XpertMart™ Quick Start Guide
Lesson 8:
Creating a Matrix
User Manual Chapters to Read
Topic: Creating
a New XpertMartrix™
Other
Resources
Create New
Style Video
Items Catalog
Video
Cheat
Sheet: How to Crete a Style
Cheat
Sheet: How to Create an Item
Support
FAQ: Data Cleanup
Lesson
Now
that you understand how to create Items in the Items Catalog one at a
time,
it's time to learn a shortcut that will really speed up the data entry
process.
The
first thing you'll want to learn how to do is create a Size Matrix that
you can
reuse every time you are creating a Style that uses the same sizes. For
example, you might want to create a Size Matrix for the sizes: Small,
Medium,
Large, X-Large. Since these are popular size runs it will save you the
time of
having to specify these sizes every time you create a new Style.
Let's
create our first Size Matrix. Go to Catalogs>Items>Size Matrix.
Click on
New Record and give the Size Matrix a name. You can call it whatever
you want
(such as Mens Shoes or Ladies Pants) but make sure you include the
sizes in the
name so you don't get confused later on. (For example: Mens Shoes
6-11).
Now
click on the MatrixAdd button which is the matrix that has the red plus
sign on
it. On the left you'll see a list of every size in your Sizes Catalog.
You may
have to back up and go to the Sizes Catalog to add sizes if you don't
see them
already there. Pick the sizes you want to use and then click save.
You
should try to make as few Size Matrices as needed. For example, you do
not need
to make separate matrices for S,M,L and S,M,L,XL and S,M,L,XL,XXL. You
can just
have one matrix (S,M,L,XL,XXL) and only use selected sizes from that
matrix for
certain Styles.
Now
that you've created a Size Matrix let's go into the Styles Catalog and
create a
new Style that will use that matrix. Add all of the information you are
used to
adding in this catalog and then click Save. Go to the Size Matrix
embedded
catalog on the left and selected the Size Matrix you created from the
drop-down
menu.
Next,
click on the MatrixAdd button on the toolbar. A new window will open
up. On the
left you will see every color you've entered in to the Colors Catalog.
When you
select a color you will see the matrix being built on the bottom using
the
sizes that belong to the Size Matrix you've selected. Hold down the
Ctrl key to
select more than one color at a time.
Each
checkbox in the matrix represents a possible item. Checking a box means
an
entry will automatically be created for you in the Items Catalog. If
you want
to select an entire row or column at once, move the mouse to the row or
column
header and right-click to get menu.
Choose Check All. When you are done press OK. At that point the entries
are
added to the Items Catalog.
When
you are done building your matrix, click on the Matrix button on the
toolbar.
You'll see the matrix you've just created. Click Save.
Now
go the Items Catalog and do a Query for the Style you just created. You
should
see an entry for every size/color combination you checked. Scroll
through
these.
Go
back to the Styles Catalog and create a new entry, this time for a
Style that
has multiple items, each with a different price and cost. Follow all of
the
steps outlined above to create the new Style, only this time do not
check the
Price/Cost to Items checkbox.
Instead,
click on the matrix button that has the green dollar sign on it. This
will
allow you to enter the prices of each style in a matrix, which should
save you
some time. Note that you will still need to enter the cost of each item
manually in the Items Catalog.
Using
the Size Matrix and MatrixAdd buttons to automatically create entries
in the
Items Catalog will save you a lot of time during data entry.
The
next step is to enter all of your Styles and Items into the database. A
little
planning will go a long way. The best approach is to map out all of
your
merchandise and come up with a system to make sure you enter
everything. For
example, you can proceed by vendor, doing one vendor at a time, or by
department or you can divide your store/warehouse space into sections
and go
that way. Pick a method where you can use the Copy function to cut down
on data
entry so you don't have to keep entering the same information over and
over
again.
As
you are creating Styles and Items go ahead and create entries for all
possible
sizes and colors, even if you do not have them in stock initially. This
will
save you from having to circle back to the Items Catalog to create a
new entry
when you do receive a shipment of a color or size you hadn't gotten
before.
Be
careful using the Size Matrix tool. Do not blindly create unnecessary
Items. If
a Style is only available from the Vendor in S, M, L do not create
entries of
XL and XXL just because it's faster to check off an entire row. Over
time this
will grow the size of your database and potentially slow things down.
OK,
now get to work.
Optional:
The
Matrix that displays on-hand stock "pulls" information two ways: from
the checkboxes using the MatrixAdd tool AND from any entry created in
the Items
Catalog. If you use the MatrixAdd tool to create entries for S,M,L and
later
you go to the Items Catalog and manually create an entry for XL you
will see
all four of these Items in the Matrix.
Note
that once you create an Item you cannot every delete it. If you've
create Items
going to the MatrixAdd tool and unchecking a size/color box will NOT
undelete
this item.
Adding
an extra size to a preexisting Size Matrix will NOT add this size to
every
Style that uses this Size Matrix. You will need to add that Item (if
that's
what you want to do) by either using the MatrixAdd tool or adding a new
record
in the Items Catalog.
If
along the way you've made some mistakes and have some messed-up
Matrices, read
the Support FAQ linked above for guidance on how to fix them.
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