Please Note: To use a Pricing Matrix within Omnique, they need to first be associated with a Pricing Level.
Setting Up Pricing Matrices
Navigate to the "Configuration" page and 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 %" or "Profit Margin %" tier as needed.
Note: When you edit 1 column it will automatically update the other column.
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 the Pricing Matrix to "Active" to use it within the application.
Set the Pricing Matrix to "Default" as needed.
Click the Green Check Mark to save.
Setting Up Pricing Levels
From within the Pricing Levels & Matrices page, click on "Pricing Levels".
Add New Pricing Level
Click "Add Pricing Level".
Enter a name for the new Pricing Level.
Select the appropriate "Default Matrix" to associate with the Pricing Level.
Turn to "Active" for your pricing level to appear in dropdown menus.
Set to "Default" as needed.
Click the Green Check Mark to save.
Edit Existing Pricing Level
Click on the Pricing Level's Action Menu (...).
Select "Edit".
Make changes to the Pricing Level name or associated Matrix as needed.
Click the Green Check Mark to save.
