--- title: Configure the price matrix slug: configured-commerce/docs/configure-the-price-matrix docTags: createdAt: 2026-08-13T10:46:22.000Z --- The Price Matrix creates a generic construct used for storing complex pricing information across various ERP systems. It intentionally is non-normalized data to create a data structure that can perform the calculations with minimal latency. It does have its limitations, such as a maximum of 10 price breaks. Each ERP or custom application of the matrix can use different data in specific fields as needed to accommodate pricing functions. ## Configure the price matrix Configure the appropriate settings to use the Price Matrix. Remember to correctly target the desired website using the **Configuring** menu on the left side of the screen. | Setting | Description | | ------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Pricing Service** | This sets the pricing service to use for the targeted website. Use the **Configuring** menu on the left side of the screen to select either global or a specific website. There are four default **Pricing Service** options:- **List** - only pricing values on the Product table are used- the Price Matrix will not be used if this selection is made. | - **Generic** - the pricing service with C# code for Price Matrix calculations is used. - **StoredProcedure** - the pricing service with a SQL stored procedure for Price Matrix calculations is used. - **RealTime** - a real-time call to an external service will be used.This requires a Real-Time pricing plug-in to be developed.The default value is **Generic.** | \| **ERP Pricing Stored Procedure** | This field only displays if the **Pricing Service** is set to **StoredProcedure**. Enter the name of the stored procedure to run to calculate pricing. Default value: **PriceCalculator\_Generic** | \| If **RealTime** is selected, the following fields are displayed: | | \| **Real-time Pricing Service** | The real-time pricing service name. Default value: Insite | \| **Real-time Service Timeout Seconds** | Time to wait for real-time pricing service to return. Default value: 10 | \| **Real-time Service Cache Minutes** | Number of minutes that prices from an real-time service will be cached. Default value: 60 | \| **Real-time Service Unavailable Retry Minutes** | Number of minutes to wait if the real-time service timed out. Default value: 5 | \| **Real-time Service Delay Seconds** | Number of seconds to delay the real-time pricing. This is used for testing and should be set to 0 in a production environment. Default value: 0 | ## Set up a price matrix record Set up a Price Matrix record to create pricing information for a product, a customer, or both. ### Price matrix details section 1. Within the **Admin Console**, go to **Catalog** > **Price Matrix**. 2. Click **Add Price Matrix**. 3. Select a **Record Type** from the drop-down- record types are listed in evaluation order from most specific to most general: - Customer/Product - Customer/Product Price Code - Customer Price Code/Product - Customer Price Code/Product Price Code - Customer - Customer Price Code - Product - Product Price Code - Product Sale 4. Then, select one or multiple options from the corresponding fields. | Record Type Option | Description | Corresponding Fields | | -------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------------------------------- | | Product | Correlates to a Product record. | Product select drop-down | | Product Sale | Correlates to a Product record. When used, puts the product on sale and includes any possible price breaks. | Product select drop-down | | Product Price Code | Correlates to a Product Price Code. Functions like record type Product, but allows the user to select a wider array of products by assigning them price codes. | Product Price Code select drop-down | | Customer | Correlates to a Customer record. | Customer select drop-down | | Customer/Product | Assign both a Customer record and a Product record. | Product select drop-downCustomer select drop-down | | Customer/Product Price Code | Assign both a Customer record and a Product Price Code. | Customer select drop-downProduct Price Code select drop-down | | Customer Price Code | Correlates to a Customer Price Code. | Customer Price Code select drop-down | | Customer Price Code/Product | Assign both a Customer Price Code and a Product. | Customer Price Code select drop-downProduct select drop-down | | Customer Price Code/Product Price Code | Assign both a Customer Price Code and a Product Price Code. | Customer Price Code select drop-downProduct Price Code select drop-down | 5. Use the **Activate On** and/or **Deactivate On** fields to select the date and time (or span of time) the Price Matrix is active. Leave **Deactivate On** blank if the Price Matrix record is active indefinitely. 