Notice something different in your Management Console? We're rolling out our latest/greatest software version, so click here to see what's new!

With Matrix Inventory, you can easily add and manage product lists that consist of multiple similar items (e.g, T-shirts) available in a variety of options (e.g., size, color).

Each combination of attributes is a unique product—with its own price and, optionally, recipe—available for sale on the iPad POS.


Contents


Video Overview


Manual Setup: Management Console

Use Matrix Inventory to create products that are defined by attributes. For example, a T-shirt could be defined by size and color; a coffee beverage by size or process (latte; cappuccino). Each combination of attributes is a unique product, and can have its own price and recipe.

The product type (in the example below, Chicken Wings) is referred to as the parent product. Each combination of attributes is referred to as a child product. Child products are the items sold via the iPad POS.

Creating a Product Attribute

Matrix products use product attributes like size or color. Each attribute contains values (like small, medium, and large, or red, white, and blue.

Here's how to create a product attribute:

  1. Log in to the Management Console ([yoursubdomain].revelup.com) and click Products in the black navigation bar at the top of the page.
  2. Click Product Attributes in the left-side navigation menu.
  3. Use the Attribute Name text field to add your attribute name, then click Create:



  4. Enter an attribute value for the product attribute in the Attribute Value field.
  5. Repeat steps 3 and 4 to create as many product attributes and attribute values as needed.

Creating a Matrix Product

Now that your product attributes and product values are defined, you can create matrix products built with that information. Here's how:

  1. Log in to the Management Console ([yoursubdomain].revelup.com) and click Products in the black navigation bar at the top of the page.
  2. Click the blue Add New Product button, then use the drop-down to click Quick.
  3. You'll see a Quick Create New Product pop-up appear:



    Fill in the starred fields (and others as needed) under Basic Product Details.
  4. In the Matrix Inventory Details section, select Parent from the Attribute Type drop-down. Additional Matrix Inventory options will appear.
  5. Enter the applicable product attributes (for example, Size and Sauce), add the name of the attribute as it will appear on the iPad POS (optional), then click Save & Continue.
  6. In the next (Create Product Parent) pop-up window, add all attribute values (for each attribute) that will be used with this product:



  7. Finally, click Generate Child Products List. We will then generate a list of each possible combination of attributes values. (Uncheck any combination that does not reflect a product you actually sell.)
  8. Using the auto-fill options, pull data (name/price, etc.) from the parent product. Optionally, you can manually assign prices, SKUs, barcodes (recommended), and starting inventory amounts.
  9. Click Generate Child Product to save changes. Parent and child products will now appear on the Products page.

Manual Setup: iPad POS

You'll need to create product attributes in the Management Console before creating matrix products on the iPad.

After you create product attributes in the Management Console, you can use the iPad POS to create matrix products to finish the setup:

Creating a Parent Product

  1. Log in to your iPad POS app as a manager.
  2. Tap Settings > Manager > Manage Item Mode.
  3. Look to the right side of the screen and tap Add Product to create a new one. This will be the matrix's parent product. (Product name and price are required fields; it is recommended to include a barcode.)
  4. Tap the matrix product icon at the top next to the product name to open Matrix Options.
  5. Tap Parent in the upper left (if not already selected).
  6. Select the 1st Attribute Set and give it a display name (for example, Size).
  7. Select the 2nd Attribute Set and give it a display name (for example, Sauce).
  8. Hit Save again at the bottom-right corner of the screen to save the product.

Creating a Child Product

  1. Log in to your iPad POS app as a manager.
  2. Tap Settings > Manager > Manage Item Mode.
  3. Look to the right side of the screen and tap Add Product to create a new one. This will be the matrix's child product.
  4. Tap the matrix product icon at the top next to the product name to open Matrix Options.
  5. Tap Child in the upper left (if not already selected), then search for the parent product using its name or barcode.
  6. Select the parent product from the options on the left.
  7. Tap the attribute values for the child product (Small Order and BBQ, for example).
  8. Tap Save to finish up.

You can now easily add a matrix product to an order with the iPad POS:


Importing via Excel

To learn how to import Matrix Inventory via Excel, click here.



Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request
Still have questions? Contact our friendly Support team