Pro-Forma Invoice is the document that creates the link between an export operation and an import operation.

More specific pro-forma invoice is the confirmation document of a quotation accepted by a client.

Entering a new pro-forma invoice is linked to a task so by picking up a task from the active task list of the user, all the requested information will be brought over from the attached quotation. Next step will be to enter the "Order Number" which will internally identify this specific transaction. B.I.S. allows you to enter an order number and checks for the uniqueness of it or by using a new order number can be generated. based on the same approach "Your order" is the actual client order number and can be used for security purposes.

If multiple pro-forma invoices have to be created based on the same order number, by entering the root order number B.I.S. will generate a numbering sequence '/1.... /x' which will insure the uniqueness required 

TIP: If a shipment has to split between AIR and SEA for any particular reasons create two pro-forma invoices with the same root order number and change the shipping method (and price) accordingly.

The price will be recalculated in the following scenarios:

1. Change of currency from the initial quoted price.
2. Change of shipment method.
3. Change of delivery term (i.e. from FOB to CIF).

and it can be overwritten at any time.

If quantity is changed the number of export cartons will be automatically computed so that an even number results.

Product image is attached and printed on a second page of the pro-forma invoice as well as any other relevant technical/packing information.

Pro-forma invoice screen allows changing of washing symbols provided in quotation so that if a special requirement has to be provided to the client it can be done here.

Any other technical information can be provided to the supplier in the 'Additional Information' box. If the there is more information than it can be typed in the box on the screen please click the little green light button and a full edit window will open.

All the information related here will be stored in the TASK repository and will become an entry in the receivables ledger.