Home Excel for Product Configuration

Excel for Product Configuration

Jason Potoka
Tips & Tricks
1 min

Attention: If you are a manufacturer or distributor and can answer “Yes” to either of the following questions, we highly recommend you keep reading.

We are excited to tell you that Velixo, our Excel add-in, makes Microsoft Excel the top choice for your product configuration needs by providing you with a bidirectional connection between Excel and your ERP system. It is in this spirit that we are continuing our blog series on how Velixo can do so much more than just financial reporting by focusing on our customers (and future customers) in the manufacturing industry.

Efficient & Error-Free Excel Estimating

Reducing the time it takes to generate an accurate quote is probably the greatest efficiency goal for any sales team. Admittedly, there is an extra level of complexity when you are generating estimates for configure-to-order products that involve a variety of features and options, new purchased components, and labor costs. 

So how can Velixo help?

Why Excel for Product Configuration? Let’s Review:

  1. You are probably already estimating in Excel, so why not continue and reduce about 95% of the effort?
  2. User Experience: Excel is more user-friendly than any ERP system. Let your sales team stick with what is familiar to them.
  3. Maintaining Excel worksheets is much easier than modifying ERP configurations. 
  4. Protect your worksheets by hiding tabs, locking down cells or full sheets, and only allowing users to edit the specific items necessary for an accurate quote.
  5. Velixo is less expensive than your CPQ point solution and more tightly integrated into your ERP.
  6. Due to the unique nature of many manufacturing businesses and processes, customization to Product Configurator tools is often required. Skip the customization and use Excel instead.
  7. Writeback allows you to push all necessary data (stock item, quote, sales order, bill of material) directly to your ERP, with one click!


Want to Learn More?

With Excel and Velixo, it is easier than ever to report, plan, and automate your workflows. If you are ready to join our customers who are using Velixo to bring their ERP data to life in Excel, click here to schedule a demo.

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