Order Management – ProLine Documentation

Order

To create a new Sales Order, you can create one from scratch or confirm from an existing Proposal. This article provides the necessary steps to create one from scratch.

Create New Order

Order is a contract specifying the duration of service between client and company. Sets and Deliverables in an Order consist of information about the sales (the scope of work / delivery / business arrangement). It is the agreement between customer and the company on what to be delivered, its quantities, frequency of delivery, date to […]

Auto-Pricing Logic

ProLine has auto-pricing mechanism that can be applied to most documents (Quotation, Invoice, Supplier Invoice, Purchase Order, and etc) and to a specified set of contacts or selected customers.

Using E-Filing

E-Filing in ProLine is an optional module and will be available only it is activated. This article explains how you know E-Filing is activated and how to use it.

Creating Service Form

Similar to an Invoice, a Service Form can be an independent document or as part of a Sales Order compilation. A Service Form can be created via an Order Set or from Service Form page in the Master View.

Confirming Quotation

When customer confirms a quotation, you can confirm the quotation and create a Sales Order automatically. In this article, you are presented with different approaches to confirming a quotation.

Creating Quotation

This article provides the steps required to create a Quotation (not Quick Quote).

Categorizing Order Types

An Order Type is a category used in ProLine to distinguish types of Quotation, Sales Orders and Renewals. To put into perspective, an Order Type is equal or similar to Business Type.

Quotation or Quick Quote?

When creating a quotation, which to use – Quotation or Quick Quote? Let’s take a moment to understand both of them and the difference will become imminent.

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).