Matrix Item

Module Guide: Item Matrix (Promotional Grouping)

Module Location

Inventory > Item/Service > Item Matrix

Module Objective

The Item Matrix module serves as a tool to create and manage groups of items that will be subject to special sales rules or conditions. This module is commonly used to create promotional programs, product bundles, or specific price/discount rules without having to create new item codes in the system.

1. Main View (Matrix List)

The main page of this module displays a list of all matrices or promotional groups that have been created.

View Explanation

This page is for viewing and managing all existing matrices.

• Matrix List: The table will display the Matrix Item Code and Matrix Item Name of every promotion that has been created.

Button Functions

• [New Matrix Item]: The primary button to create a new matrix or promotional group.

• [Delete]: To delete a selected matrix.

2. Steps to Create a New Item Matrix

Step 1: Create a New Matrix

From the Main View, click the [New Matrix Item] button to open the matrix creation form.

Step 2: Name the Matrix

On the form that appears, provide a unique and descriptive Matrix Item Code and Matrix Item Name for your promotion (e.g., "HOLIDAY PACKAGE", "SPECIAL FLOUR PROMO").

Step 3: Select Items for the Group

In the Item/Service List section, select items one by one from the top list box, then click the >> button to move them to the bottom list box. The items in the bottom box are the ones included in this promotional group.

Step 4: Set Up Sales Conditions (Important!)

At the bottom of the form, set up the rules or conditions that apply to this group. You can:

• Define a special Sales Price if these items are purchased together.

• Set up a Discount Setting that will automatically apply.

• Set up a Free item list promotion (e.g., Buy 2 of Flour A, Get 1 of Sugar B Free).

Step 5: Save the Matrix

After all items and rules are set, click the [Add] or [Save] button to save your promotional setup.

Workflow & Integrated Business Process

• The matrix you create here will become active and can be used in the Sales Order module.

• When a salesperson sells a combination of items that matches one of the matrices and meets its conditions, the system will automatically apply the price, discount, or free item promotion that you have set up.

Tips & Important Notes

• Use this module to flexibly manage "Buy X, Get Y" promotions, bundle discounts, or special prices for specific product combinations.

• This is a very useful and powerful tool for the Sales and Marketing teams.