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Customizing Product Bundles to Streamline the Defence Industry’s Procurement
We developed a user-friendly system that allows seamless pump model customization, accurate quote generation, and automated PDF creation, streamlining the procurement process.
Customer
Defense Manufacturer
Country / Region
United States
Industry
Defence
Highlights
Seamless Product Customization
Efficient Quote Generation
Automated PDF Creation
Streamlined Procurement Workflow
Client Requirements
The project aimed to develop a robust system, integrating a user-friendly interface with an efficient backend, allowing the client to customize pump models according to their requirements.
The designed solution was needed to facilitate the creation of detailed quotes, with the option to apply discounts, and the capability to generate PDFs for easy sharing and documentation.
The objective was to improve efficiency, reduce errors, and provide a user-friendly experience for the complex procurement needs of the Defence sector.
Challenges
Complex Product Configuration
Their pump models consisted of multiple components and customizable attributes, with some required for specific models. The challenge was to build a solution that could handle this complexity while ensuring that the users could easily navigate through various options.
Dynamic Pricing Updates
Real-time price adjustments based on user selections were a key requirement. As users configured their pump models and added optional components, the system needed to dynamically calculate and display the updated total.
PDF Export with Custom Formatting
The need to generate professionally formatted PDFs with different options (with or without discounts) required a reliable solution that could produce exportable documents on demand.
Solutions
Opportunity Creation and Pump Record:
- Users start by opening an opportunity with a pump record and initiating the procurement process.
- Upon accessing the pump page, a welcome page introduces the user to the system.
Product Selection:
- Users progress through the system by navigating through a series of steps.
- A product search feature allows users to find their desired pump model efficiently.
- Detailed product information, including images and descriptions, assists users in making informed decisions.
Attribute Customization:
- Users can customize their pump by selecting attributes from the bundle.
- Specifications such as model number, required parts, warranty, etc., are chosen, providing a tailored purchase experience.
Summary Page:
- After selecting attributes, users move to a summary page for verification.
- The total price is displayed for confirmation before proceeding.
Quantity and Discount Configuration:
- Users land on a new page to configure quantity and apply discounts.
- Discounts can be applied to individual attributes and the final price, allowing for flexibility in pricing.
Quote Generation:
- Clicking on “Save” generates a comprehensive quote in just a few seconds.
- The quote includes all relevant details such as quantity, code, sales price, etc.
PDF Generation:
- For further convenience, users can choose whether to include discounts in the PDF or not.
- Downloading the PDF provides a well-structured document summarizing the entire transaction.
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Technical Stack
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COMPANY
Our client is a leading defense equipment supplier specializing in high-quality pump models for various applications. They required a streamlined procurement system to enhance efficiency, accuracy, and customization in their product selection and quoting process.
Conclusion
The implemented solution successfully met the client’s requirements by providing a user-friendly interface for customizing pump models, generating accurate quotes, and simplifying the procurement process. This innovative approach has improved efficiency and accuracy in our client’s procurement workflow.
Benefits
Efficiency
The streamlined process significantly reduces the time required for procurement.
Accuracy
Customization options ensure that the ordered product aligns precisely with the client’s requirements.
User-Friendly
The intuitive interface simplifies complex procurement processes for users.
Documentation
The generated PDFs serve as comprehensive and easily shareable documentation for procurement records.
