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Raise Proforma Orders

If you want to create a Proforma Sales Order from the Quote, you will need to select ‘Proforma’ within the ‘Type’ option in the middle of the screen.

All other aspects of the screen remain the same. The confirmation will show that a Pro-Forma will be created. Within the Sales Order list, the ‘Type’ is shown as Pro. This would need to be changed to a Sales Order in Sage 50 Accounts if at a later stage you wish to run MRP against the order or create an Invoice.