Articles
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 ›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 ›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.
Read Article ›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.
Read Article ›Creating Quotation
This article provides the steps required to create a Quotation (not Quick Quote).
Read Article ›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.
Read Article ›Creating Invoice
Use Invoice for credit billing only, for cash billing please see Creating Cash Sales.
Read Article ›Creating Sales Order
To create a new Sales Order, you can create one from scratch or confirm from an existing Quotation. This article provides the necessary steps to create one from scratch.
Read Article ›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.
Read Article ›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.
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