---
title: Overview of the Master Template (Upload your pricing)
description: Understand how Shedmate's Master Template works so you can modify it to suit your company's needs, including variables, groups, naming conventions, ERP codes, supplier descriptions and the quoting template.
---

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3. [Fast-Tracking Your Pricing Setup with Pre-Built Templates](https://help.shedmate.com.au/knowledge/setting-up-shedmate-costing-course?hsLang=en#fast-tracking-your-pricing-setup-with-pre-built-templates)

# Overview of the Master Template (Upload your pricing)

## Understand how Shedmate's Master Template works so you can modify it to suit your company's needs, including variables, groups, naming conventions, ERP codes, supplier descriptions and the quoting template.

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#### Overview of the Master Template for Pricing Setup

**1. Introduction to the Master Template** [0:00](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=0)

![generated-image-at-00:00:00](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-0.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtMC5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=QK9OLB6PXAIW5xEHSZZkHdHIxOGO2eFccCBaGPfaNU-2nY9LDBHpYaDKwUWq-QmWgmMy4FsJbarQLESaL2L2gzb9K0pNAr-zjFeqk65l8dF%7Ev0EP9MjTc8dJxdObG3%7EtvyQlszKnBeRh6Ss1COaX508TgPs-Fz30Wv60ETaoeINb2kPVJMBxKELf-vYNbE3TwZod5ExCIiaqbSIzUawT9l4eNtNIzPI8-6cfg9cF3tvRnwssbdC%7ElcXN2xdtCc64yH-QrDiNboouaMzY56MZJyPVzwvWCTzObxRlpE7YR3vOW0WWPeMfIyy0vy2PLEzvsVECPuyxLlB8UYw59h9XBQ__)

- Welcome to the final session of the course.
- Introduction of the Master Template, a pre-built template designed to simplify pricing calculations.
- Purpose: To make the setup process easier by providing a comprehensive pricing database.

**2. Purpose of the Master Template** [0:19](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=19)

![generated-image-at-00:00:19](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-1.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtMS5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=XvU5PkGTohbbpeMlrNh-PDLG6UIL7ruJTX7nUi02-zt-roJYDGJVdfwoEYLf-aj39UD4s2XIPhif1C5LPE87%7EyGX2OLkYWSxLROFGYbBlXLCoHDJFKo8m8RfvOAJoYFsApKzYx1ttLSa9iJNpRGU2fqmA3mUGNtItflflalVWZvxx1MHGgC3MlL2g1RrkuQxH0v54oW-xWLWtv4r9lpwWJiJ-m-xo%7EtYjJ-gJ40qRq9fUTbiRp8zYH5pG-JsT%7EOAeaMgXMAzT6enADrIPh3ROZmBXqrMDYorwkIup3L5CVYAoZEfa48j%7EMnN5SHfDld3gb8ABP6nY26FOSb6XdDO5g__)

- Created to assist companies in the structural steel and cold-formed sectors.
- Provides pre-built items and pricing calculations to avoid manual entry.
- Users can clean up unnecessary items and upload pricing via Excel.

**3. Features of the Master Template** [0:45](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=45)

![generated-image-at-00:00:45](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-2.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtMi5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=U1LVhnyxhwtZ%7E0dr6DMQY3ex7uFYOvhd2bQAdCv1mCe7-Oo-9cJr3YQeFIDWzgqOAJt34uL7WSy%7EDPZy4PaZLpNf7VABqQ2vkAiTKC2NllQ8QMCe3bmI--KGASQ83FmgdBScSsQskXvCDXKR60ge8kZhYM3LQXvi5oEVCoC8GpSrpHoMSmgdAqfcvafACahzGaaxKFLQT7M-dWbYmM8pQ8oYH7suAgEcVkUXQDO7pkRvpp%7EC4gTVasS3ZYMC7GMjrWYzEXU-trorHAggB1S9ARDpc9xBm4NkCe9xmuPzxPb2oirRRVKK78hJbzE0Z2S%7E4q0CMLPtUGSJvoGTJ9p3PA__)

- Overview of specific features within the Master Template.
- Importance of understanding how to modify the template

