Brendan
78 lines
2.6 KiB
Markdown
78 lines
2.6 KiB
Markdown
# Pricelist Builder Assessment
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This assessment asks whether a new customer can realistically build a usable pricelist from scratch for Stage 1 SaaS.
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## Current State
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Pricelist is production mapped and has:
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- master pricelist items
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- price lists and customer pricing rules
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- item overrides and category rules
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- Excel/CSV import/export
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- import batches and rollback
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- supplier/procurement foundation fields
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- quote integration through quote-specific pricelist items
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## Assessment
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| Area | Current support | Stage 1 gap |
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|---|---|---|
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| Manual entry | Exists | Needs guided "minimum viable item" flow |
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| Import tools | Exists | Needs customer-safe template and validation guide |
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| Supplier support | Improving | Not necessary for first quote |
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| Price levels | Exists | Needs default starter tiers explained |
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| Units of measure | Exists in data model/import | Needs controlled list and examples |
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| GST handling | Quote/invoice line support exists | Needs default GST behavior for new items |
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| Quote integration | Exists | Must be tested with starter items |
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| Starter templates | Not clearly present | Needed for first customer |
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| Rollback | Exists for imports | Needs customer-facing explanation |
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## Minimum Viable Pricelist Setup
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For first customer, do not ask them to model their entire shop.
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Required starter fields:
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- item code
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- description
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- category
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- unit
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- sell price ex GST
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- GST rate
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- active/inactive
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Optional later:
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- supplier
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- supplier SKU
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- cost price
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- markup
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- stock link
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- price tier rules
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- customer-specific overrides
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## Recommended Starter Packs
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1. Basic cabinetry quoting pack: labour, delivery, install, hardware allowance, custom item.
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2. Flat pack pack: carcass, doors, panels, edging, hardware, delivery.
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3. Trade/customer tier pack: retail, builder, trade.
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## Better Guided Builder
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The guided builder should have three paths:
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| Path | Best for | Flow |
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| Start simple | New customer wants to quote today | Add 10 core services/items |
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| Import CSV | Customer has spreadsheet/pricelist | Upload -> preview -> fix required fields -> import |
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| Do It For You | Customer sends spreadsheet | BoundHQ cleans/imports/validates |
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## Do It For You Recommendation
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For first paying customer, BoundHQ should offer DIFM pricelist setup. It reduces churn risk and avoids spending pre-revenue time on a perfect self-serve builder.
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## Readiness Verdict
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The pricelist engine is likely strong enough for Stage 1 product use, but the customer setup experience is not. Stage 1 should use starter packs plus DIFM import, with self-serve builder improvements later.
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