Bussines Management

BUSSINES MANAGEMENT

1. Bill Notes

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

- Internal comments or annotations on bills.

- Observations made by accounting or finance staff.

- 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:

- Accounts payable (for suppliers).

- Internal cost centers.

- 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:

- Standardized payment forms for different scenarios.

- Templates for internal records or for sending to clients.

- 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:

- Create, view, edit, or cancel invoices.

- Track invoice status: pending, paid, overdue.

- Attach payment receipts or documents.

- Export invoices for accounting or audits.

 

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5. Payment Methods

Configure and manage accepted methods of payment. Examples include:

Bank transfer:

Credit card:

Cash:

PayPal or other digital platforms:

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:

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

Supplier performance metrics.

Contract management and service tracking.

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:

Raw material suppliers

Equipment vendors

Outsourced service providers

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:

Creating POs for goods or materials.

Approvals, printing, and sending to suppliers.

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

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:

Consulting

Maintenance

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:

Requesting and comparing supplier quotes.

Approving and converting quotes into purchase orders.

Storing historical pricing information.

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:

Define price lists or import duties for spare parts.

Map tariff codes to specific items.

Useful in logistics, inventory, and customs management.

 

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12. Sales Confirmation

Handles confirmation of sales orders to customers. May include:

Confirming availability and delivery times.

Sending formal sales confirmation documents.

Converting quotes into sales orders.

Triggering inventory allocation or production.

 

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13. Shipping Orders

Used for managing outgoing shipments. Likely capabilities:

Create shipping documents.

Assign couriers or carriers.

Track delivery status.

Link shipments to sales or purchase orders.

 

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14. Tariffs

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

Import/export tariff definitions.

Internal pricing for products/services.

Customer-specific tariffs.

Governmental or trade-agreement-based rates.