Sale of Matrix Items: To Export Matrix Items

The following activity will walk you through the process of exporting a template item (and the matrix items based on this template item) defined in MYOB Advanced to the Shopify store.

Story

Suppose that SweetLife Fruits & Jams company is going to sell juices in its Shopify online store. Acting as an implementation consultant helping SweetLife to set up the integration of MYOB Advanced with the Shopify store, you need to export the JUICE template item to the Shopify store.

Configuration Overview

In the U100 dataset, the following configuration tasks have been performed to prepare the system for this activity:

• On the Enable/Disable Features (CS100000) form, the Matrix Items feature has been enabled.
• On the Item Classes (IN201000) form, the MJUICE item class has been created.
• On the Attributes (CS205000) form, the attributes and the attribute values listed in the following table have been defined.

  Attribute	Attribute Values
  Ingredient	APL (Apple), CHR (Cherry), ORG (Orange), PCH (Peach), PNL (Pineapple), SWB (Strawberry), and TMT (Tomato)
  Package	BOX (Box), GBT (Glass bottle), JAR (Jar), PBT (Plastic bottle), and TIN (Tin)
  Volume	08OZ (08 fl oz), 12OZ (12 fl oz), 16OZ (16 fl oz), 32OZ (32 fl oz), and 96OZ (96 fl oz)

• On the Template Items (IN203000), the JUICE template item has been created based on the MJUICE item class and the Ingredient, Package, and Volume attributes.
• On the Stock Items (IN202500) form, the matrix items listed in the following table have been generated based on the JUICE template item.

  Inventory ID	Description
  APL-16OZ-GBT	Apple juice in glass bottles of 16 fluid ounces
  APL-32OZ-GBT	Apple juice in glass bottles of 32 fluid ounces
  CHR-32OZ-GBT	Cherry juice in glass bottles of 32 fluid ounces
  ORG-16OZ-GBT	Orange juice in glass bottles of 16 fluid ounces
  ORG-32OZ-GBT	Orange juice in glass bottles of 32 fluid ounces
  PCH-32OZ-GBT	Peach juice in glass bottles of 32 fluid ounces
  PNL-16OZ-GBT	Pineapple juice in glass bottles of 16 fluid ounces
  SWB-32OZ-GBT	Strawberry juice in glass bottles of 32 fluid ounces
  TMT-16OZ-GBT	Tomato juice in glass bottles of 16 fluid ounces

Process Overview

In this activity, you will do the following:

1. On the Template Items (IN203000) form, review the JUICE template item.
2. On the Entities (BC202000) form, update the filtering conditions to export the template items of the MJUICE item class.
3. On the Shopify Stores (BC201010) form, activate the Template Item entity.
4. On the Prepare Data (BC501000) form, prepare the template item data for synchronization.
5. On the Process Data (BC501500) form, process the template item data that has been prepared for synchronization.
6. In the admin area of the Shopify store, review the exported item.

System Preparation

Before you complete the instructions in this activity, do the following:

1. Make sure that the following prerequisites have been met:
   • The Shopify store has been created and configured, as described in Initial Configuration: To Set Up a Shopify Store.
   • The connection to the Shopify store has been established and the initial configuration has been performed, as described in Initial Configuration: To Configure the Store Connection.
2. Launch the MYOB Advanced website with the U100 dataset preloaded, and sign in with the following credentials:
   • Username: gibbs
   • Password: 123

Step 1: Reviewing the Template Item and the Matrix Items

To review the JUICE template item and the matrix items that have been generated based on it, do the following:

1. Open the Template Items (IN203000) form.
2. In the Template ID box, select JUICE.
3. On the Configuration tab, review the attributes specified for the template item and their settings.

   In the Attributes table, notice that the following attributes of the Variant type have been defined (and can be used for the matrix items of the template item):

   • Ingredient
   • Package
   • Volume
4. In the Inventory ID Segment Settings table, notice the settings for the automatic generation of the identifiers that have been assigned to matrix items. The segments are generated based on the attribute values (Segment Type is set to Attribute Value for all segments), and the length of each segment is determined by the value in the Number of Characters column.
5. On the Matrix Items tab, review the list of matrix items that have been generated based on the attributes configured for the Juice template item.

   In the subsequent steps of this activity, you will export these items to the Shopify store.

Step 2: Activating the Template Item Entity

You can skip this step, if you activated the Template Item entity while performing the following activity: Initial Configuration: To Configure the Store Connection.

To activate the Template Item entity, do the following:

1. Open the Shopify Stores (BC201010) form.
2. In the Store Name box of the Summary area, select SweetStore - SP.
3. In the table of the Entity Settings tab, select the Active check box in the row of the Template Item entity.
4. On the form toolbar, click Save.

Step 3: Updating the Filtering Condition

To configure the Template Item entity to export to the Shopify store only template items of the MJUICE item class, do the following:

1. Open the Entities (BC2020PL) form.
2. In the Store Name box of the Selection area, select SweetStore - SP.
3. In the Entity column, click the Template Item link.

   The system opens the Entities (BC202000) form with the SweetStore - SP store and the Template Item entity selected in the Summary area. Notice that this entity can only be exported to the Shopify store (that is, Sync Direction is set to Export), and that only two tabs, Export Mapping and Export Filtering, are displayed.

4. To create a filtering condition for template items, on the Export Filtering tab, click Add Row on the table toolbar, and specify the following settings in the row:
   • Active: Selected
   • Field Name: Item Class
   • Condition: Equals
   • Value: MJUICE
5. On the form toolbar, click Save to save your changes.

   Now when you prepare and process the Template Item entity, only the template items of the MJUICE item class will be exported to the Shopify store.

Step 3: Preparing the Template Item Data for Synchronization

Step 4: Processing the Prepared Template Item Data

To process the prepared data of the template item, do the following:

1. While you are still viewing the Prepare Data (BC501000) form with the SweetStore - SP store selected, click the link in the Ready to Process column in the row of the Template Item entity.
2. On the Process Data (BC501500) form, which opens with the SweetStore - SP store and the Template Item entity selected, notice that the table contains a single row of the JUICE template item (for which the ERP ID column shows Juice).
3. On the form toolbar, click Process All.
4. In the Processing dialog box, which opens, click Close to close the dialog box.

Step 5: Viewing the Exported Item

To view the exported Juice template item in the Shopify store, do the following:

1. Open the Sync History (BC301000) form.
2. In the Summary area of the form, specify the following settings:
   • Store: SweetStore - SP
   • Entity: Template Item
3. On the Processed tab, in the row of the Juice template item, click the link in the External ID column.
   Attention: If you are not signed in to the admin area of the Shopify store in the same browser, you will need to enter your sign-in credentials.
4. On the product management page, which opens for the Juice product, review the exported settings.

   In the Variants table, notice that the variants of the product (which are the matrix items that were generated in MYOB Advanced) are displayed.

You have now exported the template item and its matrix items to the Shopify store.