Originally written by John Hardwick, last updated Mar 26, 2026, on the Swan Retail knowledge base (FRS).
Part of: Sales Reports
This audit is designed to be plugged in to the Sales Order side panel or run from the menu and produces a pro forma invoice style document and can be used prior to confirming delivery of goods to the customer.
This report will group items by the specified group narrative, where set.
Crystal report name Banner Proforma Invoice 3
The Banner Sales Proforma Invoice Print has been replaced with this version. If in use please change the report name within Set Up Report Links.
Selection Criteria
Run time choices, user selectable.
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Sales Order Reference
Print Sequence
Controlled via the SO_USE_DATE_ORDER_SEQUENCE application parameter.
Report Totals
Sales order Total
Printed Fields
Fields printed on the report.
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Sales Order Number
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Customer’s Main invoice to address
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Customer’s Delivery to address
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Invoice Date (order date)
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Sales Order Pad Reference
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Customer ID
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Stock ID
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SKU
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Supplier / Vendor
This Report will show the debranded catalogue supplier or the debranded supplier name, dependent upon control settings (RPT_SHOW_CAT_SUP Application parameter)
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Range / Collection
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Product Description
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Product Options
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Quantity
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Nett selling price
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VAT Rate
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VAT Amount
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Line Selling
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Sales Invoice Message
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Tax breakdown where applicable
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Previous Payments
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Balance to pay
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