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How to make a price list: instructions for beginners

The purpose of the work of any commercial organization is to make a profit. To attract and interest customers, every entrepreneur first of all ponders how to make a price list. The document fulfills two functions: the first is the provision of information about the firm, the second is the formation of a loyal attitude towards it.

A few rules

To make the price-list for free, without using complex programs, any manager can. But first we need to consider the standard norms for the compilation of a quotation list:

  • Informativeness. The price list remains with the client, and, unlike the manager, he can not further advertise and tell.
  • Memorability. The document should stand out from the background of others. The customer receives hundreds of prices containing information from different suppliers. With the same price ratio, the client chooses a document that will attract his attention. Color sheet is more difficult to get lost in a pile of identical white papers, so you should not print the document on an ordinary black and white printer. Another way to "hook" the customer is to execute the price on a sheet of higher density (up to 160 g / m 2 ).
  • Presence of elements of corporate identity, for example, the company logo. The client wants to see whom he is working with, and he does not have time to search for the organization's name in fine print. It is advisable to move away from using template fonts (for example, Times New Roman) by selecting a more modern one.
  • No spelling errors. Nobody wants to work with an illiterate manager.
  • Relevance. The prices should correspond to the reality, therefore it is recommended to specify the date of drawing up the sheet and its validity.

Content of the document

In how to make a price list, there are some subtleties. They touch the content.

The following structural components are distinguished:

  • The logo and name of the organization (usually located at the top of the page and duplicated on all pages).
  • Block of contact information.
  • The title of the document (commercial proposal, price list for supplied equipment, price list for the placement of services, etc.).
  • A table with the name of positions and their prices, in a special way, allocate seasonal shares, bonus and discount programs.

Saving paper is a bad form. Compress the information to one sheet and write it in small print, the customer manager will not attract.

Classification

According to the form of representation, there are two types of documents.

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

There is also a classification in terms of content.

  • Price list for goods. Represents a table whose columns contain information about the name of goods, their properties (manufacturer, packaging, technical parameters), price. Columns with prices can be several, for example, for retail and wholesale customers.
  • Price list for services . This document should not be made in the form of a cost estimate for a specific type of work. It is important to reflect in the price list the main types of services, so that the client can estimate his expenses in a first approximation. If you can not calculate the cost of services, it is enough to give the cost of an employee's hour of work. Overhead and transportation costs, depending on the value of the whole work, are estimated in percentage.

MS Excel: instruction manual

It is impractical to compose documents on paper manually. Conduct an electronic price list is much easier than its material counterpart. Inexperienced computer users know how to make a price list using the text editor Word. But this application is not always the best choice for maintaining the price specification.

With the expansion of the company, the range of products and services offered increases, and data filtration and sorting tasks 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 cause difficulties. Allow their instructions from seven steps.

  1. Open a new document.
  2. Add information about the company and elements of corporate identity.
  3. Write a title.
  4. Come up with the name of the columns. At first, five columns will suffice: "Article number", "Name", "Characteristics", "Quantity in stock", "Price per unit". If there are a lot of products, it is desirable to enter the "Product Category" column. Another way is to place goods of different categories on separate sheets.
  5. Fill in the price list.
  6. Outline the boundaries of the resulting table.
  7. Highlight important positions (for example, goods by share).

How to make a beautiful price list for a website

The price specification and the order form are the necessary attributes of the website of the trading company. Advantages of the online document are availability at any time, anywhere, simplicity of updating and wide possibilities on visualization.

Developers of Internet pages offer several options for how to make a price list. The first way is simple, it is to place an icon on the website for downloading a file with quotations. The second option is to make a page dedicated to the cost of the company's services. This solution will take more time to work, but the interactivity of the document will be a plus.

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