> 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/order-management/projects/new-project.md).

# New Project

When an enquiry lives in emails and notes, details get recaptured and steps get missed. A project keeps each sale in one place in OrderEazi: the client, the products, the quote, and every step until it's done. You create one yourself when a client phones or emails, and orders from your online store or other systems arrive as projects through the API (the connection other systems use to send orders to OrderEazi).

### Before you start

You'll need the **Create New Project** permission, in the **Projects** permission group. If **New Project** isn't in your main menu, ask your OrderEazi administrator to add this permission to your role.

To finish the project, you'll also need:

* **Create Client:** Lets you add a new client from the project. It's in the **Clients** permission group.
* **Create Documents:** Lets you create the quote. It's in the **Projects** permission group.
* **Proceed with Next Steps:** Lets you complete the steps of the project's workflow (the steps your organisation set up for this kind of sale). It's in the **Projects** permission group.

### How to start a new project

1. In the main menu, select **New Project**.
2. If your organisation has more than one workflow, choose one in the **New Project** popup, then select **Confirm**.

OrderEazi creates the project straight away and opens it, with you as its **Sales Rep**. The project number is shown at the top, next to **Project No:**. If your organisation has only one workflow, there's no popup and the project uses that workflow.

### How to add the client and order details

There's no **Save** button on a project. Each change saves when you leave the field, and the page shows "Updated Project Details". Nothing is saved until the project has a client.

1. On the **Client Details** tab, start typing the client's name in **Company Name**.
2. Choose the client from the list.
3. If the client is new, select the **+** next to **Company Name**. Fill in the **Quick Add Client** popup, then select **Create**.
4. Check the contact person's **Name**, **Surname**, and **Email**.
5. Select the **Order Details** tab.
6. Check the **Due Date** and the **Sales Rep**.
7. Enter a **Description** and, if the client gave you one, the **Customer Order Number**.

When you add a new client, the page shows "Client Created". Every field is explained in [Project details](/central/order-management/projects/project-details.md). The **Due Date** starts 15 days after the day you created the project.

If the client is linked to a different workflow, OrderEazi asks whether to switch the project to it. Select **YES** to switch, or **NO** to keep the workflow you chose.

### How to add products

1. Select the **Costing** tab.
2. In the empty row, start typing in **Product Code** and choose the product.
3. Enter the **Qty**.
4. Check the **Supplier**, **Description**, **Unit Cost**, and **Unit Selling** price, and change them if you need to.

To browse instead, select the **Product Search** tab, filter by keyword, brand, supplier, or category, and select **Add to Project** on each product you want. To add many lines from a spreadsheet, use [Import into Project](/central/order-management/projects/import-into-project.md). Every column and line action is explained in [Adding and editing lines](/central/order-management/projects/adding-and-editing-lines.md).

**Example:** You add 10 units of CHAIR-01 at a **Unit Selling** price of R1 250, and 2 units of DESK-02 at R4 800. With no discount, the lines total R12 500 and R9 600.

Add other costs on the tabs below the lines. On the **Expenses** tab, select **Add Expense** for a cost such as installation or equipment hire. On the **Shipments** tab, select **Add Courier** for a courier delivery. The **Shipments** tab appears only when you have a courier app installed.

### How to create and send the quote

> **Warning:** **Create and Email** in step 6 emails the quote to the client straight away. Check the lines, the expiry date, and the client's email address before you select it.

1. At the bottom of the project, select **Create Documents**.
2. In the **Quote** row, select **Create**.
3. Under **Document Settings**, choose anything the client shouldn't see, such as **Hide Product Codes** or **Hide Delivery Date**.
4. Under **Please enter your quote expiry date**, set the **Expiry Date**.
5. Add any comments for the client in the **Comments** section.
6. Select **Create and Email**.

The project opens and shows "Quote Created" and "Please check Email Delivery Status in Outbox". To create the quote without emailing it, clear **Send Email to Customer** before step 6. The button then changes to **Create**.

To download the quote, select the **Documents** tab, open the menu on the quote, and select **Download PDF**. Every option on the quote screen is explained in [Quotes](/central/order-management/documents/sales-documents/quotes.md).

### How to move the project through its workflow

Your project follows the steps of its workflow, such as sending the quote, getting approval, and invoicing. Your administrator sets these up in the [Workflow Manager](/central/order-management/settings/workflow-manager.md).

1. At the bottom of the project, select **Next Steps**.
2. Select the step you've finished. Steps you can complete now are marked **Pending**.
3. In the **Complete Step** popup, fill in anything the step asks for, then select **Complete**.

The project moves on to the next step. Some steps ask a question instead, in a **Resolve Condition** popup: choose the answer under **Choose a path**, and the project follows that path.

Some steps wait for a document. They show a link icon, and hovering over the step tells you what to do, such as "Please complete the following action : Send Quote". Your workflow may complete these steps for you when you create the document.

When the last step is done, the project moves to the final section of its workflow. In the standard workflow this is **Completed**. You can see where the project is at any time on the **Workflow** tab. Locked steps, credit checks, and reopening a step are explained in [Moving a project through its workflow](/central/order-management/projects/moving-a-project-through-its-workflow.md).

**Example:** Your client accepts the quote for 10 units of CHAIR-01. You select **Next Steps**, choose the approval step, and select **Complete**. The **Workflow** tab now shows the approval step as **Completed**, and the step after it becomes **Pending**.

### When OrderEazi stops you

**No client yet:** Adding a product shows "Please select a valid Company before adding products". Choose the client on the **Client Details** tab first.

**No products:** Creating a quote shows "Please add items to your project before trying to create a document." Add at least one product line.

**No description:** Creating a quote shows "Please make sure you have added a description for your project." Enter a **Description** on the **Order Details** tab.

**No valid email address:** Creating a quote shows "Please ensure project client has a valid email address first". Fix the **Email** on the **Client Details** tab.

### What you can't change later

* **The workflow:** Once a step is done, a Sales Order exists, or the order is approved, OrderEazi shows "Cannot Change Workflow" instead of switching it.
* **Product lines:** Once a Sales Order exists or the order is approved, you can't add new lines.
* **The client, branch, and currency:** These lock once a Sales Order exists or the order is approved. If your organisation has turned on **Lock Client After Quote Is Created**, the client locks as soon as a quote exists.

### Related pages

* [Quotes](/central/order-management/documents/sales-documents/quotes.md): every option on the quote screen
* [Import into Project](/central/order-management/projects/import-into-project.md): add many product lines from a spreadsheet
* [Project History](/central/order-management/projects/project-history.md): see everything that has happened on a project
* [The Default Workflow](/central/order-management/settings/workflow-manager/the-default-workflow.md): the steps in the standard workflow
* [Clients](/central/order-management/clients.md): add and manage the clients you sell to