How to make a price list: instructions for beginners

The goal of any commercial organization is to make a profit. To attract and interest customers, each entrepreneur first of all thinks about how to make a price list. The document performs two functions: the first is the provision of information about the company, the second is the formation of a loyal attitude to it.

Few rules

Any manager can make a price list for free, without using complex programs. But first you need to consider the standard norms for compiling a quotation sheet:

• Informational content. The price list remains with the client, and, unlike the manager, he cannot additionally advertise and tell something.
• Memorability. The document should stand out from the others. The customer receives hundreds of prices containing information from different suppliers. With the same price ratio, the client will choose a document that will attract his attention. It is more difficult for a color sheet to get lost in a pile of identical white papers, so you should refuse to print the document on a regular black and white printer. Another way to “hook” a client is to run a price on a sheet of higher density (up to 160 g / m2).
• The presence of elements of corporate identity, for example, a company logo. The client wants to see who he is working with, and he does not have time to look for the name of the organization written in small print. It is advisable to move away from the use of template fonts (for example, Times New Roman), choosing a more modern one.
• Lack of spelling errors. No one wants to work with an illiterate manager.
• Relevance. Prices must be true, therefore, it is recommended to indicate the date of preparation of the sheet and its validity.

Document Content

There are some subtleties in how to make a price list. They concern the content.

The following structural components are distinguished:

• Logo and name of the organization (as a rule, they are located at the top of the sheet and duplicate on all pages).
• Contact information block.
• The title of the document (commercial offer, price list for the equipment supplied, price list for the placement of services, etc.).
• A table with the names of positions and their prices, in a special way distinguish seasonal promotions, bonus and discount programs.

Saving paper is a bad idea. Having squeezed the information to one sheet and writing it in small print, the customer manager will not attract.

Classification

According to the presentation form, two types of documents are distinguished.

1. Paper - located in the trading floor. The buyer can take such a price sheet with him.
2. Electronic - posted on the organization’s website or sent to customers by e-mail. If the file has the format of MS Office applications (doc or xls) or is intended for viewing in Acrobat Reader (pdf format), then it is easy to print, that is, get a paper price list.

There is also a classification in terms of content.

• Price list for goods. Represents a table, the columns of which contain information on the name of the goods, their properties (manufacturer, packaging, technical parameters), price. There can be several columns with prices, for example, for retail and wholesale customers.
• Price list for services . This document should not be executed in the form of costing for a specific type of work. It is important to reflect the main types of services in the price list so that the client, as a first approximation, can estimate their costs. If it is impossible to calculate the cost of services, it is enough to quote the cost of an employee’s work hour. Overhead and transportation costs, depending on the cost of all work, are estimated as a percentage.

MS Excel: instructions for use

Manual paperwork is impractical. Keeping an electronic price list is much easier than its material counterpart. Inexperienced computer users know how to make a price list using a Word text editor. But this application is not always the best choice for maintaining price specifications.

With the expansion of the company, the nomenclature of the offered goods and rendered services increases, the problems of filtering data and sorting them arise. This is where the functions of spreadsheets turn out to be useful.

The question of users how to make a price list in Excel can be difficult. Their instruction of seven steps will allow.

1. Open a new document.
2. Add information about the company and elements of corporate identity.
3. Write a headline.
4. Come up with a column name. At first, five columns will be enough: "Product Code", "Name", "Characteristics", "Quantity in stock", "Unit Price". If there are many products, it is advisable to enter the column "Product Category". Another way is to place products of different categories on separate sheets.
5. Fill in the price list.
6. Outline the resulting table.
7. Highlight important items (for example, stock items).

How to make a beautiful price list for a site

The price specification and the order form are necessary attributes of the website of the trading company. The advantages of an online document are accessibility anytime, anywhere, ease of updating, and extensive visualization capabilities.

Web page developers offer several options for making a price list. The first way is simple, it is to place an icon on the site to download a file with prices. The second option is to create a page dedicated to the cost of company services. This solution will require more time to work, but the interactivity of the document will be a plus.