full-feature-overview-for-configurable-products

Every TRIMIT feature for configurable products, from first configuration to delivered order

TRIMIT for configurable products is built as an industry extension on Microsoft Dynamics 365 Business Central. Business Central provides the foundation for finance, purchasing, sales, inventory, and other core business processes, while TRIMIT adds the product structure and configuration functionality required by companies that design, sell, purchase, or manufacture products with many possible variations.

The solution connects product configuration with pricing, bills of materials, production, purchasing, logistics, e-commerce, and financial management. This means the configuration created during quoting or order entry can continue through the complete order lifecycle without being re-entered in separate systems.

Below is an overview of the functionality covered by TRIMIT for configurable products, organised according to the processes it supports. For the original feature overview, see Features in TRIMIT Configuration.

Product Configuration: master products, variants, and business rules

The Master Product is the template for every possible version of a configurable product. Instead of maintaining each variation separately, the Master holds the shared product information, configuration options, bill of materials, routing, pricing logic, and the rules that determine how the product can be configured.


Each Master can have an unlimited number of variants, including material, colour, type, length, width, height, treatment, or any other option or measurement relevant to the product. Each variant can contain its own set of choices, allowing TRIMIT to support both straightforward products and highly complex structures with many possible combinations.


Valid and invalid combinations can be defined in advance so users can only quote or order products that can actually be supplied or manufactured. Configuration choices can also affect pricing and discounts, allowing the configurator to display the financial consequence of each selection directly during order entry.

Dynamic BOMs, formulas, and cost calculation

A generic bill of materials can be connected to each Master and include materials, sub-assemblies, operations, machine setup, routing, time, and overhead. The structure can contain as many levels as required, providing a reusable foundation for every configuration of the product.


Formulas and search tables determine how the customer's configuration affects the final BOM. They can select components, calculate quantities and measurements, inherit variant values between products and components, or perform more advanced configuration calculations. This removes the need to manually create and maintain a separate BOM for every possible combination.


A Temporary BOM can apply a configuration to the generic Master BOM and calculate the resulting product structure before a permanent item or production BOM is created. This makes it possible to test configuration rules and, in some scenarios, produce or assemble an item without maintaining individual BOMs for every configuration.


Cost calculation follows the complete BOM structure and can include purchased materials, operations, machine setup, labour, transport, duty, insurance, and overhead. The resulting cost provides a reliable basis for quotations, contribution margins, sales prices, and comparison with the actual cost after production.

Item Creation: generate only the products you need

Configured items can be created automatically while entering a sales order, purchase order, production order, or other supported transaction. The item inherits the relevant information from its Master, keeping product data and business settings consistent without requiring users to create the item manually in advance.


When a new configuration matches an item that already exists, TRIMIT can reuse the existing item number rather than creating a duplicate. For standard configurations that must be held in stock, items can also be generated in batches for the required combinations of variants.


A Copy Master wizard makes it possible to create a new product from an existing Master. Product settings, prices, discounts, BOM lines, formulas, search tables, purchasing information, and other related data can be copied selectively, reducing setup time while keeping control over which information is reused.

Sales: guided configuration, accurate pricing, and reliable delivery

Sales teams can configure customer-specific products directly on a quotation or sales order. The configurator guides the user through the available options, applies the product rules, calculates the resulting price, and ensures that only feasible products are offered to the customer.


Available quantity can be calculated from inventory, sales orders, purchase orders, assembly orders, and production orders. The calculation can look beyond the finished product and evaluate sub-assemblies, raw materials, incoming supply, and production capacity, helping users provide customers with more reliable availability and delivery information.


Prices and discounts can range from general price lists to customer-specific conditions for individual configuration options. TRIMIT also supports price periods, campaigns, dependent price lists, combined discounts, cross-company pricing, framework agreements through blanket orders, and commissions for multiple salespeople.


Workflow templates can be attached to sales documents to ensure that important activities are completed, while confirmations, shipments, invoices, credit memos, reminders, and other documents can be distributed using predefined e-mail templates.

B2B Webshop and Sales Agent: configurable products available online

The TRIMIT B2B Webshop allows customers, dealers, and company-owned shops to view products, prices, availability, and delivery information and place orders whenever it suits them. Configurable products can be ordered using the same product structure and rules as orders entered directly in the ERP solution.


The Sales Agent solution gives internal sales teams and external agents access to customers, products, order history, availability, and sales information from an intuitive interface designed for use across devices. Agents can configure a product directly from its Master while creating an order for a customer.


Product information, configuration options, images, and descriptions are managed centrally. Visual product configuration can represent selected options using product images and image layers, helping customers and salespeople understand what is being configured before the order is submitted.


Customers can also register returns and communicate with the company through TRIMIT E-commerce, connecting online self-service with the order and claims processes in the ERP solution.

Manufacturing: configured production from one product structure

TRIMIT manufacturing is designed for configured items and discrete manufacturing, from comparatively simple products to complex, multilevel structures. It supports both internal manufacturing and outsourced production, as well as make-to-stock, make-to-order, or a combination of the two.


