Report a project slip ready via Profit Order management

You can complete the project slip in Profit Order management.

You configure this in the properties of a project.

Below we describe carrying the packing slip forward to the actual costing. Click here for a general description.

To report a project slip ready:

  1. Go to: Order Management / Sales process / Packing slip.
  2. Select the packing slip.
  3. Click on the action: Report ready.
  4. Click on Yes in the message
  5. Click on: OK.

You can invoice the project slip reported as ready.

Directly to

  1. Integration of Projects and Order management
  2. Set up the integration of Projects and Order management
  3. Set up not invoicing and charging
  4. Add a quotation for sales
  5. Finalise a cost estimate
  6. Add a project slip
  7. Report a project slip ready
  8. Copy a cost estimate/quotation to the actual costing
  9. Complete the actual costing
  10. View a quotation, actual costing and project slip
  11. Projects/Order management purchasing process