Projects
Factory tenants only. A project is one client job: its pieces, the ten stages it moves through, and who says yes at each step.
Factory tenants only. Projects and Clients appear for a factory. A restaurant or cafe tenant does not have these pages.
A project is one job for one client: a set of furniture pieces, a promised
date, and the money that goes with it. Each project has a number such as
ORD-2026-0231. The number restarts each January.
You find projects under Projects in the side menu. Clients sits beside it and holds the people and companies you make things for.
What is on a project
- The client and a short title for the job.
- Pieces. Each row has a description, how many, and a price. A row is either made to order or taken from stock. One row can be many pieces: a table and 8 chairs is 2 items and 9 pieces, and the project page says so. When a row is not a whole number (1.5 metres), the page counts items only.
- A route for each made-to-order piece: the production units it passes through, in order (for example Woodwork, then Upholstery).
- A kind. A new design needs drawings checked before it is made. A repeat is something you have made before.
The ten stages
A project moves through ten stages. The page shows the stage it is at and who it is waiting on. Nobody sets the stage by hand. It moves when the step before it is done.
- Enquiry. The project is written down with its pieces.
- Dates. The client agrees the promised date.
- Design. The client approves the design. A repeat skips this stage.
- Advance. The advance payment is confirmed.
- Good for production. Someone checks the job is ready to make.
- Production. The pieces are made.
- Final check. The finished pieces are checked.
- Balance. The rest of the payment is confirmed.
- Dispatch. The pieces are released to go out.
- Delivery. The client signs off.
Who says yes at each step
Some steps need a yes from a person with the right role. The page shows a button to the person who can do the step. Everyone else sees a line that says who can.
| Step | Who can say yes |
|---|---|
| Dates agreed, design approved | The person running the project |
| Advance paid, balance paid | Accounts |
| Good for production, new design | The owner |
| Good for production, repeat | The GM |
| Final check | A manager, the GM or the unit’s manager |
| Dispatch | The GM |
| Client sign off | The person running the project |
Two rules always hold:
- A second person confirms money and approvals. The person who made the project cannot confirm its payments or mark it good for production. This is true for the owner too.
- A yes can be opened again. Opening a step again is written down as a new entry. Nothing is erased. The History tab shows every change.
Roles
- Accounts can read every project and confirm payments. Accounts cannot change pieces or stock.
- GM can make and change projects, and approve a repeat for production.
- Managers can make and change projects.
- The owner can do every step, except confirm money or approve a project the owner made.
Accounts and GM are company-wide roles. They see every project. For other roles, what you can do on a project follows the site you are working in.
Coming Soon
- Production batches made from a project’s pieces
- The final check, balance, dispatch and delivery steps