Products & Services

Put product expertise behind every recommendation

Products & Services combines specifications, price structures and application knowledge with agents that prepare product guidance and investigate buying opportunities.

Products & Services overview

The product expertise behind the catalog entry

Your item records list specifications and prices. Experienced reps know which product fits the job and which changes in a customer’s business create demand.

Product specifications

Product families, specifications and bills of material, including valid options and known limitations.

Applications and substitutes

Where each product fits and which equivalents are approved, with customer-specified parts protected from substitution.

Prices and costs

Price lists and cost methods that support quoting, with discount approval owned by Sales & Marketing.

Buying opportunities

Plant expansions, product discontinuations and other approved market information linked to the products they may require.

Feedback and references

Product feedback and examples of successful use, with customer permission required before a reference is published.

Worked example

Specifying a housing for a washdown area

The configuration record establishes an available option. The product price structure sets its premium; the engineer’s application note identifies conditions to check.

Ask CompanyOSIllustrative example
Question · Inside sales

Can we quote the PX-200 housing for a food plant’s washdown area?

Proposed work

Prepare the PX-200 316 configuration for engineering review, using the listed 18% alloy premium. Confirm cleaning chemicals, temperature and exposure before judging suitability. Sales must approve the quote under its commercial procedures.

Sources used
  • Record or approved rule
    PX-200-316 · Configuration record

    The 316 stainless housing is a make-to-order option with a single-source casting.

  • Record or approved rule
    Alloy premium §2.3 · Product price structure

    The 316 configuration carries an 18% alloy premium. Commercial exceptions follow Sales & Marketing approval rules.

  • Captured team knowledge
    Application note · Captured from the product engineer

    Consider 316 for this application; confirm cleaning chemicals, temperature and exposure with engineering.

Prepared for review. The responsible person approves changes under your company’s authority rules.

Two people discussing a monitor beside an assembly workstation

Product questions wait while the specialist is busy

When application knowledge sits with a few experienced people, quotes wait for their input and market opportunities are easy to miss. CompanyOS gives reps product guidance and brings relevant market changes to the team for follow-up.

Work your team can review and use

  • Prepare product-selection guidance with application limits
  • Draft product briefs from approved specifications and price structures
  • Flag relevant market events and investigate buying opportunities
  • Review catalog corrections and proposed product substitutions
  • Route application questions to engineering before a quote is approved

Let’s start with one recurring problem.

Bring a product question that always waits for the specialist. We’ll look at the facts and application judgment behind the answer.