6. For the **Currency Code** field, enter the appropriate currency. 7. The **Unit of Measure** and **Warehouse** fields are optional. :::hint{type="info"} **Note** If the **Warehouse** field is populated, the Price Matrix only displays pricing for products available from the warehouse identified in the Warehouse field. ::: :::hint{type="info"} **Note** The **Unit of Measure** field is optional; however, if it is filled with a unit of measure that differs from the unit of measure listed on the product's **Detail** page, the Price Matrix record will not execute. ::: ## Pricing details section 1. Modify the quantities in the **Break Qty** column. The first quantity always is 1. The second break level is the price or percentage to select for the break quantity (such as the second break quantity of 5 equates the first break level to purchases between 1 and 4 items, while the second break level equates to purchases of 5 items or more). Continue this process for each break quantity, up to ten fields. 2. Select a value from the **Price Basis** drop-down. :::hint{type="info"} **Note** This table is the same regardless of the selected Record Type. ::: | Price Basis Menu Option | Description | | ------------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | List | Base list price of product +/- number entered in Amount field. Use - in front of the integer to apply a discount amount or percentage. | | Override | Uses the Amount to override the product list price.Enter what the price should be in the Amount column to override all cost information for that specific product. | | Cost | Multiplies unit cost of product (determined in Warehouse) by the Amount. | | Margin | +/- adjustment from unit cost. This option only works with Amount adjustment type, not Percent adjustment type | | Mark up | Unit cost of product + Amount. | | Base | Reserved for ERP-specific pricing | | Price 1 | Reserved for ERP-specific pricing | | Price 2 | Reserved for ERP-specific pricing | | Price 3 | Reserved for ERP-specific pricing | | Price 4 | Reserved for ERP-specific pricing | | Price 5 | Reserved for ERP-specific pricing | | Price 6 | Reserved for ERP-specific pricing | | Customer Level/Discount | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level/List | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level/Cost | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level/Base | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level/Margin | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level/Override | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level Discount/List | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level Discount/Cost | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level Discount/Base | Reserved for ERP-specific pricing; works with SX Price Calculator | | Customer Level Discount/Margin | Reserved for ERP-specific pricing; works with SX Price Calculator | 3. Select a value from the **Adjustment Type** drop-down. :::hint{type="info"} **Note** This table is the same regardless of the selected Record Type. ::: | Adjustment Type Menu Option | Description | | --------------------------- | ----------------------------------------------------------- | | Amount | Recognizes the value in the Amount field as a whole number. | | Percent | Recognizes the value in the Amount field as a percentage. | 4. Enter an amount in the **Amount** field. 5. Repeat steps 1-4 for each Price Matrix break quantity. 6. Click **Save**. :::hint{type="info"} **Note** **IMPORTANT:** Upon completion of configuring the Price Matrix, rebuild the **Product Search Index**. Go to **Admin Console** > **Marketing** > **Search** > **Indexing**, and click **Rebuild All** or rebuild just the **Product Index**. ::: ## Set up a price matrix record for a product Set up a Price Matrix record to create pricing information for a product. ### Use a product's basic List price Use the Product's **Basic List Price** as a basis for the Price Matrix record. In this example, the User selects a product with a Basic List Price of $37.00. ### Price matrix details section 1. Within the **Admin Console**, go to **Catalog** > **Price Matrix**. 2. Click the **Add Price Matrix** ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/XWvjl77XRScmqqdr7le6Z-20260720-144449.png) :::Paragraph{indent="1"} button. ::: 3. Select **Product** from the **Record Type** drop-down. 4. Select a **Product** from the **Product** drop-down. 5. Use the **Activate On** and/or **Deactivate On** fields to select the date and time (or span of time) the Price Matrix is active. Leave **Deactivate On** blank if the Price Matrix record is active indefinitely. 6. For the **Currency Code** field, enter the appropriate currency. 