IZIFLO

To link a proforma to a client's internal document number, you can enter it in External document no. After adding the dealership and pricing, add an...

If you need to create a proforma for a demo vehicle, you need to tick the DEMO VEHICLE box to access the demo vehicle list. Two fields will be acti...

Once you have finished your transaction, click on. Your proforma is now saved and will be given a number. You can find it in transactions and print it, but...

From the transaction view and if your transaction is finalised, you can click in the Actions column, and select “Send Documents” from the drop down menu and...

To create a proforma on a single chassis, click on thein the Transaction column in the STOCK menu. The contact window will appear so that you can choose a ...

To create a proforma for several chassis, choose the chassis and click on add to cart. Note: you can only choose vehicles of the same brand and you will ge...

From the CONTACTS menu Find your contact, then in the form’s menu click on DEALS. You will find the DEALS list that corresponds with your contact and ins...

If your proforma has not been finalised, you can change it. To do this, go to the ACTIONS column at the far right of the transaction line, then on Modify. ...

ACCESS THE FORM To create a sales order, you can: - Create a sales order through the DEALS menu - Create a sales order from a contact form - Create a...

THE VEHICLE TAB If you have converted a proforma into a sales order, the sales price, billed clients, etc are automatically transferred from it. Otherwi...