Understanding Pricing Strategies in YoPrint
In this article
A Pricing Strategy chooses which item quantity YoPrint uses to look up service prices in a pricing matrix. You can price each job separately, combine all jobs, or combine jobs that use the same service at the same location. Pricing strategies apply only to services in a pricing matrix; garment and custom product prices are not combined by this setting.
Pricing Strategy is set per quote or order; new orders default to Price Jobs Separately. This is separate from a Pricing Group, which controls markups and discounts. For those settings, see Set up Pricing Groups.
Compare the three strategies
| Pricing Strategy | Quantity used for the service price |
|---|---|
| Price Jobs Separately | The item quantity in each job. |
| Price Jobs Together | The combined item quantity across the order. |
| Price by Service Location | The combined item quantity in jobs using the same service at the same location. |
The service and its selected option, such as the number of print colors or stitch count, still determine which matrix and price column to use. A different strategy can move a job into a different quantity break without changing the number of items ordered.
See how the prices change
This example uses Club Strategy Printing, with Per-item pricing, one One color option, and no additional-location table:
| Order size starts at | Service price per shirt |
|---|---|
| 1 | $3.00 |
| 25 | $2.00 |
To follow this example in a quote, open an existing quote or create a new quote with three jobs. Draft quotes are hidden from the standard quotes list by default; to find an existing draft, use global search or adjust the status filter. The quote contains three jobs, each with one print location:
| Job | Shirts | Service location |
|---|---|---|
| Club A - Front | 12 | Shirt - Front |
| Club B - Front | 13 | Shirt - Front |
| Club C - Back | 12 | Shirt - Back |
All three jobs use the same service and option. The 37 shirts are customer-supplied, so this example has no product charge; catalog and blank garment prices follow their own product pricing rather than the service strategy. The amounts below are service charges before tax, discounts and other fees. Use your shop's own prices.
Price Jobs Separately
Each job has fewer than 25 shirts, so each uses the $3 price. The job totals are $36, $39 and $36, for $111 in service charges.
Price Jobs Together
The order has 37 shirts, so all three jobs use the $2 price. Their service charges total $74.
Price by Service Location
The two front jobs share a quantity of 25 shirts, so they use the $2 price. Their totals are $24 and $26. The back job has 12 shirts and uses the $3 price, for $36. Together, the service charges are $86.
YoPrint combines item quantities for the same service and location. It does not use the number of designs or jobs as the quantity break. A different service at the same location is a separate grouping.
Additional-location prices
For services with an additional-location table, use Price Jobs Separately or Price Jobs Together. Services with secondary location matrices cannot calculate combined tier rates under Price by Service Location and may produce inaccurate totals. The location example above uses a service without that table.
To set up or change the service's prices, see Configure Pricing Matrix in YoPrint.
Change the strategy on a quote or sales order
Open the quote or sales order in its editor (draft quotes open in edit view by default; on published orders, click Edit). In the Overview panel on the right:
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Click the pencil beside Pricing Strategy (Edit Pricing Strategy).
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Open the Pricing Strategy dropdown.
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Choose a strategy. This example selects Price Jobs Together. If the quote already uses this strategy, select a different strategy first to see the prices recalculate.
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In the dialog footer, click Save to commit the strategy to the quote.
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Wait for the prices to update, then check each job's Unit Price, Quantity and Total in the jobs table, along with the order Subtotal above the list. The example now has $74 in service charges.
Keep or restore the previous strategy
Before saving, click Cancel to close the selector and keep the previous strategy.
If you already saved, repeat Change the strategy on a quote or sales order, choose the previous strategy, and save again. Switching strategies recalculates service prices from the matrix, replacing any manual line-item overrides on those services. Check the updated prices before sharing the quote with your customer.