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Entering General Set Information

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If using the Retail Pricing Matrix, you will enter the general set information in the first six fields on the Retail Matrix Pricing screen to define basic information about the pricing set you are creating. You determine if retail matrix pricing will apply to this inventory source. If you are using retail matrix pricing, you can control where the pricing is applied. To learn how to access the Retail Pricing Matrix screen, see the Knowledge Base article, "Adding a Retail Matrix Pricing Level."

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Field Information Required
Should Retail Matrix Pricing Be Used For This Source Indicate if the pricing matrix should be used for this parts source. Type Y for yes or N for no.
Key Matrix Options From ‘Order Code’ or ‘Promotion Code’

Identify if the matrix pricing should be applied to parts based on their order code or promotion code. Type for order code or P for promotion code. If you skip this field, O automatically defaults.

An order code is often used to classify parts of a common order type. An S is used to identify regular stock parts, but additional codes may apply depending on the manufacturer price tape being used.

Ford Motorcraft parts are coded M.

General Motors GSMP parts are coded G.

Chrysler EOS parts are coded E.

Promotion codes are used by some suppliers to further classify parts by category or special pricing promotion.
Source Type the inventory source number (1-9) for the pricing scheme you are creating.
Cost Plus Matrix Set (A/Z/0/9)

Enter the matrix set that will be used (A through Z or 0 through 9). The easiest way to create sets is to enter the order code or promotion code (depending on your entry for the previous parameter) that corresponds to the set you are creating. This makes the sets easier to recall when you are assigning sets to parts. If the field is left blank, the default matrix set will be applied.

When the set is added to the list, it is preceded by the source number. For example, if you enter a set A for source 1, the set is added to the list as 1A.
Calculate Retail Price from Cost or List Indicate if the retail price should be calculated from the cost or list price. Type C for cost or L for list.
Should This Matrix Set Apply to Retail Counter Sales Indicate if the matrix should also apply to retail counter sales. Enter Y for yes or N for no.
Apply to Retail R/O Parts Sales Indicate if the matrix should also apply to retail repair order parts sales. Enter Y for yes or N for no.
Apply to Retail Body Shop Parts Sales Indicate if the matrix should also apply to retail body shop parts sales. Enter Y for yes or N for no. Body Shop sales are generally restricted to Suggested List Price per insurance authorization. In most cases, this field should contain an N.
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