How to create a Pro Forma Invoice

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.
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. 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)

• Click Print. This should pull the allocated quantity onto the report. In this case it will be 6.
  
  

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  Below is how the report will look like which you can Save, Print or Email
  
  

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