Matrix view lets you order a product's sizes, colors and other variations from one grid instead of a long list of rows. You can switch between List and Matrix view at any time; both show the same line items and the same totals.
How to use Matrix view
Open a purchase order with a vendor and, next to Display as:, click Matrix.
Click Add item, search by name, SKU or Item code / Style #, choose the sizes and colors to order, and click Add item.
Type quantities into the grid. Every quantity above zero becomes a line item.
To change costs, edit Cost for a whole row, or turn on Show unit cost per variation in Display settings.
Use Group by to swap rows and columns. The PDF follows the same layout; use the round button on the preview to switch to landscape.
Only catalog items that belong to a product family go in the matrix.
Items that aren't in the matrix
One-off items, and catalog items that aren't part of a product family, are listed below the matrix grids. They stay on the purchase order, on the PDF, and in the totals. Set their quantity and cost in the list, as in List view. You may see one of these messages:
"To appear in the matrix, items must be catalog items that belong to a product family." None of the items are in a product family, so they're all shown as a list.
"Only items that are from catalog and product family are displayed in matrix layout, rest are displayed in list view." Some items are listed below the matrix.
To move a listed item into the matrix, click its name and choose the matching variation, for example Classic Tee (White, S). If that variation already has a quantity in the grid, the item gets its own grid instead of adding to it.
Good to know
The PDF shows only rows with a quantity above zero. Items outside the matrix appear in their own table after the last product family.
A greyed-out cell means that size and color combination doesn't exist in your Catalog.
Multiple in the UoM column means the row's variations use different units; hover to see them.
New purchase orders open in the view you used on your most recent one.