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ProjeQtOr free project management software - Order management - ProjeQtOr

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Order management

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07 Fév 2019 10:27 #1 by lsigroup
Order management was created by lsigroup
Hi,

In my activity, i need to manage orders called "TMA" in french paid in advance by customer and consummed all along the year. Those orders are never closed as customer can buy news days of work that are added to the same order every year.
So is this case manageable in the application? If yes, how?
Is it possible to get a counter linked to the order to track the consumption depending on tickets for example?

Thanks for your help.

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08 Fév 2019 09:36 #2 by babynus
Replied by babynus on topic Order management

orders are never closed as customer can buy news days of work that are added to the same order every year.
So is this case manageable in the application? If yes, how?

New days mean new order !.
You deal with a "contract" that have several orders...
We dont' manage contract, but I'm not sure it is important : you can just manage orders that refer in Reference the same contract.

Babynus
Administrator of ProjeQtOr web site

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08 Fév 2019 09:40 #3 by babynus
Replied by babynus on topic Order management

Is it possible to get a counter linked to the order to track the consumption depending on tickets for example?

There is no "stock management" in projeqtior.
But order add validated work to project.
In fact, new order should be copied into a new activity, with validated and assigned days.
Then, each ticket is linked to the activity (through field Planning Acitvity).
You'll have summary of tickets on the activity.

Babynus
Administrator of ProjeQtOr web site

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08 Fév 2019 11:03 #4 by lsigroup
Replied by lsigroup on topic Order management
I do not understand your last reply. You say that Projeqtor do not manage Contract, but order can refer the same contract, so is there a contract management feature or not?

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08 Fév 2019 11:46 #5 by babynus
Replied by babynus on topic Order management
No, there is not "Contract Management", no item called Contract Exist.
But you can use the field "Reference" to enter the reference of a contract (or anything else, as you wish)

Babynus
Administrator of ProjeQtOr web site

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