Using CPQ Enterprise Configurator with SyteLine

Customers or dealers can use the guided technology in the CPQ Enterprise Configurator to generate information to use for an order. The order is sent to SyteLine, where it can be fulfilled through standard processing.

CPQ Enterprise Configurator with SyteLine offers these capabilities:

  • Decision tree using configurable product components:

    CPQ’s wizard-like interface walks users through a guided selection of components of a SyteLine configurable product. Guided selection helps customers customize their purchase, yet ensures that they order only valid combinations of features, options, dimensions, color, or price.

  • Models with rulesets:

    The controls and options for the decision tree are predefined in behind-the-scenes product models that have specific rulesets. These rulesets control the display of information and the behavior of data, and provide valid combinations of features, options, dimensions, color, or price. The rulesets are developed to interact with SyteLine configurable products.

  • Access from within the ERP:

    Your customer service representatives (CSRs) or inside-sales personnel can access the Configurator from within SyteLine order entry forms. During order entry, when the CSR enters a configurable item number into the Item field, the Configurator window opens. Your CSR or inside-sale personnel uses the Configurator window to select from the product options available for the configurable item.

    When the CSR completes the configuration, SyteLine retrieves, validates, and processes the returned data. If valid product data is retrieved, the order line is generated. Your CSR can then complete the order using their standard workflow.

  • Order maintenance:

    After the order is placed in SyteLine, the order can be maintained and processed as a regular customer order.