Projects
Projects settings
A project is work people start themselves: a supplier negotiation, a promo plan, a pre-order window, a clearance plan, or a problem logged out of a conversation. Supplier orders, price reviews and transfers are not projects; they are tasks raised by routines. Open Settings → Business → Projects to set the rules.
The page has two parts. Every project holds the rules that apply whatever workflow a project runs on. By workflow holds the rules one workflow keeps for itself: pick the workflow from the row and its own rules appear beneath it. A workflow with nothing of its own yet says so and runs on the general rules alone.
Every project
Close a finished project that nobody touches
Off by default. When it is on, twelfth closes a project where every line is decided and nothing has changed for the number of days you set (1–90).
It is never an override: the sweep only closes what a buyer could have closed themselves, and it never closes a project that still has an open line. A project closed this way says so in its log.
Workflows people can start
This list sets which workflows appear on New project. Every workflow twelfth offers is open to every workspace; this list only narrows it.
| Workflow | What it is for |
|---|---|
| Log a problem | Short-horizon work with a date: a chat, the tasks it raises, and a close. |
| Supplier negotiation | One category’s terms negotiated with several suppliers at once, against a cost target. |
| Promo plan | An event or a supplier programme: every supplier deal and special in it, decided, run and claimed. |
| Pre-orders | One window of pre-orders, from the suppliers’ offers to the last line landing. |
| Clearance / exit | Stock at risk in a remit: identify it, choose the routes, get sign-off, and record the exit. |
Workflows that are designed but not built yet appear as dashed Coming soon cards on the New project form whatever this list says. Opening one shows what it will be and records that you want it, which is what decides the order they get built in. See Projects → Workflows for the full library.
Who takes work nobody owns
Each supplier order, price review and transfer twelfth raises is a task in Tasks, assigned to whoever holds its remit. Some work has no holder: a remit nobody is assigned to, or a transfer between stores, which has no remit. Pick an owner or admin here and that work becomes their task. They can open every remit, and they can hand each task to someone else from its assignee chip.
A task handed on this way stays with its new holder through later runs. Once the remit gets an owner in People, the task moves to that person. Leave this on Nobody and that work raises no task.
By workflow
Supplier negotiation: cost of goods basis
This sets what a supplier’s cost of goods is wherever a negotiation sizes a cost target, an ask or an outcome against it. twelfth reads it from trading history as ex-tax sales × (1 − GP%) over the window you choose (13, 26 or 52 weeks) and strips the sales tax rate you set only where your trading history reports sales including tax. A negotiation’s Status page names the basis it is priced against and links back here.
Promo plan: promotion margin floor
The margin a promotion line must keep after supplier funding (0–95%, 35% by default). A line under it is flagged on its deal’s task. See Promotions.
Raising a supplier order happens on its task. See Tasks → Raising an order.