Proforma (quotation)

To make quotation and create proforma invoice do the following:

1. Open document view
2. Click "Add" button to select a document type you wish to create
3. From "Sales" category, select "230 - Proforma" and click "OK"

New document form will open in a new tab, allowing you to add items to a document.

Adding items to document

Adding items to document is same procedure as on a purchase document.

You can read how to add items to purchase document at "Purchase document" page.