The production order contains the calculated product structure for the specific configuration, including components, sub-assemblies, operations, machine setup, time, and overhead. Consumption of materials and time can be posted automatically or manually, and the final result can be compared with the original pre-calculation.


Work centres hold capacity and can be identified as bottlenecks, enabling warnings when the available capacity for a period is fully utilised. Workflow templates provide an overview of the activities associated with the production order and help teams follow the product through each stage of manufacturing.


For outsourced manufacturing, transfer orders can be created for materials and semi-finished products sent to the manufacturer and for finished products returning to the company.

Demand Planning and Purchase: the right components at the right time

Demand Planning calculates production, purchasing, and transfer requirements from selected sales orders or production orders. The calculation moves through every level of the bill of materials, covering finished products, sub-assemblies, components, and raw materials.


Reusable planning setups can control the demand period, planning horizon, reorder cycle, and dampeners used to prevent unnecessary reactions to minor changes. The resulting purchase quotes, purchase orders, production suggestions, production orders, and transfer orders are presented as demand actions for review before execution.


Purchase orders can also be created directly from a sales order or production order. TRIMIT creates a link between the source and resulting order so customer-specific components, subcontracting, and one-off purchases remain fully traceable throughout the process.


Receiving can be posted against the purchase order, with shortages and surpluses handled explicitly. The Supplier Portal can give suppliers access to relevant purchase documents and the latest product specifications, supporting closer collaboration and reducing the risk of working from outdated information.

Logistics: allocation, warehouse processes, and container management

TRIMIT supports allocation and pick suggestions based on current inventory, customer priorities, shipment requirements, and other selected parameters. Users can review and adjust the proposed allocation before it is converted into warehouse picks.


Container Management provides an overview of inbound shipments from suppliers, outbound shipments to customers, and transfers between company locations. Sales lines, purchase lines, transfer lines, and warehouse pick documents can be connected to a container, giving users visibility into the container's content, deadlines, shipping dates, receiving dates, and quantities.


Changing a shipment or receipt date on the container can update the connected order lines, while posting the container can have the same effect as posting the corresponding shipment or receipt. The functionality can also be used for smaller shipment units, such as pallets or boxes, when detailed control is required.

Returns and Complaints: resolve issues with the complete configuration available

Returns and complaints remain connected to the original customer, order, configured product, quantities, prices, selected options, dimensions, specifications, and components. This gives customer service and technical teams the information they need to understand exactly what was ordered, what was delivered, and which part of the configuration is affected.


An issue does not necessarily require the complete product to be returned. Depending on the case, TRIMIT supports repairs, reconfiguration, replacement components, complete replacement products, service activities, credit notes, and returns to suppliers. Statuses and approval processes provide visibility throughout the complete resolution process.


Through TRIMIT E-commerce, customers and sales agents can register returns and complaints by referencing the original order. They can select the affected product or component, enter quantities and reason codes, describe the issue, attach photos or technical documents, and follow the progress of the case.


Detailed reason codes and case histories help companies identify recurring issues involving configuration rules, product specifications, components, manufacturing, suppliers, logistics, and product quality.

Financial Management: connect every configuration to its financial result

TRIMIT builds on the financial management functionality in Microsoft Dynamics 365 Business Central, connecting sales, purchasing, inventory, production, projects, and general ledger data in one solution.


Cost calculations can include materials, labour, machine setup, operations, overhead, transport, duty, insurance, and other item charges. Pre-calculated costs can be compared with actual posted consumption and production results, providing visibility into the profitability of individual configurations and customer orders.


The solution also supports budgeting, cash flow management, fixed assets, bank account management, intercompany processes, multiple companies, local financial requirements, and role-based access to the financial information relevant to each user.

Reporting, BI, and Sustainability: turn operational data into action

Sales statistics can be created from open orders, posted orders, and invoices and saved as reusable setups. Information can be analysed across multiple levels, including country, salesperson, customer, Master, item, product group, material, or configuration option.


TRIMIT BI uses pre-built Microsoft Power BI packages for areas such as sales and operations, finance, production, and vendor performance. These reports work with the TRIMIT data model and business logic, providing dashboards and analysis without requiring every company to build its reporting foundation from scratch.


Sustainability information can be recorded for products, components, and suppliers. This can include water and electricity usage, CO2 emissions, environmental footprint information, certificates, certificate expiry dates, and supplier documentation related to compliance or ethical sourcing.


Because sustainability data can follow the product structure, companies can use component-level information to understand and document the environmental impact of complex, configured products.

Built on Microsoft Dynamics 365 Business Central

TRIMIT is embedded in Microsoft Dynamics 365 Business Central rather than operating as a separate configuration or production system. The same solution handles finance, sales, purchasing, inventory, product configuration, manufacturing, logistics, and e-commerce integration.


This means that a configuration entered during a quotation or sales order can become the foundation for pricing, item creation, purchasing, demand planning, production, delivery, invoicing, reporting, and after-sales service — without recreating the product definition in separate applications.


Companies retain access to the Microsoft platform, security model, integrations, development tools, and cloud services while adding the product structure and process support needed to manage configurable products.

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