Topics containing #proforma invoice

We have to bill to a different company and ship to a different company. This is for material which for the job work. Bill to has to be the end customer, while material will be shipped to the manufacturer. 

We want to disable manual escalation of Quotations and Proforma Invoices. Right now users with low level approval rights have the option to escalate the Quotations and Proforma Invoices if they do not fall under their approval limits. Escalate button also shows to these users if they can approve themselves but do not want to take the call and instead escalate it to higher level. Many people are simply escalating everything. We want to take out the button totally and let the system handle this automatically. What system is automatically doing is perfect. We just want to prevent users from doing it. 

I recall seeing option of adding services that are automatically added along with products. If I correctly remember this option was in the product category screen where we can select these services. Now I am not able to find this option.

I want to know if Tuhund ERP automatically saves internal chat conversations between employees and where can we see these conversations in future. Is there a search option to search for conversation regarding certain topic? Just like all email conversations and SMS regarding inquiry are attached to the same inquiry, can chat conversations also be attached? This will be a very good function in ERP if it is possible.

We want sales staff of zones to be able to view and work on inquiries, quotations, proforma invoices, sales orders and commercial invoices of each other within same marketing zones but not of their zone managers. Zone manages should be able to view all records of all employees within marketing zone but neither manages nor other staff of one zone should be able to view any data of other zones. Can we do this in our CRM module?

When we elevate proforma invoice to indent order we get option to choose exchange rate between exchange rate in proforma invoice or current exchange rate where we can choose one of them. We need option to enter exchange rate manually because we use a fixed rate for reporting which we revise ourselves from time to time. For example current USD rate is 71.74, but we want to put 70.00 for all indent orders till we decide to change this rate. When we pay commission to our staff and agents, we use this rate not the actual exchange rate.

While, before or after approving a quotation, proforma invoice and tax invoice, it would be very helpful if the user, particularly approver, can see ledger balance of the customer right in the record. Can this be done?

If there is no option for this, can this be done as customization for us?

I have selected the option of disallowing editing of GST Rate on sales records from admin module but GST rate is still editable in quotations, proforma invoices and tax invoices. I even tried to logout and login again but that does not help.

We have arranged customers in different groups and set credit time limit in terms of days for each group. We have also set credit limit on amount for each customer. We have set locking of invoice on exceeding any of the two limits. Sometimes when customer fails to make payment but specially requests to allow some invoices, we have to go and change his group. This is not a problem as it is quite easy. Our problem arises because often, after raising that exceptional invoice, we forget to move the customer to original group. With the result we leave the customer with the changed credit terms. Is there a way that system will automatically move the customer back to the original group after invoice has been created?

We want to get all sales records, i.e Quotations, Proforma Invoices, Tax Invoices and Indent Orders for a particular machine given to one group of companies from all our branches from 2010. How can we get this report easily.