Generating Matrix Pricing

Learn how to generate matrix pricing against your open opportunities.

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

1. There are two main areas that you can generate matrix pricing for your open opportunities, either under Contracts & Tenders in the Lead/Customer view or under Pipeline > Open Opportunities.
2. Find the Tender you want to generate pricing against and click Go > Create Matrix Tender. If the option shows ‘Input Prices’ then you have already generated pricing and you can click on ‘Input Prices’ to review and amend the quotes originally generated.
3. Select the durations you want pricing for and ensure your opportunity type is set correctly. Click Next.
4. This page is double-check that the meter you are generating prices for is the right one. Click Next.
5. Enter the Commission you want to set and click save.
6. Select the suppliers you want included in your pricing request and click Generate Prices.