Attributes are used to build Matrix templates to utilize multiple times in Quotes, Order Entry, and Invoicing, OR add a Matrix using these same Attributes “on the fly”.
Predefined Matrix templates allow the user to quickly add attributes on Product lines for sizes, colors or any other predetermined information that can be assigned in a row and column format.
Upon entering the Matrix Resource, the list will be empty. Click New to create your first Matrix Template.
Upon entering the Matrix Resource, the list will be empty. Click New to create your first Matrix Template.
The matrix can be added directly to a quote, order, or invoice. After adding a product and opening the product expander, the first tab of the sub-expander will now be for a “Matrix”. Click “Add Matrix” to select add a Matrix Template and amounts to a product line.
The total for the Matrix is automatically updated and displayed in the lower right-hand corner of the Matrix and under the Ordered field on the Product line, whether you use a Matrix template or add a Matrix “on the fly”. You cannot edit these totals as this amount updates from the Matrix itself. The Matrix prints on all forms below the product description and to the right of the thumbnail (if one is attached). Product level instructions, destination address, ship-to and in-hand dates will print below the Matrix.
Complete the Instructions, etc. for your Quote, Order, or Invoice as usual.
Complete the Instructions, etc. for your Quote, Order, or Invoice as usual.