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Configuring every line of a new quotation or sales order

On a new quotation or sales order, every line of a configurable product has its own Configure under it. Two TG310s and a spare can go on one quotation, each TG310 configured on its own line.

  1. CRM → Order to Cash → Selling → Quotations (or Sales Orders) → New.
  2. Add a line and choose the item. A configurable product shows its configuration under the line, the width of the grid: choose an existing configuration or press Configure to make one. A standard item’s line shows nothing extra.
  3. The configuration fills the line’s description and price.
  4. Add the next line the same way. Each configurable line takes its own configuration.
  • One configuration is sold on one line: the same configuration on two lines of a new document is refused. A copied line of a configurable product is configured afresh.
  • Accept → order carries each line’s configuration to the sales order, and the works orders are made per configuration.
  • A delivery ships the item each configuration was made into, not the configurable product itself.