Document the current sales path
Follow a real inquiry through product discovery, option choice, price calculation, proposal and project handoff. Record the information each person needs and the places where it is rewritten. Choose a representative range for the first implementation instead of trying to automate every exceptional product at once.
Prepare product and commercial inputs
Prepare a small implementation pack: catalog drawings, dimensional limits, compatible options, item identifiers, current price rules and three checked quotes. Include an open-sided design, an enclosed design and a project that needs an exception. Mark where staff currently add delivery, installation or a discount. Name the people who approve product rules and commercial calculations so the first release has a clear acceptance path.
Release with practical acceptance checks
Run a standard design, invalid combination and changed quote through the complete process. Check that customer-facing documents and internal records describe the same revision. Agree first release, pilot and operational rollout milestones and use actual process evidence to decide when the next range is ready.
Implementation checklist
- Current process mapped
- Representative range selected
- Commercial owners assigned
- End-to-end release checks