At the lower half of the parts and services definition screen, there are two sections; one with the first heading being “Vendor” and the other with the first heading being “Customer”. These are the vendor and customer price matrix sections for the given item. As the customer price matrix is both more complex and much more interesting from a functional perspective, this section will only cover the customer side.
The customer price matrix lists the following fields:
Customer (and customer account)
Price group
Discount (optional)
Sell price (optional)
Currency
From (date)
To (date)
Minimum quantity
At most one of the “Customer” and “Price group” values should be set; in case a price group has been selected, the row applies to all customers which have been assigned that group in the customer “Account” page. If there is a row listing the customer explicitly as well as one for the customer’s price group, the most specific one – the customer – is taken. If neither a customer nor a price group has been entered, the row applies to all customers.
When applying the price matrix algorithm, the Currency, From, To and Minimum quantity values restrict applicability of the row: the invoice’s currency needs to match, the invoice date must be between From (inclusive) and To (inclusive). The row with the highest value in Minimum quantity which is lower than the total number of items specified on the invoice is selected.
To visualize the algorithm, please consider the following examples.
Consider customers A and B and a part with a generic “Sell price” of 110.00. The simplest price matrix for a part, could look like:
| Customer | Price group | Discount | Sell price | Currency | From | To | Min Qty |
| B | 99.00 |
When creating an invoice for customer A (not in the prices matrix), the part will be listed at generic sales price of 110.00 while at the same time an invoice for customer B lists it at 99.00.
If customer B had been in the “Frequenters” price group, and the matrix had looked like this:
| Customer | Price group | Discount | Sell price | Currency | From | To | Min Qty |
| Frequenters | 99.00 |
The outcome would have been exactly the same. Discounts are determined exactly the same way as absolute prices, when the “Discount” field is set.
Consider a part with a generic “Sell price” of 110.00 and the price matrix below, which includes “Minimum quantity” pricing:
| Customer | Price group | Discount | Sell price | Currency | From | To | Min Qty |
| 99.00 | 200 | ||||||
| 90.00 | 400 |
With this price matrix in place, any customer ordering up to 199 items will pay 110.00 per item, whereas orders of over 400 items will cost 90.00 per item and every order in between will be 99.00.
Consider a part with a generic “Sell price” of 100.00 and the price matrix below, which includes time-based pricing:
| Customer | Price group | Discount | Sell price | Currency | From | To | Min Qty |
| 30% | Oct 15 | Oct 31 |
Any invoice outside the interval Oct 15th through Oct 31st will list the part at a price of 100.00. During the interval the listed price will be 70.00.