Projects
Track longer client jobs — name, status, dates, budget, and optional client contact.
Business Suite · Ops & people
Caminho: Store → Projects
Definição
A Project is a work job that is bigger than a single product sale (for example a custom order or client engagement). You store a code/name, status, dates, budget, and optionally link a Party (a business contact in your directory). Confirm the Projects menu is unlocked on Store → Billing.
What you need
- Professional+ when Projects appears under Store.
- Optional: Parties list for linking a client.
Simple example: Project “School uniform batch — March”. Status active, budget ৳50,000, end date 31 Mar. Update status to completed when delivered.
What you can do
- Create a project with code, name, and status (active / on hold / completed / cancelled).
- Link a client party when useful.
- Set dates and budget; edit as the job changes.
Nota: For repair-style tickets, see Service jobs. Parties explained in Core concepts.