Revolutionize Quote Creation with Business Central’s Product Configurator 3.7

By Published On: May 23, 2023Categories: Microsoft Dynamics 365 BC

Insight Works Product Configurator CUBE imageMicrosoft Dynamics 365 Business Central has emerged as a vital platform for small and medium-sized businesses (SMBs) to manage assemble-to-order, make-to-order, and other processes that involve Bill of Materials (BOMs) and routings. Quote creation is a crucial element of these operations, and Insight Works’ Product Configurator app aims to transform it.

Discover the Game-Changing Product Configurator App

The Product Configurator app for Business Central is set to revolutionize quote creation by streamlining the generation of production BOMs and routings. This dynamic app enables effortless selection of product options and variations, making the entire process more efficient.

Eliminate Impossible Configurations with the Advanced Rule Builder

One standout feature of the Product Configurator app is the Advanced Rule Builder, a powerful tool that prevents users from creating configurations that are unfeasible or illogical. With the rule builder, you can develop complex rules to customize your products and address specific client requirements, allowing you to stand out from competitors and boost customer satisfaction.

Practical Application of the Advanced Rule Builder

Let’s consider a bicycle manufacturer utilizing Insight Works’ Product Configurator app to optimize their quote and order creation process. We’ll examine how the Advanced Rule Builder can help create sensible configurations for customers.

Customizing a Bicycle

Customers can personalize their bicycles by selecting different frame and wheel options. You offer two frame options: lightweight carbon fiber and sturdy aluminum. To guarantee a balanced and superior riding experience, you need to ensure that customers who pick the lightweight carbon fiber frame cannot choose heavy steel wheels.

Creating a Rule Using the Rule Designer

With the Rule Designer in the Product Configurator, you can establish a rule that prevents this incompatible pairing. Here’s how to set it up:

  • Pick the frame option from the list of rule groups and types.
  • Determine the condition: If the frame choice equals the carbon fiber frame.
  • Specify the action: Hide the heavy steel wheel option.
  • As a result, if a customer selects the carbon fiber frame, the heavy steel wheel option will be hidden, preventing the choice of an unsuitable combination. If the aluminum frame is chosen, the heavy steel wheel option remains visible and can be selected if desired.
  • The Advanced Rule Builder of the Product Configurator app allows you to establish rules that prevent unfeasible or illogical configurations. The Rule Builder ensures that your customers have a seamless experience when customizing their bicycles while maintaining optimal performance and compatibility between components.

The Product Configurator app holds immense potential for a variety of industries. From tailoring products to managing intricate configurations, the Advanced Rule Builder streamlines processes and enhances customer satisfaction. Its adaptability empowers businesses to excel in diverse sectors, boosting efficiency and delivering exceptional customer value.

Boost Your Business Central Functionality

The Product Configurator app augments Business Central’s capabilities, providing numerous features and benefits for efficient quote creation:

  • Automated BOM and Routing Generation: Maintain consistency and minimize errors with automatic generation of Assembly or Production BOMs/Routings on Sales Orders and Quotes.
  • Integration with Business Central MPS and MRP: Effortlessly plan new products by integrating with standard Business Central MPS and MRP.
  • Cost and Weight Calculation: Compute the cost and weight of configured items based on chosen options.
  • Flexible Item Number Assignment: Assign a new item number or inherit from the base item number for configured items.
  • Multiplier Application: Apply multipliers to automatically generated BOMs, including waste and trim material.
  • Advanced Rule Builder: Develop intricate rules for specific products using an API configured with the C/AL Editor, avoiding unfeasible configurations.
  • Bulk Configuration Builder: Utilize the Bulk Configuration Builder, Configurator Options, and an Advanced Rule Builder for easy and flexible configuration.

Flexible Customization and Additional Features

  • Display of Configured Options: Showcase configured options along with their text descriptions using the BOM Designer.
  • Streamlined Data Entry: Present additional columns for configured item data in the Bulk Editor, facilitating more straightforward data entry and editing.
  • Standard Cost Estimation: Automatically determine the standard cost of a configured item, considering the chosen options and related costs.

Target Users for the Product Configurator App

The Product Configurator app is well-suited for sales and customer service representatives, production planners, engineers, product managers, business owners, and IT professionals who aim to enhance efficiency, minimize errors, and increase profitability through automating BOM, routing, and quote generation processes.

The Optimal Solution for Streamlined Quote Creation

Insight Works’ Product Configurator app is the perfect solution for businesses looking to simplify the creation of production BOMs and Routings, while enhancing quote creation efficiency. Boasting an easy-to-use interface, versatile customization options, and smooth integration with Business Central MPS and MRP, this app is an indispensable asset for any SMB striving to boost productivity and profit margins.

For more information visit the Product Configurator for Business Central app page

Written by: Insight Works