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Essentials Template - Excel & Google Sheets

Essentials Price List Spreadsheet Template for Google Sheets & Excel

A stock code and a description on every product or service, a discount percentage per line, and the final price worked out from it - a blank discount simply counting as full price, so nothing needs special handling. The Essentials Price List Template also carries a unit column, so a price says what it actually buys, and documents four volume tiers with their order minimums and conditions. Google Sheets and Excel, one file. No macros, no VBA.

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Essentials Price List Template spreadsheet template - Google Sheets and Excel preview

What's Included

  • A stock code and a description on every product or service
  • A discount percentage per item, with the final price worked out from it
  • A blank discount counting as full price, so nothing needs special handling
  • A unit column, so a price says what it actually buys
  • Four volume tiers documented with their order minimums and conditions
  • A notes and terms block for the qualifications a real price list needs
  • Formulas protected against accidental edits, with no password to unprotect
  • A currency dropdown beside the title that relabels the price columns
  • Works in Microsoft Excel and Google Sheets with no setup required

The FinancialAha Essentials Price List Template Spreadsheet Template for Google Sheets and Excel is a single-sheet workbook, a row per product or service, with a How to Use guide on a second tab. It works as an Essentials Price List Template Excel template and an Essentials Price List Template Google Sheets template from the same download. This Essentials Price List Template spreadsheet template works the final price out from a discount percentage rather than asking you to type it, and documents your volume tiers alongside. No macros, no VBA.

Inside the workbook

What's inside the FinancialAha Essentials Price List Template spreadsheet template

The FinancialAha Essentials Price List Template Spreadsheet Template puts everything on one working sheet, with the instructions on a tab of their own. It works in both Microsoft Excel and Google Sheets and here is what the Essentials Price List Template spreadsheet holds.

  1. 01 of 01

    Price List

    A row per item, each with a stock code, a public-facing name, a one-line description, the unit it is sold by, the standard price, a discount percentage and the final price that follows from it. That last column being worked out rather than typed is the change that matters: raise a price and every promotion built on it moves with it, where a hand-typed sale price silently keeps the old maths. A blank discount counts as nothing off, so items at full price need no special handling. Beneath the items sit two blocks. The first documents volume tiers - the order minimum that reaches each one, the discount attached, and a note for any conditions. It is a reference for whoever is quoting rather than something that feeds the rows above, which keeps the list readable as a customer-facing document. The second is a notes and terms section for the qualifications every real price list needs. The formulas are protected so a list several people edit does not quietly break, and unprotecting takes no password.

    FinancialAha Price List Template spreadsheet template - Price List sheet

  2. Included guide

    How to Use

    A step-by-step guide on its own tab, covering what each column expects, how the discount is applied, what the pricing tiers block is for, and how to add rows to a protected sheet. Because it ships inside the file, the instructions travel with the template wherever it is opened.

Works in both Google Sheets and Excel

Essentials Price List Template Spreadsheet template for Google Sheets

Upload the Essentials Price List Template Spreadsheet Template to Drive, right-click it, and choose "Open with Google Sheets". This Essentials Price List Template Google Sheets template needs no conversion step and every final price recalculates exactly as it does in Excel. The currency dropdown beside the title relabels the price columns, which matters on a document customers will read.

Essentials Price List Template Google Sheets template setup

A shared copy of the Essentials Price List Template Google Sheets template is where a price list is easiest to keep current, since a link is always up to date where an emailed file is stale the moment anything changes. Sheets version history covers a price typed over, and the sheet protection carries across so the calculated column is not overwritten by accident.

Sharing the Essentials Price List Template Google Sheet

The Essentials Price List Template Google Sheet is edited when prices or promotions change rather than on a schedule. Because the discount is a percentage, running a sale across a group of items is a column of entries rather than a round of arithmetic.

Essentials Price List Template Spreadsheet template for Excel

The Essentials Price List Template spreadsheet Excel download is a plain .xlsx. Excel opens this Essentials Price List Template Excel template directly, with no import step and no compatibility prompt, and it prints cleanly for the counter or the folder. There are no macros and no VBA in the file, so it opens without a security warning.

Essentials Price List Template Excel template setup

The same Essentials Price List Template Excel template opens in Excel on Windows, Excel on Mac, and Excel for the web. It is also the identical file you would upload to Drive, so there is no separate Essentials Price List Template spreadsheet download to choose between.

Essentials Price List Template spreadsheet Excel notes

The Essentials Price List Template spreadsheet Excel file carries no macros and no VBA, so Excel opens it without a trust prompt - which matters when a price list goes out to customers or suppliers whose systems block macro-enabled attachments. The protection is Excel's own, with no password on it.

