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            Simplify Orders and Quotes with Product Configurator by Insight Works

            Published by Shawna Sharma at September 3, 2021
            Categories
            • Dynamics 365 Add-ons
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            Having a product configurator to ease users in quoting or designing products could be pretty daunting. Insight works offer a robust app to aid Streamline Orders and Quotes with a Configurator for Business Central. You can call it the product configurator.

            With this fantastic app, users stand to gain so much as it saves users significant time when quoting or designing products. It also reduces manual input and improves efficiency and accuracy in sales quotes and orders, not forgetting that it simplifies the ordering and quote process for staff equally. Other additional benefits include automatically generating Assembly or Production BOMs/Routings on Sales Orders and Quotes.

            How it works

            The configurator integrates reasonably well with Dynamics 365 Business Central. The product configurator customizes every item clicked on each category, ranging from the quantity and detail. The sales quote auto-populates with the chosen details, giving birth to an assembly order or BOM in some other instances.

            In essence, what the configurator does is that it automatically adds up the pricing of the options and provides a total. From there, users can view item costs and labor costs if need be to ensure they are on track and have the right margin. The app, developed by Insight Works has a bulk configuration editor, which comes in handy when companies deal with bulk orders that consist of many different options. It comes with an attractive frontend that enhances the user experience. The app can also w help manufacturers enter formulas based on selected options. It will also reduce errors while streamlining the ordering. Watch the demo here:

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            Shawna Sharma
            Shawna Sharma
            Shawna Sharma is a B2B marketing leader and the Head of Marketing at Qixas Group. With over a decade of experience, Shawna is passionate about breaking down the tech talk and creating stories that help businesses see the real value of Business Central. Follow on LinkedIn
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