A builder's project across its quotes, orders and deliveries in stages
The customer asks: One builder's job kept as a project, with its quotes, orders, deliveries in stages and invoices named to it and listed together
- Verdict: Ready, with limits (3)
- Door: Manifest · area: Documents and print › Your own records, fields and buttons
- Recipe: Project quotes and deliveries by stage
- Sample: S60 — Project quotes and deliveries by stage (pp_pqt)
- Checked: 2026-10-30 · bench
What you build
The builder's project as your manifest's own record type: the builder (a customer), the site, the dates and the stages planned. A Project field of one name on the quote, the order, the delivery and the invoice, and a Stage field of one name on the lines of the quote, the order and the delivery, so Desk's own Create carries both from the quote to every delivery and invoice. The till's sales and orders get a Project field of their own name, so the till day's combined invoice does not take it. A print format, the project sheet, lists the job's documents with the viewer's own rights; each document list filters by project.
Limits
- The till does not name the project: a till sale or order is named in Desk after it is booked, by an Accounts User, and a till order's Sales Order by the trade desk; a till quote is not named (its sale or order is). Naming it at the till is a version of your own.
- A manifest's Connections cannot list the retailer's documents under the project, and a report it ships cannot name a field it adds to the Sales Order: the sheet and the lists' filter do that work.
- The project holds no money; the quotes, orders and invoices do.
Tell the customer
Each builder's job is one project: its quotes, orders, deliveries in stages and invoices are named to it and listed together on one sheet, so the counter and the office see where the job stands.
What next
- Tell the customer the 3 limits above, and write them into the proposal.
- Follow the recipe: Project quotes and deliveries by stage.
- Copy the sample: S60 — Project quotes and deliveries by stage (pp_pqt), and change it.
- Build and test it on your sandbox (request one if you have none; what is on it).
- Run the checks: your own tests, the kit's checks and the money kit's release gate (testing and release).
- Release through the customer's own release gate (14. Testing and release); an app other shops install goes through the App library.
Install it on your sandbox the way the shop's administrator will; the checker refuses a manifest that declares code.
Related needs
- Each repair, test and spare part kept against the unit's serial number, from intake to hand-over, with the unit's whole service history in one place — Ready, with limits (4)
- A button on a record that rechecks stock in our ERP or assigns a pick route — Ready, with limits (1)
- Donated goods taken in with the donor's details, by kind and condition, and a donor receipt given at intake — Ready, with limits (3)
- Extra fields on a purchase order and its lines, a goods receipt, a stock transfer, an expense or the till close — Ready, with limits (1)
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