Assigning Orders to a Project

There are two methods that can be used to assign an order to a project:

1. From the account screen, click on the Project tab.

   1. Type the project ID or the start of the project Description and press ENTER.

   2. This will bring-up the project.

   3. Click on the New Quote or New Reservation icon.

   4. Once this order is open, you will see that the “Project” field of the order reflects the project you started this order under.

2. If you have already created an order, begin by opening the order.

   1. Click on the Information tab.

   2. Click on the magnifying glass next to the “Project “ field.

   3. Search for the project using the ID or Description.

   4. Double-click on the project to select it.

   5. You will be returned to the Information tab of the order and the “Project” field will reflect the ID of the project you’ve selected.