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Matrix Items

When you have a product with many different variants, each of which is a distinct Item, the best way to load it is as a Matrix Item.

For example a shirt may come in three different sizes (small, medium, and large), and three different colors (red, green, and blue).

A Matrix Item allows you to create and group together all the related Matrix Combinations (i.e. separate Items). This makes creation and editing of the different combinations easier than if the associated Items were created one by one.

NOTE:
Any Item can be designated a Matrix Item when it is created. A Matrix Item is not a distinct Item in its own right. So for example, you can have Matrix Stock and Service Items, and you can even have Matrix Discount/Mark up Items.

Matrix Item Example

Here is an example to show how Matrix Items work, using shirts as the basic product.

Step 1 – Creating the required Attributes

First set up two attributes called Color and Size:

  1. The Color attribute can have values Red, Blue and Green.
  2. The Size attribute can have values Small, Medium and Large.
  3. For more information on Item Attributes see Working with Item Attributes.

Step 2 – Create the Matrix Master Item

Create a new Stock Item by either using the Items Shortcut, or from the Explorer click Products/Services->Items and click ‘Create Newplus from the Item List.

Select ‘Stock‘ to display a new Stock Item Document.

Alternatively you can click Products/Services->Stock and then click ‘Create Newplus.  This will also display a new Stock Item Document.

In this example the Item Code is CS100, and Description – Classic Shirt.

Before saving, make sure that the Matrix Item checkbox is ticked; this indicates that the Item is a Matrix Item (as shown below). Enter the remaining details and save the Item.

Creating a Matrix Item

Creating a Matrix Item

After saving the Item you will notice 2 things:

First the Matrix Parent Field indicates this is the Matrix Master;

Secondly a Matrix Tab has appeared, this shows the different Items corresponding to combinations in this Matrix. Initially there is only one Item combination, which is the Master itself (as shown below).

The Matrix Master

The Matrix Master Item

Step 3 – Add Matrix Combinations

Now we have created the Matrix Master we can add Item combinations based on different Attribute values.

Click on Edit and go to the Matrix Tab (as shown below).

Adding a Matrix Combination

Adding a Matrix Combination

As you can see adding Matrix combinations is easy. Enter the new Item Code (remember the combination is a new Item), select the required Attribute values and click on Add Combination. The new Item will automatically appear in the Matrix Combination Table.

NOTE:

The new Item will inherit all the values from the Item it is created from (including account mappings etc). If you want to change these values change them in the Item before clicking Add Combination.

After having created Matrix Combinations, you can return and edit any of the combinations by clicking the corresponding Edit button.

You do not have to use the Matrix Master to create more combinations. You can do this from any of the Matrix combinations as well.

Also Read About


Working with Items
Working with Item Categories
Working with Item Attributes