The AccountMate Sales Order Configurator module is an advanced tool designed for businesses that sell complex, customizable products. It allows companies to develop and enforce strict ordering rules, ensuring that sales representatives and customers can only configure and order valid product combinations that the company can actually deliver.
Enforced Ordering Rules: It acts as a guide during order entry. For example, if you sell garage doors and a specific model is only available in black or white, the system restricts the user to those exact choices. Customer service representatives are prompted with a series of on-screen questions to step-by-step customize options like dimensions, colors, and finishings.
Pricing Accuracy: Automatically calculates prices based on the specific options and components selected.
Minimize Order Errors: Prevent order entry staff from quoting or processing invalid item combinations, eliminating costly production mistakes. Reduce Training Time: Because the system enforces the rules automatically, order entry staff require significantly less technical product training to input complex quotes correctly. Faster Turnaround: Speeds up the configuration-to-quote lifecycle, increasing customer satisfaction.
Seamlessly syncs with AccountMate’s core Sales Order and Accounts Receivable modules to instantly convert configurations into active financial data. If both the Sales and Manufacturing Configurator modules are installed, the generated sales configuration automatically passes to production as a complete work order / Bill of Materials (BOM) without requiring any manual data re-entry!
