Product Setup (CSV)

Overview

The CSV Product setup is designed for products with complex or highly customized pricing structures that are best managed through a CSV price list.
This is ideal for items with many price permutations — such as Tent Cards, NCR Forms, or Calendar — where each option, size, or quantity has a specific price.

With PriceCal’s CSV Data Source, you can upload a full pricing file directly, saving countless hours of manual setup while maintaining full flexibility to add optional components and profit margins.

🧭  Navigating to CSV Product Creation

1. Go to your Product Dashboard.

   • Data Source Sorting [a] – Filter to view products from the same data source.

   • Assign Profit Margin [b] – Apply one profit margin setup to multiple products at once.

2. To create or manage a product, click Add Product – Start a new product setup.

   • Edit [c] – Modify existing product details.

   • Duplicate [d] – Clone an existing product setup to reuse its structure.

   • Delete [e] – Remove unused or outdated products.

🧱 Create a CSV product

Step-by-Step Setup

1. Select “CSV” as your product category.

2. Enter a unique code (up to 8 characters).

3. Input your Product Name based on the CSV pricing file you prepared

4. Add a short Description to identify production type. Example: “Own Production”, “Outsource Production”

5. (Optional) Choose your Rounding Price— round price up/down to achieve integer pricing.

6. Enter a Slug Name to create a product link.

   Example: Slug “tent-card” → your link will be https://lite.printmart.cc/products/tent-card
   If no slug is specified, a random code will be used.

7. Upload Product Images (up to 10).

8. Fill in your Product Details and Specifications, such as product, print specs, and production days.

9. (Optional) Set a Min Order Amount.
   💡 Tip: Regardless of the print quantity or total price, there will be a minimum charge unless the calculated price exceeds the minimum order amount.

   

10. Upload your CSV pricing file. [How to create CSV pricing file?]

11. Assemble Components. You can still add extra services, margins, or options using the Components section.

    • Add Component [a]: Add or create a new component (e.g., Artwork Service, Timeline).

    • Edit [b]: Modify component setup (changes sync to all products using this component).

    • Delete [c]: Remove the component from the current product.

🔸 Optional System & Custom Components

Add these depending on your product requirements:

• • Quantity – Define customer-selectable quantities. (for CSV price file with 1 Quantity only)
    Just prepare the 1-piece cost in your CSV file — the system will automatically calculate the total price by multiplying 1 piece cost × quantity.
    

  • Production Timeline – Offer flexible production speed (Normal / Guaranteed Date).

  • Artwork Service – Design or setup service options if applicable.

  • File Upload – Enable file upload and select storage location (WordPress or Dropbox). [Only displayed after integration into WordPress website]

  • Custom Fields – Collect extra info or artwork links (e.g., Google Drive link, ).[Only displayed after integration into WordPress website]

  • Profit Margin – Apply different profit percentage levels.

  • Bulk Discount – Automatically apply discounts for large orders.

🧾 Additional Info [e]: Get instant calculation insights

• • • Financial Overview – Displays applied profit margin

12. Finalize the Product

After setting up all details and components:

• • • Click “Save as Active” to publish the product to your storefront.

    • (Optional) Click “Save as Draft [f]” to keep the product inactive and hidden from the shop until ready.

💡 Best For

The CSV Product Data Source is ideal for:

• 🧾 Tent Cards
• 📋 NCR / Invoice Books
• 🎫 Event Passes or Labels
• 📘 Certificates / Certificates with Options
• 💎 Promotional Items with tiered pricing

🧠 Best Practices & Tips

1. Prepare your CSV clearly — keep column titles simple and consistent.

2. Use Full Quantity CSV for complex pricing, or 1 Quantity CSV if using system Quantity component.

3. Include optional components like profit margin and timeline for more flexibility.

4. Add a minimum order amount to protect from underpriced small orders.

5. Use rounding for clean pricing and better customer perception.

6. Test uploaded prices before publishing to ensure accurate display.

7. Add clear product images to make each option easy to identify visually.