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Price Matrix Wizard

Price Matrix Wizard

The Price Matrix Wizard will guide you through the process of creating a price list or of modifying an existing list.

Before you start, if you are creating a Whole Order Discount price list, you will need to create a Price Record with which to record this entry.

Price Matrix Wizard

  1. From the Start pane, select the process: Search for an existing price list to modify or delete, or Create or Import a new price list.

  2. Enter the base information for the price list: Name; Type; Currency; Effective From and To dates; Notes.

In the topics describing the wizard process, it has been assumed that the price list type is Standard. Please see additional topics covering Buy One Get One Free and Whole Order Discount.

  1. If you are using an Attribute Template, enter the attributes for the price list.

  2. Select the Customers to whom the price list will apply.

  3. Select the Products to be included in the price list.

  4. If you selected to Filter by Sub Analysis at Step 2, select the values by which the products should be filtered.

  5. Select the price method and enter the pricing details.

  6. Save and finish. From this window you can return to the Start of the wizard.

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