Configurix

Custom software for manufacturers

Product rules built around your catalogue.

We specialize in complex, configurable products. Configurix builds custom configurators and software around your permitted dimensions, compatible options, approvals and component mappings. Keep one product specification connected to 3D, pricing, quotes and factory data.

Interactive rule evaluator

Change one choice. See every affected rule.

Try an example bioclimatic pergola to see how dependencies, exclusions, dimensional checks and review decisions work together.

4.2 m
2.0 m7.5 m
Mounting
Roof system
Same side elevation
Valid

Valid configuration

The current demo state passes its dependency, exclusion and dimensional checks.

Width is inside the allowed range.

Selected side elements do not conflict.

Derived state

Motor and control · requiredWall connection set · required

Custom software for manufacturers

Product logic that continues through your business.

Use the agreed configuration and revision in lead qualification, technical appointments, quotes, material lists and order handoffs. We define the rules, responsibilities and integrations for each step with your team.

CRM and qualified leads

Capture the selected product, dimensions and options with each enquiry. Qualify by product fit, project requirements and commercial readiness, then assign the next action to the right salesperson.

Configurix workspaceQuote revision

New enquiry

Configured product

Product fit

Qualified

Configured product

Requirements

Proposal

Configured product

Next action

Calendars and appointments

Let a configured project continue into a sales consultation, technical review, survey or installation appointment. Connect calendars, responsibilities and reminders to the same customer record.

Configurix workspaceQuote revision
  • 09:00Project review
  • 11:30Technical review
  • 14:00Production planning

Bill of materials and factory data

Map product selections to component codes, quantities, materials and cut lengths. Build the sales or manufacturing BOM your team needs, with revisions and production review rules defined for your products.

Configurix workspaceQuote revision
Bill of materials and factory data
ComponentQuantity
FRM-01Frame assembly1
PNL-02Panel set1
KIT-03Hardware kit1

Mapped to your product codes

Live prices and branded quotes

Apply your own formulas, price lists, dealer margins and approval rules. Generate a quote containing the saved specification, product images, commercial terms and a clear customer approval step.

Configurix workspaceQuote revision

Quote revision

Your catalogue
Options
Services
Your price rulesBranded PDF

Orders, jobs and production

Carry accepted choices into order lines and assigned jobs. Keep product revisions, required approvals, documents and delivery tasks together so sales and the factory work from the same specification.

Configurix workspaceQuote revision
  1. Accepted quote01
  2. Configured order02
  3. Production job03
  4. Installation04

Invoicing and accounting

Connect accepted orders to deposits, invoice drafts, payment terms and your accounting workflow. Agree which system issues the invoice and how references and confirmed payment status return to the project.

Configurix workspaceQuote revision
Draft invoice

Configured product

Order referenceConfigured product
Customer—
Payment terms—
Accounting handoff

Built for your website. Connected to your systems.

Launch a branded configurator in your existing website or a custom sales portal. Connect CRM, ERP, PIM, ecommerce, calendars and accounting through available APIs, webhooks or agreed imports. We define the data, permissions and responsibilities for each connection with your team.

  1. 01Your website
  2. 02Configurator
  3. 03CRM & calendar
  4. 04ERP & accounting

Choose the workflows your implementation needs. We build and validate them against your products, documents and target systems.

Plan your manufacturing configurator

Bring your product rules to Configurix.

Show us one product range, difficult combinations and the outputs your teams need. We can scope the configurator, business software and acceptance cases around your catalogue.

Tell us about your business

Step 1 of 2 — your details, then pick a time.

2 min
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By submitting you agree to be contacted about Configurix. We respect your privacy.

Product logic guide

Clear definition

The logic between a catalogue and a valid product.

A catalogue lists what exists. A rules engine determines which combination of those products, dimensions, components and options can exist together for a specific market, role or project. It evaluates the current configuration whenever a relevant input changes and returns a controlled result.

That result may allow the choice, require another component, calculate a derived value, replace an option, display a warning, request specialist review or stop an invalid state. The important part is consistency: the saved configuration must mean the same thing to the 3D scene, live-price calculation, quote, order and optional bill of materials.

Rules are not the interface. A disabled control, filter or wizard step is only the visible effect. The real product logic needs stable identifiers, ownership, messages, versioning and tests behind it.

Rule types

Six behaviors a serious rules engine must explain.

Allowed values and defaults

Define which choices exist for a product, market, role or channel and which safe starting value appears first.

A dealer catalogue starts with its assigned product series and default finish.

Required choices and dependencies

Require one field, component or service when another selection or condition is present.

Selecting motorized louvers also requires a compatible control package.

Exclusions and substitutions

Prevent incompatible combinations or replace an option with the approved alternative while keeping the reason visible.

A selected side element can exclude a conflicting element on the same elevation.

Dimensions, ranges and increments

Validate minimums, maximums, step sizes, quantities, clearances and dimensional relationships.

Width must use an accepted increment and remain inside the chosen system range.

Derived values and quantities

Calculate values the user should not enter manually, such as module count, material area or component quantity.

The selected span and system determine a derived support or module count.

Warnings, review and hard stops

Separate a valid configuration, a state that needs specialist review and a combination that cannot proceed.

A boundary case remains saved but cannot become an approved quote until reviewed.

Connected architecture

Do not force every decision into one rule layer.

Clean ownership makes errors easier to find. Each layer answers a different question while reading the same configuration identity and stable product data.

Catalogue

What exists?

Families, components, option groups, identifiers, lifecycle and market availability.

Configuration rules

What is allowed?

Requirements, exclusions, dependencies, limits, derived values and review states.

Geometry

What should change visually?

Dimensions, visibility, material assignment, position, repetition and animation.

