Matrix

Matrix Overview

The SapphireOne Matrix in the manufacturing industry commonly referred to as a colour style matrix. Typically fashion apparel will use a size colour style matrix for all there inventory, this will include footwear as well. Typically manufacturers and retailers will use a master product to identify and then have a multidimensional grid aligning size, colour, style against the master inventory item. 

Once a size, colour, style matrix has been established in SapphireOne, the Master ID or commonly referred to as the Parent ID will form the header and then the various sizes, colours and styles sitting under the header. Each inventory item is still a unique item. The power of the SapphireOne size, colour, style matrix inventory item is the fact that you can enter the Master ID and as soon as you hit the Tab key it will automatically bring up a matrix not dissimilar to a spreadsheet. Then you simply Tab or click the item that you want and you can enter the quantities into that particular grid. Alternatively you can simply tab through each cell and put a quantity and you’ve also got the ability to Tab through using a barcode scanner and scanning the barcodes. That will populate the quantity end of the grid as well. Once the Order Client Invoice (OCI) or Order Vendor Invoice (OVI) has been produced, the finish product received by your client or vendor in the form of a Matrix Invoice where it will only show one master line, and on that one line it will show the various quantities, colours and styles for a Vendor or Client Invoice. The benefit for the client or the vendor receiving the invoice is that the master item will only be one line, and then within the line it’ll show the different sizes, quantities and styles so it will become a very condensed and simplified invoicing processing both receiving by your customer or receiving by your vendor.

The Matrix allows for the Items of Column Name and Row Name to be established as a template and category for the Table Matrix. A fashion matrix, or ‘Colour-Size Matrix’, refers to the means whereby fashion, footwear and/or apparel Retailers track product variants in a grid format. These Manufactures, Distributors and Retailers manage their product variants by creating a multi dimension grid aligning the colours of a line of stock against the sizes.

A matrix is an efficient tool for entering stock by size and colour, as well as assessing variants (i.e. sizes/colours) for re-order and transfer purposes.

Matrix Inquiry

This Matrix Inquiry is directly linked to the creation of Table Items in the Controls Page of an Inventory Inquiry. The required Row and Column headings are established here before the creation of table items in a Base Inventory Inquiry.

All inquiry screens have the option to Customise the list of items that are displayed on page. The Custom Inquiry Option allows you to select the data fields that are displayed, and the order in which the columns of data are displayed across the screen. While a list of clients has been used to demonstrate this here, any type of inquiry may be customised within SapphireOne.

The list below is the Standard Inquiry list.

When the ‘Swap to Custom Inquiry‘ button in the lower left hand corner of the screen is selected SapphireOne will display the default Custom Screen as seen below. This Custom List screen gives the user user two main options when organising the order that the data is displayed:

  1. To add or remove the data field columns that are displayed on screen. To add or remove a column, go to the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen you can right click on the column lines and select from Delete, Move Left or Move Right. Further information on the Setup screen is documented below.
  2. To change the order in which the data field Columns are displayed. To change the order of the columns, go to the ‘Setup’ button in the bottom right corner of the screen. Within the Setup screen you can right click on the column lines and select from Delete, Move Left or Move Right. Further information on the Setup screen is documented below.

Once the user has customised the Custom Inquiry screen, the screen view will become unique to the user and each time the user logins they will be shown the same custom view. The user also has the option to select and save unlimited custom views. This can be done in the ‘Setup’ screen as documented below.

The Inquiry screen below is the initial Custom Inquiry screen which may be modified by the user.

Custom Inquiry Screen ‘Setup’ Function

To commence setting up your Customised List screen, select the Setup button as seen above. The Setup screen will be displayed as seen below.

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From this screen the user is able to add and remove columns of data as required. Almost every field within the SapphireOne data tables is able to be included in the Custom List screen if the user is authorised.

There are a number of menu items across the top of the screen. These are as follows:

  • Reset to Default – Selecting this button will set the display back to default as determined by SapphireOne. When a new data field is selected SapphireOne will add it to the right hand side of the columns of data. You can then click on the field heading and drag it to wherever you want across the screen.
  • Show Related Record – You can also add related fields from other tables. Clicking on the checkbox at the top of the screen, allows you to choose a related record and a mini view of the related record for the chosen record will be displayed for the currently selected record. You will need to select the fields displayed.
  • Favourite Set – You can use this option at the top left of the screen to save a custom created screen for later use. For example, you can have a simplistic Inquiry screen for general use, and a more complex screen view when auditing certain information.

Selecting New , Modify or Look allows the user to add or Modify an individual Table entry.

The SapphireOne Matrix Data Entry if first presented with a normal sale purchase Data Entry where you add your inventory Matrix ID. We always select the Parent ID Inventory item in for the Matrix, which is always a non-diminishing Inventory item. Once you select the inventory ID, Master ID or the Parent ID, which is the non-diminishing ID, you type in a quantity and you hit tab, you will be presented with the below screen. This will allow you to move sizes and colours from the Matrix if required.

Once you have selected process the below screenshot will be presented. Depending on how many sizes and colours you have set up it will automatically snap to a grid that gives you a vertical column on the left and rows across the top, which will give you the various matrices. In the screen shot example below, the item is listed by colour on the left hand ID on the vertical plane, with the varying stock amounts i.e. size, quantity, etc. is ordered from left to right across the horizontal plane.

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can simply dictate the memo. Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account when the user is completing data entry using a General Ledger, there’s always a unique memo field for each General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

As a user, you can elect to click the mouse in each cell and type in a quantity. Alternatively, it’s far simpler and quicker to Tab through each cell, and by repeatedly selecting Tab, it will highlight the particular size and colour and then the user can type in the quantity. Then select Tab again and it will take you to the next size and colour cell. Once you have completed all the sizes and colours, it’s simply a matter of hitting process and that will process all the lines into a single line, whether it be a sale or purchase.


You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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