The idea behind custom pricing is to allow a site (or business) to offer fixed pricing to selected customers, regardless of how the factory prices the chosen product. In essence this is a price override function.

Either find an existing filter set or create one that suits the products that you are going to create. ie: Letterheads, Business Cards, Posters etc.

Either choose a product category, or select the + to create a category, in which the product will reside. 

Create a Category for the specific product that you’re creating. (This stage can be repeated for multiple products ie: Business Cards, Post Cards, Posters, etc).

After saving the category it will be given a category “ID” this ID is needed for the next process.

From the 'Factory Capabilities' screen, go to 'Upload Factory Capabilities': 

Click the 'Download Product Template CSV' option at the bottom of the screen:

Once saved enter a “Session Name” (see example below), an alphanumeric “Product Code” (a two to five letter alpha prefix followed by a number starting at 0001), your “Tree Node” number from the category you wish to place the products in. Hit save.

 
Below is an example of a standard ‘Pricing CSV’ file with the header included for reference. 
Note: that the header row must be deleted before any upload.

FIELDS OF NOTE:

• A (Factory Name) – Factory.
  
• B (Session Name) – This field can be altered to reflect the description of the products being uploaded.
  
• C (Product Code) – This must be individual for every product entered.
  
• D (Tree Node) – This relates to the ‘Category’ or ‘Node’ created for the product – see help file ‘Build the Product Tree’
  

• For example, if you want your product to sit in the Letterheads category you would check the Category ID for Letterheads i.e. 49 and enter that into your tree node field.
  49 – Letterheads 

• E (Section Type) - Enter the section type. Options are: Single-Section, Text, Cover, Other, Front or Back
  
• F (Stock) – The stock code must be entered here.
  
• G (Fold Catalogue) - You need to enter a code from the fold catalogue (Admin-Configure Factory-Fold Catalogue).
  Scroll to the bottom to see the current fold catalogues loaded for your site. 
  
• H & I (process Front and Back) - This is where you enter the colours per side.
  

FIELDS OF NOTE:

• M & N (Max and Min Page) – This must always be set to 2 and 2. This represents a Front and Back.
  

• Y (Size) – The job size is entered here. You need to use the ‘Short Name’ as reference
  
  NOTE: You can enter a custom size range using this format:
  Custom:40x40-55x90

• Q (Pricelist) – This is the name of the 'Wholesale' pricelist you wish to link to.
  
• S (PriceType)  – Leave as 3

You can adjust the ‘Quantity’ columns to any quantity break you require enter a ‘price’ per quantity break.

Save the file once finished. 

Now back into Factory capabilities (under Admin), select “Upload Factory Capabilities” 

Click where it says “No file selected”, browse to the .csv file you just created and hit “Import”. 

A message will appear describing how many products have been created. Hit “Created Products”. 

To check your new product, test quote a product using simplified. Don’t forget to test the pricing for the various quantity breaks you added as well.