Guided Selling & Product Rules

Overview

Complex product lines often overwhelm customers and sales teams alike. Konfigear’s Guided Selling & Product Rules module automates compatibility and validation logic. Each selection dynamically adapts what’s visible next — ensuring only valid, manufacturable configurations are possible. From dependencies and constraints to full BOM (Bill of Materials) validation, the system keeps your catalog accurate and your customers confident.

Guided selling and product rules turn tribal product knowledge into software. Dependencies, defaults, and constraints are encoded once, then enforced for every customer and every sales rep. That means complex catalogs become sellable online and in the field without constant engineering review of routine configurations.

Key Benefits

Simplify decision-making and eliminate configuration errors with rule-based product logic.

• Smart if/then rules and dependencies
• Dynamic option visibility and compatibility
• Automatic BOM and SKU validation

How It Works

1. 1

   Model product logic

   Capture dependencies, constraints, and defaults that define a manufacturable configuration.

2. 2

   Build guided steps

   Present options in a sequence that matches buyer intent instead of dumping every SKU attribute at once.

3. 3

   Validate continuously

   Recalculate allowed options after each choice so invalid paths never reach checkout.

4. 4

   Output a clean BOM

   Deliver a complete, validated configuration for pricing, quoting, and production.

Use Cases

• Modular storage and cabinetry with connector and sizing rules.
• Complex machines where accessories depend on frame or power options.
• Dealer sales tools that prevent misconfigured orders in the field.
• Ecommerce catalogs that previously relied on sales engineers for every quote.

Who It’s For

Ideal for manufacturers, distributors, and multi-channel product catalogs with complex variations.

• Spreadsheet import for bulk rule creation
• Visual rule editor for admins
• Full API access for integration governance

Frequently Asked Questions

How is this different from basic product options?

Guided selling enforces real compatibility and sequencing, not just a list of independent variants.

Can rules cover BOM validation?

Yes. Constraints can protect manufacturability so every completed configuration maps to a valid bill of materials.

Who maintains the rules over time?

Product specialists and sales ops can update logic as catalogs evolve without rebuilding the entire storefront.