Selling Matrix Items: General Information

Acumatica ERP Retail-Commerce Edition provides you with the ability to export template items, along with the matrix items that were generated based on these template items, from MYOB Advanced to the BigCommerce store.

For details about managing template items in MYOB Advanced, see Managing Matrix Items.

Learning Objectives

In this chapter, you will learn how to export template items and matrix items from MYOB Advanced to the BigCommerce store.

Applicable Scenarios

You export matrix items from MYOB Advanced to the BigCommerce store in the following cases:

  • You are initially configuring the BigCommerce store and need to transfer template items (and matrix items based on these template items) that have already been defined in MYOB Advanced.
  • You have updated any of the settings of a template item or matrix item in MYOB Advanced after the template item was synchronized with the BigCommerce store, and you need the changes to be reflected in the product settings in the store.

Configuration of Template Item Synchronization

Before exporting template items defined in MYOB Advanced to the BigCommerce store, you need to perform the following general steps:

  1. Activate the Template Item entity. on the BigCommerce Stores (BC201000) form, you select the store, and on the Entity Settings tab, you select the Active check box for the Template Item entity.
  2. Configure the default visibility and purchasability settings for items exported to the BigCommerce store. For details, see Product Synchronization: Default Store Settings.
  3. Determine which template items and matrix items should be exported and define the visibility and purchasability settings for individual items.

Synchronization of Template Items

Template items are exported to the BigCommerce store during the synchronization of the Template Item entity. Matrix items (both stock items and non-stock items) based on a template item are synchronized along with the template item.

During the export, the system updates the availability and visibility settings of each item exported to BigCommerce based on the settings specified for the template item on the eCommerce tab of the Template Items (IN203000) form, for the matrix items on the eCommerce tab of the Stock Items (IN202500) form or on the Non-Stock Items (IN202000) form and for the store on the Inventory Settings tab of the BigCommerce Stores (BC201000) form.

For details about the information exported to the BigCommerce store during the synchronization of a template item, see Template Item Entity.

Excluding Items from Synchronization

The template item is exported to the BigCommerce store if it meets the following criteria:

  • The template item's status is Active, No Purchases, or No Request.
  • The Export to External System check box is selected for this template item on the eCommerce tab of the Template Items (IN203000) form.
  • At least one matrix item based on this template item has the Active, No Purchases, or No Request status and Export to External System check box selected on the eCommerce tab of the Stock Items (IN202500) form or of the Non-Stock Items (IN202000) form.

You can exclude a template item from synchronization with the BigCommerce store by clearing the Export to External System check box on the eCommerce tab of the Template Items form.

If you select this check box for a template item, the system selects it on the eCommerce tab of the Stock Items form or of the Non-Stock Items form for all matrix items of this template item when these matrix items are generated.

You can clear the Export to External System check box for an individual matrix item to exclude it from the export to the BigCommerce store. If the matrix item has already been exported to the BigCommerce store, during the next synchronization of the template item, it will be deleted from the Variants table on the product management page of the template item.

If the matrix item's status in MYOB Advanced is Inactive, No Sales, or Marked for Deletion—that is, if the matrix item has one of these statuses selected in the Status box of the Summary area of the Non-Stock Items form or the Stock Items form—it is not exported and does not appear in the Variants table on the product management page of the template item.

Visibility of an Exported Template Item

You can specify the visibility settings for an individual template item on the eCommerce tab of the Template Items (IN203000) form. To make the template item visible on the storefront immediately after it is exported, you select Visible in the Visibility box of the eCommerce tab. To make it visible on the storefront and include it in the group of featured products (which are displayed in specific places across the storefront, depending on the theme set up for the store), you select Featured in this box.

The option selected in the Visibility box for a particular template item takes precedence over the default visibility setting specified for the store in the Default Visibility box on the Inventory Settings tab of the BigCommerce Stores (BC201000) form. If Store Default is selected, the store's default visibility settings applies.

Availability Settings of an Exported Template Item

When a template item is exported to a BigCommerce store, it is assigned an availability (purchasability) status in the Purchasability section of the product management page in the store's control panel. In MYOB Advanced, you can determine which status is to be assigned to an item exported to BigCommerce by selecting a corresponding option in the Availability box on the eCommerce tab of the Template Items (IN203000) form:

  • To make the item available for purchase via the storefront, you select Set as Available (Don't Track Qty.). In BigCommerce, on the product management page, the This product can be purchased in my online store option button is selected.
  • To make the item unavailable for purchase via the storefront but available for pre-order, you select Set as Pre-Order. In BigCommerce, on the product management page, the This product is coming soon but I want to take pre-orders option button is selected.
  • To make the item unavailable for purchase via the storefront, you select Set as Unavailable. In BigCommerce, on the product management page, the This product cannot be purchased in my online store option button is selected.

The option selected in the Availability box for a particular item takes precedence over the default setting specified for the store in the Default Availability box on the Inventory Settings tab of the BigCommerce Stores (BC201000) form. If Store Default is selected, the store's default visibility settings applies.

For information about tracking quantities of exported template and matrix items, see Selling Matrix Items: Export of Product Availability Data.

Availability Settings of an Exported Matrix Item

For each matrix item, you can specify availability settings on the on the eCommerce tab of the Non-Stock Items (IN202000) form (if the matrix item is a non-stock item) or the Stock Items (IN202500) form (if the matrix item is a stock item).

These settings will be exported to the BigCommerce store during the synchronization of the Template Item entity; however, the actual availability of the matrix item for purchase on the storefront depends on the purchasability of the template item itself.

To make a particular matrix item unavailable for purchase even if the template item is available for purchase or for pre-order, on the eCommerce tab of the Non-Stock Items form or the Stock Items form , you select Set as Unavailable in the Availability box. When the template item is synchronized with the BigCommerce store, the Purchasable check box becomes cleared for the matrix item in the Variants table on the product management page of the template item. With any other option selected in the Availability box, the Purchasable check box becomes selected for the matrix item.