Edit

Create a sales order for a configurable product

  • Article

This procedure shows how to apply a configuration template to a product on a sales order. This example uses the D0006 speaker model in the USMF demo data company. Typically, a sales order processor uses this procedure.

Create a sales order

  1. Go to Sales and marketing > Workspaces > Sales order processing and inquiry.
  2. Select New.
  3. Select Sales order.
  4. In the Customer account field, select US-001.
  5. Select OK.
  6. In the Item number field, select D0006.
    • For this task, you must select a configurable product.
  7. Select Product and supply.
  8. Select Configure line.
    • Note that the price has changed, based on the configuration that was selected, and that the Include cable field is now set to True.
    • Note the default price and the settings that are selected for the cable.
  9. Select Load template.
    • This example shows how you can apply a template to select a predefined configuration. If you're using this procedure as a task guide and want to see the other attribute values that are available, you must select the Unlock button.
  10. Select OK.
  11. Select OK.
  12. Expand the Line details section.
  13. Select the Product tab.
    • The configuration of the item is now listed under the product dimensions.
  14. Close the page.