> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/getting-started/quick-start-guide.md).

# Quick Start Guide

The quickest way to learn OrderEazi Central is to take one project from start to finish. A project is one enquiry or sale, whether a client phoned it in or it arrived from your online store. This guide walks you through creating a project, sending a quote, and moving the project through its workflow.

### Before you start

If OrderEazi hasn't been set up for your organisation yet, work through the [Setup checklist](/central/getting-started/setup-checklist.md) first. Otherwise your quote goes out without your logo, banking details, or terms.

You'll need:

* **Create New Project:** To start a project, in the **Projects** permission group.
* **Create Documents:** To create the quote, in the **Projects** permission group.
* **Proceed with Next Steps:** To move the project through its workflow, in the **Projects** permission group.

### How to create your first project

1. In the main menu, select **New Project**.
2. If you're asked to choose a workflow, choose one from the list and confirm. If you can only use one workflow, the project opens straight away.
3. In **Company Name**, choose the client. If the client is new, select **+** next to the field and add their details.
4. In the order details, check that the project uses the right workflow and is linked to the right sales rep.
5. Add your products on the **Product Search** tab, or add lines on the **Costing** tab. Each line needs a SKU (the product code), a supplier, a description, and a unit selling price.
6. Add courier details or expense lines, if the project needs them.

See [New Project](/central/order-management/projects/new-project.md) for everything you can add to a project.

### How to send the quote

> **Warning:** **Create and Email** sends the quote to your client as soon as you select it. Check the lines and prices before step 3.

1. Select **Create Documents**, then **Quote**.
2. Choose what to hide on the quote, check the expiry date, and add any comments.
3. Select **Create and Email**. If email is turned off for quotes, the button says **Create** and nothing is sent.

The quote is emailed to your client. To download it, open the **Documents** tab on the project. See [Quotes](/central/order-management/documents/sales-documents/quotes.md) and [Quote approval by your client](/central/order-management/documents/sales-documents/quote-approval-by-your-client.md).

### How to move the project forward

1. When your client accepts the quote, select **Next Steps** on the project.
2. Select the step you've completed.

The project moves on to the next step in its workflow. When every step is done, the project moves to **Completed** in [My Workspace](/central/order-management/my-workspace.md).

**Example:** A client phones for 50 branded golf shirts. You create a project, add 50 of GOLF-SHIRT-NAVY at R185 each, and select **Create and Email**. Two days later the client accepts, so you select **Next Steps** and complete the step your workflow uses for an accepted quote. The project moves on to the next step, such as ordering the shirts from your supplier.

### Related pages

* [New Project](/central/order-management/projects/new-project.md): everything you can add to a project
* [The Default Workflow](/central/order-management/settings/workflow-manager/the-default-workflow.md): the steps a project goes through
* [My Workspace](/central/order-management/my-workspace.md): find and follow up your projects