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Getting Started: Product Configurators
Getting Started: Product Configurators

Product Configurator overview, configurator favorites

empowerU avatar
Written by empowerU
Updated over 3 months ago

Overview

ABB empower Quote provides both ABB internal users and external users the ability to fully configure a project quote. This getting started guide will help users access and navigate the product configurators that are available to them and the Sold-To Account on the quote.

Select the blue links below to go directly to the topic you'd like to learn more about!

Accessing Product Configurators

empower's product configurators are accessed through the Add New Item menu of a quote. Here users will find all products that are available to configure based upon the user’s Profile AND the Sold-To Account on the quote.

TIP: Different empower profiles and Sold-To sccounts (based on Sales Organization and Customer Group) have different product configurator access. If you don't see a product listed, reach out to your local account rep.

Launch Product Configurator

  1. Click the Add New Item button on the quote details page

  2. Select the Configurators button from the pop-up window (selected by default)

  3. Choose the individual product to configure

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Screen Overview

The overall experience of the configurators will remain consistent as you interact with each product configurator. The main sections have been highlighted below.

  1. Configurator Menu: use this function to copy or create multiple line items directly within the configurator without having to exit back to the main Quote Details page each time.

  2. Navigation Buttons: here you will find the Done (save and exit), Advanced Save (save & new, save & copy), & Cancel buttons.

  3. Quick Action Bar: here you will find features such as configurator favorites, BOM view, and any configurator generated messages.

  4. Item Summary: get a quick summary of the catalog number, list price, and any accessories for the configured item.

Note: item summary is only shown for component configurators

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Using the configurator menu icon allows you to add, delete, or copy items from within the product configurator without having to navigate back to the main quote screen.

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Productivity Tips

Within the empower configurator platform, several features have been introduced to help drive user productivity when creating and managing configurations.

  • Advanced Save Options

  • Configurator Quick Switch Menu

When used, these features enable users to quickly configure and navigate multiple products.

Advanced Save Options

To help users quickly create multiple panelboard configurations we have introduced an advanced save button that gives users several options when saving the current configuration

Save: clicking on the Save button simply saves the current panelboard configuration.

Save & New: choosing this option will save the current line item configuration and create a new blank panelboard.

Save & Copy: selecting this option will save the current line item and then create a new panelboard line item with the exact same options and selections as the previous panelboard.

TIP: Save & New and Save & Copy are activated by selecting the down arrow to the right of the Save button.

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Configurator Favorites

Introduced with empower is the ability to save and load configuration favorites (templates) for any product configurator. At any state of the product configuration a user can elect to save the selections as a favorite (template) to be used for future configurations. Users can save multiple favorites for each product configurator.

TIP: Favorites are unique to each individual user and each product configurator.

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Create a Favorite

To save a configuration favorite, simply select Favorites -> Save As. Every option currently selected for the product will be saved into the favorite configuration.

TIP: To update the options of an existing configurator favorite, configure the product and then select an existing favorite entry when saving.

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Load / Manage a Favorite

To select a configuration favorite, simply select Favorites -> Load From. By default this will create a new line item in your quote with the selected configuration.

  1. To load a specific favorite, select the favorite name

  2. To delete or edit a favorite name, select the menu icon

  3. To load the favorite into the current configuration, deselect the Add as New Item checkbox

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Equipment Configurator Example

Equipment product configurators (switchboards, motor control centers, panelboards, etc) have a consistent experience with a logical step process defined for those products. These steps will be shown at the top of the configurator screen and allow the user to navigate freely across the steps.

  1. Configurator Menu: use this function to copy or create a new product line item directly within the configurator.

  2. Navigation Buttons: here you will find the Done (save and exit), Advanced Save (save & new, save & copy), & Cancel buttons.

  3. Configuration Favorites: save and use your favorite product configurations.

  4. Process Steps: for equipment configurators you will see process steps listed across the top. Click to navigate through the various steps.

TIP: Certain steps may become deactivated based on product selections or steps required within a specific configurator.

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