You can create a proforma invoice for specific item quantities on a Sales Order. This is useful if you need to request payment before shipping.
How to Add a Proforma (By Qty)
Navigate to the specific Sales Order (SO Number). Click [OT] to open the Order Tracker.
Click the action button next to your SO number.
Select [Add Proforma (By Qty)].
The screen will populate with details from the Sales Order
Add Quantities to the Proforma
Go to the Products tab to view products on your Sales Order. Thee total quantities on the order by size for each product are shown next to Order.
Warning: A warning icon will display if there are products with a quantity (Qty) greater than '0' with a unit price set at '0.00'. The message Product with '0' Value' will appear when hovering over the yellow triangle
Enter the quantities of the products you want to include on the Proforma in the Qty field.
Click [Save] to update your record.
Once you've added quantities to your products, go to the Totals tab.
- Select Percentage or Value as your Payment Required Method.
- Enter your payment required amount.
If you haven't previously raised a Deposit Proforma for the order, you can enter 100% as your payment required amount.
If you've already raised a Deposit Proforma (e.g., 30%), enter the remaining balance as your Payment Required amount (e.g., 70%).
See the example below:
Once updated. Click [Save] and [OT] or [Close] to go back to the Order Tracker.
Print Proforma By Qty
Print your Proforma using either option:
- From the Proforma: Select Print from the Actions menu.
- From the Order Tracker: Select the Actions menu next to the Proforma.