SoPoly Pricing Review v. 2.8
Window Trailing 60 Days
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Customer Pricelists

Named, versioned price sheets priced off Planned Cost + a target margin · publish a dated version, then export to PDF or a spreadsheet for a customer or internal use

Name Type Customer Default Margin % Last Published Versions SKUs
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A new pricelist starts with every real, sellable SKU and lumber row AVAILABLE but nothing checked - build it up from inside via "Manage SKUs…": search (e.g. "lumber"), then "Check All Shown" to check everything that search turned up, without touching anything outside it. "Type" pre-fills Default Margin % from the matching Target Margin rate already configured on the Manage Pricelist tab (Wholesale here reads the same rate that tab calls "Dealer") - editable per pricelist afterward, and per SKU line inside it. Publishing freezes a dated, permanent snapshot of the current line items/prices; further edits never change what was already published - see a pricelist's own Version History. Saving writes directly to Azure Blob Storage (customer-pricelists.json), plus a timestamped snapshot under customer-pricelists-history/ as a general audit trail, separate from per-pricelist Publish versions.