Advance Technologies: Custom CPQ for Chiller and Plant Equipment Manufacturing

01 · The Challenge

With their ERP foundation in place from an earlier engagement, Advance Technologies' next bottleneck was quoting. Their chiller and process plant equipment range configures across tonnage, refrigerant, compressor type, voltage, and accessories, and every quote still routed through a senior engineer to check that the combination was actually buildable and compliant. Sales could not move without engineering, and every quote carried the risk of a mismatched capacity-to-compressor selection or a missed pressure-vessel requirement.

• →Every configurable quote needed a senior engineer to validate feasibility
• →No systematic check against AHRI capacity and performance ratings
• →Pressure vessel and electrical compliance tracked manually, quote to quote
• →Component-level pricing for compressors, refrigerant, and accessories held in spreadsheets
• →Accepted quotes re-keyed by hand into BOMs and manufacturing orders

02 · Our Approach

Building on the ERP already in place, we designed a rule-based CPQ inside their Odoo system that encodes the real engineering parameters their team already works to, so the configurator enforces the same logic a senior engineer would, automatically, for every quote.

• ✓Modeled chiller product lines by type: air-cooled screw, water-cooled screw, and scroll chillers
• ✓Encoded capacity-to-compressor matching against AHRI 550/590 performance data
• ✓Built pressure vessel and refrigerant safety rules aligned to ASME Section VIII and ASHRAE 15
• ✓Added electrical configuration rules for voltage, phase, and enclosure rating per IS 325
• ✓Connected accepted quotes to auto-generated BOMs and manufacturing orders in Odoo

03 · Solution Delivered