Question

Stock items into projects

How can I take an item from stock and add it to a project?

Thank you!

Thanks for reaching out to the Community, Michelle0531.

You can add items from your stock to a project by adding them to sales transaction and assigning it to the project.

Here's how:

Go to Projects and find the one you're working with.
Click its record to open it.
From your Add to project ▼ drop-down list, choose an appropriate transaction type.
Enter the details for your transaction. Be sure to include any stock items you want linked to it.
Select Save and close.

After saving the transaction, any items you added to it will be linked with your project.

I've also included a detailed resource about working with projects which may come in handy moving forward: Create & manage projects

Please feel welcome to send a reply if there's any additional questions. Have a lovely Friday!

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