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