Proforma Invoice Generation

The Proforma Invoice feature in PrismERP is used to create, send, and manage proforma invoices for customers. It captures all relevant details such as branch, customer, product information, shipment instructions, payment terms, and associated orders.Users can track the status of each PI, edit it while pending, and access all related information in a structured details view. The PI List enables searching, filtering, and locating specific records efficiently, ensuring accurate documentation and operational tracking.

Add Send Proforma Invoice

Field	Action
PI Number	Enter the Proforma Invoice number.
PI Date	Enter the date when the Proforma Invoice is created.
Valid Till	Enter the date until which the PI is valid.
Sales Contact No	Enter the contact number of the sales representative.
Customer	Select the customer who will receive the PI.
Address	Enter or select the customer’s address.
Branch	Select the branch associated with sending the PI.
Advising Bank	Select the advising bank if the PI is linked to an LC.
Exp. LC Open Date	Enter the expected LC opening date.
Currency	Select the currency used for the PI.
Payment Terms	Select the payment terms agreed with the customer.
Partial Shipment	Select whether partial shipment is allowed.
Shipment/Container	Enter shipment or container details.
Port Of Shipment	Enter the port from which goods will be shipped.
Destination Port	Enter the port where the goods will be delivered.
Incoterms	Select applicable Incoterms for shipment.
Buyer Order	Select the related sales order number.
Order	Select the sale order associated with it.
Instruction	Enter any specific instructions for the PI.
Terms & Condition	Select predefined terms and conditions for the PI.
Additional Clause	Enter any additional clauses related to the PI.
Description	Enter additional notes or explanations related to the PI.

After creating the Send Proforma Invoice, it appears in the PI List, where users can search, filter, and track records using multiple criteria. The list allows users to search and filter Proforma Invoices to quickly locate a specific record.Users can change the status of a Proforma Invoice as it progresses through the process. The available statuses include Pending, Completed, Rejected, and Closed. A Proforma Invoice can be edited while it remains in the Pending state.

Clicking the PI Number opens the Details View, showing complete information including order details, product information, vouchers, attachments, and associated shipment data.

Add Insurance Cover Note

Users can add an Insurance Cover Note directly from the Details View of a Send Proforma Invoice. This allows all insurance-related vouchers to be linked to the PI, ensuring that the financial and insurance information for the shipment is properly recorded and tracked.From the details page, users can enter voucher information, select debit and credit accounts, and provide descriptive notes. This ensures that all insurance transactions are clearly documented for reporting and audit purposes.

Field	Action
Date	Enter the date when the insurance voucher is created.
Amount	Enter the total insured amount.
Payment Method	Select the payment method for the insurance.
Branch	Select the branch responsible for the insurance transaction.
Party	Enter or select the insurance company or party.
Address	Enter the address of the insurance party.
Description	Enter notes describing the purpose of the insurance.
Debit Account	Select the account to debit the insurance amount.
Credit Account	Select the account to credit the payment.