**4. Pricing Database Overview** [1:53](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=113)

![generated-image-at-00:01:53](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-3.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtMy5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=UufU3xv08PzDEZQ7-joFlhK1-qZ3RkQgpqyjvy2vvNlEftfAU9R8I-69bd%7EQkXA%7Ek55LFE9sfH7UfYFwRV6P6o65whQv7Xk86iJvaX8Y%7E5aUmABn8XguLGLZzv4rJFOZ6mQYntyZ1rVO69w141b62gSu1nUEXxhWb0wcN7RKx4xwnJbIs4Ah61QznC2Xw4eFDUo-6oIojin-iq0rWyxFWsyQS0AwSuxxsaaGBuNRQ3aHDKxUB%7ElE0Dko68loglC2Rx7I8J8J3WaBt0FYHcjcC2OtQAOVTe%7E3Ra%7ER4TjyoeC7-lB8gKAlOoVqAmklKUstkgwTr6h-40iaDN07mjv1XQ__)

- Explanation of the pricing database and its structure.
- Items marked with 'SM/' indicate they were created by Shedmate.
- Users should review and modify these items as necessary.

**5. Cleaning Up the Pricing Database** [2:55](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=175)

![generated-image-at-00:02:55](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-4.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtNC5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=Vx9amvM8-3Y68-F9U1TWo0yJyvwcE2-nNW0ISIMrsGdFj5SmdeT1DxsCXh-jZFkZZRgi8AsvnAV7LCtsi3-PkF71JTnuA4MF1yy9o7YLiqjFP3fPnFi49QlMWHTyo02BnDQoxPrw%7EJlTbBW1-ttN9%7EYpnyJjXDeoEPXrauGIAZKoLCRstSfJKdrlwn5Cy6WiSgRulKvu8zCIjjlu-2gMYQUIYV4YJgZE1Lj6UcZWTLyaJhfNLq8PYxc3gVoezA5aNWB8JA2QwSDh-kLjzHAjn2fjoYxZsoahDH0gkI4pW4NQ3wID4aYIUwvUesfcHj2TF6prKcp2RUqGjvF3WN9gSQ__)

- Recommended to clean up the database directly in Shedmate before exporting to Excel.
- This prevents future duplicates and ensures accurate updates.

**6. Understanding Variables** [3:49](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=229)

![generated-image-at-00:03:49](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-5.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtNS5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=ZCEpD3-XX2X4vTHA2PkuFSAAk--uhacDYicswaVeH8Q00QFO4ec-leQGamDkM0i2VKEdALmtWl19dvCtb8ljgFyONP3IQtDzzCLXAkIcnMclrwZa2eVt522xSndYwUa%7ERy1Tqx95Nqcu60ukqJpvOFqXxPgt%7EC4FdjE4SgSy18BEoKGn9LxjMKbLSKT6dNKMP18-oWZVsDCzjIyV%7E060ci09BId0r-qwQStWbpzvhqp9Fx0Dd8BwFhjHt99CB05rThznjXM0sfpQeY-tx17WbjkEoMXCUtkAEioD-5ZyjFKljn4f3zaC50G1scyM91hBxGN39vU6GNCg1fzu%7EtF65g__)

- Introduction to the extensive list of variables related to structural steel connections.
- Users should familiarize themselves with these variables for accurate pricing calculations.

**7. Pricing Calculations** [5:09](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=309)

![generated-image-at-00:05:09](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-6.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtNi5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=RTjabaxCA5o87qHbVr6JVNtnlLZkfUp7lEd4bZ8%7EV%7E4z2QnxPVn9aVEraYyrWq%7E5yAy8ykhzoH-IaomDj2BgtyMJ2OdVFL%7Emm8cKqew4n6uzYRUIelBqqms2ss0dMzBj6opTb5mlC4yyjl%7EWXFg%7EXjFOD7xqOWO%7EHGKaQRdzIPebATbku0fd4UKEr4VZ1hEdF2mQfs40VzDsJWlFUUA5MafO3FRiNgkTFh-cKakkO2Fg6Wk6nsWpBS8RXvKZ7WG0p9gHOTSD2i6gDdQGXvMcc1vXLijCE%7EG1M1u5NfLUvJBzdZTws5btrNHUgYFSxlPr9Q-1fiNhs5Nj0j8fVxHGmw__)

- Users can rename items in the pricing calculations as needed.
- Advice on saving versions of the database to avoid confusion.

