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Lab Info

Lesson: Product Configuration (Custom Form Embedded into a Quote)

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Estimated Time to complete: TBD

Requirements & Solution Author: Petr Rys

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User Story / Requirements

Our Customer (Interior design studio) is selling doors to their end-customers. (B2B or B2C)

Some Products are defined as standard skus, but our customer can also manufacture non-standard Products via specification.

Create an embedded Custom Form on Quote to serve as "Custom Product Configurator" for the sales person for non-standard doors.

The sales agent has a Quote, which allows to add Products (skus) into the Product Master a use these Products right away as line items of this Quote.

Product Master contains standard doors as well as accessories and, doors already manufactured before.Create an embedded Custom Form on Quote to serve as "Custom Product Configurator" for the sales person for non-standard doors.

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Learning Outcomes

At the end of the Lab, you should be able to:

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Resources for Further Learning

References

Custom Forms (Reference)

Custom Forms Configuration How-To(s)

Unity Documentation

Custom Forms

Custom Forms General Settings

Custom Forms Header Logics

Company Parameters

Groovy API

setConfigParameter

class Filter

Other

Pricefx chatbot AI

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