Projects
Projects are an optional grouping above orders, quotations and invoices. Use them for long-running customer contracts, tenders or larger one-off jobs.
URL: /projects · create /projects/create
Key fields
| Field | Notes |
|---|---|
| Project number | Auto via sequence |
| Name | Free description |
| Customer | Required — from Customers |
| Start / end date | Optional |
| Budget | Optional — for margin tracking |
| Status | active, on_hold, closed |
| Tags | For filtering and reporting |
Use
- Link an order or quotation to a project to group everything under it.
- The project page shows totals: revenue, cost, margin and number of shipments.
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