Project versus stock orders
Tell one-off project orders apart from regular stock orders.
Optional
Off until an owner turns it on in Settings, Features. It is on every plan.
When your import marks project work (a job number, a direct-ship flag, or an order type), each order is classified as project or stock; when nothing marks it, it is unknown, never guessed.
Today and the account page show the share of trailing 12-month revenue that is stock, project and unknown. On Detection you can leave project orders out of the rhythm, shrinking and line checks, so a one-off job does not make an account look like it is growing or slowing.
- Where
- Detection, under Project orders; the split shows on Today and each account page.
- Who
- Owners set it; everyone sees the split.