Epicor Kinetic Configurator Services
Standardize Complex Products with Epicor Kinetic Configurator
For manufacturers with configurable products, quoting and order entry can quickly become complicated. Product options, engineering rules, manufacturing constraints, and pricing logic all need to work together to produce an accurate result.
The Epicor Kinetic Configurator helps automate that process by guiding users through product configuration while applying the business rules that make each product unique.
At Butiq, we help organizations design, build, and maintain Epicor configurators that simplify complex product configuration and support consistent quoting, manufacturing, and order processing.
More importantly, we help capture the knowledge behind your products—turning engineering expertise and business rules into a repeatable process that can be used across your organization.
Simplifying Complex Product Configuration
As product lines grow, so does the complexity of configuring them correctly.
Sales teams may need engineering support to answer routine questions. Manufacturing may receive incomplete or inconsistent information. Configuration errors can lead to delays, rework, or incorrect orders.
Common challenges include:
Products with hundreds of configuration options
Complex option dependencies
Manual engineering review during quoting
Inconsistent pricing
Configuration errors
Long quote turnaround times
Tribal knowledge that exists only with experienced employees
These challenges often aren't caused by the products themselves—they're caused by relying on manual processes to apply increasingly complex business rules.
Let’s Talk About Your Epicor Configurator Needs
Our Approach to Epicor Configurator Development
Every configurator begins with understanding how your products are actually designed, sold, and manufactured.
Before building rules or writing logic, we work to understand the relationships between product options, manufacturing requirements, engineering decisions, and business processes.
The goal isn't simply to automate configuration. It's to capture the knowledge that experienced employees use every day and make it available through a consistent, repeatable process.
A well-designed configurator allows sales, customer service, engineering, and manufacturing teams to work from the same set of rules, reducing errors while improving speed and consistency.
As products evolve, those rules can evolve with them.
Epicor Kinetic Configurator Services
Configurator Design
A successful configurator starts with a well-planned structure.
We help organize product options, workflows, and user interactions so the configuration process is intuitive while remaining flexible enough to support future product changes.
Services include:
Product configuration planning
Configuration workflows
User experience design
Option organization
Rule structure planning
Configurator architecture
A thoughtful design makes the configurator easier for users to navigate and easier to maintain over time.
Rule Development
The value of a configurator comes from the rules behind it.
We develop configuration logic that automatically applies product constraints, validates selections, and guides users through complex configuration decisions.
This may include:
Configuration rules
Conditional logic
Product dependencies
Validation rules
Manufacturing constraints
Business rule implementation
Well-structured rules help ensure products are configured accurately while reducing the need for manual review.
Quote & Order Automation
One of the biggest advantages of the Epicor Configurator is reducing manual work during quoting and order entry.
By applying configuration rules automatically, organizations can improve consistency while reducing the time required to prepare customer quotes and manufacturing orders.
Automation may include:
Automatic option selection
Pricing logic
Part generation
Bill of Materials (BOM) generation
Routing selection
Manufacturing data creation
The result is a faster, more consistent process from customer inquiry through production.
Configurator Maintenance & Enhancement
Products rarely stay the same.
New options are introduced, manufacturing processes change, and product families continue to evolve.
We help organizations maintain and enhance existing configurators by:
Adding new products
Updating configuration rules
Expanding product options
Improving configurator performance
Simplifying existing logic
Supporting ongoing product development
A well-maintained configurator can continue supporting the business as products and processes change.
Integration with Epicor Workflows
The configurator shouldn't operate in isolation.
It should support the broader Epicor environment by supplying accurate information to downstream business processes.
We help integrate configurators with workflows including:
Sales order processing
Manufacturing
Engineering
Inventory management
Purchasing
Reporting and analytics
This helps ensure that configuration decisions made during quoting continue through production without unnecessary manual intervention.
Capturing Business Knowledge
One of the greatest benefits of a configurator isn't the software itself—it's the knowledge it preserves.
Experienced engineers and product specialists often understand countless product rules, manufacturing constraints, and customer requirements that have been developed over many years.
Without a structured configurator, that knowledge often exists only in conversations, handwritten notes, spreadsheets, or the experience of a few key employees.
A well-designed Epicor Configurator captures that expertise and makes it part of your business process.
Instead of relying on individual experience, the configurator consistently applies the same product knowledge every time a quote is created or an order is entered.
This improves consistency, shortens training time for new employees, and helps preserve institutional knowledge as your organization grows.
Building Configurators That Are Easy to Maintain
Many configurators become difficult to support because new rules are continually added without a clear structure.
Over time, this creates complexity that makes updates slower and increases the risk of unexpected behavior.
We focus on building configurators that remain understandable long after the initial implementation.
That includes:
Organized rule structures
Consistent naming conventions
Reusable configuration logic
Clear documentation
Scalable architecture
Simplified maintenance
The objective is to make future changes easier rather than introducing unnecessary technical debt.
Common Epicor Configurator Projects
Every manufacturer's products are different, but common configurator projects include:
Configure-to-order products
Engineer-to-order products
Product family configuration
Option-based assemblies
Custom manufacturing
Pricing automation
Manufacturing rule automation
Sales configuration
BOM generation
Routing selection
Whether you're creating a new configurator or improving an existing one, we help develop solutions that support the way your products are designed and manufactured.
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