Skip to content
  • There are no suggestions because the search field is empty.

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.

 

Overview of the Master Template for Pricing Setup

1. Introduction to the Master Template 0:00

generated-image-at-00:00:00

  • 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

generated-image-at-00:00:19

  • 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

generated-image-at-00:00:45

  • Overview of specific features within the Master Template.

  • Importance of understanding how to modify the template 


4. Pricing Database Overview 1:53

generated-image-at-00:01:53

  • 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

generated-image-at-00:02:55

  • 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

generated-image-at-00:03:49

  • 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

generated-image-at-00:05:09

  • 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

generated-image-at-00:06:31

  • 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

generated-image-at-00:10:21

  • 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

generated-image-at-00:12:39

  • 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

generated-image-at-00:14:21

  • Summary of the master template overview.

  • Introduction to upcoming lessons focusing on best practices for cleaning up specific categories.