Setting up an Item Matrix

To create matrix item records, first set up your matrix options using custom lists and fields.

1. Create a custom list for each available option. For example, set up a list of colors and then set up a list of sizes.

   For more information, see Setting up Custom Lists.

2. Set up a custom item field for each list you created. For example, create a custom item field for the list of colors. Then, create a custom item field for the list of sizes.

   For more information, see Setting up Custom Item Fields.

3. Set up a custom transaction item option for each option you create. This step lets users select the option on the product details page (PDP) of your web store.

   For more information, see Setting Up Custom Transaction Item Options.

Setting up Custom Lists

A custom list is used to create a list of the available matrix item options. A separate list is required for each option. For example, you sell T-shirts in different sizes and colors. Therefore, you need a list of size options and a separate list of color options.

To set up a custom list of matrix options:

1. Go to Customization > List, Records, & Fields > Lists > New.

2. In the Name field, enter a name for your custom list.

3. Select the custom list Owner from the list. Only the owner can edit this record.

4. Enter a Description of this list.

5. Choose to show these options in either The Order Entered or in Alphabetical Order.

6. To indicate that this list is for an item matrix, check the Matrix Option List box.

7. Click the Values subtab and then complete the following:

   1. In the Value column, enter the first value for your list.

   2. In the Abbreviation column, enter an abbreviation for this value.

   3. Check the Inactive box if you do not want this to show in lists.

   4. Click Add.

   5. Continue adding values and translations.

8. When you have finished, click Save.

   Repeat these steps for each list of options for your matrix items.

After you create your lists of options, you need to create a custom item field for each of your lists.

Setting up Custom Item Fields

Custom item fields are used on your item records to select available options from your custom lists. You must create an item field for each option list.

To set up a custom item field for matrix items:

1. Go to Customization > Lists, Records, & Fields > Item Fields > New.

2. In the Label field, enter the name of one of the custom lists you entered for this item matrix.

3. Select the custom item field Owner from the list. Only the owner can edit this record.

4. Enter a Description of this custom field.

5. To indicate that this field is an option for matrix items, check the Matrix Option box.

   The Type field is automatically set to Multiple Select and the Subtab field is set to Matrix.

6. Select the Type of field you want to create. The type of field is determined by the kind of information collected in this field.

   To use sourcing with this field, the field type must match the sourced field. If you checked the Matrix Option box, type is automatically set to Multiple Select.

7. In the List/Record field, select your custom list.

8. The Store Value box is checked by default. All information entered in this custom field is stored in your NetSuite account.

   Clear this box to indicate that the information stored in this custom field is for display only. The information is not stored in your account.

9. To have your custom item field appear in your items list, check the Show In List box.

10. To index this custom field for global search, check the Global Search box. This field's values are searched for matches to global search keywords and records with matches are returned as global search results.

    If this box is unavailable, check Store Value box. If it is still unavailable, global search indexing is not supported for the selected data type.

11. If you are creating a List/Record custom field, check the Record is Parent box to indicate that the record type selected is a parent record. This field is used to create a parent-child relationship between two record types.

12. Click the Applies To subtab and then check the boxes next to the kind of items you want to apply this field to.

    You can create matrix items for inventory, non-inventory, other charge, service, group, kit/packages, assembly/BOM items.

13. Click Save.

    Repeat the steps on for each list of options for your matrix items.

Setting Up Custom Transaction Item Options

A custom transaction item option adds the option you created for the item matrix to the product details page (PDP). You only need to complete this step if you’re setting up a matrix item for a web store.

To set up a custom transaction item option:

1. Go to Customization > Lists, Records, & Fields > Transaction Item Options > New.

2. Enter a Label and ID in the corresponding fields.

3. In the Type field, select List/Record. In the List/Record field, select the name of the your custom list.

4. Make sure the Store Value box is checked.

5. In the Applies To subtab, check the boxes for Purchase, Sale, Opportunity, Web Store, Transfer Order, and Apply to Kit/Assembly Component. These checkboxes determine the transaction types the option can apply to.

6. In the Items field, enter items you want to apply the option to. The custom option appears on the PDP for each item entered in this field. Do not check the All Items checkbox.

   Note:

   You can edit this transaction item option at any time to add or remove items from this list.

7. Go to the Sourcing & Filtering subtab.

   1. In the Source List field, select Item.

   2. In the Source From field, select your custom item field.

8. Click Save.

After you create your custom lists and custom item fields, you are ready to create your item matrix. Go to Lists > Accounting > Items.

Related Topics

Using the Matrix Item Assistant

Creating a Matrix Item Manually

Adding Items to a Matrix

Editing Matrix Items

Matrix Items

General Notices