Converting Stock Sales to Projects

Modified on Fri, 21 Mar at 11:16 AM

You can convert existing Draft or Approved stock sales to projects if the scope of the sale changes and requires project functionality such as deposit/progress invoices or timesheets.  Dispatched or invoiced stock sales can't be converted to projects.


From a draft or approved stock sale's details page, click Convert to Project. If the stock sale has a Dispatch Date or Invoice, the function will not be available.

Review the prompt and click Ok to convert.  Note: The stock sale will be deleted and no longer be searchable in the stock sale dashboard.

A new project will be created with the stock sale details and product line items. Edit the project to add the required project information such as tasks.


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