7. The **Unit of Measure** and **Warehouse** fields are optional. :::hint{type="info"} **Note** If the **Warehouse** field is populated, the Price Matrix only displays pricing for products available from the warehouse identified in the **Warehouse** field. ::: :::hint{type="info"} **Note** The **Unit of Measure** field is optional; however, if it is filled with a unit of measure that differs from the unit of measure listed on the product's detail page, the Price Matrix record does not execute. ::: ### Pricing details section 1. Modify the quantities in the **Break Qty** column. The first quantity always is 1. The second break level is the price or percentage to select for the break quantity (such as the second break quantity of 5 equates the first break level to purchases between 1 and 4 items, while the second break level equates to purchases of 5 items or more). This user chooses to set break quantities at 1, 5, and 10. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/JsikFsSx5c_bMepdZos5y-20260720-144450.png) 2. Select **List** from the **Price Basis** drop-down. List calculates the price of the item +/- the value entered in the **Amount** field. 3. Select **Percentage** from the **Adjustment Type** drop-down. This recognizes the value entered in the **Amount** field as a percentage. 4. Enter an amount in the **Amount** field. This user chooses to enter 0 for break quantity 1, -10 for break quantity 5, and -25 for break quantity 10. 5. Click **Save**. 6. Rebuild the **Product Search Index** by going to **Admin Console** > **Marketing** > **Search** > **Indexing**. 7. View the results on the commerce site. 8. Click **View Website** in the upper right corner of the **Admin Console**, and select the applicable website. 9. Browse or search for the product assigned in Step 4. 10. Click **Quantity Pricing** to view the Price Matrix pricing. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DWOdlyPCFFQHd9y3JWkF7-20260720-144450.png) :::Paragraph{indent="1"} This is the result of the exercise listed above. Since the user entered 0 for break quantity 1, the list price of the item was not altered. Entering -10 reduced the break quantity 5 cost by 10%, and -25 reduced the break quantity 10 cost by 25%. ::: ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/L0LqOSjMerxwls_z0_HFk-20260720-144450.png" size="100" isUploading="false" showCaption="false" indent="2"} ### Use a product's unit price Use the Product's Unit Price as a basis for the Price Matrix record. In this example, the user uses a product with a Unit Price of $1.00. ### Set unit price 1. Start by assigning a **Unit Price** to a Product. Within the **Admin Console**, go to **Catalog** > **Products**. 2. Click **Edit** for the desired Product. 3. Click the **Warehouses** finger tab. 4. Click **Add Product Warehouse**. 5. Assign the appropriate **Warehouse**, **ERP Qty Available**, **Qty On Order**, **Safety Stock**, and **Unit Price** to the product. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/v4Xrp7vbvkaZx33kcd4AW-20260720-144450.png) 6. Click **Save**. ### Price matrix details section 1. Go to **Catalog** > **Price Matrix**. 2. Click **Add Price Matrix**. 3. Select **Product** from the **Record Type** drop-down. 4. Select a **Product** from the **Product** drop-down. 5. Use the **Activate On** and/or **Deactivate On** fields to select the date and time (or span of time) the Price Matrix is active. Leave **Deactivate On** blank if the Price Matrix record is active indefinitely. 6. Select the same Warehouse as was assigned to the Product in step 5. 7. For the **Currency Code** field, enter the appropriate currency. 8. The **Unit of Measure** field is optional. :::hint{type="info"} **Note** The **Unit of Measure** field is optional; however, if it is filled with a unit of measure that differs from the unit of measure listed on the product's detail page, the Price Matrix record does not execute. ::: ### Pricing details section 1. Modify the quantities in the **Break Qty** column. The first quantity always is 1. The second break level is the price or percentage to select for the break quantity (such as the second break quantity of 5 equates the first break level to purchases between 1 and 4 items, while the second break level equates to purchases of 5 items or more). This user chooses to set break quantities at 1, 5, and 10. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/5DTgArFVKlnPNvQdT3VYf-20260720-144450.png) 2. Select **Cost** from the **Price Basis** drop-down. Cost calculates the price of the item by either multiplying the unit cost by the value entered in the Amount field (if Adjustment Type = Percent), or adding the unit cost to the value entered in the Amount field (if Adjustment Type = Amount). 3. Select **Amount** from the **Adjustment Type** drop-down. This recognizes the value entered in the **Amount** field as a whole number. 