Inventory Matrix

1. From Home, navigate to Items > Item Details.
2. Tap the Details tab.
3. Begin creating an item by entering a SKU number and Item Name, and also selecting a Category and Subcategory. Leave the Price field set at 0.00 for now.
4. Tap the Inventory Matrix tab. The Inventory Matrix screen displays.
5. Tap Group. The Inventory Matrix work area displays.
6. Tap Save.
• Note: The item being added to the Inventory Matrix Group should be set to Non-Inventory (in the New Item screen). If the item is set as Inventory, the Qty should be set to 0 (zero). A negative or positive quantity for an Inventory item will result in it not being available to add to a Matrix Group (and the Group button will be grayed out).
  

Merchants can also create a Group using the Matrix submodule. Merchants can also find previously created Groups on the Matrix List screen.

1. From Home, navigate to Items > Matrix.
2. Select an item from the Matrix List screen.
3. The Item Details screen displays and item details automatically populate the fields.

After creating the Group, merchants can add Members to the Group. Members are items grouped under a common root item (e.g. Gatorade), but with varying attributes, such as Size, Color, or Style (e.g. Gatorade 6-pack, Gatorade 12-pack, etc.). Some attributes, such as Size, must be created under the Custom Vars tab.

1. Define different Inventory Matrix item sizes (e.g., 6-pack, 12-pack, etc.) under the Custom Vars tab.
2. Navigate to Items > Item Details, then tap the Inventory Matrix tab to return to the Group.
• Tip! If you cannot locate a specific Group, you can find it under the Matrix submodule. From Home, navigate to Items > Matrix and select the desired Group from the Matrix List screen.
3. Tap New Member.
   • Note: Best practice when adding new and additional Members is to tap the New Member button (not the Add Member button). Using the New Member button ensures uniformity among menu items and is the simpler method of creating an Inventory Matrix. Tapping Add Member converts existing items into a matrix member.
4. In the Inventory Matrix work area, enter the following:
1. Price: The desired price.
2. Pack Size: The pack size (e.g., 1).
3. Pack Unit: The unit size (e.g., 1.00).
5. Enter any of the following, as desired:
1. Size: The item’s size
2. Color: The item’s color
3. Style: The item’s style
• Note: Matrix members cannot have the exact Size, Color, or Style combination.
6. Tap Save.

Add more items as Members and define their attributes, including Size, Color, or Style. The following procedure uses a 6-Pack as an example.

1. Tap New Member.
2. Create additional items, performing the following for each new item created:
1. Price: Enter the additional item’s price.
2. Size: Enter the additional item’s size (e.g., 6-Pack).
3. Color: Enter the item’s color.
4. Style: Enter the item’s style (e.g., bottle, can, etc.).
5. Pack Size: Enter 6.
6. Pack Unit: Enter 6.00.
7. Tap Save.
3. Repeat, as desired, to add more items to the Inventory Matrix.
   • Note: As new items are created, each individual item becomes associated with the root item’s SKU number.

1. From the Register, scan an item.
2. Verify the various pack sizes display on the Item List screen.
3. Select an item. Repeat as desired to select additional items.
4. The selected items display on the Register. Note that each has a different price reflecting differences in size.