ADD PROJECT & CUSTOMER

Add Project

When you click the Add Project button on the Manager Dashboard, the Add/Modify Project form opens, allowing you to create a new project or modify an existing one.

Project Details

• Project Name: Text field to enter the name of the project.
• Customer Name: Field to specify the customer associated with the project. A search icon allows you to search for and select an existing customer.
• Project No: Text field for a unique project number or identifier.
• Description: Text area to provide a detailed description of the project.
• RFQ Date: Date picker to set the Request for Quotation date.
• Expected Completion Date: Date picker to set the project's expected completion date.
• Target Lead Time (Weeks): Field to specify the desired lead time for the project in weeks.
• Assign To: Dropdown to assign the project to a specific engineer.
• Current Stage: Dropdown to set the current stage of the project lifecycle.
  • Costing (Estimation stage): Estimate product cost and Lead time before production.
  • Procurement (Actual production stage): Purchase and secure materials for actual production.
• Version: Field to track the version of the project (defaults to 1 for new projects).

Landing Cost Configuration

This section allows you to configure how landing costs are calculated for the project. The configuration follows a sequential flow:

• Landing Cost button: Click this to open the configuration page.
• Step 1: Enable Landing Cost
  • Q‑1: Do you want to calculate Landing cost for the project?
  • If you select No, no further configuration is needed.
  • If you select Yes, the system proceeds to the next question.
• Step 2: Duty Consideration
  • Q‑2: Do you want to consider Duties for calculating landing cost?
  • If you select Yes, you can then choose whether to adjust the duty value.
• Step 3: Duty Value Adjustment
  • Q‑3: Do you want to adjust duty value?
  • If Yes, an input field appears for you to enter a specific duty value.
  • If No, the system uses the default duty value.

Actions

• Save: Saves the landing cost configuration and project details.

Add Customer

When you click the Add Customer button on the Manager Dashboard, the Add Customer form opens, allowing you to register a new customer in the system.

Customer Details

• Customer Full Name: Required field for the customer's full name (must meet the minimum length validation).
• City: City where the customer is located.
• State: State where the customer is located.
• Country: Country where the customer is located.
• GST Number: Customer's Goods and Services Tax (GST) number.

Actions

• Save: Saves the new customer's details to the system.
• Close: Closes the form without saving any changes.