Projects - Manage seasons or clients

Modified on Fri, 28 Jun at 10:10 AM

  • Introduction

    Projects is a way to arrange your work into different projects. This allows you to sort and arrange your Product Information and Work Orders by specific projects. Each project may then be part of a project and you can set project specific information on each product and on Work Orders.

    Examples of this are

    1. Seasons
    2. Clients

    You may have a product that is a carry over between seans but you want to tag and manage it individually per season. Another example may be where you have different clients and want to make sure you can separate them between each other.

    Add projects

    Adding projects is simple, you go to settings/projects and create your specific project(s). It is most useful when you have several projects you want to separate.

    Assigning products to projects

    Assigning products to projects may be done in three ways:

    1. Via the general product view
    2. Via the seach/scan multiple view
    3. Via the Work order view of products

    In each of the views you simply selects the products you want to move/change projects on and use the “with selected” button. In this menu you may select “Change project”.

    NOTE: It is very important to assign all products to the various projects. And, a product may exist in several projects.

    Assigning Work Orders to projects

    Once you chose to work with projects you must assign a project to each Work Order. This way you can always tell if you products belong to the right project. When you add products to a Work Order you should avoid adding products from the wrong project. However, it will be possible to do so, you should try to avoid it.

    Showing projects in the products listing

    You can show your projects in the products listing on all views. Simply select the “Column” button on the top right of the product listing and tick the select box called “projects”.

    NOTE: If you are on the Work Order and have products listed that don’t belong to the same project as the Work Order, a small warning sign will be shown.

    Project specific tagging

    You have the option to add project specific tags. These will be individually set for each projects. This means that, if you have a carry over product that exists in two projects, they can have different values in each projects.

    Example: Let’s say that you have tags for different types of photo shots, e.g. one for model photography and one for flatlay photography. In this case you may mark the product for model photography in one project and flatlay photography in the other.

    For creating project specific tags, please see Advanced settings and “Configure product attributes”

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