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Setting Up Pricing Matrices
Setting Up Pricing Matrices

Configure custom percentage markups for parts.

Rebecca Castro avatar
Written by Rebecca Castro
Updated over a week ago
  • Click on "Configuration".

  • Click on the "Pricing Levels & Matrices" tile.

  • To add a new Pricing Matrix, click the "Add Pricing Matrix" button.

  • To edit the % markup values for an existing matrix, click on the Actions Menu (...), then select "Edit Pricing Matrix".

  • Edit the "End Values" per tier as needed.

  • Edit the "Markup %" tier as needed.

  • To remove tiers, click the tier's Trash icon.

  • To add additional tiers, click the "Add Tier" button at the bottom of the page.

  • Click the "Save" button when finished.

Change the Name or Status of a Pricing Matrix

  • Click on an existing Matrix's Actions Menu (...).

  • Select "Edit".

  • Edit the Matrix "Name" as needed.

  • Set Pricing Matrix to "Active" in order to use within the application.

  • Set Pricing Matrix to "Default" as needed.

  • Click the Green Check Mark to save.

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