Orders, Dispatch and Projects
Products and sales orders, the configurable dispatch workflow, and the project workspace: creation, views, milestones, templates, Gantt and roadmap.
ORD-01Manage the Products CatalogueAll editions. Core feature - no add-on required. Per-warehouse stock figures on a product require the Purchase add-on module.ORD-02Create and Process Sales OrdersAll editions. Core feature - no add-on required. Inventory deduction on dispatch requires the Purchase add-on module.ORD-03Configure the Order Dispatch WorkflowAll editions. Core feature - no add-on required. Inventory movement by dispatches additionally requires the Purchase add-on module.ORD-04Manage Dispatches and Record Delivery ProofAll editions. Core feature - no add-on required. Warehouse stock deduction on confirm and ship requires the Purchase add-on module.
PRJ-01Create and Manage ProjectsAll editions. Core feature - no add-on required. The Budget tab requires the Budget add-on module and the roadmap view requires the Project Roadmap add-on module.PRJ-02Use Project List, Calendar and Card ViewsAll editions. Core feature - no add-on required. The budget health block inside the card view requires the Budget add-on module. Solar, Construction and Manufacturing card details appear only in those editions.PRJ-03Create and Complete Project MilestonesAll editions. Core feature - no add-on required. BOQ utilisation figures in the milestone invoice preview require the Manufacture add-on module.PRJ-04Create and Use Project TemplatesAll editions. Core feature - no add-on required.PRJ-05Import a Project Template from ExcelAll editions. Core feature - no add-on required. The cost mapped to project budget is only usable as a budget when the Budget add-on module is enabled.PRJ-06Use the Gantt ChartAll editions. Core feature - no add-on required.PRJ-07Use the Project RoadmapAll editions. Requires the Project Roadmap add-on module to be enabled for your account by an Administrator.PRJ-08Configure Project SettingsAll editions. Core feature - no add-on required.
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