Pizza: Creating a Product Matrix

By Laurie | Updated

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Matrix inventory can be very efficient for some purposes, but it's not the only way to organize your menu. Modifiers can serve the same function and are sometimes a better option. Before you begin to create products on a matrix, be sure to read our Introduction to Modifiers.

Overview

Matrix Inventory allows you to create and modify products on a matrix, so that you can apply multiple attributes such as size to several products without manually creating a new product for each combination. Matrix inventory will create a new and separate product for each menu option.


Contents


Creating a Matrix

Creating a product matrix starts with creating a parent product. This is the basic menu item. You can add two sets of attributes to the parent product. The system will apply each attribute to the parent product to create child products. Let's say your parent product is Pepperoni Pizza and you add an attribute set for size with the attributes Small, Medium, and Large. When you generate child products, you will have three products on your menu: Small Pepperoni Pizza, Medium Pepperoni Pizza, and Large Pepperoni Pizza.

  1. Go to the Products tab.
  2. Click Add and select Product.

    pizza_matrix_addproduct.jpg

  3. Enter the name, category, and subcategory for the parent product (e.g. Veggie Pizza)
  4. Click Matrix Details. 
  5. Click the Attribute Type field and select Parent.


    pizza_matrix_matrixdetails.jpg

  6. Click the field under Attribute Set 1.
  7. Select Create New Attribute Set.

    pizza_matrix_newset1.jpg

  8. In the pop-up window, give your attribute set a name, such as Size. Enter your attribute values (e.g. Small, Medium, Large). If you need more than three, click Add More Values.
  9. Click Create.
    pizza_matrix_newset1_values.jpg

  10. If you would like to add a second set of attributes, click the field under Attribute Set 2 and repeat the process you used for the first attribute set. Remember, you can click Add More Values if you need to.

    pizza_matrix_newset2_addmore.jpg

    pizza_matrix_newset2_value4.jpg
  11. When you're finished creating attribute sets, click Save & Close.

    pizza_matrix_saveclose.jpg

  12. Click Create.

    pizza_matrix_create1.jpg

  13. On the Child Products List, fill in names and prices for your child products. Each child product must have at least a name and a price. You can fill in prices, barcodes, SKUs, and starting inventory amounts manually, or use Auto-Fill Options to help speed up the process. 
    • To automatically generate product names, click Auto-Fill Options and click the checkbox labeled Name in the drop-down. Click one of the radio buttons under Name to choose the order of details in the child product names. 
      • Attributes/Parent Name = Attributes will come first, as in Large 14" Sicilian Supreme Pizza.
      • Parent Name/Attribute = The name of the parent product will come first, as in Supreme Pizza Large 14" Sicilian.
    • Click the checkbox for any field you'd like to auto-fill:
      • Price will automatically fill in the price of the parent product for all child products. For instance, if your parent product has a price of 16.99, all child products will become 16.99.
      • Barcode will automatically generate a unique barcode for each child product.
      • SKU will generate a unique SKU for each child product. 
      • Starting Inventory Amount fills in the starting inventory amount for all child products with the number you enter in the blank field. 
    • When you're finished selecting auto-fill options, click Apply.

    pizza_matrix_autofill.jpg

  14. When you're finished filling in values, click Generate Child Products.

    pizza_matrix_generatechild.jpg

You're done! Your child products will appear on your product list.

pizza_matrix_Productlist.jpg


Creating a Product Attribute Set

You can create an attribute set from Product Attributes if you prefer, and apply it to parent products as you create them.

  1. On the Products tab, click Product Attributes.
  2. Click Add Product Attributes Class.

    matrix_attrpg_addclass.jpg

  3. Under Product Attribute Class Name, enter a name for your attribute set, such as Pizza Crust.
  4. Click Add Product Attribute.
  5. Enter a product attribute value, such as Thin Crust or Sicilian.
  6. Click the Save icon.

    matrix_attrpg_addattr.jpg

You can now create a parent product by following the steps in the first section of this guide. When you add an attribute set to the product, instead of clicking Create New Attribute Set, select the name of the attribute set you created under Product Attributes.


Next Steps

  • Importing an Inventory Matrix
  • Creating Product Modifiers


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