Step 1: Create a Project for a Customer
- Within the customer profile, click the 'CREATE PROJECT' button.
- Name the project and assign a customer, as well as any associated sales orders or documents.
Step 2: Track Project Costs and Progress
- The system allows you to assign costs, track progress, and monitor project delivery timelines.
Step 3: Manage Multiple Projects
- For each customer, you can create and manage multiple projects, ensuring every customer-specific project is handled efficiently.
Ready to transform your manufacturing process?