Projects App

General
- Pipeline Management (9 min)
- Main Screen Overview (1 min)
- Creating a New Project (Stages & Tasks) (9 mins)
  
  10 xp
- Worksheets (4 mins)
- Project Documents (3 mins)
- Importing Your Equipment List (4 mins)
- Call Offs Pick Ups (6 min)
- Customer Unavailable for Signing (1 min)
Inventory
- Transferring Additional Inventory to a Project (2 mins)
Rental & General Quoting
- Planholders (5 min)
- Quote Creation - Transactional Rental (5 mins)
- Rental Quote Package System Pricing (5mins)
- Adding Multiple Systems (8 mins)
- Quote Creation: unique Unit of Measure (4 mins)
- Quoting: Showing the Equipment List (3 mins)
- Quoting Rental Multiple Serialized Units Line Item (3 mins)
Sales Quotes
- Creating a Sales Quote for a Global Pump Unit (3 mins)
Activation Process
- Project Activation Process Overview (7 mins)
- Project App - Project Activation for Admins (7 mins)
Quoted in MDI & Importing Equip
- MDI Quoted Projects (2 mins)
- Importing Equipment Lists from MDI Quoted Jobs into Odoo (3 mins)
- Quoted in MDI & Importing Equip from MDI Quote (10 mins)
Logistics
- Selling Damaged Inventory (1 min)
- Log PCOF Task (2 mins)