# Set up your trade catalogue

> Group variants, import size tables, sell by measure and review customer prices before publishing.

Keep one supplier workspace for your range. Ordinary packs, variants, measured materials and made-to-order items can sit in the same catalogue. Existing products keep their current behaviour until you publish an ordering definition.

## Start with your price sheet

Open **Import → Catalogue structure and ordering**, choose an existing product, then open **Import size tables or quantity prices**. Ordinary product rows still use the usual import and Match columns steps. A Family column groups sellable SKUs; an Order increment column controls whole-item quantities above the minimum. Blank or omitted structure fields leave existing settings alone.

The table inspector reads visible and hidden workbook sheets. It suggests size tables, quantity thresholds and option-charge regions. It reads saved formula results without executing formulas. A warning means the supplier must review the source meaning. Unsupported rules require manual setup or Price on request.

For a size table, review the width and drop units, minimums, maximums and increments. Choose **Combine the tables for this range** when matching tables use separate price groups. Review every group and its limits. For options, identify the option-name column, filter the rows by product range or group, and map each charge column to per-item, width, drop or another measurement. Review the minimum billable measure and whether each charge is net.

A blank or zero size-table cell is imported as unavailable. It never becomes a free product. The next size band covering the entered dimensions supplies the price; dimensions outside the approved limits are refused.

Mappings are stored in the definition. Reopen the same product and price list to reimport its table or option region, retaining other ordering settings. The resulting definition remains a draft until reviewed and published. Compare the full draft with the live rules and sample prices before publishing; changing a source sheet does not change live prices by itself.

## Describe the product and the order separately

Keep facts such as material, colour or pack size in **Product details**. Add buyer-entered measurements, choices and job references under **Customer enters**. Industry presets only suggest fields and attributes. They insert no prices and do not alter existing products.

A family groups existing SKU variants. Each SKU keeps its own price, visibility and availability. Shared family definitions let a supplier maintain common ordering fields and pricing once. Product-specific definitions take precedence over a shared family definition on the same price list. Moving a product into or out of a priced family requires pricing permission and Pro.

Free includes families, variant selection and standard ordering within its product allowance. Each sellable SKU counts; a grouping container does not. A configurable product counts as one catalogue product. Pro adds authoring advanced pricing. Published definitions continue working after downgrade.

## Review the commercial rules

A definition can use the existing list price, a fixed base, a rate by measure or a width-by-drop table. Optional conditional tables select a base for a valid choice combination. Quantity thresholds choose a base price before the customer's existing product, category, brand or account adjustment. Adjustments keep their usual precedence and never stack.

Mark a base or extra as **net** only when it receives no further customer percentage adjustment. Discountable extras follow customer terms independently of the base. Authorised additional staff discounts affect the base, need pricing permission and a reason, and are retained in the order and activity history. Buyers cannot enter discounts.

Converting a product to buyer-entered configuration pricing is refused while incompatible fixed customer agreements remain. Review and remove those agreements explicitly before publishing. Nothing silently converts an agreed SKU price into a configuration price.

Rates retain source precision. Choose unit rounding or line rounding and compare representative supplier examples, including several items, fractional measures, thresholds, unavailable cells and extras. Quantity counts items or cuts: three cuts of 2.75 metres means quantity 3 and cut length 2.75, not quantity 8.25.

Save a draft, open **Review price change**, inspect the complete definition and try representative quotations. Publish now or choose an effective date using the existing price-change controls. Named lists have independent definitions. Bulk percentage changes include the published rates, tables, tiers and extras on the selected list; a partial family change creates explicit product overrides. Scheduled changes can be cancelled before they start.

## Buying and repeat orders

Buyers choose a SKU variant or enter only the measurements and choices that item needs. **Check price** shows their own price, basis and selected specification before adding. Valid unpriced specifications use Price on request.

Each configured basket line has its own identity. Different dimensions, options and job references remain separate, and **Edit specification** updates only that line. Invalidated lines remain visible so the buyer can correct them. An order stores the original specification, pricing version, rounding and charge breakdown for order pages, emails, printing and connected systems. Repeat orders restore the specification and check current rules and prices; removed choices require correction.

Price-list downloads distinguish Configure for price from Price on request. A configured product also offers **Download your price tables**, with that customer's calculated rates or tables. The supplier's original workbook is never downloaded. Standard-price hiding still applies.

## Connected systems

Use the read-only [product quotation operation](/docs/api/products) to validate a specification and get a customer-specific line price without editing a basket. Order previews and connected apps accept optional configuration data. Always use the returned line total and fingerprint; multiplying a displayed unit price can lose line-rounding precision or quantity pricing. See [Orders](/docs/api/orders) and [MCP tools](/docs/mcp/tools).

This handles reviewed catalogue and ordering rules. Arbitrary Excel formula execution, manufacturing instructions, bills of materials and warehouse stock control remain outside the product.
