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Solutions · Product Selection & Configuration

Requirements in. A valid, buildable configuration out.

Long option strings, compatibility rules that live in two people's heads, equivalents when the specified brand is twelve weeks out. Axle selects the product, configures every option, rejects the invalid combinations, and shows its reasoning.

Today

The configurator has forty option codes. Two people know which ones can't go together.

Configuration errors don't show up in the quote. They show up at order entry, or on the loading dock.

Before

  • Selection from memory, or from whichever catalog page is open
  • Options set one at a time, compatibility checked by experience
  • The invalid combination caught by the vendor's order desk, two weeks later
  • Equivalents offered only when the senior person happens to be in
  • New hires who can't quote the line for a year

With Axle

  • Candidates ranked by fit, availability and your history, ruled-out ones explained
  • Every option set and checked against manufacturer rules before it's on the quote
  • Invalid combinations rejected with the reason
  • Equivalents and lead-time alternatives from your line card, marked as such
  • Configuration knowledge that lives in the system, so the new hire quotes like the veteran
Worked example

A valve actuation package, configured and checked.

Body, trim, actuator, positioner, accessories: every option validated, one combination rejected. Illustrative

Requirementsfrom the tag list
  • 3 in globe, 300# RF, produced watertag FV-2103
  • Fail closed, 40 psi air supplyspec
  • 4-20 mA HART, Class I Div 2spec
  • Limit switches requiredcustomer std
Candidates3 considered
  • Globe, cage-guided, equal %Selected: Cv fit, rangeability
  • Segmented ballRuled out: shutoff class
  • Eccentric plugRuled out: not on customer list
Configuration1 rejected
Body and trim3 in, 300# RF, 316 SS trim, PTFE packingvalid
ActuatorSpring-diaphragm, fail closed, SF 1.3valid
PositionerSmart, HART, Div 2 ratedvalid
Limit switchesProximity, Div 2customer std
Air setFilter regulator without gaugerejected: gauge required with switches
Corrected automaticallyAir set with gauge substituted per the manufacturer rule. Full option set ready for the vendor's order system.
Division of labor

The rules do the checking. Your people make the calls.

Axle takes on

  • Candidate ranking with reasoning
  • Option-by-option configuration
  • Compatibility and rule checks
  • Equivalents and lead-time alternatives
  • Learning the exceptions from your corrections

Your people keep

  • Novel products and unfamiliar applications
  • Customer conversations about alternatives
  • Approving equivalents where the customer's list is silent
  • The rules themselves
One system

The rest of the workflow is already there.

Start here. When you want the next door, it's the same Applications Engineer, already configured to your catalog, templates and rules.

Questions

Selection and configuration questions.

Where do the configuration rules come from?

Manufacturer configurators and option tables for your line card, the compatibility rules your team already applies, and the corrections engineers make to drafts. Rules Axle proposes from corrections queue for a human to accept.

How does it handle equivalents?

It offers the equivalent from your line card that matches the requirements, marks it clearly, checks the customer's approved-vendor list, and shows the lead-time difference. The customer decides.

What happens when a combination is invalid?

It's rejected before it reaches the quote, with the reason, and Axle substitutes the valid option where the rule is unambiguous. Where it isn't, the line is flagged for the engineer.

Bring the product line only two people can configure.

Thirty minutes, and we'll configure a real request against your rules.