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Overview

Create a custom Salesforce product configurator to allow LabelX’s sales team to configure, price, and quote customer-specific label products directly in Salesforce, with integration into GFERP for order processing.

Requirements

  • Configurable options like materials, dimensions, and custom fields for specific customer details.

  • Automated Item Numbering: Generates unique item numbers by combining selected attributes for consistency in repeat orders.

  • Quote Creation: Sales team configures products within Salesforce, with automated pricing based on predefined rules.

  • Order Conversion: Approved quotes convert into GF sales orders, syncing product and customer data

  • One-Way Sync: Sync only approved, finalized items from Salesforce to GF, streamlining data entry and avoiding redundant items.

  • Workflow Automation: Create workflows for automatic item syncing upon quote approval.

  • Price Book in Salesforce: Centralize and maintain pricing, including materials and customer-specific adjustments.

  • Automated Calculations: Salesforce calculates prices based on configurator inputs; GF utilizes these prices on order conversion.

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