**8. Group Management** [6:31](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=391)

![generated-image-at-00:06:31](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-7.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtNy5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=kSP6nbkErbwhQ2nXstitZYcWZEHMxnuzbrhqDOEGntCQdwQKxAiPyi09INqLVsionr0hcqwB-enSWDoCw1IHErmi7N0XJY%7EA8cEK222F1dGsUc8UrRCDZ4d3SwoOVGd4F99hk7FAFltc0B5mdsTPzIaZXcel2W9vvAP1JerYKHAXxbT8DWzMBZdGqj-U-iAf8b-YnCloXs6oipCtplAx9ySynOsfTKm3hRHdUYaCx2SA5mpnQf0tuFPKHQTam0El-Rz0oyCnsCIqCxj49HDa-GXeDBCT86GKEmqbJuUbZZq0AD8hUxMk%7EaMfdsQkxP9bEqtSojUvDbMuDF9huXYB6g__)

- Discussion on managing groups within the pricing database.
- More straightforward to delete unnecessary groups than to create new ones.

**9. Quoting Template Modifications** [10:21](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=621)

![generated-image-at-00:10:21](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-8.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtOC5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=LJ5XG-nYmcZCV4kDtmYEmvBe2O5avlhEezTyADtSZZ5SHUmi-OBojPUsPHue%7EMA5hWgdv5wk1u45zlomjv7actBemYEkVrsrysKsFagya3Sd7pn1Y9z2pMHE75X37pkzWZn4lry2bzP6PrNtb0FPXAXRqyinz5iGnd2hfqVndn%7EKla3DdXtTfRs0pt59wv4K9IeXXKX6zEdSZTICjZvayXuc74d7m9lOuDO2FE6KGCsTO-N07G6bJSNWazZyz-aZ-n4vfzeE5IA5B1JvNsQgClcpaGcsApMi8BXvb8x0sLqBZe7pKv17A9-4M1T4iDoZHyYTwAYbY2VKjEfkDGBlRg__)

- Instructions on modifying the quoting template through the Shedmate portal settings.
- Users can change logos, colors, and layout as needed.

**10. Importance of Variable Consistency** [12:39](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=759)

![generated-image-at-00:12:39](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-9.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtOS5qcGciLCJDb25kaXRpb24iOnsiRGF0ZUxlc3NUaGFuIjp7IkFXUzpFcG9jaFRpbWUiOjE3NDMyMTI2Njd9fX1dfQ__&Key-Pair-Id=KQOSYIR44AIC0&Signature=apLVALAjr8EgIZAVetzsHhvJ6K9GeGGhg1ChNDVgB-5VY4GZuTPaxWk0LA31cUyxUU8425JwnrfKUBjA%7ET7ZyUaV4eEZsF%7ENZYBHNMtYmrKxG71QaCeLLchJL47UOOJ5Q2s9IloVJkk3UpUP3ygaxZ4xjlxcPJhmhMhJfEBxh9EdqgKHTPCJtwfnlI%7EaoJHcbJTdoMLFCqMCOpwSnGjua9q1n5g0wLibrAlG1oF2Av3ElNk8wpcQEhtaHeDfPOht5tkF0qNb4XkkDnhSD0A6PysdQRft2WoFubMtTDkRNITb1ZzoJIhf3QzuK3eI0WSvfu-rO-Q7-wxH%7EeaWXpXuTg__)

- Emphasis on maintaining consistency between modified group names and quoting templates.
- Users must update templates to match any changes made in the groups.

