Reduce complexity and automate repeatable processes with Product Configurator. For your configurable product, use a predefined set of inputs to automatically trigger logic rules that apply the appropriate processes. Here’s how it works.
1. Select the Products dropdown, then, choose "Configurations."
2. Select "Add" to create a new configuration once in the Configurators screen.
3. A screen resembling the New Quote screen will appear.
- CAD Files and Image Files cannot be used to create line items for configurations.
- Shapes and Long items can be used normally to create line items for configurations.
- Rule is where rules can be created and edited. These rules affect how a line item is created by the configurator in a quote.
- The Properties tab contains the custom input properties that will be used inside a quote to affect how the line item is created by the configurator.
Now, let's create properties for the configurations.
Select the Properties tab, then select "+" to create a new property. Name the property and use underscores in place of spaces. Set the default value, and select a data type for the property from the dropdown menu
- VarString – text data type
- VarBool – 2 state data types such as on/off, true/false, or 0/1. This will appear as a dropdown list
- VarInt – integer number data type
- VarDouble – decimal number data type
- VarList – list of elements. The options in the list must be listed in the data field and separated by commas however DO NOT place spaces between the options and the commas. This will appear as a dropdown list.
Properties can be used inside of operations, let's explore an example of how this works with secondary operations.
Note: the data type of the property variable must match the variable type expected by where the property is inserted i.e. most of the time the data type will be float or integer when a number is expected.
Select the line item(s) you would like to automatically have operations applied to based on one or more of the Properties parameters. Input the property name surrounded by curly braces {} and then apply the operation.
Finally, let's add the configurator to a quote.
Select "Other" then select "Configurator." In the Product field, search the name of your configurator and select it. Enter any of the requested info from the properties previously created and select "New Line Item" to have the configurator create your line item.