Proforma

Proforma aka Invoice template contains all the major block where you can configure the SMS and mailing content that should be sent to the respective and selected stakeholders when certain operations is performed.

Annotation – 1 The top image with button shows few elements like Search, New Template , Refresh and Column Selector (will describe later in the chapter).

1. Search Text box is used to search a specify or similar users form the list below. When you start entering characters it will start searching within the Proforma aka Invoice Template Module.
2. Refresh Button is used to reload the Proforma aka Invoice Template Grid or Table so that the changes which are made to any user will be reflected on the grid.
3. Column Selector is used to select one or multiple columns from the range of columns. There are statically, only four columns which you can see in the image above. These columns wont change, unless, there is a specific need arises.

Annotation – 2 Displays the list of Templates available in Proforma aka Invoice Module. The same can be edited by clicking on the specific record.

• Mailing and Details and Templates section will contain all the details for specifying the templates for numerous actions available across Proforma aka Invoice Module.
  • Sender field will allow the user to set the Sender’s name which should appear on Email.
  • Subject field will allow the user to set the Subject which will represent the Email body which will be added in the Email.
  • Token filed will allow the user to select the Tokens that are available for using, these tokens will be replaced to actual value by Nafhaa Engine while sending the Email.
  • Email Template field will allow the user to add the Email content which can be formatted with the tools provided by the window. Make sure, you retain the tokens else, Nafhaa Engines will not be able to replace with actual values.

Other Template Fields

• Cashbook Email will allow the user to specify the content for email which will be used to send to customer when Cashbook entry is made against the Proforma aka Invoice.
• Vendor Email will allow the user to specify the content for email which will be sent to Vendor which is selected in Proforma.
• Email Sales-Appointment Template will allow the user to specify the email content which is needed to send to selected customer wrt Appointment which is scheduled for visit/discussion.
• SMS Sales-Appointment Template will allow the user to specify the SMS content which is needed to send to selected customer wrt Appointment which is scheduled for visit/discussion.
• Email Sales-Subscription Template will allow the user to specify the email content which is needed to send to selected customer wrt subscription which is purchased.
• LD-Process Template will allow the user to specify the details of email which is applicable for LD-process. This field is applicable for business and process specific and is not valid for general usage.
• CRAC Email Template will allow the user to specify the details of email which is applicable for CRAC process Email. This field is applicable for business and process specific and is not valid for general usage.
• Payment Post CRAC Template will allow the user to specify the details of email which is applicable for Post CRAC process Email. This field is applicable for business and process specific and is not valid for general usage.

• SMS Template field is shown here, you can specify the similar tokens here too. They will be replaced by Nafhaa Engine. Since it is SMS Template, it will auto split SMS into one or more SMS based on the length and it may affect your SMS Pack. Make sure you have proper SMS Pack enabled. The tokens shown above which are available and will be recognized by Nafhaa Engine.
• Credit Mail 1 to Credit Mail 5 Template fields will allow the user to specify the Templates for Credit Mail fields when specify amounts are received, then specific mails will be sent to selected customer.
• Terms and Conditions field will allow the user to set the Default terms and conditions which can used in Proforma and Invoice module.

This section will allow the user will be add attachment and the same can be sent to Proforma aka Invoice Mails when it is triggered.

• Email ID’s field will allow the user to add multiple email id which are comma separated and they will included in Proforma aka Invoices emails whenever an email is triggered.
• BCC Email ID’s field will allow the user to add multiple Blind CC Email id which are comma separated and they will included in Proforma aka Invoice emails whenever an email is triggered.
• Phone Number field will allow the user to specify phone number as comma separated which will added to sender list when an SMS is triggered.

This section will allow the user to set-up the SMTP Configuration using which the Emails will be sent to respective stakeholders.

• Email Provider will allow the user to select the popular Email providers who’s settings are available with Nafhaa System.
• Host field will be auto-populated if you have selected from the drop-down and if you have providers other than the specified then you will have to specify on your own. Make sure, you have entered correct value as it is effect the mailing if not specified correctly.
• Port will be auto-populated if you have selected from the drop-down and if you have providers other than the specified then you will have to specify on your own. Make sure, you have entered correct value as it is effect the mailing if not specified correctly.
• Email ID/Username should be added correctly by the user, else Nafhaa system wont be able to sent emails from the portal.
• Email Password should be added correctly by the user, else Nafhaa system wont be able to sent emails from the portal. As the SMTP server won’t be able to Authorize the user.

This sums on the Proforma aka Invoice Template module.