Prosper (Sales)

Prosper (Sales) Training Guide - Web

1. Sales From the home dashboard, navigate to the Prosper module and select Sales. 2. Deals The Sales Module launches the Deals Dashboard, facilitatin…

Updated 20 Sept 2026 · 115 views

KIM-Manual-01-V1 : How to create a Purchase Order

Overview: This 'How to' will explain the process of creating a Purchase Order 1. Click on the purchase order tab in the left hand panel 2. Click on th…

Updated 20 Sept 2026 · 94 views

Bill Line Approvals

1. Click "Options" Firstly we need to enable the setting. So we will navigate to Options 2. Click "Purchase Bills" From the Options menu we need to op…

Updated 20 Sept 2026 · 57 views

How to Restore an Archived Quote, Invoice, or Purchase Order

Go to the Sales module. On the left pane, select Archive . Under the Name field, search for the Quote, Invoice, or Purchase Order (in this example, it…

Updated 19 Sept 2026 · 56 views

Prosper (Sales) Training Guide - Mobile

This training guide highlights the features of Prosper's sales module available through the Kynection mobile application, specifically designed to enh…

Updated 19 Sept 2026 · 56 views

Creating a Bulk Invoice

1. Click "Quotes" Firstly navigate to the Quotes Dashboard from the Main Page in Sales. 2. Click "Bulk Invoice" From here you will see a button in the…

Updated 19 Sept 2026 · 55 views

Mobile Deals

This guide will walk you through the process of using Deals on Mobile in Kynection. 1. Select Deals Firstly select Deals from the Main Menu on Mobile.…

Updated 20 Sept 2026 · 53 views

Mobile Invoices

This guide will walk you through the process of using Quotes on Mobile in Kynection. 1. Select "Quotes" Firstly select Quotes from the Main Menu on Mo…

Updated 19 Sept 2026 · 50 views

KIM-Manual-01-V1 : How to create an Invoice

Overview: This How to will take you through the process of creating an invoice, sending it to your client and recording the payment of the invoice 1. …

Updated 19 Sept 2026 · 50 views

Adjusting Decimal Precsision

1. Click "Options" Firstly Navigate to Options. 2. Click "Catalog" Then select the Catalog options 3. Precision is currently set to 2 decimal places. …

Updated 19 Sept 2026 · 44 views

Customer Card Costs

1. Click "Rate Cards" First we will open up the Rate Card Menu 2. Select the Customer Then we select the Customer that we want to modify the Rate Card…

Updated 19 Sept 2026 · 42 views

KIM-Manual-01-V1 : How to create a Deal

Overview: This document will explore the deals tab and how to create a deal. A deal is something that is provided to the client prior to giving an off…

Updated 19 Sept 2026 · 42 views

How to Create and Use a Customer Rate Card

Welcome to the guide on how to work with Rate Cards in the Kynection application. This guide will walk you through the necessary steps to effectively …

Updated 20 Sept 2026 · 41 views

KIM-Manual-01-V1 : How to create a Quote

Overview: This ‘how to’ will demonstrate how someone can create a quote in the field through assigning services and products to the quote. 1. Click on…

Updated 19 Sept 2026 · 40 views

Creating Proforma and Normal Invoices

This guide explains how invoices can be raised as Proforma or Normal (Non-Proforma) Invoices , depending on whether they originate from P rojects or S…

Updated 20 Sept 2026 · 38 views

Mobile Quotes

This guide will walk you through the process of using Quotes on Mobile in Kynection. 1. Select "Quotes" Firstly select Quotes from the Main Menu on Mo…

Updated 20 Sept 2026 · 38 views

Direct PO > Bill Workflow

This guide walks you through the Direct Purchase Order to Bill Workflow in Kynection. 1. Click "Options" Firstly to ensure Bills are enabled, navigate…

Updated 19 Sept 2026 · 37 views

How To Override Catalogs

Go to Sales > Catalog > select any catalog - In this page, you will be able to see the standard price that was set. 2. For instances that certain comp…

Updated 19 Sept 2026 · 33 views

Mobile Quotes

This guide will walk you through the process of using Quotes on Mobile in Kynection. 1. Select "Quotes" Firstly select Quotes from the Main Menu on Mo…

Updated 19 Sept 2026 · 26 views

Customer Card Costs

1. Click "Rate Cards" First we will open up the Rate Card Menu 2. Select the Customer Then we select the Customer that we want to modify the Rate Card…

Updated 20 Sept 2026 · 25 views

KIM-Manual-01-V1 : How to create a Quote

Overview: This ‘how to’ will demonstrate how someone can create a quote in the field through assigning services and products to the quote. 1. Click on…

Updated 19 Sept 2026 · 25 views

KIM-Manual-01-V1 : How to create an Invoice

Overview: This How to will take you through the process of creating an invoice, sending it to your client and recording the payment of the invoice 1. …

Updated 19 Sept 2026 · 25 views

KIM-Manual-01-V1 : How to create a Deal

Overview: This document will explore the deals tab and how to create a deal. A deal is something that is provided to the client prior to giving an off…

Updated 19 Sept 2026 · 24 views

Bill Line Approvals

1. Click "Options" Firstly we need to enable the setting. So we will navigate to Options 2. Click "Purchase Bills" From the Options menu we need to op…

Updated 19 Sept 2026 · 24 views

How to Create and Use a Customer Rate Card

Welcome to the guide on how to work with Rate Cards in the Kynection application. This guide will walk you through the necessary steps to effectively …

Updated 19 Sept 2026 · 24 views

Sales Module Overview (Web)

Welcome to the Sales Module Overview! In this guide, we will take you through the essential steps to efficiently utilize the Sales Module, covering a…

Updated 19 Sept 2026 · 24 views

Mobile Invoices

This guide will walk you through the process of using Quotes on Mobile in Kynection. 1. Select "Quotes" Firstly select Quotes from the Main Menu on Mo…

Updated 19 Sept 2026 · 23 views

Creating a Bulk Invoice

1. Click "Quotes" Firstly navigate to the Quotes Dashboard from the Main Page in Sales. 2. Click "Bulk Invoice" From here you will see a button in the…

Updated 19 Sept 2026 · 23 views

Direct PO > Bill Workflow

This guide walks you through the Direct Purchase Order to Bill Workflow in Kynection. 1. Click "Options" Firstly to ensure Bills are enabled, navigate…

Updated 19 Sept 2026 · 22 views

KIM-Manual-01-V1 : How to create a Purchase Order

Overview: This 'How to' will explain the process of creating a Purchase Order 1. Click on the purchase order tab in the left hand panel 2. Click on th…

Updated 19 Sept 2026 · 22 views

Mobile Deals

This guide will walk you through the process of using Deals on Mobile in Kynection. 1. Select Deals Firstly select Deals from the Main Menu on Mobile.…

Updated 19 Sept 2026 · 21 views

Adjusting Decimal Precsision

1. Click "Options" Firstly Navigate to Options. 2. Click "Catalog" Then select the Catalog options 3. Precision is currently set to 2 decimal places. …

Updated 19 Sept 2026 · 21 views