CAS Merlin help portal

Direct help for your application

You are looking for quick help concerning a specific topic or want to inform yourself more about a certain function of our CPQ solution? You have come to the right place.

On our help portal, you can find the online help for users and administrators, helpful tutorials, and current release notes.

Do you have any topic or improvement suggestions, or are you looking for a direct link to a contact person? Don't hesitate to contact us.

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CAS Configurator Merlin video tutorials

Click. Learn. Configure.

In our video tutorials, we are explaining various functions of our CPQ solution. You can also browse our Youtube playlist and discover the versatile functions of CAS Configurator Merlin.

Our top picks

Managing quotes in the cockpit Learn how to manage offers in M.Sales. You can also export quotations from M.Sales or import existing quotations.


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Structuring rule files In this tutorial you will learn how to structure rule files in M.Model using various tools.


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Dividing workspace into several projects In this tutorial we will show you how to customize the presentation of your products in M.Sales and how to create image galleries for example. chevron_right Watch tutorial

Release notes

Highlights of the current version

Each new version includes modifications, extensions, and/or new functions. Stay informed and discover highlights as well as detailed release notes of the current CAS Configurator Merlin version.

Highlights of the new LTS version - Merlin 10.0

10.2

Highlights

Design improvements and feature extension in the end-user configurator

- Design simplifications for chosen attributes in the configuration form. New checkboxes and radio buttons will be added for the current selections.
- Quantity variables are shown on the defined level after the user made a selection.
- To be able to distinguish the presentation of elements in the configuration form of M.Sales Neo and M.Customer of the same workspace, the element presentation tab can be duplicated to make separate settings for each clients.

New unit options in M.Model 

- For many users it becomes more and more important to not only show prices for the configured elements but also other units like weight or carbon dioxode emission. Therefor the new possibility is available in the price configuration to override the unit manually to enter any free unit which will be shown as pricetype in the clients.

Further possibilities enabled for sales person in M.Sales Neo

- There is a new option to be able to import and export quotes in M.Sales Neo.
- Within the price page it is now possible to reorder the items in the basket.

Changed directed operators

There are two new definition possibilities for calculating sums or multiplications: You can define an operator as bi-directional or uni-directional.

Bi-directional operators:
- Good for variables that are used across many formulas (rules)
- When you want to use the transformations (a=b+c; b=a-c;...)

Uni-directional operators:
- When variables are not heavily linked to other variables and/or rules
- Aggregations from several operands into the result which is then used for few simple rules
- Missing values are skipped: (e.g. a=b+c --> a is shown as 0,00 even if b and/or c are not yet set)

10.1

Highlights

Updates and extensions in M.Sales Neo

- Within the new Notification Area all notifications will be added and shown in historical order. The dialog can be opened at any time during the configuration. Icons indicate whether a new notifications appeared.
- The so far static quote parameters can now be opened and edited in a separate dialog.
- Choosing a bundle is now possible in M.Sales Neo. By selecting a bundle, multiple attributes will be selected at once, as defined in M.Model. These attributes can be a fix part of the bundle but also can be defined as an option of the bundle. If the user selected a bundle having options, a dialog will be shown where the user needs do decide which option to choose. The total price for a bundle can also overwrite the single prices of the attributes of that bundle.
- For elements of type date, time or date-time a new calendar is shown to easier choose the date and / or time.

New configuration area for sub products in M.Customer

Sub products, which are not placed on a specific tab for the end-user configurator M.Customer, automatically will be added on the tab "sub products" at the end of the configuration. 

10.0

Highlights

Extended feature scope in M.Sales Neo

- A new process indicator shows the overall progress of a configuration.
- Discounts can now be set on quote level
- It is now possible to filter for a specific price type within the price detail tables, to be able to understand the calculation of the displayed prices.
- The read-only mode is now available in M.Sales Neo.


New analyzer KPIs in the variant tree

The new analyzer of M.Variety shows certain KPIs based on all saved quotes in the variant tree. Thereby high- and low performing variants can be made visible quickly.
The analyzer shows different KPIs which can be switched-on for each single element build in the variant tree.

The following KPIs are now available in M.Variety:

- Total Occurrence:
- How many configurations contain a certain attribute, independent of the previous selected combination of attributes in the unfolded path?
- Conditional Occurrence:
(Absolute) How many configurations contain a certain attribute within the exact given combination of attributes of the unfolded path?
(Relative) How do the percentages distribute among the attributes of one selected feature of all configurations containing the exact given combination of attributes in the unfolded path?

