the adjustment. 

Adjust Percentage - Enter the positive or negative percentage adjustment amount.

Use Catalog Price - Check to use the current Catalog price as the base price before the adjustment. If unchecked, the price adjustment will be made to the price currently shown in the cell.

Rounding - Select the rounding behavior.

Rounding Level - Select the rounding level.

Apply - Apply the percentage adjustment and close the dialog.

Cancel - Close the dialog without applying any adjustments.