Furniture Concepts

Each order or quote you place must be assigned a project number. This number ties together all the customer's invoices for the project and allows you to track the project.

 

When placing a new order, you can create and assign a new project number or you can assign the general project number.

 

You use the general project number for any orders that you do not want to assign to a project, such as a one time purchase. When you use the general project number, the customer's account number is assigned as the project number. If there is a name set in the General Project Default Name field in the (LGC) Furniture Order Entry Parameters screen, this name is assigned as the project name. You can take the order directly to an invoice and the order flow is tracked in the same way as other furniture orders.

 

If this is an order or a quote to assign to a project, you should create and assign a new project number. When you create a new project, you must assign a customer for the order or quote. All orders that are placed on this project are tied to this project number and the specified customer.

 

If you need to add another order to the project, you simply select or locate the existing project and add the order to it. You can select an existing project by project number, salesperson, customer, or you can view and choose from a list of all existing projects.