To make quotation and create proforma invoice do the following:
- Open document view
- Click "Add" button to select a document type you wish to create
- 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.