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Project (Project, Contract Sales, Rental) Workflow Overview

Used for businesses that deals with project, contract sales or rental of products or equipment across multiple ongoing projects.

Gigi Nguyen avatar
Written by Gigi Nguyen
Updated this week

See workflow diagram for more*

How can you use EMERGE's Project Workflow for your business?

  • Rent out products from your warehouse

  • Create and manage multiple rental projects at once

  • Keep track of rental products inventory of each project

  • Track what’s currently in use, what’s available, and what’s missing

  • Purchase extra stock if current inventory isn’t enough

  • Transfer stock between projects

  • Receive products back to in-stock warehouse after project is finished

  • Manage all documents belong to a project in one page

  • Record damages or usage for compensation charges

  1. Overall flow

2. How to create a project?

  • Go to project listing page / click New Project

  • Input Project name & a Customer this project belongs

3. How to create a Rental Sales Order?

  • Go to Project detail page / click Rental Sales

  • Add the products that you want to rent with Quantity and Rental Unit Price

4. How to see the Rental Sales Order list belongs to a project?

  • Go to Project detail page / click Rental tab

    • List of rental sales orders

    • Shipment issue status of each Sales Order

5. How to deliver the stock to the Project's warehouse?

  • Go to the Rental Sales Order

  • Click on Shipment / Pack all standard items

  • Select the outgoing location and necessary information

  • Click button Deliver

6. How to return the stock from Project's warehouse back to Instock's warehouse?

  • Go to Project detail page

  • Click button Stock Transfer

  • Select To Location = the Location you want to transfer back the items

  • Select the Items you want to return.

  • Select To Section

  • Input Qty

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