XpertMart™ Quick Start Guide
Creating a Matrix
User Manual Chapters to Read
a New XpertMartrix™
Sheet: How to Crete a Style
Sheet: How to Create an Item
FAQ: Data Cleanup
that you understand how to create Items in the Items Catalog one at a
it's time to learn a shortcut that will really speed up the data entry
first thing you'll want to learn how to do is create a Size Matrix that
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,
Large, X-Large. Since these are popular size runs it will save you the
having to specify these sizes every time you create a new Style.
create our first Size Matrix. Go to Catalogs>Items>Size Matrix.
New Record and give the Size Matrix a name. You can call it whatever
(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
click on the MatrixAdd button which is the matrix that has the red plus
it. On the left you'll see a list of every size in your Sizes Catalog.
have to back up and go to the Sizes Catalog to add sizes if you don't
already there. Pick the sizes you want to use and then click save.
should try to make as few Size Matrices as needed. For example, you do
to make separate matrices for S,M,L and S,M,L,XL and S,M,L,XL,XXL. You
have one matrix (S,M,L,XL,XXL) and only use selected sizes from that
that you've created a Size Matrix let's go into the Styles Catalog and
new Style that will use that matrix. Add all of the information you are
adding in this catalog and then click Save. Go to the Size Matrix
catalog on the left and selected the Size Matrix you created from the
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.
select a color you will see the matrix being built on the bottom using
sizes that belong to the Size Matrix you've selected. Hold down the
Ctrl key to
select more than one color at a time.
checkbox in the matrix represents a possible item. Checking a box means
entry will automatically be created for you in the Items Catalog. If
to select an entire row or column at once, move the mouse to the row or
header and right-click to get menu.
Choose Check All. When you are done press OK. At that point the entries
added to the Items Catalog.
you are done building your matrix, click on the Matrix button on the
You'll see the matrix you've just created. Click Save.
go the Items Catalog and do a Query for the Style you just created. You
see an entry for every size/color combination you checked. Scroll
back to the Styles Catalog and create a new entry, this time for a
has multiple items, each with a different price and cost. Follow all of
steps outlined above to create the new Style, only this time do not
Price/Cost to Items checkbox.
click on the matrix button that has the green dollar sign on it. This
allow you to enter the prices of each style in a matrix, which should
some time. Note that you will still need to enter the cost of each item
manually in the Items Catalog.
the Size Matrix and MatrixAdd buttons to automatically create entries
Items Catalog will save you a lot of time during data entry.
next step is to enter all of your Styles and Items into the database. A
planning will go a long way. The best approach is to map out all of
merchandise and come up with a system to make sure you enter
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
that way. Pick a method where you can use the Copy function to cut down
entry so you don't have to keep entering the same information over and
you are creating Styles and Items go ahead and create entries for all
sizes and colors, even if you do not have them in stock initially. This
save you from having to circle back to the Items Catalog to create a
when you do receive a shipment of a color or size you hadn't gotten
careful using the Size Matrix tool. Do not blindly create unnecessary
a Style is only available from the Vendor in S, M, L do not create
XL and XXL just because it's faster to check off an entire row. Over
will grow the size of your database and potentially slow things down.
now get to work.
Matrix that displays on-hand stock "pulls" information two ways: from
the checkboxes using the MatrixAdd tool AND from any entry created in
Catalog. If you use the MatrixAdd tool to create entries for S,M,L and
you go to the Items Catalog and manually create an entry for XL you
all four of these Items in the Matrix.
that once you create an Item you cannot every delete it. If you've
going to the MatrixAdd tool and unchecking a size/color box will NOT
an extra size to a preexisting Size Matrix will NOT add this size to
Style that uses this Size Matrix. You will need to add that Item (if
what you want to do) by either using the MatrixAdd tool or adding a new
in the Items Catalog.
along the way you've made some mistakes and have some messed-up
the Support FAQ linked above for guidance on how to fix them.
*** Return to QuickStart Index Page ***
Copyright © 2000 -
Dinari Systems LLC