Create, merge, and delete projects

Add a project

Click Add project, give it a name and address, then use Link Documents to Project to attach documents that weren't matched automatically.

Move a document to a project

Open the document and change its Shipping Address to the project's address.

Merge projects

Suppliers write the same address in different ways, so a job can end up split in two. From a project's ⋯ menu, choose Merge with… and pick the other project. Everything moves into one.

Delete a project

Choose Delete project from the ⋯ menu, or Settings → Delete Project. The documents themselves aren't deleted.