Projects, quotes and prices

Projects · Quotes · Price library · Cancel project

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Director

Project

Director

Project

1Step 1 of 3

  1. Open a Project from “Projects”
  2. Read its overview, quotations and activity
  3. Press “Cancel project” with a reason when the job stops

Cancelling keeps the Project’s history; the Warehouse releases its held slabs.

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Director · Projects, quotes and prices01

Quotes

Director

Quotes

2Step 2 of 3

  1. Open Sales → “Quotes”
  2. Filter and open a quote

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Director · Projects, quotes and prices02

Price library

Director

Price library

3Step 3 of 3

  1. Open Sales → “Price library”
  2. Add a new item or a new dated rate

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Check

You read every Project and act only where your role allows.

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