Features > Product Dependency Logic
Configuration

Product Dependency Logic

Incomplete quotes miss the cable, the brake, or the interface kit. Dependency logic pulls required companions into the configuration as soon as the trigger option is chosen.

Cascading

One selection triggers required downstream options

Required

Must-have companions added before price and approval

Complete

Fewer quotes that arrive at order missing parts

The challenge

The base option is on the quote. The parts that make it work are not.

Configurable products are not independent checkboxes. Choose a servo drive and you still need a matching motor frame, brake option, and power cable. Choose a control panel size and you drag along I/O cards and wiring kits. Miss one line and the customer has a price that production cannot ship.

Inside sales remembers most of the matrix on busy days. Dealers work from last year's accessory list. Applications notes live in a PDF nobody opens during a live call. By the time someone notices the missing cooler or encoder cable, the quote is already in approval or in the customer's inbox.

Constraints stop illegal pairings. Dependencies do the other half of the job: they force the companions that must travel with a selection. Without both, you either block too little or ship incomplete BOMs.

Inquiry to config to price to approval to order breaks when required lines are tribal knowledge instead of automatic steps in the configurator.

How it works

How Mercura resolves dependencies as reps configure

Product teams define trigger and companion relationships in Mercura: if this drive, then that motor class; if this option, add the interface kit. When a rep or dealer picks the trigger, required options appear, optional companions can be prompted, and incompatible follow-ons drop away. Cascades can span several levels of the product model. Rules-based configuration is where broader IF/THEN logic is authored; constraints hard-block invalid paths; this page is the connective tissue that completes a sellable configuration. Dependencies need ownership when catalogs change. They do not invent engineering relationships you have not defined.

What's included

What dependency logic covers

  • IF selected A, require or suggest B and C
  • Automatic addition of mandatory companions
  • Cascading chains across multi-level configurations
  • Prompts when a dependency needs a human choice
  • Clear messaging when a follow-on option is forced or removed
  • Same dependency model for inside sales, dealers, and portals
  • Versioned updates when engineering changes a companion set
  • Works alongside constraints, rules, and bundling

The difference

Quoting with and without dependency logic

Memory and accessory PDFs
  • Quotes omit cables, brakes, or interface kits
  • Order entry adds missing lines after the fact
  • Dealers underprice because companions were forgotten
  • Applications engineering reviews incomplete BOMs
  • Customer renegotiation when the true scope appears later
With Mercura
  • Required companions enter the configuration on trigger
  • Price reflects the complete dependent set
  • Dealers and reps share the same companion rules
  • Standard paths reach approval without a missing-parts scramble
  • Catalog companion changes publish as dependency updates

Real-world application

Example workflow: servo drive packages

An automation supplier sells drives that must ship with a matched motor frame, brake option, and cable set. Inside sales used to tick the drive and hope the accessory matrix was followed. After dependency logic in Mercura, selecting a drive class pulls the required motor and cable lines into the configuration so the priced quote matches what production expects to kit.

Business impact

Why dependency logic sits between rules and constraints

Dependency logic is how manufacturers keep configurations complete, not only legal. Constraints prevent forbidden combinations; dependencies ensure required companions are present before price and approval. Mercura does not replace engineering judgment on novel packages outside the published model. Someone must own dependency updates when products change. For teams whose rework starts with a quote that forgot the cable, encoding must-have relationships in CPQ keeps inquiry, configuration, price, approval, and order aligned.

See required companions appear on selection

Book a demo and pick a trigger option until the dependent lines show up before pricing and approval.

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