Create Pricing Matrix

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. 

• Branch
  • Select Promotion Branch applicable.
• Item Filter
  • Item Code: Select specific item.
  • Category: Select item Group (Level 0: NA = All items are entitled to this pricing matrix).
• 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.
  • Default: 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.

• Options
  • Multiply: Indicate a specific percentage of Price Source (Eg: 10%, insert 0.9, Price Source multiply 90%).
  • Add / Subtract: Indicate a specific amount of Price Source (Add: Integer (Eg: 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
  
  
• 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: