---
title: Guided Product Configuration In Infor CloudSuite Industrial
description: Learn about using Guided Product Configuration in Infor CloudSuite Industrial.
image: https://www.visualsouth.com/hubfs/Guided%20product%20configuration.webp
---

[![Visual South](https://www.visualsouth.com/hs-fs/hubfs/VisualSouthLOGOvector3015%20175w.png?width=175&height=88&name=VisualSouthLOGOvector3015%20175w.png "Visual South")](https://www.visualsouth.com/)

[![Free Consultation](https://no-cache.hubspot.com/cta/default/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/3beafe61-57b9-446b-8079-719c3dce1e3a)

![Fotolia_143852246_XXL.jpg](https://www.visualsouth.com/hs-fs/hubfs/Fotolia_143852246_XXL.jpg?width=1688&name=Fotolia_143852246_XXL.jpg "Fotolia_143852246_XXL.jpg")

# Visual South Insights

This is a search field with an auto-suggest feature attached.

- There are no suggestions because the search field is empty.

# [Guided Product Configuration In Infor CloudSuite Industrial](https://www.visualsouth.com/blog/guided-product-configuration)

 10/28/25 6:15 PM

- [Tweet](https://twitter.com/share)

![Guided product configuration](https://www.visualsouth.com/hs-fs/hubfs/Guided%20product%20configuration.webp?width=700&height=300&name=Guided%20product%20configuration.webp)

This article is part of our **CloudSuite Industrial Feature Focus** series.

Each post highlights a specific feature within [**Infor CloudSuite Industrial (CSI)**](https://www.visualsouth.com/cloudsuite-industrial). In this one, we’re diving into **Guided Product Configuration**.

You’ll get a clear explanation of how it works and expert insight from Visual South’s Nick Mendolia. Nick has implemented ERP for real manufacturers and knows what the documentation doesn’t tell you.

Here’s what we’re focusing on today:

- **Feature:** Guided Product Configuration
- **Module:** CPQ Enterprise Configurator
- **Product:** Infor CloudSuite Industrial (CSI)

## Guided Product Configuration Overview

Guided product configuration in Infor CloudSuite Industrial (CSI) provides an intuitive user experience for building valid product configurations—backed by the logic defined in the CPQ Enterprise Configurator. As users walk through a series of steps and selections, the system dynamically filters out invalid options based on the rules and dependencies in the model.

This ensures that every configuration is feasible from an engineering and manufacturing perspective. It also empowers sales reps, dealers, and even customers to configure complex products with confidence—without needing tribal knowledge or engineering involvement.

By guiding users through the configuration process and validating each choice in real time, CSI supports faster quote generation, fewer errors, and higher customer satisfaction.

## Expert's Take on Guided Product Configuration

**Nick Mendolia** emphasizes how guided configuration helps users make the right selections the first time—without needing deep product knowledge. The CPQ Enterprise Configurator enforces the rules, while the interface walks the user through the process step-by-step.

> "You don’t need to memorize all the rules. You just follow the steps, and the system guides you toward a valid result."

This approach reduces reliance on engineers for basic quoting tasks and minimizes the risk of invalid configurations reaching production. It’s especially valuable for dealers or inside sales reps who aren’t product experts but need to quote quickly and accurately.

Nick points out that this also supports customer self-service—where end users can build their own configurations in a portal without creating problems on the backend.

> "It’s about confidence. Whether it’s sales or the customer, they know the result is buildable and priced right."

Want to see CloudSuite Industrial in action? Access the full demo gallery below.

## Related CloudSuite Industrial Resources

- [Product Modeling And Rulesets](https://www.visualsouth.com/blog/product-modeling-rulesets)
- [Real-Time Validation And Pricing](https://www.visualsouth.com/blog/configurator-pricing-validation)
- [ERP-Integrated Configuration](https://www.visualsouth.com/blog/erp-integrated-configuration)

Want to see CloudSuite Industrial in action? Access the full demo gallery below.

