The Inventory and Services tab includes the list of inventory items and services that are sold to the customer.
The "Proforma Invoice (create)" form. The Inventory and Services tab
To add an inventory item, click the Add or Pick button (refer to Using with the pick operation).
In the Item column, select an item from the Items list or create a new item. For more details, refer to Items. Alternatively, you can import the list of items with all the details from an Excel document. For this, click the
button on the table toolbar and follow the step-by-step instructions in the appeared window.
The Characteristic column is available if the Enable Item Characteristics option is selected on the Administration > Settings > Purchasing and Warehouses form. In this column, you can specify additional properties (such as size, color, and so forth) of each listed item if the Use Characteristics option is selected for the item in its master record (see Items).
The Batch column is available, if the Enable Batches option is selected on the Purchasing and Warehouses form. In this column, you can specify the batch (lot) number for the items for which the Use Batches option is selected. Generally, you must specify batch numbers for items with expiration dates, items transferred for consignment or to third-party contract warehouses. To learn more about the item settings, see Settings: Purchasing and Warehouses.
The Specification column is available if the Use Sets for Sales option is selected on the Administration > Settings > Purchasing and Warehouses form, and you can select a specification to be used for the item if item is a Set. Click the Set Components button on the toolbar to specify the components for the set.
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The Auto-Discount % and Auto-Discount columns are available if the Enable Automatic Discounts and Markups option is selected on the Administration > Settings > Sales form. Non-zero values in these columns indicate that one or more discounts are applied because their conditions are met in the document. If you change any line in the document, click the Auto button to recalculate the automatic discounts. For more information on discounts, refer to Overview of Trade Discounts.
The values in the Amount column are automatically calculated for each item according to the specified price, quantity, and discount.
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The tab toolbar buttons
Use the Up and Down (
) buttons to rearrange the items in the list.
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