Projects-Positions-Process

Projects : Positions : Process

The general data for the item, such as item number, description, etc., is maintained in the Operation sub-tab.

If the transaction is an offer or an order, the layout changes:

All information except the project number and the comment is taken directly from the quotation or order.

Transaction references (quotations, orders) are entered using drag and drop. A link can be deleted using the “Delete”¹ toolbar icon. Only the relationship to the quote / order is deleted, not the quote / order itself.

¹delete