TLC Resource Portal

Sales Admin SOP Printing A Proforma In M3

Step 1.Highlight order in OIS300




Step 2. Right click here



Step 3. Hover over related to get the list to the right



Step 4.  Select "Documents"




Step 5. Highlight line labeled "Proforma Invoice"





Step 6.  Right click






Step 7.  Select "Change"



Step 8.  Click " Next "



Step 9. 

Press Ctrl + S

to open up a new tab and type in "OIS640"

then hit enter



Step 10A. Paste the M3 Order# both here



Step 10B. And here



Step 11. Click " Next "



Step 12. Click "OK"

-the Proforma invoice will be sent to your inbox

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