Help - How to use the Projects area
If you’re managing multiple or large projects it can be difficult to separate the orders, shipments and invoices for each. The Projects Area was created to help you manage these challenges and keep all the information for each project in one place.
Once you have set a project set up, all the orders delivered to the Project address will automatically be pulled through. You can also manually add orders and invoices placed before the project was set up - or if they were delivered to a different address.
At the end of the project, you will also be able to download all the datasheets for every product ordered - in a zip file to create your O&M file.
Step by step
Create a new project
1. Log into your online account by clicking the person icon to the top right of the screen
2. Click ‘Projects’
3. At the bottom left of the screen click ‘Add Project’
4. Click ‘Add New Project’
5. Enter the Project name and details. The postcode should be the main site postcode where the deliveries will be made (This cannot be changed)
6. Click ‘Save’
7. Your project will now be added to the Active Projects list
Project Management
Update Project details – Allows you to change all the project details except the Postcode
View Product page – Click the underlined ‘Product Code’
View Project Orders
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project orders’
5. This displays a list of the orders placed, delivered to the Project postcode
6. To view the order, click the ‘Fixfast order No.’
View & manage Project Products
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project products’
View the last order the product was ordered on – Click ‘view’ under 'Last Ordered'
Reorder a product – Enter the quantity and click ‘Add’
Add a comment – Click the comments box and enter your text. Click ‘Save’ when finished
View Project Deliveries
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project deliveries’
View Project invoices
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project invoices’
5. To the right of the invoice you wish to view click ‘Request Invoice’. This will email you a copy of the invoice for the order
Product downloads
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project invoices’
5. On the link 'Product Downloads', click ‘Download’
6. On the window that appears from your machine, click ‘Save’
Unassign an order from a project
1. Log into your online account by clicking the person icon at the top right of the screen
2. Click ‘Projects’
3. Click ‘View’ to the right of the project you want to view the products on
4. Click ‘Project orders’
5. This displays a list of the orders placed, delivered to the project postcode
6. Click ‘Unassign’ to the right of the order you wish to remove