Smart Quote Administration
Smart Quote is the core configuration engine of Velosity. It automates the transition from a customer's unique requirements to a production-ready order, ensuring that every quote is technically valid, accurately priced, and immediately actionable by the shop floor.
How Smart Quote Works
Unlike static product catalogs, Smart Quote uses a logic-based approach to configuration. When a Sales Rep configures a product, the system dynamically builds: 1. A Custom Description: Based on the selected options. 2. A Bill of Materials (BOM): Including all materials and components needed. 3. A Labor Router: A sequence of Tasks required for production. 4. Instant Pricing: Calculated in real-time based on labor, materials, and overhead rules.
Product Configuration Components
Each Smart Quote Product is built from several key building blocks:
- Attributes: The variables and inputs (e.g., Length, Material, Color) that the user selects.
- Pages: The user interface layout where attributes are grouped for the Sales Rep.
- Rules: The logical "brain" that determines how attribute selections impact the BOM, Router, and Price.
- Item Mapping: Links your configuration logic to specific items in your Master Catalog.
- Documents: Automated generation of technical specs or drawings based on the configuration.
Maintaining Integrity
Validation Tools
As your configuration logic grows in complexity, ensuring everything remains linked correctly is vital. Velosity provides automated validation tools that check for broken rules, missing item references, or logical contradictions across one or all of your products.
Learning by Example
Building a configurator from scratch can be daunting. We have provided a library of common configuration scenarios, including tiered pricing, SQL-based attribute queries, and complex routing logic.
👉 Smart Quote Examples