The Sales Price Matrix feature allows you to set specific pricing or discounts for products based on defined rules.

These rules can be applied in two ways:

1. Price Rules – Apply to a group of products based on attributes like product type, product attribute, or supplier.
2. Overrides – Apply to specific products and take precedence over Price Rules.

Once created, these pricing rules can be assigned to customers, so the system automatically applies the correct pricing or discounts during order creation.

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Product Setup

Before creating a price matrix, ensure that your products are set up with complete details.

The system uses these attributes to determine which products the pricing rules will apply to.

When creating a product, you can define:

• Product Type (e.g., Accessories, Electronics)
• Attributes (e.g., Material, Size, Color)
• Supplier (e.g., Supplier Unicorn)

Why it matters:

If these fields are left blank, the system may not be able to match the product to a price matrix rule later.

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<aside> 🖱️ **Click here to watch a sample video on creating new products with Oboda!**

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Components of Sales Price Matrices

Sales Price Matrices have two components:

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1. Price Rule

Applies pricing or discount rules based on grouped attributes.

Rule Types:

• Discount Mark Up – Increase price by a % or a fixed PHP amount.
• Discount Mark Down – Decrease price by a % or PHP amount.
• Unit Price Change – Set a fixed unit price regardless of the original price.

Input Amount:

• Can be a percentage (%) or PHP value.

Selection Criteria:

• Product Type
• Product Attribute
• Supplier </aside>

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2. Override

Applies pricing or discount rules to specific products.

Overrides always take precedence over general Price Rules.

Rule Types:

• Discount Mark Up – Increase price by a % or PHP amount.
• Discount Mark Down – Decrease price by a % or PHP amount.

Input Amount:

• Can be a percentage (%) or PHP value.

Selection Criteria:

• Specific Product(s) manually selected from the product list.

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A customer must be selected for the rule to apply.

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Key Points To Know in Sales Price Matrix

1. Base Rules on Complete Product Data
   • Ensure all products have correct attributes (product type, brand, color, size, supplier, country of origin) so pricing rules apply correctly.
2. Rule Precedence
   • Specific product rules override general rules (by supplier, product type, or attribute).
   • Use this for exceptions or special cases.
3. Assignment is Required
   • A price matrix will only take effect when it is assigned to a customer.
   • Each customer can only be assigned one price matrix at a time.
4. Combine Rules When Needed
   • You can set a supplier-wide discount and add product-specific rules within the same matrix for finer control.