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Project quotes and deliveries by stage

A builder's job kept as one project: its quotes, orders, deliveries in stages, invoices and till sales named to it, a stage on each quote, order and delivery line, and one sheet that lists them all.

Freeby iVendNextiVendNext DeskWhere it works: Every countryIndustries: Hardware and DIY
A builder's project sheet: the stages planned with the date each is wanted on site, then the quotes, orders, deliveries and invoices on one page.
A builder's project sheet: the stages planned with the date each is wanted on site, then the quotes, orders, deliveries and invoices on one page.
A builder's project in Desk: the builder, store, site address and contact, and the stages planned with the date each stage's goods are wanted on site.
A builder's project in Desk: the builder, store, site address and contact, and the stages planned with the date each stage's goods are wanted on site.

What it does

Your builders' jobs in Desk: one project per job, named on every quote, order, delivery and invoice, so the counter and the office see where each job stands.

What it does

  • IVENDNEXT PQT Project: the builder (a customer), the site address and contact, the dates, and the stages planned with the date each is wanted on site.
  • A Project field on Quotation, Sales Order, Delivery Note, Sales Invoice and, under its own name, POS Invoice; a Stage on the quote's, order's and delivery's lines. Create carries both.
  • The project sheet lists its quotes, till documents, orders with the share delivered, deliveries and invoices, as each person may read them. Each list filters by project.

How to set it up

  • Give the trade desk Sales User: they keep projects, quotes and orders. Stock User and Accounts User read projects.
  • A sale or order rung at the till: once booked, an Accounts User opens it under POS Invoice and chooses its Project. The trade desk names a till order's Sales Order.
  • For deliveries still to come by line: Sales Order, Report view, filter Project and % Delivered, add Stage and Delivery Date, save it.

Good to know

  • The app calls nothing outside and moves no money or stock: quotes, deposits and deliveries in parts stay as iVendNext does them.
  • It does not use the hidden ERP Projects module, which iVendNext switches off with its roles.
  • Uninstalling removes the projects, the Project and Stage fields and which project each document named; its export keeps the projects. The sheet prints its documents' dates as year-month-day.
Adds
1 new list · 8 new fields on 8 record types · 1 print layout · 1 link between records
Used by
Sales User, Sales Manager, Stock User, Accounts User, Retail Manager
Licence
Apache-2.0

Version and changes

Version 1.0.0 · 30 Oct 2026

1.0.0 (30 Oct 2026): First listed version.

Need it your way?

An iVendNext partner can tailor this app to how your stores work: your own fields, rules and screens, delivered to your site alone. Ask your partner, or ask us through Help to introduce one in your region.

For builders: this app's code is open in the Partner Kit (Apache 2.0) · The code · How to make it your own

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