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Creating Projects

We recommend using the help video above. We also have text help versions below. 

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To create a project, click the "Projects" tab. The first tab to the left. 

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Right click with your mouse in a cell and select insert record. A blank record will appear at the top of the screen. 

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Click the empty projects box and a + sign will appear. Click the + sign.

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Click "+ Add new record" in the pop up box. 

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Enter the project information: 

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  • Project Name

  • Project Address

  • Service Area

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If you need to modify the project's information later, click on the project record it creates to bring this pop up box up. 

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"X" Close the box when finished in the top left hand corner of the pop up box. 

Select Customer.png

Repeat the process for customer. 

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If you have customers already in RoboTop, use the search box to find the customer.

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If you need to add a new customer, click " + Add new record".

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"X" Close the box after entering a customers information. 

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Select "Ordered" as the order status. 

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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. 

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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: 

 

  • Order Status

  • QTY Required

  • Item Type

  • Material

  • Edge

  • Backsplash

  • SQFT

 

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.  

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Repeat the process of adding a countertop if you need to add multiple countertops to a project. 

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Next you will need to learn how to send a countertop into production. Click here. 

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