Configurator

Offer the right choices

Option groups define the decisions on a configurable product: edition, support level, capacity, term, warranty or deployment. A group can require a selection and allow one or several values. Each option carries its price effect and active definition.

Defaults give the rep a starting selection; the resulting configuration still has to pass all required-group and compatibility checks. A chosen option records its definition and price delta on the quote revision. Changing a catalog option later cannot alter the document the buyer has already received.

The rep can see recommendations without being forced to accept them. Required selections and blocking rules are different: they must be resolved before the quote can advance.

Assemble bundles predictably

A bundle contains required and optional components, quantities per parent unit and a pricing treatment for each. Included components can carry zero separate selling price, while separately priced components contribute their own amounts. Both retain their product and quantity identity for fulfillment and billing.

Changing the parent quantity recomputes the required component quantities. Repeated saves reuse the existing rule or component origin instead of adding another accessory each time. When a condition stops matching, the recompute removes or revises only the generated work it owns and preserves deliberate rep selections where policy permits them.

Bundle nesting stays traceable through the accepted order and invoice mapping. Configured option values must also travel in the fulfillment payload; a link to a local quote line is not enough for another system to deliver the chosen configuration.

Bring opportunity products into the quote

CRM opportunity products are staged with their source identity and quantities before becoming sellable quote lines. An unmatched SKU remains an import issue until Sales Rep or the catalog owner maps it to a valid product. It cannot masquerade as a complete line with a missing required product reference.

Review catalog changes

Product Manager prepares catalog, option, component and rule changes and tests representative draft configurations. Activation follows the configured master-change review, preserving the approved revision and decision. Active Products and Configuration Rules provide the working lists; Configuration Rule Hits helps investigate inactive recommendations, recurring blocks and unexpected generated components.