Pro Forma - Generating a Pro Forma

There may be occasions in which you need to provide a customer with a Pro Forma quote. A Pro Forma is an agreement to pay before all the details are finalised. They differ from quotes in that the implicit agreement is that the customer will be buying the items included at a point in the future rather than simply investigating the prices etc

Generating a Pro Forma quote will add this action to the Sales Manager and would be labelled as a Pro Forma quote

To generate a Pro Forma, follow these steps:

• Expand the Action section and then select the Pro Forma option:

• This is the Pro Forma manager. In this example, there is only 1 item. If you have more items on your store, you will be able to scroll through them on this page as well as searching for the item code. For now, we will generate a Pro Forma for a single item. 

• Press the Basket icon at the end of the row. This will add 1 of the item to the basket and then move you to the checkout. If you would like to add more than one of an item, simply enter the amount in the Action field then press the Basket icon. You can also change the price of this item by adding an amount to the column labelled Special. This is useful for providing a Pro Forma to a customer with completely different prices than you normally would meaning you don't have to change the price of the item overall, only for this single order

• On the next page, you can adjust the Quantity of items, Recalculate the total, continue to the Checkout or Continue Shopping to add further items to the basket:

• Press Checkout for now to continue to the checkout page

• Scroll down the page a little to see the postal details and personal information section. Fill out the fields with your customers information. Check the Invoicing Options are correct for your needs and then press the Generate Pro Forma Invoice button:

• The pro forma will be generated immediately and sent to the email address you provided for the customer in the previous step. The system will update and you will be returned to the Admin Panel, specifically the Sales manager. We can see in this image that a copy of the new pro forma has been generated and added to the Sales Manager as it is highlighted in yellow: