Bussines Management

BUSSINES MANAGEMENT

1. Bill Notes

Used to manage notes or memos associated with billing documents. These might include:

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Internal comments or annotations on bills.

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Observations made by accounting or finance staff.

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Notes regarding pending approvals or disputes.

 

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2. Invoice Account Type

Defines the types of accounts used for invoice processing. For example:

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Accounts payable (for suppliers).

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Internal cost centers.

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Customer account types.
This helps in assigning invoices to the correct financial category.

 

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3. Invoice Payment Form

Manages how invoice payments are documented or processed. It might include:

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Standardized payment forms for different scenarios.

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Templates for internal records or for sending to clients.

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Forms linked to specific payment methods (bank transfer, check, etc.).

 

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4. Invoices

Central hub for managing all issued or received invoices. Likely features:

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Create, view, edit, or cancel invoices.

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Track invoice status: pending, paid, overdue.

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Attach payment receipts or documents.

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Export invoices for accounting or audits.

 

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5. Payment Methods

Configure and manage accepted methods of payment. Examples include:

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Bank transfer

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Credit card

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Cash

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PayPal or other digital platforms

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Internal credits
Each method may be linked to specific terms or conditions.

 

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6. Provider (Supplier)

Manages the list of external vendors or service providers. Includes:

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Registration of supplier data (name, contact, tax ID, etc.).

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Supplier performance metrics.

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Contract management and service tracking.

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Linked to purchase orders and invoices.

 

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7. Provider Types

Classifies providers based on the type of goods or services they offer. For instance:

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Raw material suppliers

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Equipment vendors

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Outsourced service providers

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Logistics partners
This helps organize and report on supplier performance by category.

 

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8. Purchase Order

Used to create and manage purchase orders (POs). Features may include:

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Creating POs for goods or materials.

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Approvals, printing, and sending to suppliers.

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PO status tracking (open, fulfilled, partially delivered).

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Linking with invoices and shipping documents.

 

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9. Purchase Order Service

Similar to “Purchase Order,” but specifically for services instead of goods. Examples:

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Consulting

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Maintenance

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Software licenses
It ensures proper classification and tracking of non-tangible purchases.

 

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10. Quotation

Used to manage supplier quotes or customer quotations. Includes:

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Requesting and comparing supplier quotes.

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Approving and converting quotes into purchase orders.

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Storing historical pricing information.

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Issuing quotes to customers for potential sales.

 

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11. Relation Tariff to Spare

Likely refers to linking tariffs (prices) to spare parts. Purpose:

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Define price lists or import duties for spare parts.

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Map tariff codes to specific items.

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Useful in logistics, inventory, and customs management.

 

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12. Sales Confirmation

Handles confirmation of sales orders to customers. May include:

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Confirming availability and delivery times.

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Sending formal sales confirmation documents.

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Converting quotes into sales orders.

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Triggering inventory allocation or production.

 

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13. Shipping Orders

Used for managing outgoing shipments. Likely capabilities:

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Create shipping documents.

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Assign couriers or carriers.

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Track delivery status.

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Link shipments to sales or purchase orders.

 

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14. Tariffs

Defines pricing rules, duties, or fees. May include:

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Import/export tariff definitions.

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Internal pricing for products/services.

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Customer-specific tariffs.

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Governmental or trade-agreement-based rates.