Product Configurator

About Product Configurator

Streamlined Workflow and Seamless Integration with Dynamics 365 Business Central

Experience a new level of convenience with our Product Configurator, designed to work in perfect harmony with Microsoft Dynamics 365 Business Central. Eliminate unnecessary steps, increase productivity, and enjoy the simplicity of managing everything from one familiar platform.

Intuitive Configuration Management through Advanced Rule Builder

Embrace flexibility and ensure accuracy with our Advanced Rule Builder. Create sophisticated product configurations, manage dependencies with ease, and enforce business rules to deliver optimal product designs. Perfect configurations every time – experience the future of product design.

Automated BOMs & Routings Creation: Efficiency Redefined

Free up your resources and save valuable time with automated creation of Production BOMs and Routings. Stay ahead of the curve with real-time updates that keep your product specifications and production plans perfectly aligned. Turn complexity into simplicity with automated accuracy.

Dynamic Pricing: Immediate, Accurate Quotations

Engage and impress your customers with instant, precise quotes. Our dynamic pricing feature adapts in real-time to configuration changes, allowing for immediate pricing updates. Elevate your customer experience and foster trust with transparent, accurate pricing.

Features of Product Configurator

Ease of Use
The product has a simple interface that is easy to understand and use, making it less likely for data entry errors to occur and streamlining the configuration process.

Automated Pricing
As users adjust an item’s configuration, the retail price is automatically calculated, making quoting quicker and easier.

Flexibility in Product Configuration
Whether dealing with simple items with a few configurable options or complex items with thousands of options, the Product Configurator is designed to handle it all.

Efficient Creation of BOMs and Routings
The Product Configurator significantly simplifies the creation of Production BOMs and Routings or Assembly BOMs. This leads to increased efficiency in quote and order generation.

Sales Quote and Sales Order Integration
The Configurator can be launched directly from a sales quote or order. This direct association with the sales line makes the workflow more seamless and efficient.

Configurator BOM Designer
A special interface where users can create or find items based on the configuration, choose or change option choices, and create items along with their BOM and routing if applicable.

Text Template Variables
A feature that allows users to create detailed and accurate item descriptions, extended text, and comments using replaceable parameters, which enhance the communication of product details.

Extensibility
Developers can extend the capabilities of the Product Configurator by subscribing to certain events and adding additional properties to the text template variables.

Base Item Configuration
The tool allows users to select a base item to configure or select an item that has already been customized and modify it. This provides flexibility in item selection and customization.

Part Number Search
The Product Configurator streamlines the search process for part numbers, increasing efficiency for sales personnel and production planners.

Configuration Item Category Selection
The user can choose an item category to load the available options, enhancing the precision and accuracy of item configuration.

Load Existing Item Action
A feature that allows the loading of options and previously selected choices for an existing item, saving time and effort in repeated item configurations.

Sales Line Integration
Once the configuration is complete in the Configurator BOM Designer, the user simply presses the OK button to create or find the item and add it to the sales line. This feature enables a smooth transition from configuration to sales.

Custom Property Addition
The ability to include a property for the choice unit price, allowing for more granular pricing information within the configuration.

Choice-Related Properties in Text Templates
Variables like choice’s number, choice’s description, choice’s item description text, the option’s quantity per unit, the option’s unit price, and the option’s line amount can be included in text templates. This flexibility offers a high level of customization in product descriptions.

Constraint-based Configuration
Allows for the creation of rules that will prevent incompatible options from being selected together. For example, if a particular component is chosen, certain other options may not be available.

Option Dependency
This feature allows options to be dependent on one another, where the selection of one option could trigger the automatic selection of another or display further sub-options.

Conditional Rules
Create rules that are only applied under certain conditions, for instance, rules that apply only when a specific configuration of options is selected.

Dynamic Pricing Rules
The rule builder can influence pricing based on the configuration selected, including the application of discounts or premiums based on certain option combinations.

Rules Impacting BOMs/Routing
The rules can have an impact on the BOMs and Routings, where certain option selections could trigger the inclusion or exclusion of materials in the BOMs or steps in the Routing.

Configurable UI Rules
The user interface can be altered based on the configuration rules. This could include hiding or displaying certain options based on selections made.

Validation Rules
Ensure that all necessary components of a product are selected before allowing the configuration to be completed.

Users of Product Configurator

Sales Representatives
Sales Representatives can benefit from the Product Configurator as it simplifies the creation of quotes and orders, reducing the time spent on data entry and increasing accuracy.

Production Planners
Production Planners can use the Product Configurator to streamline the setup of new assembly or production items, allowing for a more efficient planning process.

Purchasing Managers
The Product Configurator can help Purchasing Managers to create and modify orders based on real-time configuration, helping to manage stock levels effectively.

Manufacturing Engineers
Manufacturing Engineers can use the Product Configurator to determine the exact components and process steps necessary to build a product based on a particular configuration, improving efficiency and accuracy.

Business Analysts
By leveraging the Product Configurator, Business Analysts can analyse and streamline the product configuration process to improve efficiency and reduce errors.

Supply Chain Managers
The Product Configurator can assist Supply Chain Managers in tracking and managing inventory based on the product configurations being sold and manufactured.

IT Managers
IT Managers can benefit from the Product Configurator as it seamlessly integrates with Microsoft Dynamics 365 Business Central, reducing the need for additional software and simplifying the IT infrastructure.

Customer Service Representatives
Customer Service Representatives can use the Product Configurator to guide customers through the process of customizing products to meet their specific needs.

Marketing Managers
Marketing Managers can use the insights gathered from the Product Configurator to understand customer preferences better and tailor marketing strategies accordingly.

Product Managers
Product Managers can leverage the Product Configurator to manage the product portfolio efficiently, ensuring the right mix of configurable options is available to meet customer demand.

Operations Managers
The Product Configurator can help Operations Managers optimize the assembly and production processes, improving efficiency and reducing costs.

Quality Assurance Managers
With the Product Configurator, Quality Assurance Managers can ensure that each configuration meets the required quality standards, reducing errors and improving customer satisfaction.

Project Managers
Project Managers involved in product development can use the Product Configurator to streamline the setup and management of project-based products or services.

Order Processing Clerks
Order Processing Clerks can use the Product Configurator to speed up and improve the accuracy of order entry, reducing errors and improving customer satisfaction.