[![New Call-to-action](https://no-cache.hubspot.com/cta/default/2623780/40c5de5f-ee94-406e-83c6-d728381d37ee.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/40c5de5f-ee94-406e-83c6-d728381d37ee)

 Topics: [Configure Price Quote (CPQ)](https://www.visualsouth.com/blog/topic/configure-price-quote-cpq) [CloudSuite Industrial](https://www.visualsouth.com/blog/topic/cloudsuite-industrial) [CSI Features](https://www.visualsouth.com/blog/topic/csi-features)

![Nick Mendolia](https://app.hubspot.com/settings/avatar/75653e503ec504d99073dd77fc6dc5f7)

#### Written by [Nick Mendolia](https://www.visualsouth.com/blog/author/nick-mendolia)

Nick is the Director of Client Solutions at Visual South and has been working in the Manufacturing industry for over 35 years, including roles as Tool & Die Maker, Machine Shop Foreman, and Director of Manufacturing. He has been involved in many ERP implementations as a customer and consultant. Nick has been with Visual South since 2003.

Previous Post

[![](https://www.visualsouth.com/hubfs/Product%20modeling%20and%20rulesets.webp)

](https://www.visualsouth.com/blog/product-modeling-rulesets)

[Product Modeling And Rulesets In Infor CloudSuite Industrial](https://www.visualsouth.com/blog/product-modeling-rulesets)

Next Post

[![](https://www.visualsouth.com/hubfs/Real-time%20validation%20and%20pricing.webp)

](https://www.visualsouth.com/blog/configurator-pricing-validation)

[Real-Time Validation And Pricing In Infor CloudSuite Industrial](https://www.visualsouth.com/blog/configurator-pricing-validation)

- Recent
- Popular
- Categories

### Lists by Topic

- [Business improvement (116)](https://www.visualsouth.com/blog/topic/business-improvement)
- [ERP selection (93)](https://www.visualsouth.com/blog/topic/erp-selection)
- [ERP research (79)](https://www.visualsouth.com/blog/topic/erp-research)
- [CloudSuite Industrial (49)](https://www.visualsouth.com/blog/topic/cloudsuite-industrial)
- [CSI Features (43)](https://www.visualsouth.com/blog/topic/csi-features)
- [ERP implementation (40)](https://www.visualsouth.com/blog/topic/erp-implementation)
- [Manufacturing Data (20)](https://www.visualsouth.com/blog/topic/manufacturing-data)
- [Configure Price Quote (CPQ) (12)](https://www.visualsouth.com/blog/topic/configure-price-quote-cpq)
- [ERP deployment (11)](https://www.visualsouth.com/blog/topic/erp-deployment)
- [Service Management (9)](https://www.visualsouth.com/blog/topic/service-management)
- [Infor Visual (7)](https://www.visualsouth.com/blog/topic/infor-visual)
- [Customer Relationship Management (CRM) (4)](https://www.visualsouth.com/blog/topic/crm-research)

[see all](https://www.visualsouth.com/blog/guided-product-configuration#)

### Posts by Topic

- [Business improvement (116)](https://www.visualsouth.com/blog/topic/business-improvement)
- [ERP selection (93)](https://www.visualsouth.com/blog/topic/erp-selection)
- [ERP research (79)](https://www.visualsouth.com/blog/topic/erp-research)
- [CloudSuite Industrial (49)](https://www.visualsouth.com/blog/topic/cloudsuite-industrial)
- [CSI Features (43)](https://www.visualsouth.com/blog/topic/csi-features)
- [ERP implementation (40)](https://www.visualsouth.com/blog/topic/erp-implementation)
- [Manufacturing Data (20)](https://www.visualsouth.com/blog/topic/manufacturing-data)
- [Configure Price Quote (CPQ) (12)](https://www.visualsouth.com/blog/topic/configure-price-quote-cpq)
- [ERP deployment (11)](https://www.visualsouth.com/blog/topic/erp-deployment)
- [Service Management (9)](https://www.visualsouth.com/blog/topic/service-management)
- [Infor Visual (7)](https://www.visualsouth.com/blog/topic/infor-visual)
- [Customer Relationship Management (CRM) (4)](https://www.visualsouth.com/blog/topic/crm-research)

[see all](https://www.visualsouth.com/blog/guided-product-configuration#)

#### Services

[Infor ERP Consulting](https://visualsouth.com/erp-consulting/)   
[Infor ERP Support](https://www.visualsouth.com/support)  
[ERP & ISM Implementation](https://visualsouth.com/erp-ism-implementation/)   
[Upgrade](https://www.visualsouth.com/upgrade)  
[Scheduling Workshop](https://www.visualsouth.com/scheduling-workshop)  
[Application Development](https://visualsouth.com/custom-applications/)   
[Application Process Review](https://visualsouth.com/application-process-review/)

