1. Click on New Pricing Matrix
Under Admin > Pricing Matrices
2. Enter the Name of the Matrix
3. Select Decoration Type
4. Select Account and Location for the Matrix
One of these values can be left blank if you are creating a matrix that will apply to all accounts for a location or all locations for an account.
5. Click on Create
6. Editing Matrix Using Web Interface - Add Column
You can add columns and rows via the web interface. You can also edit cells and delete rows and columns.
7. Editing Matrix Using Web Interface - Add Row
8. Editing Matrix Using Web Interface -Editing Cell
Edited cells will highlight yellow, and you can click save changes below to confirm the edits.
9. Click on Save Changes
10. Importing a CSV
You also have the option of importing a CSV.
11. Click on CSV template
Downloading the template will provide you with an update to date CSV version of the matrix.
12. Updating the CSV
Fill out the fields in the pattern shown here.
13. Select your updated CSV from file upload menu
14. Click on Import
15. Navigate to the Quotes Index
Sales > Quotes
16. Click on Create Quote
17. Select the Account / Location for the Quote
18. Select Embroidery for the Decoration Type
19. Search and Select the SKU
20. Enter Quantities in the Correct Sizes
21. Enter the Stitch Count for the Design
22. After Entering a Quantity and Stitch Count, Click Apply Matrix
The button will only be available if there is a matrix for the item's decoration type and the quote's account and location. This will auto update the decoration price based on the matrix.
23. Updated Decoration Price Shown Here
24. Entering In A Stitch Count Not in Matrix
If the quantity or stitch count do not match a price cell in the matrix, the closest match will be found and a warning will appear.
Example - An item with 9 quantity and 500 stitches. If the matrix starts at 1000 stitches, then it will round up to the cell where 9 quantity and 1000 stitches applies. If the matrix ends at 5000 stitches and an item with 10,000 stitches is added, then it would round down to 5000 stitches.
