Supply complete price rules
For every quote line, record the triggering option, quantity formula, price source and rounding step. Separate fixed items, dimensional charges, minimums, discounts and optional services. If one accessory requires another component, include both in a checked example. Compare the resulting lines before the total and repeat after changing the accessory or dimension.
Use traceable item identifiers
Elite Aluminum's Configurix implementation generates quotations automatically with SKU numbers for individual items. Stable identifiers let a team reconcile the selected product with its commercial lines. Provide your own catalog identifiers and checked examples so the output describes your products rather than using demonstration quantities or another company's prices.
Preserve issued commercial terms
Define how new configurations and saved drafts use current prices, and how issued proposals and accepted orders are revised. The PDF should identify its product configuration and commercial revision. Test a price update after issue, a changed accessory and a deliberately revised proposal to verify the agreed behavior before release.
Implementation checklist
- Line-level calculation basis
- Catalog SKUs
- Checked quote examples
- Issued proposal revision policy