🔗 Before You Start
Check out the companion article: Getting Started in Office
📦 Requesting a Proforma from Another Company
Companies with commercial access can send a proforma request to a Manufacturer or Supplier whose products are included in the project. Here’s how:
Complete the Specification.
Click the Request Proforma button and confirm your action.
The request is sent to the product owner via email and Messenger.
Upon acceptance, the project segment is added to the recipient’s Office, where they can generate the proforma.
The Client field in the proforma will automatically be filled with your company’s details from Office settings.
🚀 Sending and Confirming Proformas
After creating the proforma, the supplier:
Clicks Send Proforma to send the document.
The proforma appears in the requesting company’s Back Office.
Notifications are sent via email and Messenger.
To confirm:
Click Confirm Proforma to finalize the document. It becomes read-only and marked as confirmed.
To make changes, a new project revision must be created, and a new proforma requested.
After confirmation:
The segment status updates to Completed.
Once all segments are confirmed, the project status updates to Completed.
The Packing List tab becomes available for organizing shipments.
📦 Sending the Packing List
Once all fields are filled in the packing list:
Click Send Packing List to send the document to the requesting company.
The packing list appears in the company’s Back Office.
The document can be saved as a PDF or shared via a public link.
The link can be shared via Messenger, email, or other channels. Both registered and unregistered users can view the document in read-only mode.
After sending the packing list, the segment is considered complete, and the deal is closed.