Getting Started: How to create a new project

In Winner Bizz, users can start a new project for a customer.

Note: Users who have imported existing projects from Winner Flex or Winner Bizz should proceed to the next step, Getting Started: How to print and send sales documents.

Creating a new project

At the Homepage:

1. Select Sales > Customer. 
   
   
2. In the Customers list, locate the desired customer, right-click the customer's name and select Design > New project.
   
   
3. In the New project window, enter the desired information into the fields:
   
   
   • The Project name by default uses the customer's name, but if the same customer has more than one project, the user may wish to give the projects different names.
     
     
   • The Alternative name is by default named Alternative - 1, with subsequent alternatives being named in number sequence, for example, Alternative - 2 and Alternative - 3. Users may wish to enter a more specific name for easier recognition. 
     
     
   • The Milieu is the type of alternative being created, click the drop-down menu to select a room type.
     
     
   • The VAT profile is the level of tax being applied, click the drop-down menu to select a different tax level if the default is not correct.
     
     
   • The Payment calendar sets the timetable for generating invoices, click the drop-down menu to select the appropriate payment schedule.
     
     
4. Users can now click Create design, to create and open a new design, click Create quotation only to create a quotation for the project, or click Create project only to create the project without an alternative. 
   Note: If the user wishes to Create project only, they do not need to enter an Alternative name.

Next step: Getting Started: How to print and send sales documents

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