End-to-End Sales Flow Guide: Enquiry → Proforma → Sales Order
Objective
To establish a clear, traceable sales lifecycle in Manufapp by linking
Enquiry → Proforma Invoice → Sales Order.
This flow ensures that once a customer enquiry is created:
Commercial discussions happen on a structured Proforma Invoice
Final confirmation seamlessly converts into a Sales Order
No information is lost or re-entered at any stage
The objective is to eliminate fragmented documents and give sales, planning, and operations a single, continuous view of customer intent to execution.
Step 1: Convert Enquiry to Proforma Invoice
Purpose: Create a commercial quotation from an existing enquiry.
Go to
Orders → Enquiry
From the Enquiry List:
Locate the enquiry
Click Create Proforma Invoice from the Actions column
System behavior:
Customer details are auto-filled
Item details from the enquiry are carried forward
Enquiry is automatically linked to the Proforma
Enter or review:
Customer Reference #
Validity date
Price, GST, discount, or other commercial fields
Click Submit.
Result
Proforma Invoice number is generated
Enquiry status updates to Converted to PI
Enquiry ↔ Proforma linkage is maintained
Step 2: Convert Proforma Invoice to Sales Order
Purpose: Confirm the order and start execution.
From Proforma Invoice List:
Locate the Proforma
Click Create Sales Order
System behavior:
Customer and item details are auto-filled
Proforma is linked to the Sales Order
Enter:
Delivery date
Order-specific details (if required)
Click Submit.
Result
Sales Order is created
Proforma status updates to SO Created
Full traceability is established:
Enquiry → Proforma → Sales Order
Conclusion
By following the Enquiry → Proforma Invoice → Sales Order flow, teams can move from customer enquiry to confirmed order in a controlled and transparent manner.
This approach:
Avoids duplicate data entry
Maintains complete document traceability
Improves sales funnel visibility
Ensures a smooth handover from sales to planning and production
Creates a reliable audit trail for every customer order
The result is a simple, disciplined, and scalable sales process that supports faster decision-making and cleaner execution across the organization.
Final Flow:
Enquiry → Proforma Invoice → Sales Order
Clear. Consistent. Fully traceable.
Related Articles
Enquiry Setup and Enquiry to Sales Order Flow
Objective The objective of this guide is to help users: Correctly configure the Enquiry Template Create enquiries using the configured template Convert enquiries into Sales Orders without data re-entry Maintain complete traceability from enquiry to ...Proforma Invoice – Setup & Usage Guide
This guide explains how Proforma Invoices are configured and used in Manufapp, from initial setup to day-to-day sales usage. The flow is divided into two clear parts: 1. One-time setup Used to define: What fields appear while creating a Proforma ...Bulk Sales Order Upload Guide
Objective To create multiple Sales Orders in one action using a CSV upload, enabling faster order entry, better accuracy, and reduced manual effort when handling high order volumes. Steps Go to Orders → Sales Orders from the top menu. Click Upload ...Complete Guide: Batch Production Rule & Work Order Scheduling
Objective To automate work order planning and scheduling by defining a Batch Cycle Time Rule that ensures the system auto-calculates production duration based on fixed batch sizes — improving accuracy, efficiency, and visibility in batch production. ...How to Create a Sales Order in ManufApp
This guide explains how to create a Sales Order in ManufApp — from navigating to the Sales Order module to submitting and managing the order. For a quick overview, see: What is a Sales Order in ManufApp? Step 1: Navigate to Sales Orders Go to: Orders ...