SALES VISUALIZER / FIELD NOTES
Prepare a product-rule sheet before building a configurator.

REVIEW LIST
1. Use stable product and option identifiers.
2. Record units and the meaning of each dimension.
3. Document incompatible combinations and their explanations.
4. Add sample configurations with expected price breakdowns.
5. Assign an owner, revision, and approval process.

WORKED EXAMPLE
Worked example: documenting a side screen rule
A hypothetical pergola range offers side screens only on certain frame and roof combinations. The rule sheet should connect the availability to its source.
- Option identifier: SIDE_SCREEN, with a clear customer-facing name.
- Dependency: compatible frame, roof, and dimensions as confirmed by the manufacturer.
- Review case: one allowed combination and one unavailable combination, with the expected explanation.

Read the guide: https://salesvisualizer.com/blog/product-rule-sheet/
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