Prosper Sales Module

The module overview for Prosper on the web, following the commercial chain in one pass: a deal becomes a quote, a confirmed quote becomes a project, the project raises progress claims and job invoices, and purchase orders, supplier bills and the catalogue sit behind it all. Skipping a link in that chain breaks the reporting downstream.

In this part

• Deals and the pipeline (0:00). Read the pipeline value and create a deal.
• Build, approve and confirm a quote (0:49). Start the quote, pick catalogue items, submit and confirm.
• Create a project from a confirmed quote (3:01). Value and line items carry across.
• Project invoices and progress claims (3:22). Claim by quantity or by percentage.
• Invoice completed jobs (5:22). Bill completed jobs with catalogue items.
• Batch invoicing (7:19). Invoice several completed jobs in one action.
• Edit, finalise and send (7:48). Edit the draft, submit, email it and mark it paid.
• Create and manage purchase orders (10:10). Build an order from the supplier or product list.
• Receive goods (11:13). Record what arrived, in full or in part.
• Process supplier bills (11:54). Pull the bill’s lines from the existing order.
• Set up catalogue items (12:41). Add items and labour as a sub-item.
• Manage rate cards (13:31). Customer and supplier cards override catalogue pricing.

The PDF guide below has the screens for each step.