Simplify Orders and Quotes with a Configurator for Business Central

Having a product configurator to ease users in quoting or designing products could be pretty daunting. Insight works offer a robust app to aid Streamline Orders and Quotes with a Configurator for Business Central. You can call it the product configurator.

With this fantastic app, users stand to gain so much as it saves users significant time when quoting or designing products. It also reduces manual input and improves efficiency and accuracy in sales quotes and orders, not forgetting that it simplifies the ordering and quote process for staff equally. Other additional benefits include automatically generating Assembly or Production BOMs/Routings on Sales Orders and Quotes.

How it works

The configurator integrates reasonably well with Dynamics 365 Business Central. The product configurator customizes every item clicked on each category, ranging from the quantity and detail. The sales quote auto-populates with the chosen details, giving birth to an assembly order or BOM in some other instances.

In essence, what the configurator does is that it automatically adds up the pricing of the options and provides a total. From there, users can view item costs and labor costs if need be to ensure they are on track and have the right margin.

Continue reading Simplify Orders and Quotes with a Configurator for Business Central at Qixas Group.