Configuring an Item, Estimate, or Job
You can configure an item from any of the following forms. In some cases, you can also configure an order, estimate, or job. Use the appropriate procedure for each form:
- Customer Orders
-
Customer Orders Quick Entry
For headers, see Configuring a Customer Order.
For lines, see Configuring an Item from a Customer Order Line.
- Customer Order Lines or Customer Order Blanket Lines
- Estimates or Estimates Quick Entry
- Estimate Lines
- Estimate Job Orders
- Job Orders
Note: When you are in a configuration session, the system prevents you from
accessing any
CloudSuite Industrial
forms or online help.