How It Works
1
Define compatibility rules and bundle requirements
2
Let customers or sales reps build bundles with guided assistance
3
Automatically validate compatibility and completeness
4
Calculate quantities, costs, and feasibility
5
Generate a ready-to-order set with a detailed bill of materials
Building compatible product bundles requires deep product knowledge. The Set Builder automates bundle creation with intelligent rules that ensure every combination works together perfectly.
Rule-Based Solution Planning
Error-free sets and bundles
Accurate Bill of Materials
Integration with ERP, CRM and PIM
Complete solutions guaranteed
Real-time pricing updates
Upsell opportunities
The Rule Engine identifies all necessary components, accounts for dependencies, and calculates costs. It produces a fully custom, ready-to-use complete solution that is perfectly tailored to each customer's unique use case.
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Set Builder FAQs
What is a Set Builder?
The excentos Set Builder is an intelligent tool for creating error-free product sets and bundles. It uses rule-based compatibility checking, automatic bill of materials (BOM) generation, and real-time price calculation to ensure every combination fits perfectly.
How does rule-based solution planning work?
The Set Builder works in four steps:
- define compatibility rules and requirements for sets
- let customers or sales reps assemble bundles with guided support
- automatically verify compatibility and completeness
- calculate quantities, costs, and feasibility
Which industries benefit from the Set Builder?
The excentos Set Builder is especially suited for: machinery (tool sets and accessory packages), electronics (system configurations and component sets), construction (material bundles), pharma (treatment kits), and industrial equipment (spare parts sets).
How does the Set Builder ensure compatibility?
The integrated rule engine checks each component against all other set items. Incompatible options are automatically hidden and suitable alternatives suggested. This ensures only complete, compatible, and order-ready product sets are created.
Can the Set Builder integrate with ERP systems?
Yes, the excentos Set Builder offers bidirectional integration with SAP, Oracle, Microsoft Dynamics, and other ERP systems. Prices and availability are queried in real time, and finished configurations flow directly as BOMs into the ERP.
What is an automatic bill of materials (BOM)?
The automatically generated BOM contains all components of the configured set with quantities, unit prices, article numbers, and total price. This BOM is directly transferable to ERP and can serve as the basis for orders and production.
How does the Set Builder leverage upselling potential?
The Set Builder automatically suggests complementary products, premium alternatives, and volume discounts for larger sets. Context-based recommendations increase average order value without customers feeling pressured by aggressive sales tactics.
How long does Set Builder implementation take?
Implementation typically takes 6–10 weeks, depending on product complexity and number of compatibility rules. Phases include data preparation, rule configuration, integration with existing systems, and testing.
