Difference between revisions of "How do I Retrieve a Pro-Forma Invoice in Invoicing and Customer Orders?"
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== Summary == | == Summary == | ||
| − | The following article explains how to retrieve a | + | The following article explains how to retrieve a Pro Forma invoice in {{Menu|Invoicing and Customer Orders}}. They are stored in the Quotations system so this is the option which will be used to retrieve them. |
== More Information == | == More Information == | ||
| − | + | Go to {{Menu|Systems\{{ST}}|Invoicing & Customer Orders}}. | |
| − | |||
| − | |||
| − | |||
| − | {{ | + | * At {{DataPrompt|Customer}} enter the account code of the customer you wish to retrieve the Pro Forma for or [[How do I Find a Customer?|search]] for a customer. |
| + | * Remain on the {{DataPrompt|Customer}} field and click {{Button|Quotations}} or press {{KeyPress|F3}}. | ||
| + | * Any Pro Forma or Quotes saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen. | ||
| + | * Select the Pro Forma to retrieve then click {{Button|Load}} or press {{KeyPress|F2}}. | ||
| + | * You will return to the {{DataPrompt|Customer}} field. Press {{KeyPress|Enter}} to view the items. | ||
| + | * You may now amend the items and re-print it, see - [[How do I Create a Pro-Forma Invoice?]] or invoice the items as normal. | ||
| − | + | == Finding a pro Forma == | |
| − | * Click {{KeyPress| | + | If you are unsure which account a Pro Forma has been saved under, you may search through all Pro Forma or Quotations. |
| − | * Press {{KeyPress| | + | * At {{DataPrompt|Customer}} press {{KeyPress|F1}} to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing). |
| − | * This will | + | * Click the {{Button|Quotations}} button at the top of the screen or press {{KeyPress|F3}}. |
| + | * Make sure you are on the {{DataPrompt|Account}} field and press {{KeyPress|Ctrl+U}} to blank out the field. | ||
| + | * Press {{KeyPress|F2}} or click {{Button|Search}} to list all Pro Forma and Quotations saved on the system. | ||
| + | * Navigate to the Pro Forma you require, the details of each will be displayed in the review section on the bottom section of the screen, click {{Button|Load}} or press {{KeyPress|F2}}. | ||
| + | * This will then add all the parts to the "Invoicing & Customer Orders" screen using the Customer Account the Pro Forma was originally saved under. | ||
== See also == | == See also == | ||
| + | * [[How do I Create a Pro-Forma Invoice?]] | ||
* [[How do I Print and Save a Quotation?]] | * [[How do I Print and Save a Quotation?]] | ||
| − | * [[How do I | + | * [[How do I Create a Quotation?]] |
| − | * [[How do I | + | * [[How do I Remove Old Quotations?]] |
| + | * [[Selling Stock in Invoicing and Customer Orders]] | ||
| + | * [[Selling Parts over the Counter]] | ||
| − | {{KB_Tags|pro-forma, pro, forma, retrieve, stock, control}} | + | {{KB_Tags|pro-forma, pro, forma, retrieve, stock, control, quote}} |
| − | {{ | + | {{FAQ}} {{KB_ST}}{{ZN_Admin}} |
| + | {{KB_Ref|SO03, ST11, ST17 ST94, ST09}} | ||
Revision as of 11:33, 2 September 2015
 |
This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
The following article explains how to retrieve a Pro Forma invoice in " Invoicing and Customer Orders". They are stored in the Quotations system so this is the option which will be used to retrieve them.
More Information
Go to " Systems\Stock Control Invoicing & Customer Orders".
- At "Customer" enter the account code of the customer you wish to retrieve the Pro Forma for or search for a customer.
- Remain on the "Customer" field and click [Quotations] or press <F3>.
- Any Pro Forma or Quotes saved for that customer will be listed on screen. The details of each will be displayed in the review section on the bottom section of the screen.
- Select the Pro Forma to retrieve then click [Load] or press <F2>.
- You will return to the "Customer" field. Press <Enter> to view the items.
- You may now amend the items and re-print it, see - How do I Create a Pro-Forma Invoice? or invoice the items as normal.
Finding a pro Forma
If you are unsure which account a Pro Forma has been saved under, you may search through all Pro Forma or Quotations.
- At "Customer" press <F1> to make sure you are not on the Default Invoice Account code (it doesn't matter which account is now showing).
- Click the [Quotations] button at the top of the screen or press <F3>.
- Make sure you are on the "Account" field and press <Ctrl+U> to blank out the field.
- Press <F2> or click [Search] to list all Pro Forma and Quotations saved on the system.
- Navigate to the Pro Forma you require, the details of each will be displayed in the review section on the bottom section of the screen, click [Load] or press <F2>.
- This will then add all the parts to the "Invoicing & Customer Orders" screen using the Customer Account the Pro Forma was originally saved under.
See also
- How do I Create a Pro-Forma Invoice?
- How do I Print and Save a Quotation?
- How do I Create a Quotation?
- How do I Remove Old Quotations?
- Selling Stock in Invoicing and Customer Orders
- Selling Parts over the Counter
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Tags
SO03, ST11, ST17 ST94, ST09