The new cockpit of M.Variety contains graphs to see:

- how many new configurations have been saved,
- which products were configured how often
- and which attributes were selected how many times for one chosen product.

New configurable action buttons in M.Customer

In M.Model a possibility was added to configure up to two additional action buttons for the navigation panel in M.Customer.
An individual URL can be set as destination address together with an individual symbol and name for these buttons.
These new buttons can also be added in the translation table, to set different destination addresses and names for each defined language.

9.12

Highlights

M.Variety – the first features of the M.Variety Analyzer are now available in the new dashboard

The first tiles are now available in the new dashboard of M.Variety

The first three tiles give an overview of all new created quotes in M.Sales Neo and M.Customer. They show the amount of quptes qhich were created

- in the last 24 hours,
- the last week
- and the last month

The pie chart shows (up to) 10 most configured products.

The tile on the right side shows (up to) 10 most often chosen attributes of the shown product, which can be changed via dropdown menu besides the title of the tile.


Extensions in M.Sales Neo 

Extendable translation files

Standard translations can be changed in .json files within the M.Sales Neo installation path to be able to change standard names for buttons, menu-entries etc.

If you want to change the button „Add product“ to select a product in M.Sales Neo you can add a new entry in the translation file and rename it to for example tp „Add vehicle“. This change applies immediately after saving and refreshing the M.Sales Neo page.

Options

Options are placed in the context menu of the products in the price overview table on the configuration page or directly on the main price view on the tab „Price“.

For each product you can add a new option, rename the option, delete it or apply the option via the context menu. Each step can also be reverted via the undo-button on top of the page.

All added options will be shown in the price overview table showing also the total delta price.

Free entries

A free entry can be added on main price page in context menu of each entry. Or on the top right menu for the product on top level.

Each added free entry can be renamed and discounts can be entered in the price table which will be included in the total sum.

9.11

Highlights

Optimizations at the heart of Merlin through a new clause approach

Increased performance is gained through the new "SmallOrClause" approach which guarantees uniqueness. The new approach is extremely fast in Java - no branches and no loops are necessary and precalculations are possible.

The old OrClause was index based, thus

- hash collisions could occur
- implementation needed a “while-literal-not-found-loop”
- path prediction was difficult

Through the new approach “SmallOrClause”

- all literals in clause are known in advance
- perfect hash functions are used


Performance increase in M.Model

Saving large ruletrees is up to three times faster. The workspace checkers were optimized the canvas elements are recycled and not thrown away.


Adaptions of price calculation in M.Sales Neo 

For each price detailed price information can be opened in M.Sales Neo. If the new price operations are used the price information show each single calculation step to be able to understand how the price is calculated.

Furthermore the language used on the M.Sales Neo interface can be set independent of the language used in the configuration formula.

9.10

Highlights

Optimizations at the heart of Merlin – from RuleGen to Delta RuleGen

The rule generation of the core of Merlin has been revised. The new method Delta RuleGenfocusses mainly on made changes contrary to the old method called RuleGen.
The optimizations can be felt over the whole application.

By the change of the rule generation only changed files as well as all file which are related to these changed files will be considered when uploading a workspace in M.Model. If a workspace changes during a configuration, these changes will be transmitted automatically.Unchanged rules are recognized automatically and will be reloaded from the memory. Through this the needed memory of the application will be reduced enormously and optimized efficiently.

Extensions of the end customer configurator M.Customer

It is now possible to configure the links in M.Model to show the imprint, used cookies and privacy policy in M.Customer.

If an end customer is opening M.Customer, a banner is shown, to accept the used cookies of this page. This message also contains a link to the privacy policies.In addition, the modeler can configure the URLs, to which the link of imprint, used cookies and privacy policy will lead to. These URLs can also be used in the translation file to set different links for different languages. The set URLs are shown in the footer of M.Customer.

For each configuration in M.Customer you can show the summary page and in addition it is now also possible to generate PDF documents.

The modeler is now able to define templates in M.Model to generate PDF documents in M.Customer. These document will be filled with details from the configuration by the used placeholders.

The new control center of Merlin – Merlin Server Manager

With Merlin 9.10 starting Merlin gets more easy by the introduction of the new tool Merlin Server Manager.In the new server manager tool all settings belonging to the servers are collected. The servers can be configured, they can be started and stopped and custom certificates can be managed.

M.Model – Introduction of the new operator Implies as default

The new operator Implies as default allows to define complex rules on the left side of the operator for the automatic build in or build out of elements. By using this operator you need less rules and rules of same character can bunch together.