Opening the Essentials Price List Template spreadsheet Excel file

Nothing in the Essentials Price List Template Excel template is version-specific, so this Essentials Price List Template spreadsheet Excel workbook behaves identically in Excel on Windows, Excel on Mac, and older builds.

Spreadsheet template highlights

What the Essentials Price List Template spreadsheet template tracks

A row per item. This is what the Essentials Price List Template Spreadsheet Template holds against each one:

SKU
a short code, useful on invoices and in stock records
Name
the public-facing name a customer reads
Description
a one-line selling point or specification
Unit
how the item is sold: per cup, per hour, per bag, per event
Price
the standard price before any discount
Discount
a percentage, left blank for anything at full price
Final price auto
derived, the standard price with that discount applied

Compare builds

FinancialAha Price List Template spreadsheet template: Free and Essentials compared

Feature Free View Spreadsheet Template Essentials This page
Working sheets 1 1
Item rows 16 20
SKU column – Yes
Description – Yes
Discount Shown, worked out from the two prices A percentage you enter, driving the final price
Final price Typed Worked out from the discount
Volume pricing tiers – Four, with order minimums
Notes and terms block – Yes
Formulas protected – Yes, no password
Charts – –

The FinancialAha Essentials Price List Template Spreadsheet Template works the final price out from a discount percentage. Against the Free Price List Template Spreadsheet Template, which carries a sale price you type by hand, this build means a change to a standard price flows through to every promotion built on it automatically. It also adds a stock code and a description to every line, documents four volume tiers with the order minimum each one needs, carries a notes and terms block, and protects the calculated column so a list several people edit does not quietly break.

Compare the other builds: Free Price List Template spreadsheet template .

Good to know

Notes on working in the Essentials Price List Template spreadsheet template

  • The final price is worked out rather than typed, so raising a price updates every promotion built on it.
  • A blank discount counts as nothing off, so full-price items need no special treatment.
  • The pricing tiers block is a reference for whoever is quoting rather than something that changes the rows above it.
  • This is a list rather than an order form. There is no quantity column and no total anywhere in it.
  • The currency dropdown beside the title relabels the price columns of the Essentials Price List Template spreadsheet. It changes the label only and does not convert the numbers.

How to Use the Essentials Price List Template Spreadsheet Template

1

Code and name each item

A short SKU, the public name, and a one-line description.

2

Set the unit and price

How the item is sold, and its standard price before any discount.

3

Enter a discount percentage

The final price follows from it. Leave it blank for full price.

4

Document your tiers

The order minimum and discount for each volume tier, with any conditions.

Stress-tested with AI.

Every template starts with deep research into how people actually track the topic. We design the layout, build the formulas, and polish the design until it feels like something we would use ourselves. Along the way, we use AI to stress-test the calculations: unusual inputs, edge cases, and formula behavior, checked until the numbers hold.

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Frequently Asked Questions

Is the FinancialAha Essentials Price List Template Spreadsheet Template a Google Sheets template?

Yes. Upload the file to Drive and choose "Open with Google Sheets". The Essentials Price List Template Google Sheets template needs no conversion step, and every final price recalculates exactly as it does in Excel.

Is the FinancialAha Essentials Price List Template Spreadsheet Template an Excel template?

Yes. The download is a plain .xlsx, so the Essentials Price List Template Excel template opens directly in Excel with no import step. There are no macros and no VBA, which matters when the list goes out to customers or suppliers.

Will the FinancialAha Essentials Price List Template spreadsheet Excel file open in older versions of Excel?

Yes. The Essentials Price List Template spreadsheet Excel workbook ships as a plain .xlsx, so it opens identically in current Excel and in builds that predate dynamic arrays.

How does the discount column work in the Essentials Price List Template spreadsheet?

You enter a percentage and the final price is worked out from the standard price. Because it is calculated rather than typed, raising a price updates every promotion built on it - which a hand-typed sale price does not.

What happens if I leave the discount blank in the Essentials Price List Template spreadsheet?

It counts as nothing off, so the final price equals the standard price. Items at full price need no special treatment.

What is the pricing tiers block for in the Essentials Price List Template spreadsheet?

Documenting your volume rules - the order minimum that reaches each tier, the discount attached and any conditions. It is a reference for whoever is quoting rather than something that changes the item rows above it.

Does the Essentials Price List Template spreadsheet total an order?

No. It is a price list, not an order form - there is no quantity column and no total. Each row states what one unit costs.

Why is the Essentials Price List Template spreadsheet protected?

So the calculated final price is not typed over by accident on a list several people edit. There is no password - unprotecting takes one click on the Review tab.

How do I open the Essentials Price List Template spreadsheet template in Google Sheets?

Upload the .xlsx file to Google Drive, then open it with Google Sheets. All formulas and formatting will be preserved.

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