It is common for business to operate in various arrangements. Perhaps one of the most common is to have multiple service (or delivery) address for customers. Before you proceed, you need to understand the terms and definitions of what we meant by contact, customers and orders. In ProLine, here are some considerations: Billing Address – the contact […]
Billing Template allows automatic generation of billing information to be configured for each document. It also includes the double-entry presets to be used for accounting posting purpose.
Most of the documents numbering can be auto-generated and formatted by the system during creation time. This article explains the settings and its effect to the system.
Time Lock is designed for the purpose of document access control in a multi-user environment. This ensures that changes made to a document on one user is not replaced by another user’s. This article explains how Time Lock works in ProLine.
Purchase Order is issued to Supplier when ordering goods. This allows ProLine to keep track of the orders made and the outstanding from Supplier.
E-Filing is a productivity concept where we are storing soft-copies of files and documents in the computer. This allows easily retrieval, collaboration, printing copies, emailing and faxing.
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.
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).
Organization Grouping or OG for short is designed to provide simplified yet realistic modeling to real business structure.