Project Register: Sales and Invoicing

View - Project - Project register - Sales and Invoicing

The Sales and Invoicing tab is where you register new orders related to the project.

The two columns furthest to the right, Total excl. VAT and Total project excl. VAT, may show different sums, because:

By selecting the check box Project under User Settings in the Sales and Invoicing module, the Projects column appears under the Product lines tab. The column allows you to specify which project each product included in an order belongs to. This means that an order can be classified as one project in the Project drop-down list in the upper half of the order card, while the products in the order can be registered to other projects.

For this reason you have two separate columns in the Sales and Invoicing tab. The column Total excl. VAT shows the total amount of all products included in the order, while the Total project excl. VAT column shows the amount for the products belonging to the specific project included in the order.

The Filter drop-down list acts as a filter, providing you with an overview of various order and offer statuses.

How to create an order relating to the project

  1. Click New to create an order related to the project.
  2. In the screen that opens select contact and company contact. The Sales/Invoicing module opens automatically with the contact information.
  3. View the chapter on Sales/Invoicing for a detailed explanation on how information is registered. When you have completed the order you close the module and return to the Sales/Invoicing tab in the project register.
  4. Click the Edit button to change an order you created.

The Sales/Invoicing module will open and you can make the amendments you wish.

The Created from drop-down list enables you to see where the order was created. Available options include viewing All orders regardless of where they were created. You can also filter orders registered in the Sales and Invoicing module. If you select Sales and Invoicing from the pull-down menu, the orders that were marked with the particular project in the order card, will show in the list on the tab. You can also select Project register and filter orders that have been created in the Sales and Invoicing tab in the Project register.

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The Project Register