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The Sales Configurator is not an “advanced logical configurator”

What does Sales Configurator do?
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An intermediate video requires some previous experience with Business Central, but it is still easily accessible to most people. Intermediate In the "overview"-videos we draw the big picture to provide you with an understanding of how the solution is structured. Overview This video includes functionality from the app "Sales Configurator" which is available at Microsoft AppSource. Click to visit AppSource. Sales Configurator

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Presenter: Sune Lohse, Chief Strategy Officer

The sales configurator in your business solution is a simple tool for manipulating bills of material. It is not an advanced configurator system. You can adjust the bill of material easily and capture customer requirements directly in the configuration overview. You cannot define dimensions or set up dependent definitions where selecting one option forces another and automatically recalculates the bill of material.

If you need rule-based logic, where choosing option A requires option B and the bill of material updates accordingly, the sales configurator does not handle that. It is built for straightforward bill of material adjustments rather than complex configuration logic.

What the sales configurator can do today

As things stand, the sales configurator is not what we call an advanced configurator system. It is designed for simple, practical use rather than for handling complex product logic.

In practice, this means you can:

  • Manipulate the bill of material very easily.
  • Capture customer requirements directly in the configuration overview, where you can define what the customer wants.
  • Search for matches based on those requirements.

What the sales configurator does not do

The sales configurator is not a tool where you can define dimensions or set up dependent definitions. There is no logic that says: once you have selected A, you then have to select B, after which the system automatically calculates the bill of material based on those choices.

In other words, it does not give you advanced logical configuration. It is a simple way of manipulating bills of material, and you should plan around that limitation if your products rely on rule-based dependencies.

Q&A

Is the sales configurator an advanced configurator system?

No. As things stand, it is not an advanced configurator system. It is a simple tool for manipulating bills of material.

Can I capture customer requirements in the sales configurator?

Yes. You can define what the customer wants directly in the configuration overview and search for matches based on those requirements.

Can the sales configurator handle dependent selections, where choosing A requires B?

No. It does not support dependent definitions or dimensions. It cannot automatically recalculate the bill of material based on a chain of dependent choices. For that, you need rule-based, logical configuration, which this tool does not provide.

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