Configure Grid

Documentation Index

Fetch the complete documentation index at: https://docs.retailgrid.io/llms.txt

Use this file to discover all available pages before exploring further.

Once your Grid is created, you can configure the grid to match your pricing workflow. Retailgrid gives you full control over:

• Visible columns
• Column order
• Pinned columns
• Sorting
• Grouping
• Saved views

Below is how to configure your grid efficiently.

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1. Select visible columns

You can show or hide any column.

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How to do it

1. Click Columns in the top toolbar
2. Use the search field to find a column
3. Click the eye icon to:
   • Show column
   • Hide column
4. You can also use Hide All if you want to rebuild the layout from scratch

The Columns panel groups related columns into expandable sections, supports search, expand/collapse, and bulk show/hide for faster navigation in large grids.

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Column type icons

Each column header shows a small icon indicating its type:

• Editable — manually entered values you can change row by row.
• Formula — calculated from other columns; values update automatically.
• AI-generated — populated by a Retailgrid AI action (e.g. enrichment, classification).

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Best practice

Keep only what you need for the task.
Example for pricing work:

• Product Name
• Price
• Unit Cost
• Margin
• Competitor Price
• Status

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Visible columns

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2. Order columns by drag and drop

You can rearrange columns freely.

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How to do it

• Click and hold a column header
• Drag it left or right
• Drop it where you want it

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Recommended layout

Left (fixed reference):

• Product Name
• Product ID

Middle (analysis):

• Price
• Unit Cost
• Margin
• Elasticity

Right (attributes):

• Brand
• Category
• Manufacturer

Organize based on your workflow.

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3. Pin columns

Pinning keeps important columns visible while scrolling.

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How to pin

1. Click the three-dot menu on a column header
2. Select Pin Column
3. Choose:
   • Pin Left
   • Pin Right

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When to use

Pin Left:

• Product Name
• SKU

Pin Right:

• Status
• Actions

Pinning is essential when working with many pricing metrics.

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Pin column

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4. Sort values

You can sort any column.

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How to sort

• Click column header to toggle ascending / descending
  OR
• Use the column menu → Sort Ascending / Descending

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Example use cases

• Sort by Price Descending → find premium items
• Sort by Unit Cost Descending → detect cost risk
• Sort by Margin Ascending → identify weak SKUs

You can also Clear Sort from the column menu.

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Sorting

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5. Group products

Grouping lets you analyze structured segments.

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How to group

1. Drag a column into the grouping area (if enabled)
   OR
2. Use the Group column (if preconfigured)

Example groupings:

• Group by Product Group
• Group by Brand
• Group by Category

You’ll see collapsible sections:

• Oranges (2)
• Blueberries (2)
• Romaine (2)

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Why grouping matters

• Compare pricing inside category
• Spot inconsistencies
• Review margin distribution by group

Grouping turns a flat list into a structured analysis tool.

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Group

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6. Filter columns

Filtering allows you to narrow down products based on specific criteria — instantly focusing on what matters. You can filter any column (numeric, text, status, etc.).

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How to apply a filter

1. Click the filter icon in the column header
2. Choose a condition from the dropdown
3. Enter your filter value
4. The grid updates immediately

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Numeric filters (price, cost, margin, etc.)

For numeric columns, you can use:

• Greater than
• Less than
• Equals
• Not equal
• Between

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Example

• Price Greater than 2
• Unit Cost Less than 3
• Margin Below 20%

You can also combine conditions using:

• AND
• OR

Example:

• Price > 2 AND Price < 5

This helps you isolate specific price corridors.

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Text filters (brand, product name, SKU, etc.)

For text columns, you can filter by:

• Contains
• Equals
• Starts with
• Ends with

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Example

• Brand equals Arla
• Product Name contains Greek

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Filtering

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7. Save view as default or create your own view

Once your layout is configured, save it.

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How to save

1. Click Views in the toolbar
2. Enter a name (e.g., “Margin Analysis”)
3. Click Add

You can:

• Keep Default view
• Create multiple custom views
• Switch between them instantly

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Example saved views

Saved views allow different teams (pricing, category, operations) to work in the same grid with different layouts.

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Reset layout

If needed, click Reset to restore the default configuration.