**11. Conclusion and Next Steps** [14:21](https://www.loom.com/share/3bb20fd75888406694837ef7f6c5ec5f?t=861)

![generated-image-at-00:14:21](https://cdn.loom.com/sessions/picture-in-scripture/3bb20fd75888406694837ef7f6c5ec5f-10.jpg?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly9jZG4ubG9vbS5jb20vc2Vzc2lvbnMvcGljdHVyZS1pbi1zY3JpcHR1cmUvM2JiMjBmZDc1ODg4NDA2Njk0ODM3ZWY3ZjZjNWVjNWYtMTAuanBnIiwiQ29uZGl0aW9uIjp7IkRhdGVMZXNzVGhhbiI6eyJBV1M6RXBvY2hUaW1lIjoxNzQzMjEyNjY3fX19XX0_&Key-Pair-Id=KQOSYIR44AIC0&Signature=c1Turl6UIVqj-wn-O7Q8qdGeOu-ocT2He1fBNoMfS35q%7Evn1WWGh1VrcLP7dCkdqdrcNM9dd%7EhjV8UFfb6p1yfwkWxmcIlv6r4HsHThYQvITAr6TlD2HYAeWdgABYlrkWeMTz1yqYAf7ITxEljwpOtIUlYmJnv3llAb9JpjzzBkMzWFJVP5cMFbBOxCRmgcdsmmVck4fYGqFe7ApfMLPSRy2wbg%7E2VQfrsXHczjzIApHMQY0bve1r%7E2drtV2sZYLgLpe0OwLZtC69LVOJ7RWzWALwcabdneoOAQ2fNB-faXV9tlb0Bkm4zf%7EZaO--UmTPq7xZz01cENaowhOYNTiZA__)

- Summary of the master template overview.
- Introduction to upcoming lessons focusing on best practices for cleaning up specific categories.

- [Introduction to Shedmate (How does it work)](https://help.shedmate.com.au/knowledge/introduction-to-shedmate-how-does-it-work?hsLang=en#main-content)

    - [Introduction and useful information](https://help.shedmate.com.au/knowledge/introduction-to-shedmate-how-does-it-work?hsLang=en#introduction-and-useful-information)
    - [Workflow for Cold Formed x Structural Steel](https://help.shedmate.com.au/knowledge/introduction-to-shedmate-how-does-it-work?hsLang=en#workflow-for-cold-formed-x-structural-steel)
- [Frequent Asked Questions (FAQ)](https://help.shedmate.com.au/knowledge/frequent-asked-questions-faq?hsLang=en)
- [Release Notes](https://help.shedmate.com.au/knowledge/release-notes?hsLang=en#main-content)

    - [2025](https://help.shedmate.com.au/knowledge/release-notes?hsLang=en#2025)
    - [2024](https://help.shedmate.com.au/knowledge/release-notes?hsLang=en#2024)
    - [2026](https://help.shedmate.com.au/knowledge/release-notes?hsLang=en#2026)
- [Setting up Shedmate](https://help.shedmate.com.au/knowledge/setting-up-shedmate?hsLang=en#main-content)

    - [Getting Started](https://help.shedmate.com.au/knowledge/setting-up-shedmate?hsLang=en#getting-started)
- [Setting up Shedmate Costing (COURSE)](https://help.shedmate.com.au/knowledge/setting-up-shedmate-costing-course?hsLang=en#main-content)

    - [Introduction to Cost Engineering & Shedmate](https://help.shedmate.com.au/knowledge/setting-up-shedmate-costing-course?hsLang=en#introduction-to-cost-engineering-shedmate)
    - [Starting from Scratch - A necessary learning practice](https://help.shedmate.com.au/knowledge/setting-up-shedmate-costing-course?hsLang=en#starting-from-scratch-a-necessary-learning-practice)
    - [Fast-Tracking Your Pricing Setup with Pre-Built Templates](https://help.shedmate.com.au/knowledge/setting-up-shedmate-costing-course?hsLang=en#fast-tracking-your-pricing-setup-with-pre-built-templates)
- [Integrations and API](https://help.shedmate.com.au/knowledge/integrations-and-api?hsLang=en)

- [Setting up Pricing in Shedmate (course)](https://help.shedmate.com.au/knowledge/introduction-to-shedmate-costing-course)
- [Frequent Asked Questions](https://help.shedmate.com.au/knowledge/frequent-asked-questions)
- [Setting up Shedmate](https://help.shedmate.com.au/knowledge/setting-up-your-enquiry-system-for-marketing-usage-qr-codes)
- [Integrations](https://help.shedmate.com.au/knowledge/trimble-tekla-structures-integration)

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