What is a Project/Class?

You can create Classes (or Projects, however you prefer to call them) for the purposes of classifying all transactions in the system with a category. For instance, you may create a Wholesale and Retail class, then an e-Commerce class. Then you might create sub-classes underneath e-Commerce that classify all your different e-Commerce channels (Amazon, Shopify, etc). This is a good way to group Orders together and you can even run reports showing you how your Wholesale is doing versus your Retail and e-Commerce.

To create a Class and classify transactions with that class follow the steps below:

  • Navigate to the Project/Class module.
  • Create a Class by filling in the Name, Code, and Subclass (if necessary).
  • View and confirm your Class structure in the Project Centre.
  • You can now annotate orders or transactions with the class you created.

The Project Info module is a good way to quickly overview all the information about a project and any of its sub-projects. You can view its Sales, Expenses, Invoices, Bills, Transactions, and Orders/Estimates.

 

Search Project/Class

  • Search and select a project here to view its details.

Sales

  • See a breakdown of the project’s and its sub-projects sales, drill-down further to see more details.

Expenses

  • See a breakdown of the project’s and its sub-projects expenses, drill down further to see more details.

Invoices

  • See the total number of invoices associated with the project and the total amount.

Bills

  • See the total number of bills associated with the project and the total amount.

Transactions

  • Project/Class: Select the projects for which to view the transactions.
  • Transaction Type: Here you can select which type of transactions view below.
  • Date Filter: A date filter lets you narrow down the transactions to within a date range.

Orders & Estimates

  • Project/Class: Select the projects for which to view the orders and estimates.
  • Type: Here you can select which type of order to view.
  • Status: Here you can select which status to view for the orders.
  • Date Filter: A date filter lets you narrow down the orders to within a date range.

PO Info

  • Project/Class: Select the projects for which to view the purchase orders.
  • Status Type: Select the type of purchase order to view.
  • Date Filter: A date filter lets you narrow down the orders to within a date range.

 

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