Rather talk it through than read about it?
A walkthrough is thirty minutes on one product family that’s hard to quote.
Start with your products
How ready is your product data for a smarter quoting process?
Send us a product data sheet or ordering guide. We'll review the information, identify missing details and help you understand what it would take to turn your product family into a guided configuration experience.
No upload required to start the conversation.
Glossary
The terms we use.
Plain definitions of the words that appear across this site.
- Product Knowledge Model (PKM)
- The structured record of everything known about a product family: options, components, restrictions, variables, pricing inputs, and the conditions under which each applies. Versioned; every quote line pins the version it was priced under.
- Knowledge maintainer
- The one role, assigned after onboarding, that reviews proposals from sales, edits where they apply, and accepts them into the PKM. Works in configure.parts; review is asynchronous.
- Component
- A placeholder for a part number. Lets sales add something not yet in the catalog, with a manufacturer, description and a labeled cost estimate, without stopping the quote.
- Template
- Any created part saved for reuse. Type its base number on a quote and only the variables (length, pulling kits) are asked; the variant is found or created.
- Variable tail
- The part of a number written by variables: serialized base, then length, then kit code, e.g. PT-00147-120-PA. Accessories never write the tail.
- Acknowledged exception
- Proceeding past a known restriction with a recorded reason. The shared rule is unchanged; the maintainer sees it as a signal.
- Workaround proposal
- A proposed way around a restriction, with a basis and optional cost, sent to the maintainer’s queue. The quote does not wait for the answer.
- Applicability conditions
- The recorded circumstances under which accepted knowledge auto-applies (for example single-mode, ≤144 fibers). Outside them it arrives as a suggestion, never a silent fill.
- Product family
- A group of related products that share one set of options and rules, for example duplex fiber patch cords. Partfiniti is set up one family at a time.
- Ordering guide
- The document, usually a PDF, that describes a product family’s options and how to build its part number. It describes the product; it cannot validate a choice.
- Configuration rules
- The constraints that decide which options can be combined: connector pairings, fiber and jacket compatibility, length ranges and so on.
- Part number logic
- How a created part gets its number: a serialized base minted at save (or your own number), followed by the variable tail, for example PT-00147-120-PA. Minted once, never re-minted.
- Guided configuration
- Choosing options in sequence while the system removes combinations that cannot be built and flags the ones that need review.
- Exception
- A request outside the standard rules. Partfiniti keeps it visible and routes it to the right expert instead of forcing a selection.
- Approved pricing logic
- The agreed rules for cost and price: material inputs, tiers and customer-specific pricing, applied the same way in every quote.
- Configure.parts / Counter.parts
- The two Partfiniti products: the maintainer’s side of the Product Knowledge Model, and the quoting workspace that follows it.