Configuring Items From Transactions
Users can access configurable items from eligible transactions. For more information about eligible transactions, see Selecting Eligible Transactions.
The basic workflow to configure items is the following:
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Open or create an eligible transaction.
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Click the Configure button.
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Select a configurable item on the Configurable Items page.
This page provides an overview of all products that represent configurable items.
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Alternatively, click the arrow on the Configure button and select a specific configurable item or a category.
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Configure the item on the user interface.
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Click Submit & Close to add the configured item to the transaction. This button also closes the product interface.
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Save the transaction.
To modify a configured item, edit the transaction and click the Edit Config button on the configured line item. If you convert a transaction, the converted transaction will contain a copy of the original configurations. You'll be able to edit the configured items in one transaction without affecting the other.