To create a pricing matrix, navigate to:
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 id or click "Select" button to search 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
- 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 "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(Under development)
- Branch
Select Promotion Branch which applicable
- Item Filter
Item Code: Select specific item
Category: Select item Group (Level0: NA = All items)
- Price Source
This price will be used against the multiplication / addition / subtraction below (Options)
Default = Pricing matrix applies based on the price inserted in item widget, or based on the pricing user selected)Other pricing sources will apply exactly when chosen
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 (e.g: 10%, insert 0.9, Price Source multiply 90%)
Add / Subtract: Indicate a specific amount of Price Source (Add: Integer (e.g: 1.50), Subtract: negative integer (-1.50))
Absolute Price: Indicate a specific selling price, Change price accordingly (insert 50, price become 50)
- Preceded Discount : Not Applicable