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    18 Oct, 2021
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    Matrix product

    Benefits of matrix products

    Simplify complex inventory structures
    Organizing inventory into matrix products saves your team time and effort by quickly creating SKUs based off a product’s main characteristics. 
    A store might sell a t-shirt that comes in 3 different sizes and 5 different colors. Rather than creating 15 different products in the back office, matrix products enable you to generate 15 SKUs with the click of a button.
    Common matrix values: Style, color, flavor.

    Speed up POS navigation
    A matrix inventory structure keeps lines moving as quickly as possible for manual employee checkouts and customers self-service stations. By grouping similar matrix items together, you can create an intuitive interface for your POS users to navigate.

    Stronger inventory insights
    Reporting on specific matrix product values helps you better understand sellthrough rates across your retail business. With matrix products, you can see how many size 7 blue sneakers you sold compared to size 7 black sneakers, or size 9 black boots -- all at a glance.

    How to create matrix products

    Creating a Dimension

    First, you need to create matrix dimensions to create matrix products. You only need to do this once; Erply will remember all dimensions for future matrix products.
    Navigate to the PIM module and select Matrix Dimensions.

     

    Select New to add a new dimension.

     

    Give your dimension a name and click Save.

    Define the variations by adding the values. 
    Each variation must have a New Value and Code before being added.

     

    You have created a new dimension and you have defined variations to it. Now you are ready to create a parent product.

    Creating a parent product

    Make sure that product groups for this product are built out in the most ideal manner for your inventory structure and product setup.
    Create a new product by clicking on the PIM module, select Products and then click the New button next to Product Catalog,

     

     

    Fill out the appropriate information such as Name, Product Group, Price, etc. Make sure to place the product into the corresponding product group which was previously created.
    Change the Type from Product to Matrix Product.

     

    Click Save. A green notification will appear at the top of the product card, notifying you to create matrix variations

     

    Generating Children Products

    Go on your parent product's product card and click on the Matrix button that has now appeared on the bottom menu bar.

    Note:  If the bottom bar is hidden, you can unhide it by clicking the yellow arrow button on the bottom left of your screen.

     

    Click the Generate tab. You can generate up to 3 matrix variations.

    Select each dimension used for this specific product in the drop down menu, then click Generate product variations.

    Once the generation is complete, you will see a list of all the variations. Check the boxes of all variations that you want to create.

    At the bottom you can also add in a separator for the product code. Once finished click Generate at the bottom.

    Review and approve the changes. Uncheck boxes next to any variations that you do not wish to add. 

    You have successfully created the Matrix “children” (sizes & colors) of this “parent” product.
    Once approved, you will be able to view your each child product under the Product Variations tab. You can click on the code or name to open the child products Product Card.

     

    Each child product will be given a unique code. This code is the parent product followed by the dimension. In the first example it is (123456794), followed by the color (RD), and then the size (L).

    Update Inventory

    Open the parent  product and click on the Matrix button in the bottom menu bar.

     

    Switch the view from Product Variations to Quantity View.

    Select from the drop down what you would like to edit.

     

    Note: You cannot change the stock levels from Stock totals. In order to change stock levels, you must select a specific Location. Here, you can change the available amount, choose a reorder point, and a restock level.

     

    To add UPC codes by selecting UPC CODE from the Quantity view dropdown You can manually input the UPC code, or scan them in.

    The Matrix Dimensions are now applied. You can see the Product with all matrix variations, stock quantities and EAN codes in each store from the Inventory by searching the parent product and clicking the M+ to expand.
    All products are now added to system and ready to be scanned (if EAN code was added) at the POS view.

    Frequently asked questions

    Can I import matrix products to Shopify?
    While you can assign unlimited matrix variation values to a product in Erply, Shopify only lets you import 100 variations values. 
    Take this into account when exporting data into your Shopify store.