Merlin 9.10 – the new milestone version of M.Sales Neo 

The new seller platform M.Sales Neo has been adapted by certain big new features:

The usage of sub products is now supported in M.Sales neo.Product names can be set automatically via variables.The single configuration steps can be separated on single tabs in the configuration form.Product descriptions will be displayed completely, including texts, images and combined images.The calculation details can be opened for the new price operations as well as discounts can be set on product level.It is now possible to call an integrated version of M.Sales Neo in genesisWorld. The extended integration to genesisWorld contains also the possibility to save and load quotes directly in genesisWorld with the relation to the belonging CRM business object.The new genesisWorld

Quote Importer

In order to be able to run analytics on quote longer they are now saved in the Merlin database instead of genesisWorld.The opportunities, receipts or projects in genesisWorld only contain a reference to a Merlin-ID in the database of Merlin.Via the importer all opportunities, receipts and projects can be scanned in genesisWorld, to be able to find existing quotes and import them into the database. On the business object of genesisWorld a reference to the belonging Merlin-ID will be set.

9.9

Highlights

Improvements and extensions to the M.Customer start page

- The product catalogue, the start page of M.Customer, appears in a new design with extended functionalities.

- The layout of the products has been revised. They are now displayed in the new tile design including picture, name, heading and description.

- In M.Model, filter categories can also be defined and assigned to the individual products (*.clientorder file). The filter type can also be selected and accordingly displayed with radio buttons or checkboxes.

- The defined filters are displayed in M.Customer next to the product catalogue to narrow down the catalogue and make it easier to find the right product.


Definition of price operations in M.Model

The new price operations support individual price calculations.

In these operations, the prices of a price type can be determined using variables, constants or other price types. The initial basic price of a price type runs through freely definable calculation chains in order to determine other price types, such as conditional price change, percentage discount or total discount, a specific currency, margins or graduated prices.

- With the price operation Conditional Price Change you have the possibility to link the prices of the price table to certain conditions. If this condition is fulfilled, the basic prices of the price operation are changed according to the defined calculation.

- With the price operation "Margin", the difference between a sales price and an initial price, such as the manufacturing costs, is specified.

- Scale prices can be used to change the prices of a price table depending on the number of defined characteristics. Different calculations can be defined for each scale limit. If in the configuration the number of a characteristic is within the range of the scale limit, the defined calculation for the price is carried out. If the number is outside the defined range, the calculation chain is not run.


M.Sales Neo - growing range of functions

After the go live of the first M.Sales Neo version, we are constantly working on expanding the range of functions. With version 9.9. the following functionalities are now available:

- The product description is now supplemented and combined images can be displayed to visually track the changes of the individual configuration steps.

- For a better overview, the configuration steps can be divided into different tabs and the offer parameters are now also displayed.

- The integration to the CRM system genesisWorld was implemented.

- The functionality to assign discounts has been completed and the new price operations can be defined in M.Model and applied to the available price types, such as conditional price changes and graduated prices.

9.8

Highlights

M.Customer presents itself in a new look

- Introduction of the new "pearl chain" in the navigation bar

- By colouring the "pearl" of the current section, users can quickly classify where they are in the overall configuration form.

- Numbers behind each section indicate how many mandatory features can be selected and have already been selected. This gives the user a quick overview of the current configuration progress of the individual sections.

- Fully configured sections are also visually indicated by a 'tick' in the bead.

- Simplified addition of sub-products

- The number of added product components can now be changed via the navigation menu. This means that the user no longer has to jump back to the point in the configuration form where the sub-product was initially added, but can make adjustments or even remove a sub-product from the configuration at any time.

- The display of product start pages is now configurable

- The modeller can configure whether an informative start page for added product components should be displayed during configuration. Especially for very small sub-products it can be useful to avoid interrupting the configuration.


Minor adjustments in M.Variety

- New possibility to cancel loading processes

  If several features are opened at the same time in M.Variety, the exponential growth of the nodes to be displayed can lead to longer loading and waiting times. Now a loading bar appears during the loading times, which the user can use to stop the loading in order to return to the interface and continue working with the tree loaded up to that point.

- The version of M.Variety was adapted to the version scheme of Merlin. With version 9.8 also came minor design changes to the interface.


New possibilities through the M.Model extension of the parts list calculation
BOM calculations - ".bomcalc"

- By means of the new bill of material calculation (.bomcalc) downstream rules can be declared. Each bill of material calculation table is valid for the defined products. All rules of a table are executed before the table with the next higher rank is executed.

- The rules of the BOM calculation files are evaluated as soon as one or more of the assigned products have been installed. A rule is fulfilled exactly when all declared elements have been installed.

