Make sure that Product Groups for this product are built in the manner best suited for your establishment. This is important for reporting purposes.
At a Glance
- Creating Product Categories
- Creating Matrix Products
- Updating Inventory levels
- Selling Matrix Products in the POS
- Selling Matrix Products in the Back Office
Creating Product Categories
Product groups can be as broad or specific as you would like. You can build out product groups under the “PIM” Module by selecting “Product Groups” from the dropdown menu.
Specific/Nested Product Categories
In this example, we will be creating different matrix variations of shoes, so we’ve created a Product Group titled “Shoes” and the subgroups “Men’s Shoe” and “Women’s Shoe,” and have further specified the shoe type (in the example it is “Converse.”)
An example of a broad product group would be “Men’s” and “Women’s.”
For a more detailed tutorial, view how to create product groups with our Product Groups Guide.
Creating Matrix Products
Now that you know how to build product groups, the next step is to create the Matrix Dimensions. You will only need to do this on the first time using a new dimension; all matrix dimensions will be saved for the next product.
Creating Matrix Dimensions
You can define new matrix dimensions under the PIM Module by selecting “Matrix Dimensions.”
Add a new dimension by selecting “New” and then naming the dimension.
Creating Matrix Variations
Next, define the variations. Each variation must have a Name and Code before being added.
For this example, we’re creating matrix variations of both size and color, so we will go through this process twice.
Creating the Mother Product
Next step is to create the “mother” product.
- Click the “PIM” module and select “+” next to “Product Catalog” to open a new product card.
- On the product card define the name of the product, price, etc.
- Fill out the appropriate information. For our example, we will make the name “Women’s Converse.”
- Place the product into the corresponding Product Group which was previously created.
Change the “Type” from Product to Matrix Product.
Once saved, a green notification will appear at the top of the product card, notifying you to create matrix variations
Building the Whole Matrix Product
Click the MATRIX button that has now appeared in the lower black bar of your screen. If this bar is not visible, click the yellow button in the bottom left hand side of your screen to unhide it.
You can create a Matrix with up to three dimensions. In this example we are using two dimensions, “Shoe Size” and “Color.”
Click the “Generate” tab and select each dimension used for this specific product in the drop down menu, then click GENERATE on bottom:
You can choose to separate the variables with a dash, dot, or other symbol in the codes which generate for your matrix products, if you wish. We will not use this in this example, however.
Once the generation is complete, you will see a list of all the variations. Review and then approve. To not apply any variations, uncheck the box. You have successfully created the Matrix “children” (sizes & colors) for this “mother” product (Converse Shoe).
Once approved, you will be able to view each child product under the “Product Variations” tab. You can click on the code or name to open the child product’s Product Card.
Each child product will be given a unique code. This code is the mother product followed by the dimension. In this example it is (72794), followed by the shoe size (1), and then the color (green). If you had used the separator field discussed above, and chosen a dash, this code would read as “72794-1-green.”
Updating Inventory Levels
Next, update the inventory levels in your locations of this product.
You can do all of the above by switching the view from “Product Variations” to “Quantity View”
Once the view is changed, select from the drop down what you would like to edit.
NOTE: You cannot change “Stock totals” from this view. In order to change stock levels you must select a specific location. Here, you can change the available amount, as well as choose a reorder point and a restock level.
You can do the same for adding UPC codes by selecting UPC CODE from the Quantity View Dropdown. You can manually input the UPC codes, or scan them in.
The Matrix Dimensions are now applied. You can see the Product with all matrix variations, UPC codes and stock quantities for each store from the Inventory by searching the mother product and clicking the “M+” to expand.
All products are now added to system and ready to be scanned (if UPC code was added) at the POS view.
Selling Matrix Products in the POS
Upon selecting a Matrix Product, a new window (as displayed below for a Hat) will appear prompting you to select the variations.
After you select the desired variation, select ‘Add’ (highlighted below).
As seen in the left hand bar of the below window, the desired Matrix Product is now in the cart.
Selling Matrix Products in the Back Office
To sell a Matrix Product in the back office, first select the ‘+’ next to the Invoices option in the Sales module drop-down menu. Next, search for the desired Matrix Product.
Upon selecting the desired product, you can input quantities of desired variations into a Matrix grid, as shown below. The price will revert to default once done if none is declared.
Once satisfied with your selection, Save and Confirm the Invoice-Waybill.