Expedite bill of material creation, improve costing, and streamline sales processes with the rules-based product configurator software.
The rules-based product configurator provides flexibility to define attributes and formulas to create a unique bill of material and routing for finished goods with calculated costs and pricing. Configure products based on features, options, and dimensions to streamline the quote-to-order and manufacturing process. Configure manufactured items for quotes, sales orders, and production orders.
Create a new configured order by simply copying or modifying an existing configured order or quote.
Make multiple revisions of the same configuration while maintaining a history of the revisions and who created them.
Based upon the features and options chosen, the system has multiple price roll-up capabilities to determine the actual unit price for a specific configured item.
Configure any finished good using predetermined features and options. The results of the configuration carry forward to a production order.
Manufacturers may build configured products to stock in advance of peak demand seasons using the product configurator to define forecasted finished goods and their variants.
Acumatica supports flexible price calculations for configured products. Calculate prices using a fixed price defined for the parent finished good. You can also roll up the sales price for configuration options and order multiples, including or excluding fixed materials on the bill of material. Prices may also be calculated using defined parent prices plus rolled-up costs for child items and their respective options.
Use multiple dimensional calculations and formulas to calculate the material requirements for specific components of each unique configuration.
Quickly look up a customer’s previous configuration to create a new order or make adjustments from the prior configuration.
Validate formula calculations based on a minimum or maximum attribute value or the quantities chosen for selected features and options.
Include non-stock items with stock items in configurations.
Create configured items for sales opportunities in CRM.
Configured items on quotes are copied to sales orders when the quote is converted.
Configuration options and details may be optionally printed on customer invoices.
Extend Acumatica’s Product Configurator via web endpoints to leverage rules-based product options and values logic for configured orders from external apps like website storefronts, custom portals, or other applications.