Proformas can be also generated by quantity rather than the value of the complete shipment
The Order Tracker is where you see all the documents related to a specific Sales Order.
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
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.
[Actions > Print] to export the proforma to PDF
[Envelope Icon] to email the document directly from Zedonk
