Setting up your pricing is one of the most important jobs you'll do in ShootQ. And it all starts with configuring your products and services. These will include every product your company sells (such as Albums or Canvases) and any Service you provide (like a session fee or a second photographer). Once your product and services are created you'll be able to add them into packages or offer them as a-la-carte items. Even after you set up your standard Packages, you will always have the opportunity to add or remove contents to build a custom Package to meet the needs of your client.
To get started, navigate to Settings > Pricing > Products and Services.
Products can be categorized for your own organizational purposes. The category filtering system will allow you to quickly find the item you are looking for at any time. For example, you can display just products categorized as "Albums" or "Prints". Products can also be added to multiple categories if you wish.
To add, delete, or edit your categories just click the "Manage Categories" button.
Products that have not been categorized can be found in the "Uncategorized" section. And items that have been discontinued or deleted from your active list of products can be found in the "Archived" section.
To create a new product or service, just click the "Add New" button. You'll be directed to a page where you can then configure the product.
Give your item a name. If you wish you can upload photos of the item that your client will see in a proposal if the product is used as an add-on. Just click the "plus" button to add images.
Next categorize your product (an item can be added to more than one category) and define the "Item Type" as either a product or a service. An example of a product might be an album or photographic print. An example of a service might be a session fee or an additional photographer. NOTE: It's important to define the type accurately because when invoices are created, you can apply taxes and discounts to just products or just services if you want.
Now specify a "Selling Price". This is the amount you would charge the client for the item if it was not part of a package. The "Cost of Goods" is the wholesale cost that you pay when fulfilling the product for the client. You also add a flat shipping cost as well. This means whenever this product is ordered as an a la carte item or as part of a package, the shipping cost will automatically be added to the invoice. This is useful if you charge the same shipping cost for the item to all clients. If the shipping costs change from client to client, you can leave this amount at 0 and just set shipping costs when creating an actual order.
Products can also have options. These options will be visible to your client in a proposal if you designate the products as an add-on item. Clients can then add items into the package they've chosen and select the options for the product.
To add an option, just click "Add Item Option". Then give the option a name (like Size or Album Cover Style). You can then add values for the option (like 8x8 or Premium Leather). You can add as many values as you like by clicking the "Add" button.
The Extra Cost of Goods Sold and Extra Price columns directly relate to your Selling Price and Cost of Goods up above. You are defining, for each value, how much more the selling price will be and how much more the extra cost of goods sold will be. In the example below, if the Selling Price was $100.00 and the Cost of Goods was $40.00, the price of my 12x18 prints would be the same because there is no extra cost for either. However, the 20x24 print would cost $130.00 because the Extra Price is $30.00 ($100 + $30 extra). Similarly, the Cost of Goods for that same print size would be $50.00 ($40 + $10 extra).
You can create as many options as you want for your products and services. These options can also be required by enabling the slider next to the option name.
Finally, set a brief description of your of your product or service. Once again, this will be visible to your client if you allow them to add this product into a package as an a la carte item.
Once you've saved your product configuration it will appear in your list as active product. You can always edit, copy, or archive an item.
If you archive an item it will be removed from your active list and can be found under "Archived" section.
Archived items can always be restored to your active list or completely deleted from the system. Archiving or Deleting an item will not remove it from invoices that have already been created. It will only prevent you from adding the item to future invoices and packages.
You can also bulk archive items if necessary.
Once your products and services are created, you can then add them into Packages and set their quantities within the package. Learn more about packages in the "Setting Up Pricing: Packages" article.