Creating a Matrix

Creating a Dimension

First, you need to create matrix dimensions to create matrix products. You only need to do this upon 1st time using, all matrix dimensions will be saved for next product.

Step 1: Select Matrix Dimensions from the PIM Module.

Step 2: Select New to add a new dimension.

Step 3: Give your dimension a name and Click Save.

Step 4: 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

Note: Make sure that Product Groups for this product are built out in the most ideal manner for your establishment. More info on product groups: Product Groups.

Step 1: Click the PIM module and select + next to Product Catalog to open a new product card.

Step 2: 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.

Step 3: Change the Type from _Product _to Matrix Product

Step 4: Click Save. A green notification will appear at the top of the product card, notifying you to create matrix variations

Generating Children Products

Note: If you have not created matrix dimension(s) and variations yet, then: Creating dimensions

Note: If you have not created a parent product yet, then: Creating a parent product.

Step 1: Go on your parent product's product card and click on 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.

Tip: You can Matrix by up to three dimensions.

Step 2: Click the Generate tab

Step 3: Select each dimension used for this specific product in the drop down menu,then click Generate product variations at the bottom.

Once the generation is complete, you will see a list of all the variations.

Step 4: Check the boxes of the variations. At the bottom you can also add in a seperator. Once finished click Generate at the bottom.

Step 5: Review and Aprrove. To not apply any variations, uncheck the box. 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

Step 1: Go on your parent product's product card and click on the MATRIX button 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.

Step 2: Switch the view from Product Variations to Quantity View.

Step 3: 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.

Step 4: 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.