To create a pricing matrix, navigate to:Menu Path: Inventory > Pricing Matrix > Create Pricing Matrix
To view pricing matrix created, navigate to:
Inventory > Pricing Matrix > Pricing Matrix Listing
- Discount Entity
- Customer Id: Give discount to specific customer - key in customer
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- ID or click "Select" button to search
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- for a customer.
- Entity Type: Give discount to group of Supplier Type / Customer Type / MemberCard Type.
- Not Applicable: To All Customer
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- .
- Pricing Info
- Code: Promotion code (Able to select from Promotion drop down list(item widget) or display in listing).
- Name: Promotion Description
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- (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).
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- 1 is highest priority and 7 is lowest priority.
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- 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
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- .
- Logic
- APPLY_TO_ITEM_ONLY:
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- Applicable to INV and SVC item types.
- APPLY_TO_PACKAGES_ONLY:
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- Applicable to PACKAGE item type only
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- .
- Branch
- Select Promotion Branch
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- applicable.
- Item Filter
- Item Code: Select specific
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- item.
- Category: Select item Group (
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- Level 0: NA = All items are entitled to this pricing matrix).
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- Price Source
- Price Source
- refers to the based pric where the pricing matrix will apply on. This price will be used against the multiplication / addition / subtraction
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- .
- Default
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- : Pricing matrix applies based on the price inserted in item widget, or based on the pricing user selected. (User can select other pricing to apply pricing matrix.)
- Other pricing sources will apply exactly when chosen
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List Price (Retail Price)
Sales / Wholesale / Dealer Price
Discount Price 1
Discount Price 2
Discount Price 3
Minimum Purchase Price
Minimun Selling Price
Maximum Purchase Price
Maximum Selling Price
Replacement Cost
MA Cost
Last Purchase Cost
- .
- Options
- Multiply: Indicate a specific percentage of Price Source (
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- Eg: 10%, insert 0.9, Price Source multiply 90%).
- Add / Subtract: Indicate a specific amount of Price Source (Add: Integer (
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- Eg: 1.50), Subtract: negative integer (-1.50)).
- Absolute Price: Indicate a specific selling price, Change price accordingly (insert 50, price become 50)
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- .
- Preceded Discount : Not Applicable
- Min Qty
- Minimum Qty Control when sales is being performed
NOTES:
- Make sure the permission if given to create pricing matrix under Inventory (Permission)
Related Wiki Pages:
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