DETAILED MANUAL OF THE PROFORMAS FUNCTION

KPrimeSoft Support

Last Update hace 9 meses

This section provides the option to create Proformas and review existing ones. This page offers access to the following features:

  1. A summary table.
  2. A search bar.
  3. An add button.
  4. An action button.

Please refer to the attached screenshot for reference.

1. THE SUMMARY TABLE

The table provides a visual summary of the proformas that have already been created, offering access to the following information:

  • Proforma number.
  • Proforma creation date.
  • Proforma expiration date.
  • Recipient and their contact details.
  • Total amount of the proforma.
  • Proforma status.

2. THE SEARCH BAR

The search bar enables us to search for a proforma that has already been created in our database.


3.THE ADD BUTTON

The purpose of the Add button is to generate a proforma. When you click the Add button, a form is created to generate the proforma. Please refer to the attached screenshot for clarification.

N.B: The fields marked with an asterisk (*) must be completed to validate the creation of the proformas.

Click on the "Save" button after completing the form. See screenshot.

4. THE ACTION PART

The "Action" section enables us to execute three distinct actions:

  • View

This step facilitates a detailed visualization of the proforma.

  • Edit

This action assists in making changes to the proforma.

  • Send the proforma by email

The proforma can be sent via email to a recipient client.

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