When creating matrix inventory, it is best to import from a single spreadsheet. It is much easier (and faster) to organize products in a spreadsheet from the beginning than to add them later using either the Management Console or spreadsheet import.
How should a spreadsheet ready for import look like? Get started by downloading this example sheet:
First, export the Empty template with matrix option checked from Products Export page in Management Console. (Products–>Export/Import–>Empty Template–>Check "Matrix") This will have the required fields.
For example: men’s t-shirts; five different sizes (small, medium, normal, large and extra large) and two colors (red and blue).
The client needs to create attributes and values for them in advance. In this example, the client needs to create Size attributes and assign values Small, Medium, Normal, Large and Extra Large to it. They also need to create Color attributes and assign Red and Blue, before importing from spreadsheet. This can be done in Attributes section on Product page. (Make sure "Matrix Inventory" is checked. Establishment-->Establishment–>Matrix Inventory.)
First put "parent product" in the spreadsheet, which is Men’s T-Shirt. It has no size and color.
Then put all other t-shirts and arrange them by size and color.
Set the attribute type for parent t-shirt (the featureless one) to Parent
Set the attribute type for child t-shirts (the ones with size and color) to Child.
For Attribute Parent field input the barcode of the parent. This field is identical for all parent and child products in the group. Parent is referred to itself by the barcode, and children are referred to parent by the same barcode (see example spreadsheet).
Under Attribute 1 Name and Attribute 2 Name in the parent row input the attribute name as the client would like it displayed on the iPad..
Attribute 1 Name and Attribute 2 Name in the child rows can be left blank.
Attribute 1 and Attribute 2 fields should reflect type of the attribute (i.e. size and color respectively)
Attribute Value 1 and Attribute 2 should reflect the actual values of the attributes for each of the children.
It is important to define all barcodes when doing the import because, the system will report an error if the barcode for imported product is not present. Note that error will tell you exactly what is incorrect; for example, if a product is missing a barcode, if the barcode matches but the SKU does not, etc. For any assistance with errors, please email firstname.lastname@example.org
Once spreadsheet is prepared like the one in the example, the client will be able to import all in one go.