Naming your Projects & searching project in Warehouse

How do you name your projects?

We find that we have lots of projects with very similar or even identical names so that the only thing that differentiates them is the project number.

Our warehouse staff sometimes find it difficult to find the right project. When they click on Search Project and type in a number, they can get many results. I think a search exact project number would be a good option.

 

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  • We call the project name in rentman both client name and project name. This allows for nicknames, shortnames etc.

     

    Client name (or sometimes short name) / Project name (possibly with month OR year)

     

    So the project name would be:

    "This is a client name / This is a yearly event 2018"

    "TIACN / Recurring job April"

    "TIACN / Recurring job June"

    "This is a client name / This is a yearly event 2019"

    "This is another client name / This is a one time event"

     

    etc. etc.

     

    Works really well for us :)

     

    Best,

     

    Soren

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  • "When they click on Search Project and type in a number, they can get many results."

    Make sure you have a (high) start number for projects set in the configuration which does not conflict with other number series. If all goes well you will not get duplicate results when searching by project number. 

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