Create Projects

Create a Project is the second step in the Quick Start process (after Add a contact.) After completing this step, go to Create a Quote to configure products for your client.

Create a Project

A Project in Commercio Orders is for managing Quotes and Purchase Orders. Projects can be created from the Projects tab in the a contact's main page.

To create a Project:

1. Go to the Contacts list and open the contact for which you want to create a project.
2. Click on Create project to display a popup where you can enter information for the project. 

If you choose "Yes, create a quote", the project is added to the project list and you are taken to the Quote screen. If you choose "No, create a quote later", your project is only added to the project list for this client. The project will display in the list but there will be no arrow to expand/collapse since no quote exists. 

Updated July 03, 2025 14:54