> 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/project-details.md). # Project details If the client, address, or due date on a project is wrong, every document you create from it is wrong too. The **Details** tab at the top of a project holds those details in OrderEazi. Each change saves as soon as you leave the field, so there's no **Save** button. ### Before you start You can view the **Details** tab on any project you can open. A few fields need their own permission to change, in the **Order Details** permission group: * **Edit Due Date:** Change the **Due Date**. * **Edit Sales Rep:** Change the **Sales Rep**. * **Edit Client Details:** Choose a different saved address for the client. Adding a new client from the project needs **Create Client**, in the **Clients** permission group. If a field you need is greyed out, ask your OrderEazi administrator. ### How saving works When you change a field and move on, the page shows "Updated Project Details". If it can't save, it shows "Failed to update project details." followed by the reason. The **Description** saves on its own and shows "Updated Project Brief". The bar across the top of the project shows the project number, the client, the project's status, its revenue, the sales rep, the currency, and the tax type. ### Client Details 1. In **Company Name**, start typing the client's name and choose the client from the list. 2. If the client is new, select **+** next to **Company Name**, fill in the **Quick Add Client** popup, and select **Create**. 3. Check the contact's **Name**, **Surname**, and **Email**. Choose a different contact in **Additional Contacts** if you need to. To add more than one email address, separate them with a comma or a semicolon. To put back the details saved on the client, select the reset icon next to **Company Name**. Some changes ask you to confirm: * **Changing the client when details are already filled in:** OrderEazi asks whether to **Keep Existing** details or **Update Details** from the new client. * **Choosing a client linked to a different workflow:** Select **YES** to switch the project to that workflow, or **NO** to keep the one you chose. Once the project has a sales order, an approved order, or a completed step, you see "Cannot Change Workflow" instead. * **Choosing a client assigned to another sales rep:** OrderEazi warns you who the client belongs to before you carry on. If your organisation has turned on **Lock Client After Quote Is Created**, you can't change the client once a quote exists. You see "The client cannot be changed because a quote has been created on this project." ### End User Details When the goods go to someone other than your client, such as a branch or your client's own customer, add them as an [End User](/central/order-management/clients/end-users.md). The **End User Details** tab only appears once your organisation has end users. 1. Select the **End User Details** tab. 2. In **Search for an End User**, choose the end user. 3. To deliver to them, tick **Deliver to End User**, then confirm. The project's shipping address is replaced with the end user's address. The client is still the one you quote and invoice. ### Address Details and Delivery Details On the **Address Details** tab, set the **Ship To Address** and the **Billing Address**. Tick **Same as Billing Address** if they match. On the **Delivery Details** tab, set the **Earliest Delivery Date**, the delivery type, and any delivery instructions for the courier or driver. ### Order Details * **Due Date:** The date the order is due. It starts 15 days after you create the project. A date in the past shows "Please note that the selected delivery date has passed." * **Expected Close Date:** When you expect the client to decide. * **Customer Order Number:** Your client's order number. If your organisation requires it, it's marked with an asterisk and you can't approve the order without it. * **Customer Order Reference:** A reference sent by an integration. It only appears if your organisation shows it, and you can only change it if your organisation allows edits. * **Additional Order Reference:** Any other reference you want to keep, up to 32 characters. * **Workflow:** The workflow the project follows. * **Account Manager:** The client's account manager. You can't change it here. * **Sales Rep:** The person responsible for the project. It starts as whoever created the project. * **Description:** What the project is for. If your organisation requires one, you can't create documents until it's filled in. If your organisation checks for duplicate customer order numbers, entering a number already used shows "This Customer Order Number has already been used on:" and the projects that use it. **Example:** Your client sends purchase order PO-7781 for 20 office chairs. You enter PO-7781 in **Customer Order Number**. Later, a colleague enters PO-7781 on another project for the same client, and OrderEazi shows that it's already used on your project. ### Disable Followups Tick **Disable Followups** to stop quote follow-up emails for this project. Clear it again to start them again. New follow-ups aren't created while it's ticked. A message confirms that follow-ups are muted or unmuted. **Disable Followups** is hidden when your organisation has no quote follow-ups set up, or when follow-ups are turned off for the project's sales rep. You can also turn follow-ups off for everything a user sells, on [Edit User](/central/order-management/settings/manage-users/edit-user.md). ### Exchange rates When the project uses a foreign currency, select the revenue figure in the top bar to open **Exchange Rates**. Choose **Live** or **Configured** rates for each supplier and for the client. Changing a supplier rate asks "Update supplier cost?" before it changes the cost on the lines. ### When details are locked Once the project has a sales order or an approved order, the client, currency, branch, and **Sales Rep** are locked. The contact details lock once the warehouse has started checking the order. Projects that have been declined or cancelled can't be changed at all. ### Related pages * [Adding and editing lines](/central/order-management/projects/adding-and-editing-lines.md): add products to the project * [End Users](/central/order-management/clients/end-users.md): deliver to someone other than your client * [Project options](/central/order-management/settings/organization-setup/system-settings/project-options.md): the settings that make fields required or locked