How to make a wholesale line sheet from Excel
Turn an Excel or CSV product list into a wholesale line sheet PDF. Follow the field, photo, customer-price and export steps, with free sample data.
Published by LineSheetDesk · Last updated
To make a wholesale line sheet from Excel, organize one row per SKU, add product photos and buyer prices, then place those facts in a readable PDF layout. You can format a sheet manually or import the data into a catalog tool. This guide follows the LineSheetDesk workflow and explains what the sample files contain.
1. Prepare the product columns
Start with SKU, product name and base wholesale price. Add description, category, MSRP, case pack, minimum order quantity and image filename when you have them. Use an explicit currency for the import and decimal prices without symbols or thousands separators.
- Keep SKUs such as 00124 in text cells so Excel does not discard the zeros.
- Use one row per sellable design or variant, each with a unique SKU.
- Describe what one selling unit contains, particularly for sets and boxed products.
- Keep customer-specific quotes out of the shared base-price column.
2. Download a CSV or Excel product-data example
The free sample files contain the six fictional Morrow Paper products used in the public catalog examples. They show compatible column headings and values. They are editable product-data spreadsheets, not predesigned Excel pages with embedded photography.
For example, Meadow Notebook uses SKU 00124, base price 8.00, MSRP 16.00, MOQ 6, case pack 6 and image reference 00124.webp in USD. Replace sample values with your own records and clear any optional value you cannot substantiate. Do not adopt fictional prices as pricing advice.
3. Prepare matching product photos
Keep photos in a ZIP of PNG, JPEG or WebP files. You can enter an exact filename in the image-reference column, or leave it blank and name the photo after the SKU. A file named 00124.webp can match SKU 00124. Check capitalization, extensions and leading zeros.
Use photos you have permission to share. A web address in the image-reference column will not fetch an image. The spreadsheet and ZIP are separate uploads; a CSV does not carry the image pixels.
4. Import and review the spreadsheet
Choose Import products, upload CSV or XLSX and select the currency. For a workbook with multiple worksheets, choose the intended sheet. Map your headings to the supported fields, upload the photo ZIP and review the proposed products and image matches.
Correct duplicate SKUs, missing names and invalid prices before confirming. A blank required price is not an intentional zero. LineSheetDesk accepts up to 500 products and 40 columns per import within 10 MB. Replace workbook formulas with values and remove unsupported workbook features before uploading.
5. Set the customer’s wholesale prices
Add a customer in the same currency as the products. Apply their percentage discount and any fixed product quotes, then save the pricing rules. A fixed quote takes priority: an $8.00 notebook with a 10% discount costs $7.20, while a customer with a fixed $6.80 quote pays $6.80.
6. Choose the layout, save and export
Use Studio Grid for visual comparison, Compact List for a dense price reference, or Collection for larger photos and descriptions. Add your brand and collection names, select A4 or US Letter and save the customer catalogs. Check every page of the saved preview before exporting.
Workspace setup and previews are free. An active Studio subscription is required to generate PDFs with your own products. Public sample downloads are original fictional A4 PDFs; changing a sample preview does not change those files. Account exports support both A4 and US Letter.
7. Send the file with your ordering details
Open the downloaded PDF and confirm the recipient’s name, currency and prices. Send your ordering contact, payment terms and lead times in the covering email or separate sales materials. LineSheetDesk does not add a checkout or fillable order form to the PDF.
For the next update, keep the same SKUs and reimport the revised sheet. Review missing rows and price changes before saving. Create a new customer catalog and PDF; earlier saved versions remain unchanged.
Can I start in Google Sheets instead?
Yes. Download the product data as CSV or XLSX and follow the same import steps. Check that the saved values preserve SKUs and decimal prices. This is a file-based import, not a live connection to Google Sheets.
Sources and further reading
Useful next steps
Try it with a sample catalog
Explore six fictional products, compare customer prices and switch between three layouts before using your own data.