The matrix tool allows you to enter product quantities based on a set of attributes. Most commonly, these attributes will be sizes and colors. However, they are not limited to how they can be used if it is two dimensional (rows and columns). The matrix tool can be used on Quotes, Orders and Invoices and is located on the sub-expander of each product line.
Matrix templates can be created in advance through a Matrix resource which is also located under the product tab. A matrix template is not required because a matrix can also be created “on the fly”.
When using a template, the attribute rows and columns will be copied into the resource (product, quote, order, or invoice). This means you can adjust or change the template at any time, and it will not change any resources in which the template was previously used.
Amounts for each row/column combinations are then entered, and the total amount is automatically updated on the Product line and on the Matrix itself. See how to use this powerful tool on the following pages.
Amounts for each row/column combinations are then entered, and the total amount is automatically updated on the Product line and on the Matrix itself. See how to use this powerful tool on the following pages.