---
title: PRICE MATRIX - Add / Edit / Delete
description: This multi-function pricing and discounting utility links to your Inventory, Customers and Sales Orders to create pricing or discount rules by date, by Customer, by Inventory group and much more.
---

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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 - Add / Edit / Delete

## This multi-function pricing and discounting utility links to your Inventory, Customers and Sales Orders to create pricing or discount rules by date, by Customer, by Inventory group and much more.

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-02-12-34-1977-PM.png?width=51&height=49&name=image-png-Apr-24-2023-02-12-34-1977-PM.png)

See also [Access / List Functionality](https://cs.geminilogic.com/en/manual/price-matrix-access-list-functionality?hsLang=en)

**Add** a ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-06-25-35-PM.png) **New** Price / discount in one of 4 ways:

 1\.  **Manually** set up in **Price Matrix** Module

    - or CustomerDetails \> **Price Matrix** Tab

    - or Inventory Details \> **Price Matrix** Tab

    - or Sales Text Menu \> **Price Matrix**

       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-06-43-49-PM.png?width=184&height=262&name=image-png-Aug-01-2022-08-06-43-49-PM.png)

- click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-06-35-48-PM.png)  **New![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-07-05-55-PM.png?width=533&name=image-png-Aug-01-2022-08-07-05-55-PM.png)**

- - set **Inventory** **Criteria**

          ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-08-02-21-3930-PM.png?width=474&height=462&name=image-png-Dec-15-2022-08-02-21-3930-PM.png)

- - - select **Warehouse** (or leave blank for **all warehouses**)
          - select or type **Part No**
          - select or type **Unit of Measure**
          - option to select a group of items by **Product Code** for use with the **Discount** or **Margin** in the **Pricing Method** selection (see below)
    - set **Customer Criteria** 
          - select which Customer this price / discount / margin is for
          - option to assign this price to just a specific **Ship To** Address of the selected Customer
          - assign the **Currency** for this price
          - **Territory** - to assign this price to all Customers in this Territory (option not available when establishing pricing from the Customer module)
          - **Customer type** - to assign this price to all Customers within this User type (option not available when establishing pricing from the Customer module)
    - option to select a **Date Range** (ie: for a sale)
    - option to establish **High Priority** so this price will supersede any other prices or discounts in the Price Matrix system with this same criteria 
          - \*\*note - ‘Match Lowest Price’ setting in Company Settings \> Sales Orders \> Orders tab is superseded by this ‘High Priority’ setting
    - **Pricing** 
          - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-07-52-87-PM.png)Pricing Method** 
                  - **Price**
                  - **Discount**
                  - **Margin** - calculates the price based on the Cost selected, using the Margin value entered (cost/(1-margin %/100))=Sell Price 
                            - **note** - when the cost is changed, the selling price will automatically change to
                            - maintain this margin
                            - select the **Cost Method** that the Margin will calculate on (Average / Current / Standard Costs are displayed to the right)
                  - **Default Price** displays the default price 01 from the inventory details ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-02-21-59-7694-PM.png?width=345&height=185&name=image-png-Apr-24-2023-02-21-59-7694-PM.png)
    - option to assign a **Promotion** (to group items for special pricing / discounts)

- - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-02-22-10-5183-PM.png?width=148&height=240&name=image-png-Apr-24-2023-02-22-10-5183-PM.png)** 
            **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-08-39-23-PM.png) Add** a Price Reason from the browse list for use in future Price entries or in the Sales text menu – **Promotions** 
                  - enter **Code**
                  - enter **Description**
                  - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Cumulative** Discount Calculation - in conjunction with **Minimum Quantity** - will add up the quantity of all items on the Sale Order that are assigned this **Price Reason** in their **Price Matrix** setting
                  - **Text Color** as it will appear in the list ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-02-26-08-2997-PM.png?width=338&height=260&name=image-png-Apr-24-2023-02-26-08-2997-PM.png)
                  - **Background Color** as it will appear in the list
    - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-09-15-95-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-09-21-14-PM.png) **Save Close**

