Use one identifiable configuration
Define a saved configuration record with the product family, dimension references, selected options and revision. Decide which channel needs to create, view or edit it: public website, dealer or internal sales. In the evaluation, start a selection in one channel and ask the next user to continue from that record. Specify any permissions and channel connections needed for the proposed platform.
Connect the commercial decision
Define how approved choices produce quantities, item identifiers and quote lines. Elite Aluminum's Configurix implementation includes pergola and sunroom configurators with automatic quotations containing individual item SKUs. Use your own checked quote examples to establish the corresponding commercial scope, rather than assuming another customer's catalog already fits your products.
Specify the wider delivery
Tenteks Italia's Configurix project combines product configurators with multi-product software and a website. A wider implementation needs explicit ownership of records, integrations, documents and support. Agree what the first product release proves, what the pilot covers and what must be ready before full operational rollout.
Implementation checklist
- Saved configuration identity
- Channel permissions
- Item-level quote checks
- Named operational owners