FAQs on Quotation to Proforma 

How do I convert a quotation into a proforma in AntMyERP?

Log in to AntMyERP.
Navigate to the CRM Sales module.
Click on “Quotations.”
Search for the quotation number for which you want to generate a proforma.
Click on the proposal number. Alternatively, you can go to the action icon and select “View” to view the quotation.
Click on the double arrow icon pointing in opposite directions at the top. This is the “Convert to Proforma” icon. A proforma will be generated.
Check the generated Proforma.
Go back to the CRM Sales module.
Click on “Quotations.”
From the dropdown menu, select “Proforma.”

How do I generate an autosales invoice after Sales order execution in AntMyERP?

Once the Order to Execute has been completed and the Outward Challan has been generated for this Sales Order, users can proceed to create an Invoice using the Finance Module in AntMyERP. To do this, follow these steps:

Navigate to the Finance section.
Click on “Sales Invoice.”
At the top, click on the chron.
Select “Sales” before and select today’s date.
Click on Generate the invoice.
The invoice will appear in the “Pending” tab.
Review the invoice details.
Once verified, Click Accept . This action will generate the invoice with a unique invoice number.
Please note that this process involves generating an invoice based on completed orders and associated documentation. Double-check all details before finalizing the invoice.