Configurator — build made-to-order product templates
The Configurator lets you define configurable-product templates with options, pricing deltas and compatibility rules — then use a wizard to price and create made-to-order variants for quotes and sales orders.
Section 01
What is the Configurator?
1 minute
The Configurator lives under Commerce › Sales › Configurator. It is a two-part tool — a template builder (where you define the product, its options and materials) and a wizard (where you pick option values to produce a priced, made-to-order product variant that goes straight into a Quote or Sales Order line).
- The Door configurator template is currently active — base price GBP 100, base lead time 2 days
- Two buyer options: Glazing (required, Yes/No, Double +£10, +1 day) and Shining (optional, Yes/No, Double +£10, +1 day)
- A compatibility rule prevents Glazing: Double and Shining: Double being selected together — the conflicting choice is greyed out in the wizard
- Once configured, clicking Create product generates a priced variant that can be added to a Quote or Sales Order
- A Configure made-to-order product button also appears inside the Sales Order Items List, launching a modal version of the wizard inline
Section 02
Product Configurator wizard
2 minutes
The main Configurator page is the wizard — the view you use day-to-day to configure and price a made-to-order product. Select a configurator template, pick option values, watch the price update live, then click Create product.
| Element | What it shows |
|---|---|
| Select Configurator | Dropdown listing all active configurator templates. Select Door to load the Door template options. |
| Edit this configurator | A shortcut link to the template editor — opens the New/Edit Configurator form for the currently selected template. |
| Option card (Glazing *) | A required option marked with *. Contains one value button: Double +10.00. The selected value is highlighted blue with a filled circle icon. |
| Option card (Shining) | An optional option. Selecting Double +10.00 would add £10 to the price and 1 day to lead time. Greyed out here due to the compatibility rule — Glazing: Double is incompatible with Shining: Double. |
| Value button — selected | Blue bordered button with ⊙ icon — e.g. ⊙ Double +10.00. Indicates this option value is currently chosen. |
| Value button — unselected | Grey bordered button — e.g. Double +10.00. Click to select. |
| Value button — disabled | Greyed-out, unclickable. Appears when a compatibility rule prevents this value from being selected with the current choices. |
| Summary — Total price | Live price: Base price (100) + selected option deltas (Glazing: Double +10) = 110.00. Updates instantly as you change selections. |
| Summary — Lead time | Live lead time: Base lead time (2 days) + selected option deltas (Glazing: Double +1 day) = 3 days. |
| Create product | Generates a priced product variant from the current option selections and adds it to a Quote or Sales Order line item. |
Section 03
Create or edit a configurator template
1 minute
Click + New configurator from the wizard page, or Edit this configurator from the template dropdown. The form has four sections: Details, Base Materials, Options and Compatibility Rules. Edit opens the same form pre-populated.
SALES › CONFIGURATOR › NEW
New Configurator
Define a configurable-product template — base price & lead time, always-on materials, and the options buyers pick from. The wizard then uses it to configure, price and create made-to-order products.
Details
Name, pricing and lead time for this configurator template
Base Materials
Always included in the BOM, whatever options are chosen
| Material | QTY | Unit | |
|---|---|---|---|
door ▾ | ea (base) ▾ |
Options
Choices the buyer makes — each value can add price, lead time and its own materials
Materials for this value+ Add material
Materials for this value+ Add material
door ▾ | ea (base) ▾ | 🗑 Remove |
Compatibility Rules
Mark two values as incompatible — the wizard greys out the conflicting choice
Section 04
Details section
1 minute
The Details section defines the core pricing and timing parameters that apply before any options are selected.
| Field | Required | What to enter |
|---|---|---|
| Name | Yes | The template name shown in the wizard dropdown — e.g. Door. |
| Base Price | Yes | The starting price before any option deltas are added — e.g. 100 (GBP 100.00). Option Price Deltas add to this. |
| Description | No | Free-text description of the configurable product — e.g. Double Door. Visible in the template editor only. |
| Base Lead Time (Days) | Yes | Lead time in days before any option deltas — e.g. 2. Option Lead Time Deltas add to this. The Door template gives 2 + 1 (Glazing: Double) = 3 days total. |
| Configurable Product (Template) | Yes | The catalogue product that this configurator makes configurable — e.g. door. Configured outputs become variants of this product in the catalogue. |
Section 05
Base Materials section
1 minute
Base Materials are always included in the Bill of Materials (BOM) regardless of which options the buyer selects. The Door template has one base material: door, QTY 1, ea (base).
| Column | What to enter |
|---|---|
| Material | Search and select from the product catalogue — e.g. door. |
| QTY | Quantity of this material required per configured product — e.g. 1. |
| Unit | Unit of measure — e.g. ea (base). Auto-populated from the material's product record. |
| + Add material | Adds another material row to the base BOM. |
| Remove | Removes that material row from the base BOM. |
Section 06
Options section
2 minutes
Options are the choices the buyer makes in the wizard. Each option has a name, type, and one or more values. Each value can adjust the price and lead time, and optionally add its own materials to the BOM. The Door template has two options: Glazing (required) and Shining (optional).
