Sales Price Matrices Overview | Zayls

by Jerome Tan
2 months ago
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Knowledge Base Sales | Sales Price Matrices Overview

Sales Price Matrices Overview

Some companies need to set different prices on their products for each of their customers and this specific action can be done through the Sales Price Matrices module. It allows users to define pricing for each product and then assign this set of pricing to one or more customers.

 

You can filter records in two ways:

  • Search by name
  • Using Filters

Search by name:

  1. Go to Search by name box at the top of the Sales Price Matrices list.
  2. In the Search by name box, type the name of the price matrix you are searching for. The list will load the moment you stop typing.

Using Filters:

  1. Click Filters beside the Search by name box.
  2. The records can be filtered by price matrix’s Status (Enabled, Disabled, All).

Export Sales Price Matrices to PDF or Excel:

  1. In the Sales Price Matrices Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer.