Proformas can be also generated by quantity rather than the value of the complete shipment.
From Sales Orders List View search for the Order and select [OT] to access the Order Tracker
The Order Tracker is where you see all the documents related to a specific Sales Order.
From the Delivery Note select the action button and click [Add Proforma (By Qty - From Delivery Note)]
Note: this action is also available from a Pick Ticket, for clients with the Allocation Module
The Proforma will populate with details from the Sales Order.
Complete the missing information if you need them on the Proforma.
The tab 'Products' shows the products and quantities from the Delivery Note, and their prices from the Sales Order
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.
Go to the totals Tab
Discount comes from the Sales Order. Add a Transport Charge if required.
Enter the payment required by Percentage or by Value.
The box on the right of your screen shows a recap for the whole order
In this case, the Balance To Pay of £1,501.44 represents the part of the goods not ready yet, which we will be including in the next shipment.
[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
If you print the 'Classic' Style
If you print the 'Portrait' Style
