Product-Customer Matrix

The most flexible pricing component for complex contract pricing using a three-layer architecture with AND/OR attribute logic.

Overview

The Matrix provides:

Attribute-based rules: Match products by configured filterable attributes
AND/OR logic: Combine conditions flexibly
Customer segments: Group customers by attributes
Customer-only pricing: Applied for logged-in/assigned customers
Priority resolution: Clear conflict handling
Date validity: Time-limited pricing rules

Three-Layer Architecture

Layer 1: Main Matrix

Core pricing rule with:

Name (unique identifier)
Price and quantity
Priority level
Validity dates
Customer attribute for segmentation

Layer 2: Product Attributes

Define which products match:

Attribute code (sku, category_ids, color, etc.)
Attribute value to match
AND/OR relation between conditions

Layer 3: Customer Assignments

Assign to specific customers:

Direct customer ID assignment
Customer-specific validity dates
Overrides segment-based matching

Creating a Matrix Price

Via Admin Panel

Navigate to Pricesystem >Product Customer Matrix
Click New Matrix
General Tab:
- Name: "Enterprise Electronics Deal"
- Price: $500
- Price Application Type: Defines how price is applied (e.g., fixed value, discount %)
- Quantity: 1
- Priority: 30
- Valid From/To: Contract dates
Product Attributes Tab:
- Attributes Relation: AND
- Add: category_ids = "23" (stored category value/ID)
- Add: brand = "premium"
Customers Tab:
- Add specific customers
- Set customer-specific dates
Save

AND/OR Logic

AND Mode (All Must Match)

All attribute conditions must be true:

category_ids = "23" AND brand = "premium"

Only products matching both stored values match.

OR Mode (Any Can Match)

Any attribute condition can be true:

category_ids = "23" OR category_ids = "24"

Products matching either stored category value match.

Customer Segmentation

Instead of assigning individual customers, use customer attributes:

Set customer_attribute_value in main matrix
E.g., "enterprise" for all enterprise customers
Any customer with matching attribute gets the price

Priority Resolution

When multiple matrices match:

Direct customer assignments and customer attribute matches can both apply
Priority influences which matched matrix overrides others
Keep overlapping rules minimal and priorities explicit to avoid ambiguity

Use Cases

Multi-Product Contract

"Customer ABC gets 20% off all Brand X products":

Attributes: brand = "X" (OR mode for multiple brands)
Customers: ABC Corp
Price Application Type: Discount %
Price: 20
Priority: 40

Regional Segment Pricing

"All US distributors get special pricing on category Y":

Customer Attribute: region = "US"
Attributes: category_ids = "15" (stored category value/ID)
Price: $450
Priority: 20

SKU-Specific Override

"Product SKU-123 special price for Customer XYZ":

Attributes: sku = "SKU-123"
Customers: XYZ Corp
Price: $99
Priority: 50 (highest)

Best Practices

Use segments for broad rules, direct assignment for exceptions
Set explicit priorities and avoid unnecessary overlap between matrices
Document matrix rules in customer contracts
Test combinations in staging environment