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Configurator

The configurator is the operational area where users build a valid solution using the product model prepared during onboarding. The current repository describes a guided configuration flow, while detailed screen-by-screen instructions can be added later as screenshots and source details become available.

Typical user flow

  1. Start from the correct product family or application context.
  2. Add the required structure, options, and variants according to the available business rules.
  3. Review the selected elements before moving to quotation or technical review.
  4. Confirm that the configuration reflects the requested scope before sharing it internally.
  5. Save or continue the process according to your company workflow in Business Central.

What to check

  • The selected scope matches the customer request.
  • The configuration is complete enough for the next commercial or technical step.
  • Any blocked or incomplete step is reviewed before the quotation is prepared.

Screenshot status

No configurator screenshots are available in the repository yet.