# What is Project/Class?

Classes (or Projects, however you prefer to call them) are used to categorize all transactions in the system. For example, you may create classes such as Wholesale, Retail, and e-Commerce. Subsequently, you can create sub-classes within e-commerce to classify 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.

### Creating a Project/Class

Creating a project/class involves entering basic information such as the name, code, and description of the project/class and then selecting the category to associate with the project/class. 

{% hint style="info" %}
*To create a Project/Class, go to: **Menu > Accounting > Project/Class***
{% endhint %}

<figure><img src="/files/LR1WFLGzJPoa7u686nbx" alt=""><figcaption></figcaption></figure>

#### Project Header Fields

<table><thead><tr><th width="207">Field</th><th>Description</th></tr></thead><tbody><tr><td>Name</td><td>Enter the name of the project/class.</td></tr><tr><td>Is Sub Project</td><td>Check this box of this is a sub-project.</td></tr><tr><td>Select Parent Project</td><td>If you are creating a sub-project, select the parent project from this dropdown.</td></tr><tr><td>Code</td><td>Enter a code for the project/class.</td></tr><tr><td>Description</td><td>Enter the description for the project/class here.</td></tr><tr><td>Category</td><td>Select a category to associate with the project/class. You can create the category in the "Project Category" </td></tr><tr><td>Status</td><td>Select the status of the project/class. The status provides an overview of the project's progress and indicates whether a project/class is "Not Started", "In Progress", "Completed" or "Invalid.  </td></tr></tbody></table>

Once all the required information is set, click on "Save" to create the project/class.&#x20;

All the projects created in the system are listed in the Project/Class Centre.

<figure><img src="/files/mhcWu2zsvJYjDJEucMWI" alt=""><figcaption></figcaption></figure>

### Project/Class Info

The **Project/Class 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. The Project/Class Info module can be divided into three sections: Header, Metrics, and Details.

<figure><img src="/files/wYavqWOkAjLhRA7MzFkA" alt=""><figcaption></figcaption></figure>

#### Project/Class Info Header&#x20;

Search and select the Project/Class in this section to view its basic details, such as description, status, code, and category.

<figure><img src="/files/VlDqzDmgYYslEyH1fwkV" alt=""><figcaption></figcaption></figure>

#### Project/Class Info Metrics

This section gives you a breakdown of the key metrics corresponding to the Project/Class.

<figure><img src="/files/1QpD753Vmw3XO7ojIiai" alt=""><figcaption></figcaption></figure>

* **Sales:** See a breakdown of the project’s and its sub-project's sales; drill down further to see more details.
* **Expenses:** See a breakdown of the project’s and its sub-project's 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.

#### Project/Class Info Details

In the last section of this module, you can see the transaction details associated with the Project/Class.&#x20;

This is further subdivided into three sub-sections:

1. **Transactions**: This section lists all the transactions associated with the Project/Class. Use the search fields to refine and filter the data as needed.

   * **Project/Class:** Select the projects for which you want to view the transactions. This comes in handy when the selected project/class further has sub-project(s).
   * **Transaction Type:** Specify the type of transaction you wish to view.&#x20;
   * **Date Filter:** The date filter lets you narrow down the transactions to within a date range.

   <figure><img src="/files/4NGZW3Qho9xJLvHlYyeh" alt=""><figcaption></figcaption></figure>
2. **Orders & Estimates:** This section lists all the sales orders and estimates associated with the Project/Class. Use the search fields to refine and filter the data as needed.

   * **Project/Class:** Choose the specific projects for which you want to view the orders and estimates.
   * **Type:** Select which type of order to view: Estimate, Sale, or Transfer.
   * **Status Type:** Select the status for which you want to view the orders.
   * **Date Filter:** The date filter lets you narrow down the orders to within a date range.<br>

   <figure><img src="/files/AwZhaFEKvYnG9B6CmfIc" alt=""><figcaption></figcaption></figure>
3. **PO Info:** This section lists all the purchase orders associated with the Project/Class. Use the search fields to refine and filter the data as needed.

   * **Project/Class:** Select the projects for which to view the purchase orders.
   * **Status Type:** Select the status for which you want to view the purchase orders.
   * **Date Filter:** The date filter lets you narrow down the orders to within a date range.

   <figure><img src="/files/WITbpNJRTevGzi4hpz5I" alt=""><figcaption></figcaption></figure>


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