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Product Configurator Software for Dynamics 365 Business Central

Nancy Phillippi Jun 19, 2023 1:18:38 PM

Product configuration software

Automate Quote Generation with Product Configurator Software for Dynamics 365 Business Central

Clients First Business Solutions is an expert on the needs of small and medium-sized businesses (SMBs) and a Microsoft Partner focusing on Dynamics 365 Business Central. We have the knowledge and experience to streamline make-to-order, assemble-to-order, and other processes that call for routings and Bill of Materials (BOMs). We recognize that building quotes is a crucial step. We have no doubt that Insight Works' Product Configurator app is a solution that will simplify your quote generation process. 

Advanced Rule Builder Eliminates Impossible Configurations

The Business Central Insight Works Product Configurator software makes creating production BOMs and routings easier and faster. It offers an intuitive UI that makes selecting product options and variants simple. This facilitates the creation of quotes more quickly than previously.

The Product Configurator app's Advanced Rule Builder is a standout feature. This powerful tool deals with the issue of users configuring systems that are either irrational or unattainable. Businesses can create intricate rules to modify their products using the rule builder. By doing this, they can better serve their clients' unique demands, differentiate themselves from the competition, and increase customer satisfaction.

Advanced Rule Builder in Action

Let's take the example of a bicycle manufacturer utilizing the Product Configurator app to simplify its quote and order creation process. The bike manufacturer offers a variety of frame and wheel options to its consumers. For example, customers can decide between an aluminum or a lightweight carbon fiber frame. The business wants to ensure customers who select the light carbon fiber frame can't choose big steel wheels. The Advanced Rule Builder prevents customers from ordering incompatible product configurations to deliver a balanced and ideal ride. 

How to Create a Rule with A Rule Designer 

Using the Rule Designer in the Product Configurator setup is easy. The manufacturer can create a rule that prevents this incompatible setup by employees or the customer.

  1. Choose the frame option from the list of groups and types of rules.
  2. Select the condition: If the frame choice equals the carbon fiber frame.
  3. Define the action: Hide the heavy steel wheel option.

In the case of the bike manufacturer, customers who choose the carbon fiber frame won't see the heavy steel wheel option. This built-in logic keeps the bike from being put together in a way that doesn't work. For example, if the customer selects the aluminum frame, the option to choose the heavy steel wheels is still available.

This illustration demonstrates how businesses may set up rules in the Product Configurator app's Advanced Rule Builder to prevent customers from configuring products that don't make sense or aren't possible. Customers have a simple way to personalize items while maintaining their greatest performance and compatibility.

Opening Up Countless Opportunities Across Industries

The Product Configurator app is adaptable and suitable for use across various industries. It simplifies managing complex configurations and customizing items. The Advanced Rule Builder boosts efficiency, enhances customer satisfaction, boosts productivity, and provides excellent customer value to help companies succeed in their respective industries.

Optimize Efficiency with D365 Business Central  

The Product Configurator app offers many features and advantages that enhance what Business Central can do, making it simple to create quotes:

  • Automated BOM and Routing Generation: Ensure consistency and reduce the risk of errors with automatic generation of Assembly or Production BOMs/Routings on Sales Orders and Quotes.
  • Integration with Business Central MPS and MRP: Seamlessly plan new products by integrating with standard Business Central MPS (master production scheduling) and MRP (material requirement planning).
  • Cost and Weight Calculation: Calculate the cost and weight of configured items based on selected 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: Create sophisticated rules for specific products using an API configured with the C/AL Editor, preventing impossible configurations.
  • Bulk Configuration Builder: Use the Bulk Configuration Builder, Configurator Options, and an Advanced Rule Builder for easy and flexible customization.
  • Configured Option Display: Show configured options and their text descriptions in the BOM Designer.
  • Simplified Data Entry: Display additional columns for configured item data in the Bulk Editor for easier data entry and editing.
  • Standard Cost Calculation: Automatically calculate the standard cost of a configured item based on the selected options and their associated costs.

Product Configurator App's Ideal Users

The Product Configurator app for D365 Business Central is amazing for sales and customer service representatives, production planners and engineers, product managers, company owners, and IT specialists. It's ideal for anyone who wishes to automate BOM, routing, and quote generation to enhance efficiency, decrease errors, and make their businesses more profitable.

Generating Quotes and More...

As a Microsoft Partner, our Clients First team can help you with the Product Configurator App from Insight Works to simplify the development of production BOMs and routings and make it much easier to build quotes. This program is a must-have for every small or medium-sized business (SMB) that wants to boost efficiency and profits. Its user-friendly interface, flexible customization options, and seamless integration with Business Central MPS and MRP make the Product Configurator App an excellent choice! 

You Can Rely on Our Microsoft Experts

The Clients First Texas office is known for its vertical expertise in manufacturing, job shops, maintenance, repair, and overhaul (MRO) for aviation or heavy equipment organizations. We support leading Cloud ERP solutions such as Dynamics 365 Business Central and Microsoft Dynamics 365 Finance and Supply. Our MRO solution, ProMRO, integrates with Microsoft Dynamics 365 Finance and Supply. We also have customers in other industries, including make-to-order/engineering job shops, project manufacturing, field services, and wholesale distribution. In addition, we have a deep knowledge of legacy ERP solutions like Dynamics AX (formerly Axapta) and Dynamics NAV (formerly Navision - now Dynamics 365 Business Central).   

For more information, call us at 800-331-8382 or email. We're based in Dallas, Texas, and service companies locally and worldwide.

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Another version of this content was provided by Insight Works - the publisher of The Product Configurator app for Dynamics 365 Business Central.