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Enter the pro forma details

The details entered on the Pro forma details tab make up the pro forma header information.

To enter the pro forma details

Open: Sales Order Processing > Pro Forma Invoices > Enter New Pro Forma | Pro forma details.

1. Select the customer account from the A/C ref drop-down list.

2. Enter the order details:

   By default supply from	If you are using multiple locations, select the default warehouse. Note: You can specify a default warehouse for each Sage 200 user in the user permissions. Any goods added will be allocated from this warehouse where possible, when the pro forma is converted to a sales order. You can change this for individual item lines. To select a warehouse for each item line, leave this blank.
   Document date	Amend the order date, if necessary. Note: The order date must be earlier than the delivery dates. The delivery dates must be in the future.
   Date requested	Enter the requested delivery date or leave it blank.
   Date promised	Enter a promised delivery date or leave it blank. The promised date is required if you want to Generate purchase orders in Purchase Order Processing.
   Show values Show quantities	Select how you want to display the order information; by values or by quantities.
   Exchange rate	If the pro forma is for a foreign currency customer, accept or amend the exchange rate. Note: To change the exchange rate here, the exchange rate must be set to Amendable in the Accounting System Manager.

3. To add goods, services and costs, click Add Items. You can:
   • Add standard items.
   • Add free text items.
   • Add additional charges.
   • Add comments.

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