Identify the engineering master
SOLIDWORKS Design provides parametric CAD, part and assembly modelling, and drawings. A manufacturer may use those records to define its product range. A sales configuration then needs the permitted choices, component references and price basis that represent the version offered to customers.
Replace a component in the range
Use an approved engineering change, such as a replacement bracket or profile. Ask engineering to identify the affected assemblies and ask sales to prepare a new configuration using the updated catalogue. Compare how each proposed workflow maps selectable choices and quote lines to the new component while retaining the specification of an earlier order.
Define the release process for sales
Configurix's Elite Aluminum project includes configuration and automatic item-SKU quotes. For your catalogue, request the process for publishing an engineering-approved change into the sales model. Identify the owner, effective date and sample orders used to verify it. Specify any required CAD or drawing deliverables and compare the effort needed to maintain that connection.
Implementation checklist
- Engineering master identified
- Component replacement traced
- Old order specification retained
- Approved release reaches sales catalogue