Introduction
Product matrices allow you to limit the available range of goods on mobile devices.
Appearance of product matrices
By default, the appearance of the list of product matrices looks like this.
Matrices List Attributes
Name | Name of product matrice. |
Description | Description of product matrice. |
Modify date | Date and time of the last modification of matrice. |
Additional features of matrices list
Title | Description | Icon | Example |
Export to Excel | Exporting file in Excel format with information about the available matrices. | ||
Export an empty template to Excel | Exporting empty template in Excel format for filling data in and then importing data. Second and third sheets of the template indicate the selection of goods and outlets. | ||
Export a template with data to Excel | Exporting in Excel format a template containing all available matrices and their parameters. For changing and correcting information and subsequent import them back. | ||
Import from Excel Template | Importing data from Excel template, downloaded early with Export Excel Template buttons (empty or with data). |
Matrices management
To add a new assortment matrices, click Add (1) on the matrices page.
To view and edit an existing matrices, use the button Edit (2).
And also the matrices can be copied with the button Copy (3), to start from its settings when creating a new matrices.
Unnecessary, irrelevant matrices can be deleted by checking the box and clicking Delete (4).
You can view and, if necessary, restore deleted matrices by clicking Show deleted (5).
And also it's possible to import and export matrices in and from Excel file format (6).
Possibilities when setting up matrices
assortment may be limited for employees,
assortment may be limited in time,
assortment may be limited by goods,
assortment may be limited for retail outlets,
same outlets, agents, and products can participate in multiple matrices.
Conditions within the same matrices interact according to rule of logical "And".
By themselves, individual matrices interact according to rule of logical "OR", combining sets of SKUs.
You can add only one condition for each type (one selection of retail outlets, one selection of field employees, etc.).
Inheritance can only be of one level of nesting, i.e. the root matrices and its children - the hierarchy does not descend further.
Additional matrices management features
Title | Description | Icon | Example |
---|---|---|---|
Copying additional conditions | Creating new additional matrices conditions by copying existing ones. |
Creating matrices by example
Example 1. Addition
Main condition
For the Bazhenov employee, it is allowed to display products from the "Dumplings" group at three different customers at any time.
Additional condition
For Vasilyeva's employee, at the same time, it is allowed to display, in addition to dumplings, also products of the groups "Vegetables, vegetable mixtures, mushrooms" and "Cottage Cheese" in the same outlets
Explanation
This condition means that Bazhenov sees "Dumplings" when visiting selected customers, and Vasilyeva sees vegetables, mushrooms and cottage cheese in addition to dumplings.
Example 2. Exception
Main condition
For the Bazhenov employee, it is allowed to display products from the "Dumplings" group at three different customers at any time.
Additional condition
For Vasilyeva's employee at the same time, it is allowed to display only products of the groups "Vegetables, vegetable mixtures, mushrooms" and "Cottage Cheese" in the same outlets.
Explanation
Here the key difference from Example 1 is that Vasilyeva will only see "Vegetables, vegetable mixtures, mushrooms" and "Cottage Cheese", and she will not see "Dumplings".
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