Inventory Management
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      Using Projects

      This article explains how to create, manage, edit, archive and view archived projects.

      Why use Projects?


      Using Projects is a way to group different lots and samples that share a common characteristic.

      You can assign custom characteristics to your batches and lots. For instance, if you register multiple lots sourced from Honduras within the same year, you can conveniently organize them under the project name "Honduras."

      You can later run different reports, such as the Green Inventory Report, to filter information on projects.

      Using Projects is optional.

      Creating Projects

      By following the steps below, you can create Projects:

      1. Log in to the online platform C-sar.
      2. Navigate to More on the main menu bar.
      3. You will find Projects by clicking on the drop-down.
      4. By selecting +Add new project, you can create a new project. 
        Screenshot 2024-11-11 at 16.50.41
      5. Enter the Project name and Project description.
        Screenshot 2024-11-11 at 16.51.23
      6. By clicking on "Create project," you can successfully add your new project.
      7. The new project will appear on the bottom of your Project dashboard. 

      Managing Projects

      Tag your lots with projects and track them throughout production. 

      You can use projects with: 

      • Green lots (PG or SG numbers)
      • Roasts (PR or PG numbers)
      • Profiles

      You may add a project to existing lots by editing the particular lot. For example, you navigate to the Inventory dashboard and select a lot.

      By clicking on Edit lot and Customize fields dropdown, you can add Project as general information you would like to capture.

      If editing multiple lots, you must first click the checkboxes next to the lots you wish to edit. After clicking on Edit, you can select the Project from the drop-down menu. 

      Editing Projects

      1. To edit a project, navigate to More > Projects. 
      2. Click on Screenshot 2023-07-28 at 12.05.27 Edit corresponding to the project you would like to edit.
        Screenshot 2024-11-11 at 16.53.23

      Archiving Projects

      1. Navigate to More on the main menu bar and select Projects. 
      2. Select Archive at the project that corresponds to the project you wish to archive.
        Screenshot 2024-11-11 at 16.54.45

      Viewing archived Projects

      1. Navigate to Projects.
      2. On the right-hand side of the page, click on the drop-down next to Customize.
      3. Toggle the Include archived projects button.
        Screenshot 2024-11-11 at 16.55.53
      4. Click the Unarchive button that corresponds to the project you would like to unarchive.
        Screenshot 2024-11-11 at 16.57.05

      Related content:

      Congratulations! You are now able to create and manage Projects. 

      Your opinion matters. If you have further questions, feedback, or concerns, please feel free to reach out by submitting a support ticket directly from support.cropster.com.