We've made a way for your business to set prices for your products in the Pricebook based on a unit of measure and user-inputted dimensions. By utilizing dimensional pricing within your pricebook, it allows your customers to receive accurate quotes tailored to their specific needs, making it easier for them to understand costs and make informed decisions. It also helps your business streamline its pricing process, enabling you to provide quick and precise estimates.

You can enable dimensional pricing when creating a new pricebook or by editing an existing one. When in the pricebook on the Basic Info & Set Up tab, you will see a toggle towards the bottom of the screen to enable dimensional pricing. Below that toggle, you will see another for the ability to enforce product size limits. Toggling this on will control which items are displayed within the pricebook when the calculated area does not fall within the item's specified minimum and maximum size limits from the Item List.

You will then be able to create any Product Options. Product options are not add on options. They are not typically something you charge extra money for. Product options will be available to configure per flat rate job. For example, you can set rounded corners and squared corners as available options but on a specific flat rate job you could have it just present squared corners as the only option.

Some new fields have been added to line items. Note: These options only apply when the item is used within the pricebook.

First, there is a unit of measure field that when in use, overrides the basic unit cost/price.

You’ll also see an option to round up to the next whole even inch for pricing. This is standard in the glass industry. The purpose of this is to let your business place an order with your supplier for the precise measurements, but to keep pricing simple and round up when presenting an estimate or invoice to your customers. For example, if an area is measured at 11.3" x 12.4", pricing will be calculated at 12" x 14".

The final option on line items, shown above, is the ability to establish a minimum and maximum size. This sets a size requirement/limitation for a product within your flat rate jobs. The idea is that certain pieces of glass, for example, can only be sold when they’re a specific size. For example, you can’t sell a ⅛” glass sheet that’s 200 square feet because it’d be too thin and break.

Once you've added a couple of products to your pricebook that have the dimensional pricing configured, this is what it will look like when previewing the pricebook. You will have the ability to enter dimensions, select the shape, and enter a unit of measure. Selecting square vs circle will change how we calculate square feet (width x height vs. radius).

Notice there are two toggles here. You can override the entered dimensions and just directly enter the square footage. You also have the option to ignore the size constraints and allow the flat rate jobs to display even if they don’t meet the minimum/maximum size requirements you set above.

Your pricebook will immediately calculate the pricing for each flat rate job based on the pricing per unit of measure that you have set up. If the product you’re selecting has product options you’ll be asked to select them immediately.

We've added a quantity selector to let you add multiple of a flat rate job. Think, if you were ordering several of the same glass panel, it would take you a lot of unnecessary time having to add them one at a time. By clicking the shopping cart icon, you will have the ability to delete any of the added jobs if needed. By clicking Submit you will have the option to add these items to an estimate, invoice, or dynamic proposal.

When pulling over to an estimate, as shown in the example below, notice that you can put your precise measurements in the description, even though your pricing is set to rounded up.

In example pictured above, I entered 8”⅛” x 28”11/16” in the pricebook (1.619 sq ft). In the item list I have it priced to $10/square foot so the total price would be $16.19. However, I enabled “round to the next whole even inch” for this specific item so it instead used 10”x30” * $10.