Key points
- Configure: the product is described by features and feature values, and constraint rules – required, auto-included, hidden, mutually exclusive – check in real time whether a combination is valid.
- Price: base price plus option price differences, with regional price lists, tiered prices and discounts layered on, and a price snapshot retained.
- Quote: multilingual quotations are generated; those below the gross-margin floor need approval or are blocked.
In practice
A single model from a machinery manufacturer may have dozens of optional features and tens of thousands of combinations. Without CPQ, sales rely on experience and Excel. The usual problems are quoting configurations the factory cannot build, missing the price of optional equipment, and inconsistent pricing across regions – issues that engineering only spots after the order is placed, leading to rework or losses.
CPQ embeds product knowledge and pricing rules in the system. Product teams maintain configuration models and constraints, pricing teams maintain regional price lists, and sales simply choose features to get a valid configuration and price. Configurations and prices can be imported in bulk and take effect once validated, and a new configuration can be released to production only after review and assignment of material codes.
How Tranexio supports it
Tranexio’s machinery and equipment export solution provides a machine configurator (models, optional equipment, configuration rules and regional market access), regional price lists with price simulation, bulk import of configurations and prices, configuration review and gross-margin floor control. See Contracts and orders.