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.