Several data files work together to store your company information and customer-specific pricing in Roof Wizard. These files control how your company details appear on reports and manage discount rates for different customers.
🧾 Company and Customer Data Files Overview
File Name | Purpose | File Type |
CompInfo2.dat | Stores your company details as they appear on report templates | .dat |
Cust-Discount-Template.dat | Defines product categories for customer discount tables | .dat |
Cust-Price-Lookup.csv | Creates lookup table linking customers to their discount rate files | .csv |
TradePrice.csv | Contains actual discount rates for customer groups (example name) | .csv |
🔧 How Customer Discount Files Work Together
The customer discount system uses multiple files that reference each other:
Cust-Discount-Template.dat defines the product categories available for discounting
When you set discount rates for a specific customer in the software, a new file is automatically created
This new file uses a composite name combining the customer name and "_CustDisc.DAT"
For example, setting rates for "Customer Fred" creates "Customer Fred_CustDisc.DAT"
The software confirms successful file creation in the prompt area
🛠 Customer Price Lookup System
Cust-Price-Lookup.csv allows you to create a lookup table connecting customers to their discount rate files. You can have unlimited customers and customer discount tables.
This file links customers to group discount files like "TradePrice.csv", allowing multiple customers to share the same discount structure.
🧾 Price Schedule Structure (TradePrice.csv)
The price schedule file accommodates different rates for different roof pitches. The file uses a numbering system with specific prefixes:
Number Code | Item Category | Description |
#0 | Pitch intervals | Sets the roof pitch ranges for pricing |
#1 | Roof tiles | First set of roof tile options with prices for each pitch interval |
#19 | Roof options | Optional roof items and their cost per unit |
#2 | Ridge items | Ridge products and pricing |
#29 | Ridge options | Optional ridge items and pricing |
#3 | Hip items | Hip products and pricing |
#39 | Hip options | Optional hip items and pricing |
The pattern continues for valley and verge options with similar numbering conventions.
Then we have ridge, ridge options, hip and hip options, valley and verge options:
🔧 Setting Up Price Files
You can create and edit price files using:
Microsoft Excel - Recommended for complex setups
Wordpad - For simple text editing
The easiest approach is to modify the sample files that AppliCad supplies with the software.
⚠️ Important File Management
Always create a backup of your data files before making changes. This ensures you have a working version to restore if modifications cause issues.
When editing files:
Copy the original file to a backup location
Make your changes to the working file
Test the changes in Roof Wizard
Keep the backup until you're confident the changes work correctly
💡 File Location and Naming
Customer-specific discount files are automatically created in your data directory when you set up discount rates through the software. The composite naming system ensures each customer's rates are stored separately while maintaining clear identification.