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Adding products using Matrix & updating stock quantities as well as UPC codes

1.Make sure that “product groups” for this product are built out in the most ideal manner for your establishment. This is important for reporting purposes.

Product groups can be as broad or specific as you would like.  You can build out product groups under the Inventory Module— and selecting “products and service groups” from the left scroll down menu.

-Lets use the product Men’s Timberland 3004 Nubuck as example here.

A. An example of a broad product group would be for example men’s and women’s.


In this example reporting by “product group” will only show Men’s vs. Women’s.  All items would fall under product group men or women.  Therefore on the product card we would specify that Men’s Timberland 3004 Nubuck is under the product group “Men’s”

B.  If you would like to see deeper reporting (for example Men’s Timberland 3004 Black leather vs Nubuck-) you must create the product group all the way down the to actual product(shown below)

-1st step again would be to create this product group structure. This Product group would look something like this:


As you can see I have created MEN’S Group, and created subgroups SHOES—TIMBERLAND—30004—-and final group TIMBERLAND 30004 NUBUCK in which I will place the product.

In this case you would define on the products card the “product group” defined



2. Now that you know how to build product groups, Next step is to Create the Matrix Dimensions (only need to do this upon 1st time using, all matrix dimensions will be saved for next product) 

-You can define new matrix dimensions under “SETTINGS”

– Inventory Settings—-Matrix Dimensions

-add new Dimension (new tab in upper right)

-Give a name to the Dimension (for shoe example dimension will be MEN’S SHOE SIZE)—SAVE

-Next define the variations- (for our example list ALL Men’s shoe size’s)–SAVE



3. Next step is to create the “mother” product

-Click INVENTORY module—and select “NEW+” to open a new product card
– On this product card define the name of the product

(For our example we will make the name Timberland 30004 Nubuck)- As you can see from the example, we have added the product Brand, Model, and Color to the NAME).Only field left is SIZE

–relate the product to the corresponding “product group” which was previously created.

—Select that the “type” as  MATRIX PRODUCT from drop down—SAVE


Once saved you will see page refresh and Dark blue tabs are now displayed- once of which MATRIX:


4. Click this MATRIX tab- select dimension to be matrixes from drop down.

-You can matrix by more than 1 dimension using Dimension 2 and 3 fields.

–click “GENERATE PRODUCT VARIATIONS” tab and check box each dimension used for this specific product—click GENERATE on bottom:


-Once Generate is selected, you will see a list of all Variations, You have successfully created the Matrix “children” (sizes) of this “mother” product.


5. Next steps are to add scannable UPC codes to the product and to update the inventory levels in your locations of this product.

  1. You can do all of the above by switching the view from “PRODUCT VARIATIONS” to QUANTITY VIEW”
  2. Once view is changed- select from the drop down what you would like to edit
  3. ***you cannot change “Stock totals” from this view- in order to change stock levels you must select specific location:

You can see in our example that I have selected the 3rd Ave store and manually entered in the amount of each size I want to receive in to inventory at this location.—SAVE


You can do the same for adding UPC codes by selecting UPC CODE from the MATRIX TABLE VIEW drop-down, and simply scanning in the UPC codes:



6. All set- you can now see the Product (with all matrix variations) as well as stock quantities and UPC codes in each store from the Inventory View by searching the product—and clicking the “M+” next to the mother product:

 All products are now added to system and ready to be scanned (if UPC code was added) at the POS view.