Pronto Xi Glossary

The part of Financials used to manage supplier invoices, payment approvals, supplier balances and outgoing payments.

The part of Financials used to manage customer invoices, receipts, debtor balances, collections and customer account activity.

A one-off customer, prospect, service or internal task recorded outside a repeating schedule.

Forecasting functionality used to predict demand and support purchasing, replenishment and inventory planning decisions.

An electronic notice from a supplier or trading partner advising what goods are being shipped, usually before they arrive.

The reservation or assignment of stock, people, equipment or resources to a specific order, job, project or service call.

The Pronto Xi area used to plan, maintain and manage physical assets, facilities, service calls, rentals, projects and resources.

A flexible data field used to record extra information about customers, prospects, products or other records for reporting and segmentation.

A record of system activity that helps show what happened, when it happened and who made the change.

An order or order line that cannot be fulfilled immediately because the required stock is unavailable.

A structured list of components, raw materials and quantities required to make a finished or semi-finished product.

A planned financial target or allocation used to compare expected performance against actual results.

A visual summary of key metrics, reports and alerts used to monitor performance quickly.

Reporting and analytics used to turn Pronto Xi data into dashboards, operational reports and management insights.

A manufacturing planning method used to check whether available labour, machines and resources can meet planned production demand.

A financial function used to record and reconcile bank transactions, receipts, payments and cash movements.

The structured list of general ledger accounts used to classify financial transactions for reporting and control.

A deployment approach where the ERP system is hosted and accessed through managed cloud infrastructure rather than only on local servers.

A document used in despatch and freight processes to identify goods being shipped and support delivery tracking.

A person associated with a customer, supplier, site or prospect record.

An accounting entry used where a party is both customer and supplier, allowing balances to be offset between AP and AR where appropriate.

A reporting segment used to track income, expense or activity for a department, branch, location, team or business unit.

The direct cost associated with goods sold, often used to understand margin and profitability.

Customer relationship management functionality used to manage prospects, customers, activities, opportunities, contacts and sales information.

Pricing rules or agreed rates that apply to a particular customer rather than the standard price list.

A screen or report that brings together key information so users can monitor performance and make decisions quickly.

A central store of business data designed for reporting, analysis and data mining across the enterprise.

The process of estimating future demand so purchasing, manufacturing and inventory plans can be adjusted early.

The warehouse and logistics process of finalising goods for shipment, including picking, packing, documentation and freight steps.

The Pronto Xi area covering inventory, purchasing and sales processes that move goods through the business.

A planning method used to calculate stock requirements across locations, warehouses or branches.

A workflow used to approve transactions such as purchase orders, invoices or other business documents before they proceed.

The ability to move from a summary figure to the underlying transactions or detail behind it.

Online selling functionality that connects digital storefronts with products, inventory, pricing and order processing.

Digital exchange of invoice information between supplier and customer systems to reduce manual entry and streamline invoice processing.

A way to exchange structured business documents, such as purchase orders, acknowledgements, ASNs and invoices, with trading partners.

An integrated business system that connects finance, operations, supply chain, inventory, people and reporting in one platform.

Processes used to manage buildings, sites, service work, equipment and associated maintenance or operational tasks.

Work performed by service technicians away from the office or workshop, usually supported by mobile access to jobs, parts and customer information.

The Pronto Xi area for core accounting and financial control, including general ledger, accounts payable, accounts receivable and budgeting.

Using historical activity and business assumptions to estimate future demand, revenue, cash flow or inventory requirements.

The core technology layer that supports Pronto Xi applications, data, security, configuration and integration.

The central accounting record where financial transactions are posted, summarised and reported.

The process of recording goods received from a supplier so inventory and purchasing records can be updated.

A way to organise related stock items or combine components for selling, handling or reporting purposes.

A reporting or organisational structure used to roll up information, such as accounts, cost centres, companies or departments.

A deployment approach that combines cloud-hosted and on-premises components or environments.

The analytics technology integrated with Pronto Xi to support reporting, dashboards, visualisations and self-service business intelligence.

The Pronto Xi area used to manage stock items, quantities, movements, pricing, locations and replenishment activity.

The movement of stock between warehouses, branches, bins, stores or other stock locations.

The process of comparing supplier invoices with purchase orders and goods receipts before payment approval.

The core product or stock record containing information such as item codes, descriptions, units of measure, pricing and inventory controls.

Tracking revenue, costs, labour, materials and margins against a job, project, service task or manufacturing activity.

The grouping of multiple stock items into a kit for sale, assembly, handling or fulfilment.

Manufacturing quality functionality used to record tests, results and certificates for products or production batches.

The full cost of bringing goods into inventory, including supplier cost plus freight, duty, insurance and other import or delivery costs.

A retail sales arrangement where goods are reserved and paid for progressively before final collection.

A potential customer or sales opportunity that has not yet become a qualified opportunity or customer.

The expected time between placing an order or starting a process and receiving the goods or completing the activity.

A physical or logical place where inventory, assets, resources or work activities are recorded.

Tracking groups of items produced or received together, often important for traceability, quality control and recalls.

