The following is only available on Retailer versions 3.3 or later.  

1. What are Proforma Invoices
   
2. Reserving Stock Explained

How to Reserve stock and Order against a Proforma Invoice

1. Add a Quote using the create a quote in quote and invoice management instructions here.
   
2. Once you are happy with the Quote, click on the Proforma/Invoice button at the bottom right screen.
   
3. A screen will the show with a list of the items you have entered on the quote. 
   
4. If you wish to Order or Reserve stock then you MUST set the toggle at the bottom to Proforma.  As only proforma invoices can have stock ordered or reserved against it.  
   
1. If you wish to skip this step and not order or reserve stock and directly invoice the items simply set the toggle to Invoice. 
5. To Reserve and item follow the following steps: 
1. Once the screen opens it will automatically attempt to reserve stock against the Proforma.  You can edit the figure you wish by changing the value in the reserved column.
   
2. In the screen shot below look at the green outlined stock item.  The items is fully in stock and the entire qty for the item has been reserved.  
6. To order an item please follow the steps below
   
1. In the Proforma screen, ensure that you have ticked the "Order Stock?" check box at the bottom of the screen. This will enable the order QTY option.
   
2. Once ticked the system will automatically calculate the order quantity based on your current quantity on hand.  This Quantity is not adjustable.  
   
3. In the screenshot below please see the Orange outlined stock item.  You can see here the the order qty has been set to 10 based on the calculation.
   
7. To both Order and Reserve an item please follow the steps below
   
1. Again in the proforma screen ensure that you have "Order Stock?" ticked. 
   
2. You will see it will calculate both the Order and Reserve stock quantities based on you current quantity on hand.  
   
3. Please see the yellow outlined stock item and see that it has a quantity in both the order Qty and the Reserve Qty
   
   
8. Once you are happy with your reserved stock and/or order quantity you can select what reports you want printed once it is processed to a Proforma/Invoice.
   
1. Print Pickslip - Will print a Reserved Stock Pick list for the items you have reserved.  this stands and paperwork you can use the pick the order but also it as order identification once the stock has been isolated and removed from sale. 
   
2. Print Proforma/Invoice - This will print the Proforma or Invoice to your printer in report mapping.
   
3. Email Proforma/Invoice - This will email the Proforma or Invoice to the customer based on the template in report mapping. 
   
9. Click on Process.  This will then complete the process and reserve stock or create orders.  
   
10. With regard to ordering, the software will either, Add to an existing pending order for you preferred supplier or create a new order should no pending ordered exist. 
    
11. The status on the Quote and Invoice Management screen will then  change to profroma.  
    
12. The items on the grid will also be colour coded. 
    
1. Green lines indicate that there items are Reserved.  
   
2. Orange lines indicate they have been ordered.  You can also RIGHT-CLICK on the orange lines and select Show Order the view the item in Orders Maintenance.