ClearConfig

ClearConfig is a specific solution of Clear Enterprise that enables companies to efficiently process orders for configurable, multi-option and customizable products and services. Clear Enterprise users are able to increase revenues while reducing costs by automating much of the sales, order entry and engineering processes.

Produce Complex Quotes And Orders In Minutes

Quoting complex products without the use of a configuration tool is typically slow and prone to human error. ClearConfig will eliminate those costly quoting/order entry errors and help your sales staff work more efficiently.

Sales people provide answers to a series of predefined questions and the software does the rest. Within minutes it is possible to provide customers with a quote, close the sale and commence the manufacturing process. This means faster response times and pinpoint accuracy when dealing with customers... which can mean the difference between winning or losing the job.

Designed For Internal And On-Site Staff

Whatever your requirement - estimating, ordering, or manufacturing - ClearConfig offers the perfect integrated solution for internal staff and travelling sales representatives.  Internal operators can enter complex quotes and orders while on the phone with customers, to produce accurate configuration and pricing on the fly.

For sales representatives who need to be on the road, Clear Remote Sales extends the functionality of the standard ClearConfig software. Clear Remote Sales lets sales representatives manage quotes and orders while on-site with customers, allowing more mobility and productivity – thereby removing the need to be tied to the office.

Total Control Of Your Prices

Prices are predetermined during the initial configuration of “build to order” product templates. Once set, prices cannot be altered without appropriate user permissions. This drives predictable profit margins across the business.

Provide ‘Standard’ and ‘Configured’ Products On A Single Quote/Order

As ClearConfig is seamlessly integrated with Clear Enterprise, the process for adding a “build to order” product to quotes and sales orders is similar to adding a standard product. For ClearConfig products just follow the path of questions and the software compiles the completed item.

ClearConfig systematically assembles a complex product or package in which literally thousands of rules, options, and relationships may be considered. As part of the process ClearConfig can cost, define labour, materials and services and price your products in a myriad of ways to suit your requirements. Any combination of standard and ClearConfig products can be included on quotes and sales orders.

Regardless of the complexity, all the product configuration rules can be set up without any software programming. A rules engine prevents even the most novice user from making product selection or pricing mistakes so you can count on accurate configuration and cost estimates.

An example.

Sales people at a blinds manufacturer utilise ClearConfig when on site with customers. When selecting a ‘build to order’ product during the quoting process, a series of questions will ask:  What is the width?; What is the Drop (length)?; What Fabric type?; What fabric colour?; Track Colour?; Remote control Yes/No, etc

From these parameters, the software determines factors such as cut size for fabric, track length, type of motorisation, length of chain, inclusion/exclusion of remote control, installation cost and more.

Customer pricing rules are confirmed and in combination with parameter pricing a final price is presented to the customer.

Auto Generate Work Orders For Manufacturing

Once a product is configured and saved on a sales order a corresponding parts list is automatically generated and stored on a work order - ready for processing and manufacturing.  From the work order the manufacturing department can schedule, manage picking of components, and manufacture the product.

Together with powerful validation parameters and calculation models ClearConfig serves to simplify and streamline the quoting, ordering and manufacturing process. The perfect addition to Clear Enterprise to help reduce errors, increase workforce productivity and shorten customer response times.

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