DETAILED MANUAL OF THE PROFORMAS FUNCTION

This section offers the possibility to create Proformas and revise the Proformas already made.

This page gives access to the following:

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

See screenshot 

1. THE SUMMARY TABLE

The table shows us a visual summary of the proformas already created. It gives us access to the following information:

• The number of the proforma.
• The creation date of the proformas.
• The expiration date of the proformas.
• The recipient and his contact.
• The final sum of the proforma.
• The status of the proforma.

2. THE SEARCH BAR

The search bar allows us to search for a proforma already created in our database.

3.THE ADD BUTTON

The Add button function is to create the proforma. After you click the Add button, a form is generated to make the proforma. See screenshot.

N.B: The fields * 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 part allows us to perform three different actions:

• View

This step allows the visualization in detail of a proforma.

• Edit

This action helps to make changes to the proforma

• Send the proforma by email

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