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

Price Matrix List Customization

• Refresh to load any newly entered Prices on this list

 

• • click on 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 to add a line of criteria
  • to remove the line click
  • make any column adjustments (see Column Customization)
  • click Filters for save options:

               

• • • 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

                                 

• • • select User if this filter will be used you only
    • select Company if it is to be accessed by all users in the Company
    • Show in module list to display beneath the module name

• • • 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:

                         

• • click on the Filters button to release the current filter to see entire list or start new filter

• Icon Menu Customization 
  • hover over the Icon Group handle until you see
  • drag the Icon Group to where you want it
• Column Customization
  • drag and drop columns to desired positioning
  • right-click on any column heading for access to column chooser for display customization
• 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

           

•   - 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 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