Product configuration

Overview

The Vertex Flow Configurator is a sales tool designed for customer-specific selections of modular products.

The items used in the configurator are pre-created in Flow. Most subassemblies, and often even main assemblies, are pre-defined. As a result of the configuration process, unique final assemblies are generated, but typically, no comprehensive model is created for them. Unlike in product automation, the Flow Configurator does not vary part dimensions.

With the Flow Configurator, it is easy to create a configuration-specific structure based on sales choices. At the same time, a customer quote and a corresponding technical document are automatically generated. The quote price is calculated according to the selected price list.

When the quote is confirmed, Flow automatically generates an order confirmation and the related technical specification. The ordered individual structure is then automatically transferred to the ERP system through integration.

The object types used in the configuration process are:

• Generic Item

• Selection

• Structural Option

• Resource

• Price List

• Product

• Product Instance

User Licenses

The configurator requires a separate license option: PRODUCT_CONFIGURATION.

To create a configuration, the following conditions must be met:

• The user's license type must be Product Administrator.

• The user must belong to the Product Management Tools group (or another group with Configurator Admin rights).

The user creating the configuration (salesperson) must have the Sales Configurator license type.