Pricing

What should it cost?

Price lists, formulas, quantities, accounts, markets, discounts, tax and rounding.

Output mapping

What should leave the system?

Quote lines, product codes, BOM or order components, drawings and integration fields.

Rule record

Make every rule reviewable before it becomes executable.

A spreadsheet cell, remembered exception or unlabeled script is difficult to test and dangerous to change. Use a shared rule record that product, engineering, commercial and implementation owners can read.

Stable rule ID

A durable identifier that does not change when customer-facing wording is renamed or translated.

Plain-language intent

The product or commercial reason the rule exists, written so a reviewer can challenge it.

Condition

The product state, audience, date, market or value that activates the rule.

Action

Allow, require, hide, exclude, substitute, calculate, warn, request review or stop.

Priority and scope

Where the rule applies and how it resolves a collision with defaults, market rules or another action.

Message and recovery

What the user sees and the specific choice that returns the product to an accepted state.

Owner and evidence

The accountable source, effective version and normal, boundary and invalid test cases.

Across configurable products

Different catalogues. The same disciplined rule model.

Bioclimatic pergola

Inputs
Mounting, width, projection, roof, finish, screens, glazing, lighting and heating.
Rule behavior
Validate dimensional ranges and option compatibility; derive structural modules and required controls from the accepted product model.
Connected result
Valid specification, live-price inputs, quote lines and optional component or project data.

Entrance door

Inputs
Opening, handing, frame, panel, glazing, hardware, finish and security package.
Rule behavior
Keep hardware, glazing, dimensions and regulatory options compatible with the selected door system and market.
Connected result
Door identity, dimensions, selected components, price inputs and customer proposal.

Modular furniture

Inputs
Module sizes, arrangement, finish, doors, drawers, shelves, handles and accessories.
Rule behavior
Limit unsupported spans, keep fittings compatible and calculate repeated parts from the layout.
Connected result
Configured layout, commercial lines and an agreed component or order structure.

Industrial or HVAC system

Inputs
Capacity, dimensions, environment, connection, module, finish and service options.
Rule behavior
Use technical inputs to narrow compatible modules, require supporting components and route exceptions to engineering review.
Connected result
Validated selection, calculation inputs, quote and approved technical handoff fields.

Execution and conflicts

A predictable order prevents rule collisions.

Load context

Resolve product revision, market, channel, account, role and effective date before presenting choices.

Apply availability and permissions

Remove choices the current audience cannot use without changing their stable product identity.

Apply defaults and user input

Create a complete current state while preserving explicit choices that remain valid.

Evaluate constraints and derived values

Run requirements, exclusions, limits, substitutions and calculations until the state is stable.

Return one explained result

Expose accepted, review or invalid status plus messages and recovery actions to every connected layer.

Conflict rule: if two actions can write to the same field, define precedence and add a named collision test. Execution order should be a governed design decision, not an accidental side effect.

Acceptance and regression

Test the edge of the allowed solution space.

A polished common journey proves very little about rule accuracy. Keep a permanent pack that tests the values and combinations most likely to expose contradictions.

Normal

A common configuration follows the expected route without unnecessary warnings or automatic changes.

Minimum

The smallest accepted value remains selectable, visible, priced and represented in every required output.

Maximum

The largest accepted value behaves exactly as defined, including derived components and performance.

Just outside

A value immediately beyond an accepted limit produces the intended stop, correction or review state.

Dependency

Selecting the trigger creates the required choice, message or component without leaving stale data.

Conflict

Two incompatible choices cannot silently coexist; the user can see why and how to recover.

Historical

A saved project created under an older rule version is reopened, explained and handled according to policy.

Downstream

The same accepted state reaches price, quote, BOM or integration output using stable identifiers.

Versioning and ownership

Rules change. Historical meaning must not.

Each saved configuration, quote and accepted order should remain traceable to the product and rule revision that produced it. When a rule changes, decide which new, saved, quoted and ordered projects it affects before publication.

Assign an owner for the rule source, an owner for implementation and an approver for the resulting product behavior. Separate permission to edit from permission to publish. Re-run the relevant rule, price, visual and output cases, then monitor the first live use and retain a correction path.

Read the maintenance and governance guide

Rules-engine FAQ

Detailed answers for product owners and buyers.

Continue your research

Connect rules to the rest of the product system.

Product data model guide

Define stable IDs, characteristics, variants, configuration revisions, 3D mappings, price context and output identity.

Parametric product configurator

Connect ranges, increments, units and derived values to generated geometry, live price and controlled technical outputs.

Modular product configurator

Govern module identity, ports, adjacency, sequence, repetition and derived connecting parts as one accepted assembly.

Product pricing engine guide

Turn accepted product state into traceable line items, account pricing, discounts, services, tax and quote revisions.

Configurator BOM generation

Use rule-selected components and derived quantities to create exact configured, engineering, manufacturing and installation outputs.

Product configurator software

Understand how catalogue, rules, 3D, pricing, quotes and project data work as connected layers.

Requirements checklist

Turn rule behavior into RFP language, boundary cases and vendor acceptance evidence.

Implementation guide

Prepare product knowledge, ownership, assets, prices, integrations and acceptance for launch.

No-code product configurator

Define which fields, options, rules, visuals and commercial inputs business teams can safely operate without source-code changes.

Maintenance and governance

Control rule changes, versions, publishing, saved projects and regression testing after launch.

Configurator integrations

Connect accepted product state to CRM, ERP, ecommerce, documents and optional BOM output.

Configurator glossary

Use shared definitions for constraints, dependencies, exclusions, solution space and configuration identity.

Configurator testing and QA

Turn rule boundaries, invalid states, saved revisions and downstream consequences into permanent regression evidence.