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Adding Matrix Items  

Your webPOS system makes it easy to manage items that come in a matrix, such as clothing. Imagine you have T-shirts that come in 3 size and 3 colors. To enter these products manually, you would have to enter in 9 separate products, one for each color/size option. But with the matrix item addition, you can add all 9 products in at once. The matrix item addition has the ability to handle products with up to 50 distinct columns and rows for maximum flexibility. Let's try adding a sample matrix item into the system:

  1. If you are using our retail webPOS product, click "Managers Menu" in the upper right corner of your screen. If you are using our eCommerce product, this step is not necessary.
  2. Click on the link labeled "Add New Matrix Product" under the heading "Inventory Management".

We now have to indicate to the system what size matrix we need. You will enter the larger of the 2 dimensions into the box labeled "Matrix Cols/Rows:". So imagine you have a tool belt that comes in 3 size choices and 2 leather choices. You would enter the larger dimension, "3", in this case. Or if you have a shoe that comes in 9 colors and 4 sizes, you would enter the larger dimension, "9", in this case. Using our previous example of 3 colors and 3 sizes of T-shirts, we'll enter "3".

  1. Click inside the "Matrix Cols/Rows:" box and type "3".
  2. Click the "Generate Matrix" button near the lower left corner of the form.

You'll notice you now have a screen very similar to the "Add New Product" screen, with a few added options. Let's go over the added options on this screen:

  1. Generate SKU's – If you check this, and do not enter a SKU inside the matrix for a particular item, an internal SKU number will be generate so you can print barcoded SKU labels.
  2. Create Product Option Group – If you check this option, a product option group will be created for you containing all the options that you enter on the matrix. This is great for listing matrix products just once on your web site. For more info on Product Option Groups, see the training documentation related to that subject on our help desk.
  3. Print SKU Labels – When checked, this option will allow you to print SKU labels for all the products you've entered into the system after they've been added. This feature is useful if you are adding new items and generating SKU's for them, and you want to immediately generate barcode labels for all items automatically.
  4. Inventory Location – This field is required, and it tells the system which inventory location you are entering quantities for in the matrix.

We will now go ahead and add our matrix item. We're just going to fill in the required fields here, but just as when you are adding a single item, you can also fill in any other optional fields you require:

  1. Click inside the "Model Number:" box and type a unique model number for your items. Keep in mind that the individual options will be appended to this model number, so if you type "tshirt" and one of your matrix items is "small" and "blue" then your final model number would be "tshirt-small-blue".
  2. Drop down the "Manufacturer" box and choose one of your previously entered manufacturers.
  3. Click inside the "Product Name:" box and type the name for this product. Remember this field is limited to 50 characters.
  4. Drop down the "Inventory Location:" box and choose one of your inventory locations.

We are now ready to enter in the individual options. You'll notice you have a blank row of boxes along the top of the matrix table, and a blank column of boxes along the left side of the matrix table. This is where we put our individual options:

  1. Click inside the first blank box at the top of the matrix table, and type "Small".
  2. Click inside the second blank box at the top of the matrix table, and type "Medium".
  3. Click inside the third blank box at the top of the matrix table, and type "Large".
  4. Click inside the first blank box along the left side of the matrix table, and type "Red".
  5. Click inside the second blank box along the left side of the matrix table, and type "Green".
  6. Click inside the second blank box along the left side of the matrix table, and type "Blue".

You'll notice you now have 3 boxes where the individual options intersect. This is where you can enter in the individual options for these items. Let's take a look at the 3 different fields here:

  • Price – If you enter a price here, this will override the default "Product POS Price" that you can enter above in the section titled "Inventory Details".
  • Qty – If you enter your current quantity on hand for this product, the system will automatically insert your initial inventory levels as on hand quantity for you.
  • SKU – If your item already has a SKU barcode on it, enter or scan the barcode into this box, and it will be assigned to this item. If you have checked "Generate SKU's" above, and you put a SKU in this field, the SKU you enter will be used instead of a SKU being generated.

We'll leave the optional matrix fields blank, and go ahead and add our items:

  1. Click the "Save Changes" button near the lower left corner of the form.

The system will tell you to please wait while products are being added into your system. Please do not use the back or forward buttons while this process is taking place. Once completed, you will get a message telling you how many products were added into the system. Additionally, if you checked the "Print SKU Labels" box on the previous page, you'll see a link titled "Print Labels" that would take you to the label batch for these items and allow you to print SKU barcode labels. Also, if you chose to create a product option group for these items, that option group will appear under the "Edit Product Option Groups" feature.

That's It! Your products have been added into the system, and can now be found via the "Product Search" feature, and managed like any other products.

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