Articles
Adding Schedules
A schedule is defined as a plan for a unit of work. Without a plan, it can be difficult to manage jobs and slot in new jobs request as it comes. Therefore a schedule or work plan is important to keep track of resources and time allocated for it for each business or customer orders.
Read Article ›The Basics
To start familiarizing with ProLine, this topic includes definition of terms to get used to as it will be widely used within this documentation.
Read Article ›Organization Groups
Organization Grouping or OG for short is designed to provide simplified yet realistic modeling to real business structure.
Read Article ›Understanding Sales Cycle
The Idea Behind a Complete Sales Tracking System The goal of ProLine is to create a seamless and simple way of recording business activities to allow automation and tracking for various operations.
Read Article ›First Glance of ProLine
Once you’ve installed ProLine,launch it from the Start Menu. You’ll be greeted with a Login screen. When you’ve successfully logged in, the Master View will be displayed – this will be the main screen for ProLine system that you’ll be using most of the time. To create a new document (Quick Quote for this example), [...]
Read Article ›System Migration
There are various strategies to migrate to ProLine. As there is no absolute answer, it all depends on the end-results what the migration should achieve. Migration involves the documents and workflows, data and revising the SOP (Standard Operating Procedures).
Read Article ›To-Do List
The To-Do List helps you monitor any current activity for a particular task or status. You can also use this feature to communicate with your colleagues to assign and share any job or activity.
Read Article ›Accounts Payables
In any business, there will be payment to Suppliers / Creditor or payment as refunds to Customers. There are 2 kinds of Payment Vouchers (PV) that can be generated from ProLine - Standard PV and Sundry PV.
Read Article ›Accounts Receivables
An official receipt is issued as a result of payment received from an external party. Whether or not the receipt is required, a receipt is created in ProLine to update the accounting information. Printing of the receipt is optional.
Read Article ›Deliverables Explained
Deliverables is an important component in the Proposal and Sales Order. Within each Set, it quantifies the items to be sold, delivered and billed to the customer (also known as the business arrangements).
Read Article ›Frequently Asked Questions
- Where should I start reading from this guide?
- If you are new to ProLine, read Walkthrough for Beginners and browse articles in Getting Started section. For system administrators or concepts about what ProLine can do, navigate to System Administration and System Concepts.
- How often is this documentation updated?
- We maintain and updates the web documentation regularly as often as changes or additions are made to the software. Based on customers feedback, we may add popular topics into this section to provide an ever-growing rich knowledge base for ProLine users.
