Creating a Pro Forma sales order
You will need to create a pro forma sales order if you have new customers and you require payment before the inventory is despatched.
The inventory management software allows you to easily create a pro forma sales order:
- Click the sales tab on the Main Menu toolbar. This will open the Sales Order screen.
- Click New Order. This will open the Order Details screen.
- Fill in the Customer A/C No. You can add new customers to the inventory management software’s inbuilt contact management system by clicking the Customer tab in the Main Menu toolbar.
- Click the Add Item tab to add inventory to the sales order. This will open the Stock screen.
- Double click on the line of inventory you want to add to the sales order. This will open the Stock Items List screen.
- Click on the inventory line you want. The inventory management software will automatically highlight this line.
- Right click the highlighted line. This opens the Add to Sales Order box. Click the box to add the inventory to the sales order. Close the Stock Item List screen and the Stock screen and go back to the Order Details screen of the Sales Order screen.
- You can also use the Scan Item tab on the Order details screen to quickly add inventory to the sales order by scanning the barcode. The inventory management software will automatically add the inventory to the sales order.
- If you want to add inventory that has not been booked in to the inventory management software’s inventory database simply click the New Item tab on the Order Details screen and select a booking in option from the drop down.
- When you have added the inventory you want to the sales order click Save. The inventory management software will prompt you to fill in the customer payment details if you have not already done so.
- Click the Customer Details tab (next to the Order Details tab at the top of the sales order screen) and select the payment method from the Payment Type drop down. The payment methods shown are the ones you added to the inventory management software in Settings → Options → Financial.
- Click the Pro Forma tab on the Order details screen. The inventory management software automatically generates a printed Pro Forma invoice.
