Documentation

Price List Ribbons

There are two ribbons you will encounter when working with your price list(s) – the main price list ribbon and the item ribbon. Each are described below.

Price List Ribbon #

The following tools are available on the price list ribbon. Note: The ribbon may vary depending on the version of the software you are using – Express, Standard, Professional, or Enterprise.

Management Tab #

The Management tab contains the Create NewEditing, View, OutputClipboard, and Help groups.

Price List Ribbons in Stratus - screenshot 1

 Icon Name Description
Price List Ribbons in Stratus - screenshot 2 New Price List (available in Price List Ribbons in Stratus - screenshot 3Price List Ribbons in Stratus - screenshot 4Price List Ribbons in Stratus - screenshot 5) Use this button to create a new price list.
Price List Ribbons in Stratus - screenshot 6 New Group Create a new item group within the selected price list.
Price List Ribbons in Stratus - screenshot 7  New Item Create a new item within the selected group.
Price List Ribbons in Stratus - screenshot 8 Delete Delete the selected price list, group, or item. Note: You cannot delete items that have been sold on an invoice — they can be made inactive.
Price List Ribbons in Stratus - screenshot 9  Find Search for a word or phrase in the price list.
Price List Ribbons in Stratus - screenshot 10  Copy Price List Create a new price list from an existing one, copying all the groups and items.
Price List Ribbons in Stratus - screenshot 11  Copy Item Group Create a new item group from an existing one.
Price List Ribbons in Stratus - screenshot 12 Copy Item Create a new item from an existing one.
Price List Ribbons in Stratus - screenshot 13
 
Import Price List (available in Price List Ribbons in Stratus - screenshot 14Price List Ribbons in Stratus - screenshot 15Price List Ribbons in Stratus - screenshot 16) Start the Price List Import Wizard to import a price list from a spreadsheet or from a Stratus price list file. See also: Importing a Price List
  Use Advanced Pricing (available in Price List Ribbons in Stratus - screenshot 17Price List Ribbons in Stratus - screenshot 18Price List Ribbons in Stratus - screenshot 19)  If checked, each new item you create will automatically include the Pricing and Costs tab.
Price List Ribbons in Stratus - screenshot 20 Edit Mode This will display the price list items in a grid layout. See also: Price List View Options
Price List Ribbons in Stratus - screenshot 21
 
Customize Grid Customize the grid layout. See also: Price List View Options
 Price List Ribbons in Stratus - screenshot 22 Print Print the price list report.
 Price List Ribbons in Stratus - screenshot 23 Export to Excel Export the current view to Excel. A Price List can only be exported if Edit Mode is selected. Note: The export will only include the price list you have selected and the columns you have currently chosen to show in the item grid.
Price List Ribbons in Stratus - screenshot 24
 
Paste Use Copy, Cut and Paste to duplicate or move text from one field to another in the cells.

Price List Ribbons in Stratus - screenshot 25 Price List Ribbons in Stratus - screenshot 26 Cut, Copy Use Copy, Cut and Paste to duplicate or move text from one field to another in the cells.
Price List Ribbons in Stratus - screenshot 27 Help Click Help to see the help topic for the screen you are using.

List Maintenance Tab #

Price List Ribbons in Stratus - screenshot 28

The List Maintenance tab on the ribbon contains quick links to several maintenance lists that are specifically related to price lists. Note: You can also find each of these maintenance lists under the Maintenance menu of the software.

 Icon Name Description
Price List Ribbons in Stratus - screenshot 29  Session Types
You may create your own session types in Stratus. Each session type is linked to a specific price list for invoicing purposes. See also: Session Types
 Price List Ribbons in Stratus - screenshot 30 Product Lines (available in Price List Ribbons in Stratus - screenshot 31Price List Ribbons in Stratus - screenshot 32) Use product lines to categorize your products for reporting purposes only. For example, if you wish to see your sales for the year, but don’t want to see too much detail, use product lines to group your sales information. Some examples might include “Color Prints,” “Session Fees,” “Frames and Folios,” and “Black and White Prints.” Note: Product lines are optional. See also: Product Lines
 Price List Ribbons in Stratus - screenshot 33 Item Options
(available in Price List Ribbons in Stratus - screenshot 34Price List Ribbons in Stratus - screenshot 35Price List Ribbons in Stratus - screenshot 36) As you create price list items, you may add optional upgrades to the base price of an item. While you may create any number of options for an item, you may only select ONE option when invoicing. See also: Item Options
Price List Ribbons in Stratus - screenshot 37  Item Enhancements
(available in Price List Ribbons in Stratus - screenshot 38Price List Ribbons in Stratus - screenshot 39Price List Ribbons in Stratus - screenshot 40) Like options, enhancements are added to the base price of an item. You may create any number of enhancements for an item, but you may only select ONE enhancement when invoicing. See also: Item Enhancements
 Price List Ribbons in Stratus - screenshot 41 Item Tags Create a variety of tags and assign to items in your price list. Tags can be used to limit percentage promotions to specific items. See also: Item Tags
Price List Ribbons in Stratus - screenshot 42 Composite Templates
(available in Price List Ribbons in Stratus - screenshot 43Price List Ribbons in Stratus - screenshot 44Price List Ribbons in Stratus - screenshot 45) You may create composite templates and then use them to build custom digital products when preparing your sales presentations. See also: Composite Templates

Item Ribbon #

Price List Ribbons in Stratus - screenshot 46

 Icon Name Description
Price List Ribbons in Stratus - screenshot 47 Save Save the item.
Price List Ribbons in Stratus - screenshot 48 Save & Close Save the item and close the item maintenance screen.
Price List Ribbons in Stratus - screenshot 49 Save & New Save the current item and open a new blank item.
 Price List Ribbons in Stratus - screenshot 50 Copy Item Create a new item from the current one.
Price List Ribbons in Stratus - screenshot 51 Delete Select the item you want to delete and choose Delete.
Price List Ribbons in Stratus - screenshot 52 Print Label Print a bar code price label for this item.
Price List Ribbons in Stratus - screenshot 53 Paste Paste previously cut or copied text from a large variety of applications by first cutting or copying the text and then placing your cursor in the desired location in the item and choosing Paste.
Price List Ribbons in Stratus - screenshot 54 Price List Ribbons in Stratus - screenshot 55 Cut, Copy Highlight the text you want and click Cut or Copy.
Price List Ribbons in Stratus - screenshot 56
 
Use Advanced Pricing
(available in Price List Ribbons in Stratus - screenshot 57Price List Ribbons in Stratus - screenshot 58Price List Ribbons in Stratus - screenshot 59) If you charge a different price for an item based on how many the client orders (quantity-based pricing) and/or wish to add options and enhancements to your products, click Use Advanced Pricing to enable the Pricing and Costs tab. On this tab you can create multiple price (and cost) levels based on quantity ordered as well as add various options and enhancements to your products. See also: Advanced Pricing

Can't find what you need?

Email, chat, and phone support are included with every Stratus subscription. We’re here to help you build a successful business.