Projects¶

There is now a new menu option called ‘Projects’ which is above ‘Bought In Order Tracking’ in the ‘Order Processing’ menu.
This displays the form that is currently displayed in the Quotations > Projects button. A column has been added for ‘Rep’.
When a project is added or amended, there is a field for ‘Rep’ which will look up the Fitters table (as usual).
When you click on the + sign, currently it shows orders related to the project.
When the orders are shown, columns for Order No, Date Entered, Invoice No, Invoice Date, Sidemark (Cust Ref), Status, Net Total are now displayed.
It is possible to edit the order from this form (if the user has permission).

For additional information please check the Project Management section.