Below outlines the steps needed to create a Pro Forma or Commercial Invoice in the system.
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Please note: A Pro Forma invoice is not actually an invoice - it is based on the sales order quantity with a different heading on the report.
1. Click into Warehouse module and the Dispatch tab
2. Search for the sales order. In this case we have searched by customer name.
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3. Check the sales order you wish to produce the pro forma for.
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Click Pick Ticket > Pro Forma > SO QTY > Print
Important to note: Depending on which qty you want the report to pull, please follow the appropriate steps. Each company may request a different quantity based on your business rules we try to cater for most areas as possible.
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Sales Order Quantity
Click the Pick Ticket button and select Pro-forma Invoice (SO QTY)
Click Print
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. This should pull the sales order quantity onto the report. In this case it will be 20.
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Allocated Quantity
Click the Pick Ticket button and select Pro-forma Invoice (ALLO QTY)
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Click Print. This should pull the allocated quantity onto the report. In this case it will be 6.
Below is how the report will look like which you can Save, Print or Email