Note
All translations are machine-generated. Please let us know if there is anything you don't understand.
Convert order confirmations into pro forma invoices
Note
Documents are part of the CRM module. For more information on the available modules and configuration options, please contact your TRASER Software representative.
Proceed as follows to convert an order confirmation into a pro forma invoice.
- Click on Documents in the navigation bar.
- Select the Order confirmations option from the menu.
- The list All order confirmations is displayed.
- Open the document card of the order confirmation you wish to convert.
- In the Action bar, select the Proforma invoice option.
- A dialog box opens. The information and settings are automatically taken from the order confirmation, but can be changed if necessary.
The following buttons are available at the bottom of the wizard:
| Button | Description |
|---|---|
| Send to... | Click on this button to export the quote as a PDF, Word or Excel document. |
| Click on this button to export the offer as a PDF document. | |
| Preview | Click on this button to display a preview of the offer to be printed. |
| Cancel | Click on this button to cancel the process and return to the All machines list. |