2. **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-14-30-40-PM.png) Copy** from an existing Price / Discount in the **Price Matrix** Module

- - or CustomerDetails \> **Price Matrix Tab**
  
       - or Inventory Details \> **Price Matrix Tab**
  
       - or Sales Text Menu \> **Price Matrix**
  
            ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-09-43-41-PM.png?width=145&height=235&name=image-png-Aug-01-2022-08-09-43-41-PM.png)

- select from the list and click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-14-23-24-PM.png) **Copy** -or- double-click from the list to open and click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-14-21-70-PM.png) **Copy** here![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-09-55-76-PM.png)  
    - - enter criteria as outlined  above
    - this entry shows an example using the **Discount** Pricing Method, with a 10% discount on all items assigned ‘EQUIP’ Product Code if 6 or more are purchased
  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-10-01-61-PM.png?width=411&height=407&name=image-png-Aug-01-2022-08-10-01-61-PM.png)
  
   
  
   3.  **Create a New Price / Discount From a Sales Order**   
    - enter **Unit Price** in the Customer’s Sales order  
          - click on ![InventoryRefreshIcon](https://cs.geminilogic.com/hs-fs/hubfs/InventoryRefreshIcon.png?width=20&height=22&name=InventoryRefreshIcon.png) **Prices**
          - select from **Store All Prices** on the sales order or **Store Selected Prices**![SalesOrderPricesMenu](https://cs.geminilogic.com/hs-fs/hubfs/SalesOrderPricesMenu.png?width=617&height=362&name=SalesOrderPricesMenu.png)
    - option to select **Create records for regular prices** where there may be lines for which the price was not changed from the default price 01 but for which you want to create a Price Matrix entry for the current Customer![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-12-35-03-PM.png?width=273&name=image-png-Aug-01-2022-08-12-35-03-PM.png)
    - option to apply this custom price to this item in **all Warehouses**
    - option to apply this custom price to the **shipping address** only or to both Bill to and Ship to addresses
    - **Okay**

   4.  **Import** Price / Discounts (see [Import](https://cs.geminilogic.com/en/manual/price-matrix-import?hsLang=en))
  
   
  
  **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-13-46-87-PM.png?width=50&height=50&name=image-png-Aug-01-2022-08-13-46-87-PM.png)  Edit** Price entry  
    - - select price entry and click on **Edit** - or - double-click on the price entry
    - - make necessary changes
          - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-54-71-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-59-28-PM.png)  **Save Close**
  **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-46-87-PM.png) Multi-Edit** Price entries - select the price entries and click on **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-46-87-PM.png)Edit**  
        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-13-01-73-PM.png?width=331&height=287&name=image-png-Aug-01-2022-08-13-01-73-PM.png) 
    - edit from the available fields on a Multi-Edit
    - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-38-13-PM.png) Delete** 
          - select price or group of prices and click on ![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-36-38-PM.png) **Delete**
    - **![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-08-13-26-69-PM.png) Print** from listed report(s) on the selected Price(s) (see [Reports](https://cs.geminilogic.com/en/manual/price-matrix-reports?hsLang=en))
    - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-08-13-20-54-PM.png?width=25&height=22&name=image-png-Aug-01-2022-08-13-20-54-PM.png) Purge Previous** - for any prices which have expired but which are still in the Price Matrix system![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-24-2023-02-35-39-3227-PM.png?width=216&height=118&name=image-png-Apr-24-2023-02-35-39-3227-PM.png) 
          - enter the End Date or **Completion Date** from the price / discount entries you wish to **purge**

 

for other pricing options, see also [Sell Prices](https://cs.geminilogic.com/en/manual/inventory-prices-and-units-tab?hsLang=en)

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content)

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    - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales)
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    - [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)
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- [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)
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