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.

To create a Project/Class, go to: Menu > Accounting > Project/Class

Project Header Fields

Field
Description

Name

Enter the name of the project/class.

Is Sub Project

Check this box of this is a sub-project.

Select Parent Project

If you are creating a sub-project, select the parent project from this dropdown.

Code

Enter a code for the project/class.

Description

Enter the description for the project/class here.

Category

Select a category to associate with the project/class. You can create the category in the "Project Category"

Status

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.

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

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

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.

Project/Class Info Header

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

Project/Class Info Metrics

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

  • 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.

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.

    • Date Filter: The date filter lets you narrow down the transactions to within a date range.

  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.

  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.

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