4. Enter an amount in the **Amount** field. This User chooses to enter 15 for break quantity 1, 13 for break quantity 5, and 11 for break quantity 10. 5. Click **Save**. 6. Rebuild the **Product Search Index** by going to the **Admin Console** > **Marketing** > **Search** > **Indexing**. 7. View the results on the commerce site. 8. Click **View Website** in the upper right corner of the **Admin Console**, and select the applicable website. 9. Browse or search for the product assigned in Step 4. 10. Click **Quantity Pricing** to view the Price Matrix pricing. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/UjF2PefdwO51VxoXDZDK1-20260720-144450.png) :::Paragraph{indent="1"} This is the result of the exercise listed above. Since the user entered 15 for break quantity 1, 15 + 1.00 = 16.00. Entering 13 for break quantity 5 added 13 + 1.00 = $14.00, and 11 for break quantity 10 added 11 + 1.00 = $12.00. ::: ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Mx1oLSQLsb7KFcQimral3-20260720-144450.png" size="100" isUploading="false" showCaption="false" indent="2"} ### Using a product's price code Use the Product's Price Code as a basis for the Price Matrix record. Set a Price Code for multiple items to apply one Price Matrix record to multiple items. In this example, the user has marked several accessory items with the Price Code of ACC. ### Set price code 1. Start by assigning a **Price Code** to a product. Within the **Admin Console**, go to **Catalog** > **Products**. 2. Click **Edit** for the desired Product. 3. On the **Details** tab, scroll down to the **Pricing** subsection. 4. Enter a code in the **Price Code** text box. 5. Click **Save**. ### Price matrix details section 1. Go to **Catalog** > **Price Matrix**. 2. Click **Add Price Matrix**. 3. Select **Product Price Cod**e from the **Record Type** drop-down. 4. Select a **Product Price Code** from the **Product Price Code**. 5. Use the **Activate On** and/or **Deactivate On** fields to select the date and time (or span of time) the Price Matrix record is active. Leave **Deactivate On** blank if the Price Matrix record is active indefinitely. 6. For the **Currency Code** field, enter the appropriate currency. 7. The **Warehouse** and **Unit of Measure** fields are optional. :::hint{type="info"} **Note** If the **Warehouse** field is populated, the Price Matrix only displays pricing for Products available from the Warehouse identified in the **Warehouse** field. ::: :::hint{type="info"} **Note** The **Unit of Measure** field is optional; however, if it is filled with a unit of measure that differs from the unit of measure listed on the product's **Detail** page, the Price Matrix record will not execute. ::: ### Pricing details section 1. Modify the quantities in the **Break Qty** column. The first quantity always is 1. The second break level is the price or percentage to select for the break quantity (such as the second break quantity of 5 equates the first break level to purchases between 1 and 4 items, while the second break level equates to purchases of 5 items or more). This user chooses to set break quantities at 1, 5, and 10. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6oZqv1HbbaTspXnvZVase-20260720-144450.png) 2. Select **Margin** from the **Price Basis** drop-down. Margin calculates the price of the item by adding the unit cost to the value entered in the **Amount** field. :::hint{type="info"} **Note** The **Margin** option does not work with the **Adjustment Type Percent**. ::: 3. Select **Amount** from the **Adjustment Type** drop-down. This recognizes the value entered in the **Amount** field as a whole number. 4. Enter an amount in the **Amount** field. This user chooses to enter 20 for break quantity 1, 16 for break quantity 5, and 12 for break quantity 10. 5. Click **Save**. 6. Rebuild the **Product Search Index** by going to **Admin Console** > **Marketing** > **Search** > **Indexing**. 7. View the results on the commerce site. 8. Click **View Website** in the upper right corner of the **Admin Console**, and select the applicable website. 9. Browse or search for a Product with the applicable **Product Price Code**. 10. Click **Quantity Pricing** to view the Price Matrix pricing. ![](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/YjPoppiUUfnbiJ7egR9LI-20260720-144450.png) :::Paragraph{indent="1"} This is the result of the exercise listed above, for a product with a unit price of $1.00. Since the user entered 20 for break quantity 1, 20 + 1.00 = 21.00. Entering 16 for break quantity 5 added 16 + 1.00 = $17.00, and 12 for break quantity 10 added 12 + 2.00 = $13.00. ::: ::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/0BjsuT2TpuFzjbITtfJGX-20260720-144450.png" size="100" isUploading="false" showCaption="false" indent="2"}