This article provides the steps required to create a Quotation (not Quick Quote).
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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.
Creating Fumigation Order
To create a fumigation order, first create a Sales Order. If you are not familiar with creating one, please read Creating Sales Order.
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).
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.
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.
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), […]
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.
Organization Groups
Organization Grouping or OG for short is designed to provide simplified yet realistic modeling to real business structure.
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