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Purchase Orders - Matrix Ordering Spreadsheet

The Purchase Order Matrix Ordering Spreadsheet is a tool developed outside of Retail Express, exclusively within Microsoft Excel. The spreadsheet is updated, then uploaded into Retail Express.

Please note: This file is only compatible with Windows computers, and cannot be used on Mac. The tool is provided "as is" and requires advanced knowledge of Microsoft Excel. Support and training on the Matrix Ordering spreadsheet is not available.

Using the tool you can:

Create new products with sizes and colours based on the Manufacturer SKU (also referred to as the Style Code/Model)
Create a standard PO Upload Template ready for uploading into Retail Express

Using the Matrix Ordering Spreadsheet

Click here to begin download
Important: Ensure you save the file to your computer and keep the original filename, otherwise the tool will not work
Open the file in Microsoft Excel
Click Enable Editing
Click Enable Content (this will enable the advanced automated features of the tool)
Press the OK button on the welcome screen
Begin by entering the main information at the top:
Enter your Outlet Name in the red box
Enter your Supplier Code in the red box; this is the code as entered in Retail Express.
Note: You will need to create separate files for multiple suppliers
If using an eCommerce integration with Sales Channels and Source Groups, enter the names into each field on the right
Each product is broken up into its own "Lines" - a section separated into details on the left, and size/colour information on the right. When the PO Matrix template is run this will create individual lines in the resulting PO spreadsheet.
Enter your product information - Style Code, Description, SupplierBuyEx price, POS Price (only required when creating a new product), Brand, Season, Product type
Edit the Size/Colour headings to match the sizes and colours required for ordering
Enter the quantity for each combination; if a combination is not required leave the field blank
Repeat steps 9 to 11 for additional products
Click Create Order
To prepare the file for the next supplier, click Reset Order

Frequently Asked Questions

Can I use this file for products to be published on Shopify?

You can use this file to create your products and Purchase Orders, however you won't be able to mark the products to be published to Shopify as the data required for products is unique for Shopify stores, and cannot be automatically created through this tool.

In order to create your products and orders for Shopify you should:

Use the Purchase Orders Matrix Spreadsheet following the instructions above
Upload the file into Retail Express (creating your products and orders)
Use the Mass Download feature to download a list of your Products in Retail Express
Follow the instructions in the Shopify - Product Synchronisation article section "Publishing/Adding Products" for multiple products
Note: This will allow you to select products to be published online in bulk