Request to share your thoughts on process modelling and experience you had with your customers on this requirement.

Line of Business : Sales and Distribution of Equipments 

Nature of Equipment :

Equipment with Top Part # and multiple accessory parts (Mandatory / Optional) connected to it. Individual parts carry the characteristic info and pricing which will be aggregated in the Quote. Thus enabling the CPQ (Configuration - Pricing - Quotation) process.

Personas :

Application Engineer : Defines the Part Info, Technical details and characteristics along with diagram 

Sales / Business Representative : manages the price lists, Creates Business Opportunity and Process Sale Quote for the Equipment along with its accessories

Business Requirement : 

Ability to process Sale quote referencing the Business Opportunity (Prospect / Customer)

1. Add Sale Part (Main Equipment - Part #)
2. View the Mandatory accessory parts linked to the main part / Modify as reqd → Sales Rep should be able to view and modify the accessory parts for updating the Equipment based on Customer’s need.
3. Select / Modify Optional accessory parts, qty  → Sales Rep should be able to view and modify the accessory parts for updating the Equipment based on Customer’s need.
4. Review the pricing computed based on the selected accessory parts 
5. Process quote for submission to (Prospect / Customer) 
6. Create CO (Quote Accepted)
7. Generate Quote Report reflecting the CPQ details (Configuration selected for the Equipment - Pricing Computed based on the selected accessory parts and Quote details to reflect the Terms and Conditions).