Matrices

                Here we can set up various pricing matrices that will affect Job pricing.

1. To add a new pricing matrix, click on New Matrix.
2. On the right-hand side give your new Matrix a name.
3. Give a brief description of what the Matrix is designed to do.
4. Select what this Matrix will apply to by clicking the appropriate radio button - Supplier (Cost associated to a specific supplier), Vehicle (Cost associated to a specific Vehicle Type) or Price (Price associated with a Job), for this example we will select Price
5. Select the currency for this Matrix, this is a drop-down box taken from the currencies and exchange rates that you have set up in Lookup/Finance/Currencies and is explained in that section of this guide.
6. In the Matrix based on drop-down box you can select the basis for the matrix, for this example we will select Total Mileage.
7. If the Matrix is being used to calculate Product Lines then tick the Prod tickbox, this will prevent the matrix from being made available for anything other than product lines.
8. Select the unit increment e.g. if you want the price to charge every mile put 1 in the box, for every 10 miles put 10 in the box.
9. Fill in the Matrix table, for this example we have set it out as detailed below.
10. At the bottom, you can add a minimum price or a minimum unit (in this case miles)
11. Click on Save Matrix to save your new Matrix

Example (fig 1)

(Progressive tickbox is ticked = will price each job starting with line 1 and work down till complete)

To explain this example the minimum price for this Matrix is £20, that means regardless of how many miles are done if the price is less than £20 it will charge at £20.

Line 1 states that from 1 to 20 miles the Job will be priced at £10 regardless of distance (as per the price put into the price break column).

Line 2 states that from 21 to 30 miles the job will be priced at £1.60 per unit (in this instance 1 unit = 1 mile as set in the Unit Increment – per box).

Line 3 states that from 31 to 50 miles the job will be priced at £1.50 per unit.

Therefore, a job using this Matrix that has a full distance of 40 miles will be charged £10 (Line 1) + £14.40 (9 miles @ £1.60/mile Line 2) + £13.50 (9 miles @ £1.50/mile Line 3) = £37.90 as this is above the £20 minimum charge it will be charged at this.

Note that if the Job distance was 15 miles, the matrix would charge £10 (Line 1), however this would be overridden by the minimum charge so the final charge will be £20

(Progressive tickbox is unticked = will price the job based on which line the full distance lies on)

If the progressive tickbox is not ticked then Journease will look at the maximum distance, in this example 40 miles, and see that that lies between 31 miles and 50 miles so will price the entire job according to Line 3 (£1.50 per unit) = £60