In Finago Procountor, you can create offers and delivery notes using Sales order in the New sales invoice view. Sales order view can be accessed by choosing New > Sales invoice.
Further information about creating a sales order and the fields and the buttons of the Sales order view.
Offer
In the New sales invoice view, select Offer from the Receipt type drop-down menu. After clicking the Create a new invoice button, the program will create a sales order with the Offer “Is this an offer?” option activated in the Additional information section.
You can also create an offer from a sales order. First, create a sales order by selecting Sales order from the Receipt type drop-down menu. Once the document has been created, activate the Offer “Is this an offer?” option in the Additional information section of the sales order.
When the Offer “Is this an offer?” option is chosen, the sales order’s title will change to Offer.
When the customer accepts the offer, the sales order can be changed into an order confirmation by unticking the item Offer “Is this an offer?” and making any required changes/corrections to the order. Approve the order confirmation, send it on and convert it into an invoice.
If sending an order confirmation is not required, the offer can be changed directly into an invoice with Change to invoice
Delivery note
A delivery note can be created from Sales order view by clicking on the Preview button at the top of the page and choosing the Delivery note option.
Clicking on the button will open the delivery note in a new window in either HTML or PDF format. The delivery note can then be printed out, saved into a file, or copied into Word or another word processor for editing.
The delivery note will indicate the names and quantities of products, but not monetary or payment information.
The information in the delivery note is not affected by the issue of whether or not the Offer “Is this an offer?” option is chosen.
Address label
The Address label option is available on Sales order and Sales invoice views, through the Preview The address label is an 89 x 36 mm label printed with a special printer (such as the Dymo Label Writer 400). The address label will only include the address information specified on the receipt.
The Address label opens as a PDF document for printing.
The printable PDF (address label) includes the address information from the sales order or sales invoice. The address information is primarily taken from the Delivery address section, but if the information in the field is incomplete, the address in the Customer address section will be used instead.