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Training: Configuring Products with Smart Quote

Smart Quote is Velosity’s automated configuration engine. This training module demonstrates how to use its guided interface to build complex, valid products and calculate accurate costs instantly.

Why Use Smart Quote?

Traditional quoting for custom products often involves manual spreadsheets and engineering lookups. Smart Quote automates this by: - Guided Selection: Only valid options are shown based on previous selections (e.g., choosing a specific "Frame Size" might filter the available "Motor Types"). - Instant Calculations: As you select options, Velosity recalculates the Bill of Materials (BOM), the Labor Router, and the Total Price in real-time. - Error Reduction: The system prevents invalid configurations from ever reaching the shop floor. - Material Availability: When Inventory is enabled, Smart Quote compares the materials required by the BOM with their on-hand and available quantities. Shortages are shown during configuration so the team can review purchasing and lead-time options before committing to a delivery date. These quantities are an availability snapshot and are not reserved by Smart Quote.

Interactive Tutorial: Configuring a Product

The following walkthrough demonstrates the process of navigating a Smart Quote product, selecting attributes, and reviewing the generated cost.

Key Takeaways

  • Attributes vs. Values: Each configurator consists of Attributes (like Color or Length) and their corresponding values.
  • Finish Button: Once your configuration is complete, clicking Finish (or Add To) allows you to attach this configured item to a Quote or Order.
  • Validation: If you see a warning icon, it means a required attribute hasn't been selected or a rule has been violated.

Saving and Resuming a Draft

Smart Quote keeps unfinished work separate by organization, user, and product. You can navigate to another product and later return to resume the prior configuration. Recent-product links also resume existing work instead of resetting it.

Use Reset when you intentionally want to discard the unfinished configuration and start over.

For work that must survive a session change or cache interruption, open the configuration menu and select Save draft. Select View drafts to open the card-based Drafts page. Each card shows the product, the attributes included by the existing Smart Quote display rules, the calculated price, and the draft expiration date. Select Resume to continue with the same configuration or Discard to delete it.

Saving the same configuration again refreshes its stored values and expiration date. Drafts expire 10 days after their most recent save and are removed automatically. Select Finish when the configuration is ready to become the applicable quote or order line.