Every quote needs engineering
Sales waits for technical validation, calculations or drawings before it can respond confidently.
Configure-to-Order Control for NZ manufacturers
Quote complex products faster—without making engineering the bottleneck.
Give sales a controlled way to configure valid products, price with confidence and hand clean orders into production—without relying on spreadsheets, re-keying and avoidable rework.
✓ Quote speed✓ Configuration accuracy✓ Margin control✓ Quote-to-production handoff
A healthier CTO process
Customer requirement → buildable order
1Capture requirements
2Validate configuration
3Apply pricing & margin rules
4Generate the quote
5Create clean order / BOM output
6Release to ERP & production
The problem we solve
Complex products become hard to scale when the process depends on people remembering everything.
As options, rules, pricing exceptions and customer requirements grow, quoting can become slower and riskier. The issue is rarely effort—it is the amount of product knowledge being carried manually between sales, engineering, operations and finance.
Product rules live in spreadsheets or heads
Dependencies, compatibility rules and exceptions are difficult to maintain and even harder to scale across the team.
Invalid combinations create rework
Errors discovered after the quote is accepted can create delays, redesign and difficult customer conversations.
Pricing gets harder to govern
Complex cost logic, discounting and customer-specific pricing can make margin difficult to protect consistently.
Quote data is re-keyed downstream
Sales, ERP, engineering and production can each hold a different version of the same order.
Growth means adding more technical effort
When every new opportunity consumes engineering capacity, revenue growth becomes tied to specialist headcount.
What better control looks like
Turn product knowledge into a repeatable commercial process.
01
Respond faster
Reduce unnecessary waiting between sales and engineering for routine configurations.
02
Quote valid products
Apply rules and constraints while the product is being configured—not after the order arrives.
03
Protect margin
Make pricing logic, discounts and approvals more consistent across complex deals.
04
Create a cleaner handoff
Carry configuration data into the quote, order, BOM and production process with less re-entry.
What you get
A practical roadmap from quote friction to a scalable CTO process.
We assess the commercial and operational process first, then map where rules, automation and integration can remove the most friction.
1
Quote-to-order control assessment
Review the current flow from inquiry and configuration through pricing, approval, quotation, order creation and production release.
2
Bottleneck and risk map
Identify engineering touchpoints, manual calculations, pricing gaps, configuration risks and duplicate entry that slow the process or create rework.
3
Product-rule and data assessment
Understand where product logic, dimensions, dependencies, price rules and BOM knowledge live today—and what needs to become reusable.
4
Future-state quote-to-production design
Map a controlled process for guided configuration, pricing, quote generation, order/BOM output and ERP or production handoff.
5
Prioritised implementation roadmap
Separate quick wins from deeper system changes and show where CPQ, ERP integration or process redesign can deliver the strongest return.
Where we look
The review follows the full configure-to-order chain.
01
Business & CTO context
02
Quote speed & engineering dependency
03
Configuration rules & validity
04
Pricing, discount & margin
05
Product model & change control
06
Quote-to-BOM handoff
07
ERP / CRM / CAD integration
08
Production readiness & promise dates
09
Dealer / channel scalability
10
Data & performance visibility
Why now
Customization grows faster than a manual quoting process can.
As product options and customer requirements expand, inefficiencies in quoting, engineering and production can erode profitability through slower response, inaccurate cost assumptions and avoidable rework.
The opportunity is to capture technical knowledge as reusable rules so sales can handle more of the routine complexity while engineering focuses on the genuinely exceptional work.
Technology follows the process
The goal is not to buy CPQ. It is to build a controlled quote-to-production process.
Where there is a fit, Ozone can use Mercura CPQ and SAP Business One as part of the solution architecture—after the operating model and control gaps are clear.
Mercura CPQ
Turn product knowledge into guided configuration and quoting.
- ✓ Rules, constraints and dependency logic
- ✓ Parametric and variant product configuration
- ✓ Dynamic pricing, margin and discount logic
- ✓ Automated quote and proposal generation
- ✓ ERP / CRM / CAD integration pathways
SAP Business One + Ozone
Connect the commercial configuration to operational execution.
- ✓ Product, customer and pricing data alignment
- ✓ Sales quote / order integration
- ✓ Inventory, procurement and production execution
- ✓ Cleaner handoff from sales into operations
- ✓ One accountable local implementation partner
One clear offer
Book an Ozone Configure-to-Order Control Review.
A focused working session to identify where your quote-to-production process is slowing growth, consuming engineering capacity or creating unnecessary commercial risk.
- ✓Quote turnaround and engineering touchpoints
- ✓Configuration rules, dependencies and exceptions
- ✓Pricing, discount and margin control
- ✓Quote-to-BOM / order handoff
- ✓ERP, CRM, CAD and CPQ integration priorities