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Create a project that will span multiple sales orders with a customer

This feature is part of the Landscaping Sales Add-on Module.

You can create projects that will group together multiple sales orders that all relate to the same job.

  1. Navigate to sales section icon Sales, then customers icon Customers.
  2. Double-click on the customer name and find the Projects tab.
  3. Click on Add New icon Add New Project
  4. Enter the Project Name and click Submit.
  5. You may now assign this project to Sales Orders in the Miscellaneous tab near the top of the order.