Create a project
First, click the "Projects" tab in the navigation bar:
This is the orders list page, where you can see all of your projects. Like with the clients list, we will click the button in the top right to create our first project.
Fill in the details for the project. Give it a name and select the client. The project number will automatically be assigned, starting at 1000.
Click save. Now you are on the "sales order" page, which will probably be your favourite page to get things done. You can view and change almost anything about a project, including adding products to it. Take a few moments to look around and see all the fields that are available!
Notice that on the left there are tabs; these are enabled after the project moves into various statuses. For example, once you approve the sales order, the "Purchase orders" tab unlocks.
Add a project item
Project items are how you represent a product being ordered. A project item is tied to a specific product in our database, meaning it will already have images, pricing, decoration options, etc. filled out. You can add an item either from the product's page (explained later), or by clicking the "+ Item" button (explained now):
This opens a product search modal. Type your query (can use words, a category, or a specific SKU) and click the product you want to add:
Click "Add" to add it to the project:
You can now set the quantities appropriately for the various sizes/colors you want. In MyPS, a project item can contain many colors/sizes inside it, referred to as "parts". The constraint is that all parts inside a line item will have the same pricing and decoration configuration. If you want to charge more for a certain colour or size, or decorate some of the quantity differently, then you will need to create a second line item. This is accomplished by adding the product a second time.
You can select an image to use for the item, and you can add decoration information too.
Add a custom item
Like above, first click the "+ Item" button on the sales order page. But this time, click the "+ Custom item" button instead of clicking a product:
Fill out the key details and click "Add":
Fill out pricing information. Next, click "Edit configuration" to tell MyPS how the sizes/colours for the product work.
Finally, click "+ Part" to add parts to the project.
Save
This is the most important step; remember to save your work early and often! Click the Save button in the bottom right, and be sure you see the message that saving was successful.
Fill out key shipping details
Fill out the addresses and client contact at the top. You need to fill this out for sales orders and other documents to look correct.
Remember to click save!
View the sales order PDF
After saving the order, hover over the "Save" button to see more options:
Click the "Download" button, then the format, and then you should see the sales order either in a new tab or downloaded. You can save (control + S) or print (control + P) this PDF as usual, and can email the file to the client if you like. Consider using the "Hide SKUs" option when generating the PDF if you want to prevent your client from researching the product's net pricing from the supplier.