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).
Sets in Proposal and Order
Sets are individual packages to allow flexibility in preparing a quotation or sales order. In most cases, you would not need to bother about multiple sets within a document. Multiple sets are handy when there are cases such as:
- Different Locations (a contract that spans multiple delivery addresses)
- Different Packages or Arrangements (multiple combination of Deliverables)
- Different Time of Order (Add-Ons or upgrades for customers)
A target (Service Target) is commonly used for specifying services in deliverables. We can define target as the serviceable, measurable and billable assets (or problems) that belongs to your customers.
Target can be linked a particular Item (stock or billable item) and also keep track of the quantity or meter value, but target itself does not have a stock account in ProLine.
Examples of Targets:
- Car – fixing or servicing vehicles
- Cockroaches – eliminating / managing pests problems
- Pet – grooming or diagnosis of pets like dogs or cats
- Printer – repairing or servicing printers
An item (Billable Item), also known as Billing or Product Code, is used to specify items in deliverables for billing. An item can have stock account, therefore you can keep track of costing and quantity on hand within ProLine.
Frequency (Service / Delivery frequency) defines the number of times a particular target is serviced or item is delivered. It is similar to quantity in billing, however, this can be linked to the schedule for tracking progress.
Example of Frequency:
- Number of Visits
- Number of Service (Diagnosis / Treatment etc.)
- Number of Shipments (a big order to be divided into multiple shipments)
Quantity & Measurement Unit
The Quantity is the value to be multiplied with Unit Price to be calculated the Billing Amount.
Unit of Measurement (UOM) or Unit for short, is the standard convention used for meaningful quantities. Measurement unit such as 10 kilogram, 2.5 meters, 1 hour and 24 visits are some units to give meaningful definitions to the quantities.