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• Customer Order: To record the goods and services requested by the customer in this project.
• Inventory Write Off: To register the issue of inventory items needed for the project form a warehouse.
• Invoice: To bill the customer (client) for the provided goods and services rendered within the project.
• Invoice Received: To register the purchase of goods and services required for the project.
• Purchase Order: To order the goods and services required for the project.
• Quotation: To set the prices to be offered to the customer.

Creating a Hierarchical Structure of Projects

To add a group (folder), click the Create Group button on the form toolbar. This opens the Projects (Create folder) dialog box. In the Description field, enter the description of this group (folder).

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You can move the projects between folders by drag-and-drop method or by selecting another folder to hold a particular project (when editing this project).

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See also