There are two ways to start, chosen from the home page:

• Single Unit: configure one machine, such as a toolbar or an air cart, on its own.
• Combo Unit: configure several products together as a system (for example Toolbar + Cart). Each product is configured in turn and they are quoted as one package.

1. Pick a product or combo.
2. Work through each step. Options that don't apply to your earlier choices are hidden automatically.
3. Review the summary, then add customer and dealer details.
4. Submit to generate a reference number.
5. Download the parts list and specification sheet.

Every submitted configuration gets a reference number, prefixed by product, for example SMD5004 or UP5010. Quote it in any correspondence; it is how a configuration is looked up later.

A saved but unsubmitted configuration is a draft and uses a DFT- prefix. Drafts do not consume a real reference number and do not appear in Saved Configurations.

Where a 3D model exists for an option, a preview appears beside it. Drag to rotate, scroll to zoom, and use the expand button for a full-screen view. The model viewer keeps a light background regardless of your page theme, because most components are dark and would otherwise be hard to see.

Parts List (Excel)

Every part number with its quantity and revision. A second file in ERP import format is produced alongside it for batch import.

Specification Sheet (PDF)

Customer and dealer details, every configuration selection, and a pricing summary. The region and currency are printed on the sheet, so a printed copy is never ambiguous about which price list it used.

Parts & Pricing (PDF)

Detailed parts breakdown with pricing, for quotes and orders.

Options are filtered by your earlier selections. An attachment might only be offered with certain frame widths, or a tank configuration only with certain opener spacings.

If something you expect is missing, go back and check the earlier steps and use the Edit button on any completed step. Changing an earlier answer clears the steps after it, since those choices may no longer apply.

Some prices and part quantities are calculated rather than fixed. Where a figure is multiplied by drill size, zone count, or a quantity you entered, the summary shows the working, for example $35.00 × 70 = $2,450.00.

Italic rows beneath a step are configuration adjustments: amounts that apply because of a particular combination of selections, rather than a step you chose directly.

The moon/sun button in the top bar switches between light and dark. Your choice is remembered on this device. If you have not chosen, the site follows your operating system setting and switches automatically when your device does.

My Configs lists configurations created on this device, including drafts, which can be resumed where you left off.

Saved Configurations lists every submitted configuration across all regions. It contains customer details, so it is password protected.

Enter a reference number and the customer and dealer details fill in automatically from the saved configuration.

For a combo, entering any one of its reference numbers pulls in the partner products, and they are quoted on a single contract with a total per product.

Under Additional Adjustments, each field can be entered as a percentage or a flat amount. Click the % button to switch to $. These apply to that contract only. Multi Unit Discount is still applied automatically based on how many products are in the combo.

The Admin area is password protected. One login also covers Saved Configurations and the Sales Contract Generator.

• Reload Configuration: re-reads the Excel workbook. Run this after any change to products, options, prices or dependencies; changes are not picked up until you do.
• Price Editor and Regional Discounts: adjust pricing without editing the workbook.
• Data Management: download a backup of the saved configurations database, or clear practice data before going live.
• Diagnostics: validates the workbook and reports problems such as missing options or malformed conditions.