Convert pro forma invoices to sales orders

If a customer wants to proceed with an order following receipt of a pro forma invoice, you can create the order from the pro forma invoice. After conversion, you process the sales order in the usual way.

You can convert several pro formas at the same time.

You cannot convert a pro forma in the following circumstances:

• The customer account is on hold.
• The stock item is no longer stored at the warehouse specified for the item in the pro forma invoice.
• The specified warehouse no longer permits sales.
• The item is no longer sold using the selling unit specified in the pro forma invoice.
• The item is no longer sold using the selling price unit specified in the pro forma invoice.
• The item is no longer active.

During conversion the following checks are made. When the conversion is complete, details of any anomalies are displayed in a Conversion summary. Once converted into a sales order, you cannot amend original pro forma.

• Credit limit.

  If the customer has exceeded their credit limit, the sales order is put On hold. You can choose to override this, if you have the correct user permissions.

• Multiple locations.

  If you have not specified a default warehouse on the quotation, you must choose the warehouse you want to despatch the goods from.

• Stock fulfilment.

  The order lines are fulfilled using the default Stock Order Fulfilment method set for the stock item on the stock control settings SOP fulfilment methods tab.

• Stock allocation.

  Stock is allocated to the order if you have chosen to allocate stock on order entry in the SOP Settings Order Entry tab.

  If there is not enough stock to fulfil the order, a warning is displayed. You can continue to create the order.

• Traceable items.

  If you have chosen to assign batch/serial numbers to traceable items when allocating stock on the stock control settings Options tab, the batch/serial numbers are automatically assigned to the order. If required, you can amend the order to change these numbers.

• Item prices.

  The price of the goods on each line are converted exactly as they were entered on the pro forma. If the prices have changed since the pro forma was issued, the new prices are not applied to the converted sales order.

• The pro forma is marked as Completed.
• A new order is created.
• If you have chosen to generate order numbers automatically on the SOP Settings Document Numbering tab, the next available order number is used. Otherwise, you must specify the order number to use.
• If you have chosen to allocate stock during order entry in the SOP Settings Order Entry tab, the stock will be allocated to the lines involving the stock.