This article is part of our CloudSuite Industrial Feature Focus series.
Each post highlights a specific feature within Infor CloudSuite Industrial (CSI). 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
Want to see CloudSuite Industrial in action? Access the full demo gallery below.
