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