--- title: PRICE MATRIX - Access / List Functionality description: How to use this pricing and discounting utility and understand it's links to your Inventory, Customers and Sales Orders --- [Skip to content](https://cs.geminilogic.com/en/manual/price-matrix-access-list-functionality#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. [User Manual](https://cs.geminilogic.com/en/manual?hsLang=en) 2. [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en) 3. [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) # PRICE MATRIX - Access / List Functionality ## How to use this pricing and discounting utility and understand it's links to your Inventory, Customers and Sales Orders ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-07-40-05-08-PM.png?width=50&height=47&name=image-png-Aug-01-2022-07-40-05-08-PM.png)  see also [Add / Edit / Delete Prices / Discounts](https://cs.geminilogic.com/en/manual/price-matrix-add-edit-delete?hsLang=en) #### **Access** the Price Matrix utility in one of five ways: 1. **Price Matrix** module![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-07-41-55-87-PM.png) 2. Customermodule \> Customer details \> **Price Matrix **tab![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-08-27-41-2007-PM.png?width=501&height=232&name=image-png-Apr-24-2023-08-27-41-2007-PM.png) 3. Inventory module \> Inventory details \> **Price Matrix **tab![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-07-52-31-0031-PM.png?width=688&height=182&name=image-png-Dec-15-2022-07-52-31-0031-PM.png) 4. Sales Text Menu \> **Price Matrix** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-08-28-16-2358-PM.png?width=149&height=214&name=image-png-Apr-24-2023-08-28-16-2358-PM.png) 5. Sales Order \> Prices \> **Store Prices![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-07-42-43-15-PM.png?width=535&height=160&name=image-png-Aug-01-2022-07-42-43-15-PM.png)** #### **Price Matrix** **List Customization** - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-07-59-53-62-PM.png) Refresh** to load any newly entered Prices on this list   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-00-10-48-PM.png?width=583&height=276&name=image-png-Aug-01-2022-08-00-10-48-PM.png) - ** ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-07-59-58-19-PM.png) Filters** - create a filter for this list - - click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-07-59-59-86-PM.png) **Filters** - choose from the **Any** or **All** selector - select from the list of fields to set the criteria - select from the operators ie: **is**, **is not**, etc - this operator list changes based on the field selected in the previous step - enter the criteria information (ie: date) - if desired click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-00-28-45-PM.png) to add a line of criteria - to remove the line click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-00-34-12-PM.png) - make any column adjustments (see [Column Customization](https://cs.geminilogic.com/en/manual/price-matrix-access-list-functionality#column-customization)) - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-00-42-24-PM.png) **Filters** for save options:                 ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=167&height=160&name=FiltersMenu.png) - - - **Save as default** - will load this filter when the Filter button is depressed - **Remove default** to remove the previously set default Filter - **Save filter** - to save changes on a previously saved Filter - - - **Save filter as…** - will allow you to name the Filter with the following settings: - give this filter a name                                   ![PriceMatrixFilterName](https://cs.geminilogic.com/hs-fs/hubfs/PriceMatrixFilterName.png?width=240&height=179&name=PriceMatrixFilterName.png) - - - select ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-02-20-58-PM.png) **User** if this filter will be used you only - select ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-02-22-01-PM.png) **Company** if it is to be accessed by all users in the Company - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list** to display beneath the module name ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-02-05-55-PM.png?width=564&height=191&name=image-png-Aug-01-2022-08-02-05-55-PM.png) - - - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns, or have sorted the list by one of the columns - click **OK**  - the new Filter is also accessible in the Filter menu:                          ![PriceMatrixFilterMenu](https://cs.geminilogic.com/hs-fs/hubfs/PriceMatrixFilterMenu.png?width=212&height=179&name=PriceMatrixFilterMenu.png) - - click on the ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-02-39-43-PM.png) Filters button to release the current filter to see entire list or start new filter - **Icon Menu Customization ** - hover over the Icon Group handle ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-03-38-04-1075-PM.png?width=6&height=36&name=image-png-Apr-24-2023-03-38-04-1075-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-04-07-56-PM.png?width=26&name=image-png-Aug-01-2022-08-04-07-56-PM.png) - drag the Icon Group to where you want it - **Column Customization**![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-03-15-43-PM.png?width=202&height=229&name=image-png-Aug-01-2022-08-03-15-43-PM.png) - drag and drop columns to desired positioning - right-click on any column heading for access to column chooser for display customization - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-03-42-24-PM.png) Column Sort / Search** - click on any column heading to sort the list by that column - further narrow your search by just typing (‘ACM’ in this example) and the list will highlight the closest match, in currently sorted column             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-03-47-22-PM.png?width=515&height=159&name=image-png-Aug-01-2022-08-03-47-22-PM.png) - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-02-51-24-PM.png?width=90&name=image-png-Aug-01-2022-08-02-51-24-PM.png)** - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the details - Open a Price record and use the **Navigate** buttons ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-03-05-33-PM.png?width=106&name=image-png-Aug-01-2022-08-03-05-33-PM.png) to page through Prices in the list, filtered or not filtered, in order of the current column sort - Price Matrix **Context Menu** - right-click on any line(s) to display               ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-04-20-05-PM.png?width=154&height=203&name=image-png-Aug-01-2022-08-04-20-05-PM.png) - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-04-57-75-PM.png) Export** the Prices list (will export exact column layout) to Excel (.xlsx only) or CSV format          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-05-21-39-PM.png?width=427&height=239&name=image-png-Aug-01-2022-08-05-21-39-PM.png) - - select Prices(s) from a filtered or unfiltered list (see Filters above) - click ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-05-04-12-PM.png) Export - choose the location File Name, and Save as type - **Save**![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-05-32-88-PM.png?width=226&height=104&name=image-png-Aug-01-2022-08-05-32-88-PM.png) - option to **Open File** right away - from excel, make any changes or build any desired formulas   see also [Sell Prices](https://cs.geminilogic.com/en/manual/sell-prices?hsLang=en) - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates) - 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