#### Products

[CloudSuite Industrial (SyteLine)](https://visualsouth.com/cloudsuite-industrial/)<https://visualsouth.com/infor-erp-visual/>   
[AI for Infor ERP](https://www.visualsouth.com/infor-velocity-suite)   
[Infor VISUAL](https://visualsouth.com/infor-erp-visual/)   
[VISUAL Shop Floor Mobile](https://www.visualsouth.com/visual-shop-floor-mobile)  
[Infor Quality Management](https://www.visualsouth.com/iqm)  
[Infor CRM](https://visualsouth.com/infor-crm/)   
[Configure Price Quote](https://visualsouth.com/infor-cpq/)  
[Power BI](https://www.visualsouth.com/power-bi-reporting-and-analytics)  
[ERP for Government Contractors](https://www.visualsouth.com/erp-for-government-contractors)  
[CADLink](https://www.visualsouth.com/cadlink)  
[Related Products](https://www.visualsouth.com/related-products)

#### RESOURCES

[Blog](https://www.visualsouth.com/blog)  
[YouTube Channel](https://www.youtube.com/user/VisualSouth)  
[Subscribe By Email](https://www.visualsouth.com/subscribe-to-insights)

#### [SUCCESS STORIES](https://visualsouth.com/success-stories/)

#### [ABOUT](https://www.visualsouth.com/about-us)

#### Get In Touch

[Contact](https://www.visualsouth.com/contact-us)   
[Free Consultation](https://www.visualsouth.com/free-assessment)

[Privacy Policy](https://www.visualsouth.com/privacy)

---

**2315 West Arbors Drive Suite 205  
Charlotte, NC 28262  
**704-721-6020

**![inforbadge_goldpartner-1](https://www.visualsouth.com/hs-fs/hubfs/inforbadge_goldpartner-1.png?width=287&name=inforbadge_goldpartner-1.png)**

 

 © 2026 Visual South. All rights reserved.

[[fa icon="chevron-up"]](https://www.visualsouth.com/blog/guided-product-configuration#)

[![Visual South](https://www.visualsouth.com/hs-fs/hubfs/VisualSouthLOGOvector3015%20175w.png?width=175&height=88&name=VisualSouthLOGOvector3015%20175w.png "Visual South")](https://www.visualsouth.com/)

[![Looking for ERP?](https://no-cache.hubspot.com/cta/default/2623780/8f57cc23-89ad-47f7-95c3-71a93820718f.png)](https://cta-redirect.hubspot.com/cta/redirect/2623780/8f57cc23-89ad-47f7-95c3-71a93820718f)

## Something Powerful

### Tell The Reader More

The headline and subheader tells us what you're [offering](https://www.visualsouth.com/blog/guided-product-configuration#), and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

- Bullets are great
- For spelling out [benefits](https://www.visualsouth.com/blog/guided-product-configuration#) and
- Turning visitors into leads.

## Something Powerful

### Tell The Reader More

The headline and subheader tells us what you're [offering](https://www.visualsouth.com/blog/guided-product-configuration#), and the form header closes the deal. Over here you can explain why your offer is so great it's worth filling out a form for.

Remember:

- Bullets are great
- For spelling out [benefits](https://www.visualsouth.com/blog/guided-product-configuration#) and
- Turning visitors into leads.

![](https://imaginativeacute52.com/816670.png)

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Nick Mendolia",
    "url" : "https://www.visualsouth.com/blog/author/nick-mendolia"
  },
  "dateModified" : "2025-10-28T22:30:10.957Z",
  "datePublished" : "2025-10-28T22:15:04.000Z",
  "headline" : "Guided Product Configuration In Infor CloudSuite Industrial",
  "image" : [ "https://www.visualsouth.com/hubfs/Guided%20product%20configuration.webp" ],
  "mainEntityOfPage" : {
    "@id" : "https://www.visualsouth.com/blog/guided-product-configuration",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://www.visualsouth.com/hubfs/VisualSouthLOGOvector3015%20175w.png"
    },
    "name" : "Visual South"
  }
}
```