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Anytime you need to create a new order in commonsku, you'll always start by creating a project. Projects are like a file folder; they store all of the information about your opportunity or order in one accessible location.
On this page:
Project overview
A project's overview allows you to:
- Capture critical details about your sales opportunity or order
- Maintain effortless communication between teammates
- Assign tasks and tag your teammates
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Once you make a project, you can:
- Create sales forms such as presentations, estimates, and sales orders
- Create client invoices
- Log supplier bills
- Calculate commissions
- Forward emails to the project's overview
- Close/cancel a project
- Delete a project or form
Learn more about all the different customizations for your projects!
FAQ
- Can I change clients in a project?
- How does the project workflow work?
- What is a project portal?
- Can I print a project?
Can I change clients in a project?
If you created a project for the wrong client:
- Create a new project
- Copy/paste any notes from the original project to the new project's overview
- Go back to the original project and click Actions > Delete Project
- Select "Yes" to delete the project
How does the project workflow work?
The project workflow moves from top to bottom. There is no way to work backward in a project without deleting later sales forms or copying a form to a new project. That means that you won't be able to create a presentation if you have already made an estimate or sales order.
What is a project portal?
A project portal is an information hub that keeps your client updated on the status of their order. They can view and download forms from the project, comment on their presentation, approve their sales order, and approve decorator proofs in one location.
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Can I print a project?