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
See Configuring a Customer Order.
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
See Configuring an Item from a Customer Order Line.
Estimates or Estimates Quick Entry
See Configuring an Estimate.
Estimate Lines
See Configuring an Estimate Line.
Estimate Job Orders
See Configuring an Estimate Job.
Job Orders
See Configuring a Job or Item.

Note: When you are in a configuration session, the system prevents you from accessing any CloudSuite Industrial forms or online help.