Introduction

Anyware Retail, with its support for products with colors and sizes, provides functionality for order entry in matrix format. This document describes the functionality together with the setup requirements and scenarios on the item card.

Scenarios

Products can consist of variants in different shapes. For example there can be products in different colors and/or sizes. But also products with one color and a combination of sizes. All these scenarios might require different matrix setup in order for the purchase order to be manually entered in the most optimal way.

Prerequisites

For matrix setup, a number of fields needs to be completed in the "Anyware Retail Setup" page.

There are also a number of setup fields controlling the user experience of the matrix:

By, for example, setting the "Sales Matrix Mode" to "Disabled" will turn off matrix functionality on sales documents which may be a common scenario for e-commerce business.

Walk through

Product Setup

Anyware Retail supports the following matrix setups:

The setup is done on each product on the "Variants" tab. Follow the steps below to create variants for a specific product:

1. Go to the "Variants" tab on the product card.
2. Set "Style Type" to "Style" to enable the "Matrix Setup".
3. Select the corresponding matrix type, for example "Color/Size".
4. To choose colors, click the assist button on the "Colors" field. Enable the colors by checking the checkbox for each color in the list.
5. Choose a size range by filling out the "Size Group Code" field. 
6. Depending on the general setup in Anyware Retail, all sizes will in the size range will be enabled automatically or each size needs to be selected manually. To select or deselect sizes manually, click the assist button on the "Size Group Code" field.
7. Click "Home" => "Create Variants" to create missing variants for the setup.

All variants, not existing before, will now be created. All created variants are visible in the "Variants" page accessible from "Home" => "Variants". To test the matrix functionality directly from the product card, click "Home" => "Quick Order". This will launch the matrix for the current product. See below.

Using the matrix

The matrix is a tool to stream line order entry for matrix style products. But also to make order entry more efficient, by enabling availability visibility. The matrix can be used on the following documents:

• Sales Quote
• Sales Order
• Sales Invoice
• Sales Credit Memo
• Sales Return Order
• Purchase Quote
• Purchase Order
• Purchase Invoice
• Purchase Credit Memo
• Purchase Return Order
• Transfer Order

To use the matrix on the documents follow these steps:

1. Set the "Type" field to "Item". Only applies for sales and purchase documents.
2. Fill out "No." by selecting a product.
3. If the product is a matrix style product, the matrix will show.
4. To enable availability, select the corresponding "Statistic Value" in the header.
5. Fill out the quantities in the different cells.
6. Click "OK".
7. Order lines for each variant will be created on the document.

To return to the matrix page after creating the order lines, click the line assist button and select "Open Matrix".

Quick Order

Accessible from the product card, quick order allows for creating a sales document or a purchase document for a specific product quick and easy. A common scenario could be for customer service to check availability and directly create a sales order for a customer.

To use the quick order functionality, follow the steps below:

1. Open the product card for a given product.
2. Click "Home" => "Quick Order".
3. The matrix page will show. Enter some quantities.
4. Click "OK" to close the matrix page.
5. An order creation dialog will show.
6. Select which document to create.
7. Select target:
• For sales document, select customer.
• For purchase document, select vendor.
• For transfer order, select target location.
8. Click "OK".
9. The document will be created and displayed.