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Matrix iQ

Matrix iQ allows users to easily select Matrix Items and configure compatible add-on options on Opportunities, Quotes and Sales Orders. Users can easily find and select the right item by narrowing down a base Matrix Item, and then select additional Add-on options. 

Administrators can easily configure compatibility options to present users with mandatory or optional add-ons for cross-selling or ensuring all required items are included.

User Interface to select Sub-items and Add-ons

Create Add-on Rules and Rule Conditions to present compatible Items

Create Rules for actions such as Add Additional Items (including Item positions), Make Required, Set Price

Ensure users quoting compatible or required add-on products

User-friendly interface to make it easy to find the right items

Matrix Items enabled

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