Configuring Items From Transactions

Users can launch NetSuite CPQ Configurator from eligible transactions. For more information about eligible transactions, see Selecting Eligible Transactions.

The basic workflow to configure items is the following:

1. Open or create an eligible transaction.

2. Click the Configure button.

   Alternatively, click the arrow on the Configure button and select a specific product or product category.

3. Select a product on the Select Product page.

   This page provides an overview of all products representing the configurable items.

4. Configure the item on the user interface.

5. Click Submit & Close to add the configured item to the transaction. This button also closes the user interface.

6. Save the transaction.

To modify a configured item, open the transaction for editing and click the Edit Config button on the configured line item.

General Notices