A Proforma is a Sales Order sub-document generated to request a deposit payment
Tip: To edit an existing Proforma Invoice record, click on it in the Orders or Proforma Invoice list view.
From Sales Order List View select [OT] for the order you wish to generate a Proforma for
The Order Tracker is where you see all the documents related to a specific Sales Order.
Click the action button next to the SO number and select [Add Proforma]
The screen will populate with details from the Sales Order
Complete the missing information as required
The Products tab shows all products from the Sales Order. They are not amendable on this Proforma
Go to the Totals tab
Discount comes from the Sales Order or it can be added/amended
Enter any Transport Charge
Enter the deposit required by Percentage or by Value
[Save] and [OT] or [Close] to go back to the Order Tracker
The Proforma line now shows in the Order Tracker
[Actions > Print] to export the proforma to PDF
[Envelope Icon] to email the document directly from Zedonk