| Field | Door template value | What it does |
|---|---|---|
| Option Name | Glazing / Shining | The label shown to the buyer in the wizard — e.g. Glazing or Shining. |
| Type | Yes / No | The input type for this option. Yes/No presents a set of discrete value buttons. Other types may be available in future. |
| Required | Glazing: ✓, Shining: ✗ | When checked, the buyer must select a value before Create product is enabled. Marked with an asterisk (*) in the wizard. |
| Label (value) | Double | The display name of this value in the wizard button — e.g. Double. |
| Price Delta | 10 | Amount added to the Base Price when this value is selected — e.g. +10 brings GBP 100 → GBP 110. Shown as "+10.00" on the value button. |
| Lead Time Delta (Days) | 1 | Days added to Base Lead Time when this value is selected — e.g. +1 brings 2 days → 3 days. |
| Default | Glazing: ✓, Shining: ✗ | When checked, this value is pre-selected in the wizard. Glazing: Double is the default — it is already highlighted when the wizard loads. |
| Materials for this value | Shining: Double → door ×1 | Optional BOM addition specific to this value. When Shining: Double is selected, door ×1 ea (base) is added to the BOM in addition to the base materials. |
| + Add option | — | Adds a new option block below the existing ones. |
| + Add value | — | Adds another value row within an option block. |
Every Price Delta and Lead Time Delta you define here is reflected instantly in the wizard Summary panel as the buyer makes selections. For the Door template: Base 100 + Glazing:Double +10 = 110.00, Base 2 days + Glazing:Double +1 day = 3 days.
Section 07
Compatibility Rules section
1 minute
Compatibility Rules mark two option values as mutually exclusive. When one is selected in the wizard, the incompatible value is automatically greyed out and unclickable. The Door template has one rule: Glazing: Double is not available with Shining: Double.
| Field | Example value | What it does |
|---|---|---|
| First value | Glazing: Double | Select the first option:value pair — e.g. Glazing: Double. |
| is not available with | (fixed label) | Fixed connector phrase — always reads "is not available with". |
| Second value | Shining: Double | Select the incompatible option:value pair — e.g. Shining: Double. When Glazing: Double is selected in the wizard, Shining: Double is greyed out, and vice versa. |
| + Add rule | — | Adds another compatibility rule row. You can define as many incompatible pairs as needed. |
| Remove | — | Deletes the compatibility rule. |
A compatibility rule is automatically enforced in both directions. Adding "Glazing: Double is not available with Shining: Double" means that selecting either one greys out the other — you do not need to add a second reverse rule.
Section 08
Using the Configurator inside a Sales Order
2 minutes
Once a configurator template exists, a ☼ Configure made-to-order product button appears in the Items List section of the Sales Order create/edit form (Step 6). Clicking it opens the Configure Door modal — an inline version of the wizard — without leaving the form.
| Product ID ↕ | Item Name ↕ | Item Type ↕ | Status ↕ | Total Stock ↕ | Unit | Quantity | Unit Price | Line Total ↕ | Chose Items |
|---|---|---|---|---|---|---|---|---|---|
| ASE-115 | Aston Martin Exhaust | kg | — | 100 | £0.00 | ||||
| GLC-001-01 | Bamboo Handle | Item | ACTIVE | ▲ 1 | ea | — | 50 | £0.00 | |
| GLC-001 | Biodegradable Cleaning Brush | Assembly | ACTIVE | 0 | ea | — | 50 | £0.00 | |
| GLC-002-04 | Bottle Cap | Item | ACTIVE | 0 | ea | — | £0.00 |
Configure Door
Pick options — the price updates live, then add it to the line.
Glazing *
Shining
| Element | What it shows |
|---|---|
| ☼ Configure made-to-order product | Button at the top-right of the Items List table in the Sales Order form. Appears only when at least one active configurator template exists. |
| Configure Door modal | Title reflects the selected configurator — Configure Door. Subtitle: "Pick options — the price updates live, then add it to the line." |
| Glazing * (required) | Selected: ⊙ Double +10.00 (highlighted). The * confirms this option must be selected before Add to line is enabled. |
| Shining (optional, disabled) | Greyed out because the compatibility rule prevents Glazing: Double and Shining: Double from being selected together. |
| Price 110.00 | Live price shown in the modal footer: 110.00 (Base 100 + Glazing:Double +10). Updates instantly as options change. |
| ⏱ Lead 3 d | Live lead time shown next to the price: 3 days (Base 2 + Glazing:Double +1). |
| Add to line | Closes the modal and adds the configured Door variant as a line item in the Sales Order Items List at the calculated price. |
| Items behind modal | The Sales Order Items List is visible behind the modal — products shown include ASE-115 Aston Martin Exhaust (kg), GLC-001-01 Bamboo Handle (ea), GLC-001 Biodegradable Cleaning Brush (ea), GLC-002-04 Bottle Cap (ea). |
The same Configure made-to-order product button is available in the Quote form's Line Items section. Configured products can be added to either a Quote or a Sales Order directly from the inline modal.