Create rule-based solutions to meet configure-to-order, make-to-order, assemble-to-order, and engineer-to-order environments.
A product configurator is a rule-based module where you can configure product designs, generate custom BOMs, routings, pricing and discount rules for custom products, etc. All this can be done from a simple to use browser interface that is accessible from any device and handheld device.
- Increase your revenue by providing quotes to your customer in a fast and easy manner
- Increase your revenue by giving the ability to generate quotes from outside salesperson, dealers, and customers
- Increase your ability to quote more and provide accurate pricing for all options
- Reduce dependence on only a select few in your organization who know how to configure complex products
- Reduce the number of new part numbers you have to generate for different configurations
- Reduce engineering time by generating BOM for the configured product
Key Features
Rule-Based Configurator Options
- Setup rules to define what options are available, dependency of options, allowed ranges, etc.
Flexible user Interface
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Setup user inputs, configurator rules, changes, sequence of questions, screen layouts, color schemes and overall user interface.
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Attach drawings and specifications to the configured product.
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Control configuration options from a single admin console.
Pricing and Discounting
- Configure sales pricing, discounting and quotation workflows for custom products.
- Setup pricing rules for dealers, end-users, and option pricing.
- Setup discount rules based on customer types, item types, etc.
- Generate quotations and estimates based on pricing options and product requirements.
- Override system computed prices and discounts with configured rules.
BOM and Routing Creation
- Set up rules and formulas for generating manufacturing BOMs based on configuration.
- Define multiple rules for BOM generation, single or multi-level routings.
- Associate phantom BOMs and standard item BOMs to configured options.
- Setup conditional rules for BOM calculations and generate single/multi-level BOMs automatically.
- Utilize an easy-to-use scripting engine to create highly complex rules.
Accessibility for dealers and end-users
- Utilize browser-based interface to publish configurator to dealers and end-users.
- Define set up security and accessibility rules based on customer types.
- Apply pricing and discounting logic just as your internal sales people would.
- Access, configure and change configurations from anywhere using portable devices.
Flexible Item Numbering
- Create and allocate custom-item numbers to products.
- Set up rules to generate item numbers for a configured item based on various parameters at the time of quoting or after a sales order is generated.
Tracking & History
- Track product configuration history with respective date and time stamps, revisions, personnel details and share history.
- In case of any emergency changes or defects, they can narrow down to the respective configuration and make necessary changes.