- Example: Evaluation of the rule in the BOM calculation for the product "Pizza":

- If the product Pizza is installed and the element Size S as well as the element Topping Hawaii are selected, then set the variable Number: Pineapple cans dto the value 1.

9.7

Highlights

Functional enhancements in M.Sales Neo

- In the current functional scope of M.Sales Neo it is now possible to save offers, search and load existing offers.

- The "repair functionality" can be applied to existing offers and the printing of offers is now also available in M.Sales Neo.

M.Model

- Changes of the operator "sets (changeable)" for product relations

- The operator "sets (changeable)" has initially taken over values of a product into a product component.

- Now the logic has been adapted so that the values in the product component can not only be set initially, but any changes in the product are also passed on to the product components. Even if the values have already been changed in the sub-product.

Continuous performance improvements in M.Variety

Several technical improvements have been made with the aim of improving the performance of M.Variety. These improvements have significantly increased the loading speed, especially for large variant trees and large workspaces.

9.6

Highlights

First version of M.Sales Neo is now available.

Inspire your customer by a faster and fancier surface.

With M.Sales Neo there is a change in the used technology to Angular. This provides the following advantages:

- The use of Angular allows the creation of an interactive and fast user interface.

- It is future proof.

- An improved and seamless integration to genesisWorld Web or SmartWe.

- A uniform look & feel and enhanced usage for mobile devices.

M.Sales Neo is the future of M.Sales!

Modifications in M.Sales

- The user gets detailed information when loading quotes from CRM system.

- The are changes in the behaviour of multi-modules:

    - Whenever the parent’s value changes, it is set to the child, even though it might have been set to a different value already.

New functionality in M.Variety

- Date-/time and date-time variables can now be entered by the user via the belonging picker.

Extensions in M.Customer

- There are branch points on the summary page for easy and fast editing of summarized configuration steps.

- Further design improvements are available:

   - A new small scrollbar with mouse-over effect is shown to make to focus on configuration content and make the scrollbar itself more inconspicuously.

   - “Dots” are shown as image indicators on the gallery in M.Customer to indicate the amount of images.

Simplifications in M.Model

- Administrators and modelers now can quick upload a ruleset in M.Model with configurable settings of the client selection.

   - A new dialogue will be shown to choose a client when uploading a ruleset from M.Model. When most time only one client will be used, this can be defined as default and therefore the dialogue can be skipped afterwards.

9.5

Highlights and key functionality of Merlin 9.5

With Merlin 9.5, your daily workflows become more intuitive and convenient than ever before.

The new modules M.Variety and M.Customer have been extended by new features and design adaptions.

Modelers and administrators can ease and streamline their work processes with Merlin.

New date operators in M.Model and placeholders in M.Doc

- Date today

  The operator issues the current date (derived from the time zone selected in the Merlin Settings) It issues a date type object. The time is automatically set to 12:00 (noon).

- extracts

  Reads a certain part of a date/time variable.

- Date assign

  Assigns a value to a certain part of a date/time variable.

- Date add

  The operator calculates and adds a value to a date/time variable.

- Date diff

   The operator calculates and substratcs a value from a date/time variable.

Bundling of Merlin settings

The setup of your workspace becomes easier and more convenient in one central setting file.

- The settings previously located in the “client configuration” and “SAP import” files can now be found in the new “Merlin settings” file with the “.config” file extension.

- The settings have been restructured into new categories you can intuitively navigate.

Technology change

Merlin now runs on the application server tomcat instead of wildfly.

Discover the possibilities of new and relaunched features in the M.Variety and M.Customer modules.

New restore configuration dialog in M.Customer

When opening a saved configuration in M.Customer, the server automatically checks whether any changes have been made to the workspace and updates the configuration if necessary.

- If the workspace has been changed, a dialog opens in M.Customer. The dialog displays the changed data.

- Even after this dialog has been closed, the configuration can still be changed by the end-user.

Redesign of the summary page for end-users

- The summary page is the focal page of the M.Customer end-user configuration.

- All configuration steps are displayed, summarized, and sorted by priority. The page is the starting point for the end-user when reopening a saved configuration.

New overall status traffic light and user input validation in M.Variety

- The overall status traffic light indicates the status of the worst path within the built tree.

- User input is now validated immediately and the defined limits are indicated.

Engaged and individual support

Contact us – we would love to hear from you!

Do you need any help concerning a CPQ topic? We are here to help.

Sebastian Kaupp
Solution Consultant
+49 721 9638-267