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DealerTeam

How to Create a Parts Pricing Matrix

 

To set up your pricing matrix first click on the Setup tab in the upper right-hand corner of the screen.

To set up your pricing matrix first click on the Setup tab in the upper right-hand corner of the screen.
 

After clicking Setup it will bring up a search on the left side of the screen. Start typing Custom Metadata Types, Click on it.

After clicking Setup it will bring up a search on the left side of the screen. Start typing Custom Metadata Types, Click on it.
 

Go to the Price Matrix Label and click on Manage Records.

Go to the Price Matrix Label and click on Manage Records.

 

Next, you need to give it a label and a name. Payment Method has a drop-down that you can choose the payment method. C for Customer Pay, I for an internal charge, and W a warranty part sale.  Next, choose the Low -Cost and the  High-Cost range.  Then choose the multiplier that you would like this matrix to calculate. Click Save & New to create the next range of matrix. 

Next, you need to give it a label and a name. Payment Method has a drop-down that you can choose the payment method. C is for Customer Pay, I is for an internal charge, and W is a warranty part sale.  Next , choose the Low -Cost and the  High-Cost range.  Then choose the multiplier that you would like this matrix to calculate. Click Save & New to create the next range of matrix. 
 

Creating the next matrix start from the next dollar value and give it a range. Complete this process for all dollar values in your inventory. 
Creating the next matrix start from the next dollar value and give it a range. Complete this process for all dollar values in your inventory. 

 

List of pricing matrix will be shown after complete.
List of pricing matrix will be shown after complete.​​​​​​

 

This process can be repeated for all payment types, Customer, Internal, and Warranty.