A multiplier matrix is a group of values that operate over a customizable combination of dimensions, attributes, or trading partners.
Calculation mechanisms can apply the values in multiplier matrices to adjust the support calculated on special pricing agreements (SPAs) by applying flat, or percentage-based discounts.
This article will guide you through:
- How to navigate to multiplier matrix configuration
- How to create a new multiplier matrix
- How to populate a multiplier matrix
- Upload succeeded
- Upload unsuccessful
- Sharing multiplier matrices with collaborators
- Matrix column hierarchy
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How to navigate to multiplier matrix configuration
Matrix multipliers are located within the Config area of the Special pricing app.
Channel admin users have access to the Config area within Enable. If you require additional help, please reach out to our support team here.
To navigate to matrix multiplier config:
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Multiplier matrices in the drop-down menu.
How to create a new multiplier matrix
Before adding values, you will need to create the multiplier matrix.
Step 1: Click the Create button at the bottom left of the page. The Create new matrix panel will be displayed on the right.
Step 2: Populate the following multiplier matrix details:
- Name: Enter a unique name for the matrix, e.g. using the trading partner name and date of the matrix.
- Reference: Enter a unique reference for the matrix, e.g. a reference number.
Step 3: Drag the desired columns for the matrix from the Excluded columns section up to the Matrix CSV setup section.
The order of columns defined here establishes a hierarchy that affects which values are returned when the matrix is referenced. This column order is also preserved on the matrix CSV template.
Step 4: Click the Save draft button on the bottom right of the page to close the Create new matrix panel on the right side of the page.
Step 5: The newly created draft matrix will be displayed in the main listing, with a status of Ready to activate. To activate the draft, click on the listing and click Activate at the bottom of the Configuration panel on the right side of the page.
How to populate a multiplier matrix
Now that you have created and saved the new matrix, the values will need to be populated for it. To populate the values:
Step 1: From the Multiplier matrices page, click on an active multiplier matrix.
Step 2: On the Configuration panel that displays on the right side of the page, scroll down to find the blue Download matrix values info box. Click the Download button.
Step 3: Populate the downloaded price list template CSV file, using the guidance below.
Column headers
The downloaded matrix template will display the three mandatory columns below and any additional columns that were selected in the Matrix CSV setup section.
- Start Date & End Date: These two columns allow you to define a date range for which the value is applicable.
- Value: Populate the value for each row.
- [Configurable Columns]: List items relevant to the configured columns. For example, a product category column should be populated with product categories. These can be populated with an asterisk ( * ) to indicate all items.
Formatting requirements
When populating the price list template CSV file, ensure the following requirements are followed:
- The order of rows must be kept the same as in the downloaded template.
- Column headers must not be changed.
- Additional columns must not be added.
How to upload values for a multiplier matrix
Once you have populated the CSV file with values following the requirements above, the matrix is ready to be uploaded.
Step 1: Select a multiplier matrix with an Active status.
Step 2: On the Configuration panel that displays on the right side of the screen, scroll down to the Files section.
Step 3: Drag a file into the import box, or click it to select a file from your device.
Step 4: Click the Process values button that displays below the uploaded file. This will close the Configuration panel.
Upload succeeded
Step 5a: Re-open the Configuration side panel by selecting your active matrix on the Multiplier matrices page.
The Upload succeeded info box at the bottom of the side panel will indicate that the import was completed successfully.
Upload unsuccessful
Step 5b: Re-open the Configuration side panel by selecting your active matrix on the Multiplier matrices page.
The Upload unsuccessful info box at the bottom of the side panel will indicate that the import failed. Click Download to review a modified version of the uploaded file highlighting the errors. Once amended, upload the new file.
Sharing multiplier matrices with collaborators
Step 1: Click on Config in the green banner at the top of the page.
Step 2: Click on Multiplier matrices in the drop-down menu. You will automatically be navigated to Pricing within the Config area (displayed below).
Step 3: Click on an existing matrix in the listing. The associated configuration page will open on the right side of the screen.
Step 4: From the configuration page, select the Collaborators tab.
Step 5: Use the drop-down menu to select which collaborator organizations can view the matrix. Once selected, the collaborators will only be able to see rows in the matrix that involve their organization.
Step 6: Click Save on the bottom right of the page.
Matrix column hierarchy
Due to the flexibility of matrix configuration, a transaction can be applicable to many matrix rows. Transactions will map to the most specific row for the purpose of calculations, i.e. the matrix row most similar to the transaction. For example, a transaction will match to a matrix row for the specific branch it was sold from over a row that applies to all branches.
Columns selected during the configuration of a multiplier matrix are automatically numbered. These numbers indicate the position of each column in a hierarchy for the purposes of tie-breaking.
When a tie is found (i.e. multiple rows are equally specific to the transaction), the lower-numbered columns take priority, as shown in the example below.
For a matrix column order of [1] Product, [2] End-customer:
- Suppose there is a multiplier matrix with these two rows:
- Product A & All End-customers with value 10
- All Products & End-customer A with value 8
- And the following transaction is imported:
- Product A & End-customer A
- This transaction is equally applicable to both rows in the matrix, as neither row is more specific to the transaction.
- To break the tie, the transaction is matched based on the column order.
- The product column takes priority over the end-customer column, so the transaction matches to the row with value 10.
- Product A & End-customer A
What’s next?
Interested in how much support your SPAs are earning? Learn how to generate the special pricing support report here.