CustomBooks™ Product Perks: February 2026 - Price Matrix

CustomBooks™ Product Perks: February 2026 - Price Matrix

Keep your margins protected - even when costs fluctuate - with the Price Matrix tool.

As your costs change, Price Matrix helps ensure your pricing stays accurate and up to date automatically. With clear visibility directly in Item and Customer Cards for Price Matrix–designated items and customers, you have the control you need to manage pricing with confidence.

Why Price Matrix works for you:

  • Sales documents automatically update when Price Matrix is applied.

  • Quickly adjust pricing using percentage changes or effective start dates.

  • Ensure the right prices are applied at the right time - every time.

You can define Price Changes in the Price Matrix four flexible ways:

  • Item

  • Item + Price Level

  • Item Category

  • Item Category + Price Level

Example:

Give your Commercial customers a 10% discount by assigning them the Commercial price level in their Customer Cards. Then, create a Price Matrix entry for that price level - optionally narrowing it by a specific item or item category. Your sales documents will automatically reflect the discount.

Need different pricing for Retail customers? Simply adjust the percentage. It’s that easy.

With Price Matrix, you stay in control of pricing, protect your margins, and adapt quickly as costs change.

 

See the Price Matrix tool in action now:


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