Multi-Project Ordering allows you to combine hardware from multiple projects into a single cart and complete checkout within a single order flow. This is ideal for:

• Bulk hardware purchasing
• Ordering across multiple sold projects at once
• Consolidating procurement and delivery workflows

This is located within Shop > Multi-Project Ordering

System Option Selection

Here, you’ll see a list of projects created within your organisation. Projects are automatically sorted, with sold projects (projects accepted by customers) shown first, making it easier to identify systems ready for hardware ordering. Each row represents a project that can be added to your order cart.

You can:

• Review project information
• Select a system option
• Preview the BOM
• Add the project directly to your cart

This allows you to checkout multiple projects together in a single purchase flow.

The System Option column displays all available system options created for a project. For sold projects, the dropdown defaults to the sold system (the system accepted by the customer), but you can still manually select a different system option if needed. For unsold projects, the dropdown defaults to the first system option created within the project.

Reviewing the BOM

The eye icon next to the system option allows you to preview the project’s Bill of Materials (BOM) without opening the full project.

This helps you quickly:

• Verify hardware selections
• Review quantities
• Confirm components before adding the project to the cart

Filtering Assistance

Multi-Project Ordering includes filters to help you quickly locate relevant projects. You can use filters to:

• Find sold projects
• Search by customer or project name
• Narrow down projects ready for procurement (sorting install date)

Adding Project To Cart

Once a project is added to the cart, a cart summary pop-up appears in the top-right corner, confirming that the BOM has been successfully added. From here, you can:

• Continue adding more projects
• Click View Cart to review and refine BOM items
• Proceed directly to checkout