Overview
Matrix iQ gives your team a guided, accurate way to select and configure Matrix Items on Opportunities, Quotes, and Sales Orders. Reps select the right sub-item through real-time dimension filtering, then choose from add-on options that are driven by Matrix iQ's rules engine.
Administrators define which add-on options appear for a given selection, whether they are required or optional, what gets pre-selected, and how items are positioned on the transaction — so the right configuration comes together without every rep needing to know the full catalog.
Features
- Guided sub-item selection with real-time filtering across matrix item dimensions
- Add-on configuration engine with conditional rules that respond to what the user selects
- Rule actions include: add additional items, add or remove selectable options, make add-ons required or optional, and pre-set add-on values based on other selections
- Control where add-on line items are inserted on the transaction, including positioning relative to subtotal lines
- Per-item configuration allows different add-on sets for different sub-items within the same matrix item
- Save and reload previous configurations for editing on existing transactions
- Works on Opportunities, Quotes, and Sales Orders
See it running against your matrix items.
A 20-minute walkthrough — bring a configurable product and we'll build the guided selection and add-on rules live.
Requirements
Requires NetSuite Matrix Items to be enabled. No additional NetSuite modules required beyond matrix item functionality.
Testimonial 1 of 2: Dave Presley
We needed a smarter and easier way to quote. Our previous quoting process — if you could call it that — was reliant on Excel and prone to errors.
Dave Presley
President · Hydro-Chem
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