Functionality used to plan and control plant, equipment or asset maintenance to reduce breakdowns and service costs.

A manufacturing method where production is triggered by a specific customer order.

A manufacturing method where products are made in advance and held in inventory for future sales.

The Pronto Xi area covering production planning, shopfloor activity, materials, capacity, work orders, quality and scheduling.

Planning functionality including MPS, MRP, DRP and CRP to coordinate materials, capacity and production requirements.

Scheduling functionality used to manage workload, available capacity, production sequencing and timing.

A high-level production plan showing what finished goods are planned, in what quantity and when.

A planning process that calculates what materials are needed, and when, based on production demand, stock and lead times.

Mobile functionality that gives field staff access to service work, asset information, invoicing and payment functions while on site.

The ability to manage and report across more than one legal entity or company within the same ERP environment.

The ability to transact and report in multiple currencies for customers, suppliers, companies or reporting purposes.

A retail approach where sales, inventory and customer experience are connected across in-store, online and other channels.

Running the ERP system on infrastructure controlled by the organisation rather than fully cloud hosted.

A qualified sales prospect or potential deal tracked through the sales process.

Pronto Xi functionality for payroll, workforce information and resource planning, including people, teams and non-human resources.

The warehouse process of selecting stock from a location to fulfil a sales, transfer, manufacturing or service requirement.

A document or instruction showing warehouse staff what items to pick for an order.

Retail functionality used to process in-store sales, payments, refunds, exchanges, lay-bys and customer transactions.

Mobile or in-store point-of-sale functionality that allows staff to sell, access product information and take payments in store.

Functionality used to manage project work from quote through to completion, including task-level tracking, resource use and cost control.

Pronto Xi's eCommerce storefront capability, used to connect online sales with Pronto Xi products, inventory and order processes.

Pronto Software's cloud services area for hosting, managing and supporting Pronto Xi and related infrastructure services.

Mobile CRM functionality for sales teams to access product availability, sales orders, quotes, pricing and customer information while on the road.

Pronto's business intelligence and analytics capability, including BI, advanced analytics and data warehousing services.

Mobile sales functionality integrated with Pronto Xi CRM for presales, sales and account management activities.

Pronto Software's integrated ERP and analytics platform for managing finance, operations, supply chain, people and reporting.

A formal order issued to a supplier for goods or services, including quantities, pricing, delivery and approval information.

Functionality used to manage procurement, suppliers, purchase orders, approvals, receipts and supply costs.

The warehouse process of moving received stock into its correct storage location.

Functionality used to support quality control, testing, compliance, traceability and continuous improvement.

A price and supply proposal prepared for a customer or prospect before an order is placed.

Access to current operational information, such as stock, orders, transactions or service status, as activity happens.

Functionality used to manage rental assets, contracts, service history, rental status and asset depreciation.

Retail/service functionality used to manage customer repairs, including quotes, labour, parts, transfers, payments and lifecycle status.

The process of restocking items to meet expected demand, minimum stock levels or order commitments.

Functionality used to plan and allocate human and non-human resources such as staff, teams, equipment and skills.

A visual scheduling tool used to see resource availability and adjust allocations as work priorities change.

The Pronto Xi area for in-store and online retail operations, including POS, promotions, payments, product inventory and customer activity.

A retail or distribution process for reversing a sale, accepting goods back or refunding a customer.

A schedule showing when staff or resources are assigned to work.

The Distribution area used to manage the customer order lifecycle, from quotation and sales order processing through to picking and despatch.

A customer order recorded in Pronto Xi that drives fulfilment, stock allocation, picking, despatch and invoicing processes.

Warehouse scanning functionality used with Pronto Xi to support stocktaking, putaway, transfers, picking, packing, despatch and enquiries.

A logged customer or asset service issue that can be allocated, tracked, invoiced and reported.

A web portal extension for service management that allows customers to create, track and manage service calls in real time.

A committed service target, such as response or resolution time, used to prioritise and manage service work.

Functionality used to manage service calls, contracts, call allocation, invoicing and service reporting.

Manufacturing functionality used to manage production activity, work orders, materials, labour and production feedback on the shop floor.

A business system principle where key operational and financial data is maintained in one integrated system rather than duplicated across spreadsheets or disconnected tools.

An item recorded in inventory, such as a product, part, component, raw material or consumable.

The process of counting physical stock and comparing it with system records to identify and correct variances.

The Pronto Xi area covering planning, distribution, forecasting, inventory control and warehouse operations.

A payment method or category used at POS, such as card, cash, account, voucher or buy-now-pay-later option.

The detailed record of past activity for a customer, supplier, account, item, order, asset or other business record.

A network service used to exchange EDI documents with trading partners, helping reduce manual intervention.

Warehouse functionality supporting activities such as receipts, putaway, replenishment, stocktake, transfers, picking, packing and despatch.

The browser-based interface that allows users to access Pronto Xi applications from devices such as laptops or tablets.

A manufacturing, service or maintenance instruction that defines work to be performed, resources required and progress to be tracked.