Quotations & Pro-Forma

Creating Quotations

1. Go to Quotations → Create.
2. Select a customer and add products with quantities and rates.
3. Apply discounts, tax, and add terms & conditions.
4. Save as Draft or Send to the customer.
5. Track status: Draft → Sent → Accepted / Rejected.

Pro-Forma Invoices

A pro-forma invoice is a preliminary bill — it looks like an invoice but doesn't affect stock or accounts.

• Create from Quotations → Pro-Forma.
• Share with the customer for approval or advance payment.
• Convert to a regular sale/invoice when the customer confirms.

Convert to Sale

Once a quotation or pro-forma is accepted, click Convert to Sale. All items, quantities, prices, and customer info are carried over to the POS — just confirm and complete the sale.