Labels
Reply
Highlighted
Regular Contributor
Posts: 191
Registered: ‎10-24-2016

Looking For Manufacturing CPQ Best Practices

My company recently installed Steelbrick, and I am a solo admin doing the implementation. Thus far, not difficult, but need some guidance and best practices from the manufacturing world. 

 

We manufacture architectural glass, which may start with a single product such as a regular low iron glass pane, but could have hundreds of configurations and custom sizes (thickness, color, lamination, etc) 

 

The issue I have is that there is the core product(glass), but the "options" aren't products, they are processes such as tempering, painting, etc. Would you recommend I put the "options" products when building bundles in a product family called "processes"? 

 

What is the best practice here? Any and all best practices for manufacturing are welcome, thank you! 

Bill Powell
Certified CPQ Specialist, Admin, Platform App Builder, Sales Cloud Consultant

"Always remember, your focus determines your reality"
Community Manager
Posts: 669
Registered: ‎12-29-2015

Re: Looking For Manufacturing CPQ Best Practices

Welcome to the CPQ community. There is no single best practices document for manufacturing since there are so many variations. Here are a few things to consider:

-Are there potentially more than one process per glass product? Or is it confined to one process?

-Are there configuration issues? For example, if you temper the glass, are you required to use another process as well, or are you not allowed to use one or more other processes?

-Are the processes there for pricing purposes, or just to let the customer know what they are buying?

-Will there be pricing interactions between processes? Discounts for more than one process?

 

You will probably want to explore using bundles because our Product Rules allow you to configure options in the bundle (choosing process A and B but not C). You can't easily configure standalone products the same way.

Regular Contributor
Posts: 191
Registered: ‎10-24-2016

Re: Looking For Manufacturing CPQ Best Practices

Thanks! The way we are considering configuring the hierarchy as shown below. Where we are stuck, and maybe its an understanding of Salesforce and what we're looking for as a "best practice", is if we should duplicate product types that are simply configuration options. 

 

For instance, 3mm, 4mm, etc. All of the glass we sell come in standard thicknesses, but some glass types arent available in certain thicknesses(so we wouldn't include them in the options for the features). 

 

The question is, do we create duplicate "thickness" products (3mm, 4mm, etc) or is it a best practice to not duplicate them and re-use for each feature/product bundle? 

Physical Glass "Master" Product  (Mirror, AntiReflective, Fire Resistant, etc) 

  • Features 
    • Thickness
      • Options
        • 3mm
        • 4mm
        • etc
    • Tempered or Annealed
      • Options
        • Tempered
        • Annealed
Bill Powell
Certified CPQ Specialist, Admin, Platform App Builder, Sales Cloud Consultant

"Always remember, your focus determines your reality"
New Contributor
Posts: 3
Registered: ‎02-06-2017

Re: Looking For Manufacturing CPQ Best Practices

Have you considered Configuration Attributes associated to a Feature of a Product?

 

Master Product

 - Feature (Tempered)

   - Attribute (Thickness) 

Regular Contributor
Posts: 191
Registered: ‎10-24-2016

Re: Looking For Manufacturing CPQ Best Practices

Wound up going with Config Attribute product (validation) rules. Thanks. 


Bill Powell
Certified CPQ Specialist, Admin, Platform App Builder, Sales Cloud Consultant

"Always remember, your focus determines your reality"