Agent Proforma Invoice
Learn how to efficiently create and manage agent proforma invoice documents
Creating Agent Proforma Invoice
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Learn how to create agent proforma invoice documents
Pre-registration Requirements
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Items that must be registered in advance before creating an agent proforma invoice
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Product Registration
Products to be entered in the proforma invoice must be registered in the 'Data Management > Product' menu in advance.
Port Registration
Loading port and discharge port must be registered in the 'Basic Data > Port' menu in advance.
Currency Registration
The currency to be used for the transaction must be registered in the 'Basic Data > Currency' menu in advance.
Header Information Input
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Enter essential information at the top of the agent proforma invoice document
Link to Quotation
Creates a Proforma Invoice by linking to an existing Agent Quotation. Product information, payment and delivery terms are automatically imported from the quotation.
Create New Document
Creates a Proforma Invoice without linking to a quotation. All information must be entered directly from scratch.
Document Number
Automatically generated document number by the system. Can be modified by the user if needed.
Document Date
Select the date when the document is being issued.
Validity
Select the expiration date for this Proforma Invoice.
Reference Number
Enter a reference document number if this document relates to another document.
Supplier
Select the supplier company on whose behalf you are issuing this document. Only entities registered in Data Management > Entity can be selected.
Buyer
Select the buyer company receiving this Proforma Invoice. Only companies pre-registered in Data Management > Entity can be selected.
Currency
Select the currency for this Proforma Invoice. Only currencies pre-registered in Basic Data > Currency can be selected.
Commission Info
Enter commission-related information for this transaction, such as commission rate or amount.
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Payment Type
Select from TT, LC, DA/DP, or Other payment methods.
Payment Description
Auto-generated payment terms description based on selected type. Can be modified by user.
Payment Type Reference
Direct bank wire transfer. Fast and simple, commonly used for trusted buyers or after establishing credit.
Bank-guaranteed payment document. Provides highest security for exporters in international trade.
Documentary collection where documents are released upon buyer's acceptance or payment at the bank.
Custom payment arrangements. Specify the terms in the payment description field.
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Delivery Terms (Incoterms)
Select the Incoterms delivery condition (e.g., FOB, CIF, EXW, DDP) that defines responsibility and risk transfer.
Delivery Destination
Enter the delivery location associated with the selected Incoterms condition.
Loading Port
Select the port where goods will be loaded for export. Only ports registered in Basic Data > Port can be selected.
Discharge Port
Select the destination port where goods will be unloaded. Only ports registered in Basic Data > Port can be selected.
Partial Shipment
Select whether partial shipment is allowed. This determines if the order can be shipped in multiple batches.
Transshipment
Select whether transshipment is allowed. This indicates if goods can be transferred between vessels during shipping.
Country of Origin
Select the country where the goods are manufactured or produced. Required for customs documentation.
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Notes
Enter any additional notes, terms, or conditions that should appear on the document.
Product Information Input
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Enter product details for the agent proforma invoice
Product
Select the product to add. Only products pre-registered in Data Management > Product can be selected.
Quantity / Unit Price
Enter the quantity and unit price for the selected product. Total amount is calculated automatically.
Add New Item
Click to add another product line to the document.
Weight and Volume Information Input
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Enter weight and volume information for the agent proforma invoice
Net Weight (KG)
Enter the total net weight of all products in kilograms, excluding packaging materials.
Gross Weight (KG)
Enter the total gross weight of all products in kilograms, including packaging materials.
CBM (M³)
Enter the total cubic meter volume of the shipment for container space calculation.
Freight and Values Input
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When using Incoterms that include freight (such as CFR, CIF, CPT, CIP), you can specify the breakdown between product value and freight cost.
Net Value
The product value excluding freight. This is the base price for all ordered items.
Freight Value
The estimated or agreed shipping cost from loading port to destination.
Total Value
The combined total of net value and freight value, representing the complete order amount.
Document Account Page Features
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Understand the various features available on the document account page
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