Sale of 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 Shopify store.

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

Learning Objectives

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

Applicable Scenarios

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

  • You are initially configuring the Shopify 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 Shopify 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 Shopify store, you need to perform the following general steps:

  1. Activate the Template Item entity. on the Shopify Stores (BC201010) 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 Shopify 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 Shopify 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 Shopify Stores (BC201010) form.

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

Excluding Items from Synchronization

The template item is exported to the Shopify 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 Shopify store by clearing the Export to External System check box for this item on the eCommerce tab of the Template Items form.

If you select this check box for a template item, the system also 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 Shopify store. If the matrix item has already been exported to the Shopify 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 item visible on the storefront immediately after it is exported, you select Visible in the Visibility box. To make the item available in the admin area of Shopify store but hidden from the storefront, you select Invisible 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. If Store Default is selected, the store's default visibility setting applies.

Availability Settings of Exported Matrix Items

For products with variants in Shopify, available item quantities are tracked on the level of each product variant, not for an entire product. Because of this, availability settings specified for a template item on the eCommerce of the Template Items (IN203000) form are not applied when the Template Item entity is synchronized with a Shopify store.

You can specify the settings for each matrix item to determine if the item's quantity should be tracked and if selling of the item should be allowed if the item's quantity becomes zero. To do this, on the eCommerce tab of the Stock Items (IN202500) form, you select the options as follows:

  • To track the quantity of the item, you select Set as Available (Track Qty.) in the Availability box. In Shopify, on the product management page for the matrix item, the system selects the Track quantity check box in the Inventory section.
  • To allow including the item in orders even if its quantity is zero, you select Set as Pre-Order/Continue Selling in the When Qty. Unavailable box (which is available only if Set as Available (Track Qty.) is selected in the Availability box. In Shopify, on the product management page for the matrix item, the system selects the Continue selling when out of stock check box in the Inventory section.