We recommend using the help video above. We also have text help versions below.
To create a project, click the "Projects" tab. The first tab to the left.
Right click with your mouse in a cell and select insert record. A blank record will appear at the top of the screen.
Click the empty projects box and a + sign will appear. Click the + sign.
Click "+ Add new record" in the pop up box.
Enter the project information:
If you need to modify the project's information later, click on the project record it creates to bring this pop up box up.
"X" Close the box when finished in the top left hand corner of the pop up box.
Repeat the process for customer.
If you have customers already in RoboTop, use the search box to find the customer.
If you need to add a new customer, click " + Add new record".
"X" Close the box after entering a customers information.
Select "Ordered" as the order status.
Select the project manager of the project.
Click the "+" to add countertops to the project. Click " + Add new record" at the bottom of the pop up box to create an new countertop.
Select "Ordered" for order status. If the order status is not "Ordered", the countertop will not be able to be sent to production.
Enter the following information:
After SQFT, more information will appear. You do not need to worry about entering the additional information yet.
If you need to modify a countertop's specifications later, go to the countertops tab and click the countertop specifications view.
Repeat the process of adding a countertop if you need to add multiple countertops to a project.
Next you will need to learn how to send a countertop into production. Click here.