ShopController's part matrix feature allows you to create customized pricing structures for different parts and part categories. This article will guide you through the process of creating and managing part matrices to optimize your pricing strategy.
Understanding Part Matrices
- A part matrix is a grid that defines markup percentages for different part ranges and categories (e.g., OEM tires, aftermarket fluids).
- You can create multiple part matrices to cater to different customer segments, pricing strategies, or part types.
- ShopController offers flexibility in setting markup percentages, using incremental markup, and customizing rounding rules.
Creating a Part Matrix
- Navigate to Admin Settings and select Part Matrix.
- Click the Add button to create a new matrix.
- Enter a name for your matrix (e.g., Friends and Family, Volume Discount).
- Optional: Enable Incremental Markup for gradual price increases between ranges.
- Optional: Set Rounding Rules to define how prices end (e.g., always end in 99 cents).
Defining Price Ranges and Markups
- In the matrix grid, define price ranges for each part category (e.g., $0-$100,$100-$500).
- Set markup percentages for each range and part category. Shopcontroller automatically calculates the final price based on the base cost and markup.
Assigning Part Matrices
- You can assign part matrices to customers, jobs, or specific services:
- Customer Level: Assign a part matrix to a customer's profile to apply it to all their jobs by default.
- Job Level: Override the customer's default matrix for a specific job.
- Service Level: Apply a different matrix to individual services within a job for more granular pricing control.
Example: Creating a Friends and Family Part Matrix
- Create a new part matrix named "Friends and Family".
- Set incremental markup to gradually decrease the markup percentage as the price range increases.
- Define price ranges and set lower markup percentages for all part categories (e.g., 10% for OEM parts, 15% for tires).
- Assign this matrix to specific customers or jobs that qualify for the discount.
Additional Tips
- Use descriptive names for your part matrices for easy identification.
- Regularly review and update your part matrices to ensure they reflect your current pricing strategy and market conditions.
- Consider using incremental markup for a smoother price increase across different ranges.
- Explore the various options for assigning part matrices to achieve targeted pricing for different customer segments or job types.