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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