Bussines Management
Contents
- 1 BUSSINES MANAGEMENT
- 1.1 1. Bill Notes
- 1.2 2. Invoice Account Type
- 1.3 3. Invoice Payment Form
- 1.4 4. Invoices
- 1.5 5. Payment Methods
- 1.6 6. Provider (Supplier)
- 1.7 7. Provider Types
- 1.8 8. Purchase Order
- 1.9 9. Purchase Order Service
- 1.10 10. Quotation
- 1.11 11. Relation Tariff to Spare
- 1.12 12. Sales Confirmation
- 1.13 13. Shipping Orders
- 1.14 14. Tariffs
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.
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.
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.).
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
