Advanced Manufacturing Company
Custom CPQ System for NetSuite
Built a full Configure-Price-Quote application embedded directly inside NetSuite Sales Orders, enabling sales teams to configure custom engine assemblies and product bundles through a guided wizard - with automatic BOM generation, dynamic pricing, and Work Order creation.
Replaced a manual, error-prone quoting process with a streamlined wizard that generates accurate BOMs and pricing in minutes instead of hours.
Challenge
The client manufactures custom-configured engines and product bundles, each with dozens of selectable components and options. Their sales team was building quotes manually - looking up parts, calculating pricing across multiple price levels, and hand-assembling Bills of Materials. The process was slow, error-prone, and created constant rework when configurations were wrong.
They needed a system that lived inside NetSuite (not a separate tool) so sales reps could configure, price, and quote without leaving the Sales Order.
Solution
Built a custom CPQ application that lives directly inside NetSuite Sales Orders. When a rep clicks “Configure,” a guided wizard walks them through the entire process:
- Search & select a base engine or bundle from the product catalog
- View item details and load saved configurations from past orders
- Choose options across component categories with real-time pricing and validation
- Review & submit - the system automatically generates the Bill of Materials and adds line items to the Sales Order
The application supports two distinct configuration flows - one for complex engine assemblies where component dependencies matter (certain parts require or exclude others), and one for pre-configured bundles with simpler option selection.
Key capabilities
- Embedded in NetSuite - no separate tool or browser tab needed. The wizard opens right on the Sales Order
- Dynamic pricing - automatically calculates totals based on customer price level (wholesale, standard, bundle rates)
- Automatic BOM generation - creates Bills of Materials and BOM Revisions on submission, eliminating manual BOM assembly
- Saved favorites - reps can save and reuse configurations for repeat customers, speeding up reorders
- Dependency validation - ensures only valid component combinations are selected before submission
- Work Order integration - configurations flow directly into manufacturing Work Orders
Result
Sales reps now configure complex products through a guided wizard that validates options in real-time, calculates accurate pricing instantly, and auto-generates BOMs on submission. A process that used to take hours of manual work and follow-up corrections now completes in minutes with zero BOM errors.