Create a New Enquiry
will create a new project at 'Enquiry' stage, which anticipates that the project
will go through estimating and customer acceptance phases. If work is to start
immediately you should instead start the project at the 'Awaiting Work' stage
- see create a new contract.
to the Project Management plug-in;
- Click the 'New Enquiry'
button at the top of the projects list (this is the first of the two new project
- A wizard
will open that guides you through the rest of the creation process.
- The wizard will allow
you to select an existing customer
and product or create new ones.
- A project code will either
be generated automatically or you will have to enter it yourself, dependent
on your code settings.
- If you are using
multiple currencies, the wizard will also ask for a base currency
and an exchange rate for the