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Make-to-Order: Paladin’s Rule-Based Configurator

By on Nov 6, 2014 in Blog | 0 comments

Paladin Logic is pleased to announce the upcoming release of the Paladin Rule-Based Configurator: an extensive and powerful add-on package to xTuple designed to provide make-to-order capability. Rather than define an item for each variation on a product, you can use the Paladin Rule-Based Configurator to organize variations as sets of options which can apply to many items.  Make-to-order quotes and orders are fully integrated with xTuple’s line item entry screens, making option selection simple.

Update: documentation is now available! Click below to request your free copy of the Paladin Rule-Based Configurator User Documentation.

Request My Free Copy

Features Overview

Here is a very brief overview of some of the capabilities and features the Paladin Rule-Based Configurator has to offer:

  • Define and assign an unlimited number of options for sold items which are selected at the time of quoting or ordering.
  • Create simple and nested rules (of arbitrary depth) to control which options may be ordered with other options.
  • Evaluate rules on the fly as the order takes place.
  • Convert option-aware quotes to sales orders.
  • Adjust work order materials requirements automatically when work orders are exploded (can add and remove materials).
  • Manage option-aware inventory using lot/serial control.

Sneak Peek

Screen Shot 2014-11-05 at 4.18.51 PM

Conveniently select make-to-order options on the quote and sales order. 


In the screen to the left, the user has selected the standard toolbox option for the line item. The user could also have selected the deluxe toolbox, or any other toolbox option assigned to the item. With split capability, the user can even assign both a standard and deluxe toolbox to the line item. Any number of options may be selected from this view.


Once options and rules are defined, your sales team will be empowered to know – right from the quote or sales order screen, without having to call you or anyone on the production floor – what custom make-to-order products your customers can purchase and whether there are ever any rule exceptions. Privileged users may override the rules, if desired.


Screen Shot 2014-11-05 at 4.19.11 PM

View total cost, price, and rule evaluations as options are selected.

Requisite Features

The Paladin Rule-Based Configurator requires xTuple version 4.3.1 or later.  We strongly recommend the use of lot/serial control to maintain a detailed inventory of which items have which options.

Availability and Pricing

The Paladin Rule-Based Configurator will be available for purchase through the xTuple xChange beginning on November 17, 2014.

We are offering a special pricing promotion through the end of the year: purchase the Paladin Rule-Based Configurator prior to December 31, 2014 and receive 20% off the list price (a savings of $2,500!). On January 1, 2015, the package price will return to the list price of $12,500.

Have Questions? Want a Demo? Want a free copy of the user documentation?

User documentation is now available! Click the below button to request your free copy of the Paladin Rule-Based Configurator User Documentation.

Request My Free Copy

For all other items, contact us by filling out the form below. Let us know how we can help, and one of our team members will reach out to you.

[contact-form to=’wbralick@paladinlogic.com’ subject=’Paladin Rule-Based Configurator Questions/Demo Request’][contact-field label='Name' type='name' required='1'/][contact-field label='Email' type='email' required='1'/][contact-field label='Company/Organization' type='text' required='1'/][contact-field label='Are You an xTuple Partner?' type='select' options='Yes,No'/][contact-field label='Comments' type='textarea'/][/contact-form]

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