Handling Product Configuration in Custom Job Shops

Nov 29 2022

Custom job shops often quote and build one-off variants of a similar product. The operational risk is that your quoting process turns into a manual engineering exercise, and your part numbering scheme grows indefinitely as you create “new” top-level items for every variation.

A common question is whether Cetec ERP has a product configurator. The answer depends on what you mean by that term, and what level of rules and controls your business actually needs.

What "Product Configurator" Usually Means

Some systems labeled “product configurator” are built around a deep rules engine. The goal is to let a salesperson define engineering requirements through guided selections, with triggers and guardrails that prevent invalid combinations from reaching engineering or production.

That approach can work, but it also tends to require ongoing maintenance of rulesets as pricing, options, materials, and design constraints change. For many SMB custom job shops, that is more complexity than the problem warrants.

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How Cetec ERP Handles Order-Specific Configurations

Cetec ERP supports building custom configurations of a top-level part (or top-level part revision) within the quoting and work order workflows. The practical goal is to let your team define what makes this job unique while still keeping historical configurations available for repeat builds and revision changes.

Instead of creating a brand-new top-level part number for every variation, you can create an order-specific configuration and save it as a reference point. This keeps your part master from growing uncontrollably while still preserving what was built and quoted.

Using BOMQuote and Cloning to Reuse Past Builds

The core workflow is to use the BOMQuote tooling to define the configuration for the quote and convert it into the job when you win the work. If you regularly repeat similar work, cloning a prior BOMQuote can be a practical way to start from a known-good configuration instead of rebuilding it from scratch.

How to decide: if you expect a configuration to repeat with small changes, clone the closest historical BOMQuote and adjust from there. If every job is genuinely unique, focus on a clean, consistent quoting process so the order-specific BOM is correct the first time.

Keep the BOM Order-Specific When That Is the Point

If your business relies on order-specific configurations, the “Update Order-Specific BOM ONLY” setting is worth understanding. The intent is to let the job carry its own BOM definition without forcing those job-specific changes back into the standard part record when that is not desired.

Automating Configuration Inputs with APIs or Spreadsheets

If your sales and engineering teams already use spreadsheets and internal rules to define a configuration, APIs or spreadsheet-driven automation can help reduce re-entry. The idea is to format your existing rules output so it can be imported into the BOMQuote worksheet that becomes the job in Cetec ERP.

Key Takeaways

  • “Product configurator” can mean a full rules engine that requires ongoing maintenance to keep accurate.
  • Cetec ERP supports order-specific configurations inside quoting and work order workflows.
  • BOMQuote and cloning prior BOMQuotes are practical ways to reuse past configurations without creating new top-level part numbers.
  • Use “Update Order-Specific BOM ONLY” when you want job-specific BOM changes to stay on the job, not overwrite the standard part.
  • APIs or spreadsheet automation can reduce manual entry when your configuration logic already exists outside the ERP.

Conclusion

If you are a custom job shop, the goal is usually a fast, repeatable way to quote and launch work while keeping part numbering under control. Cetec ERP supports that through order-specific configurations tied to BOMQuote and job workflows, with options to reuse past builds and automate inputs when needed.