Menu Path: Inventory > Pricing Matrix > Create Pricing Matrix
- Discount Entity
- Customer Id: Give discount to specific customer - key in customer ID or click "Select" button to search for a customer.
- Entity Type: Give discount to group of Supplier Type / Customer Type / MemberCard Type.
- Not Applicable: To All Customer.
- Pricing Info
- Code: Promotion code (Able to select from Promotion drop down list(item widget) or display in listing).
- Name: Promotion Description (p/s: the length of the name can maximum to 200 characters only).
- Start Date
- Promotion period.
- If the promotion is valid all the time, just leave the starting date to 0001-01-01 and ending date to 9999-12-31.
- Priority
- Priority is sorted in ascending order (integer). 1 is highest priority and 7 is lowest priority.
- If 'Occation >Auto Apply' is set, an item that fulfils multiple pricing matrix rules, the calculations will be applied in ascending order too.
- Occasion
- Empty: User have to manually select the from the Promotion list in item widget (when creating cash sales, invoice, sales order).
- AUTO_APPLY : Auto detect the promotion discount.
- Type
- Empty: Used in Customer Discount.
- PRECEDED: Second Level Discount, NOT Applicable.
- COMISSION: special sales commission scheme, NOT Applicable.
- Logic
- APPLY_TO_ITEM_ONLY: Applicable to INV and SVC item types.
- APPLY_TO_PACKAGES_ONLY: Applicable to PACKAGE item type only.
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To view pricing matrix created, navigate to Pricing Matrix Listing.