All about SIMS' Proforma Module

SIMS Proforma Module

The SIMS Proforma module enables you to prepare proformas of the following:
  1. Invoice
  2. Credit Note
  3. Cash Sale
  4. Cash Return
  5. Purchases from Supplier
  6. Returns to Supplier



You can convert a proforma invoice into an invoice if needed, and likewise for all the other items.



The system keeps track of all these movements, and you can view them via the respective audit trail:
  1. Sales Audit Trail
  2. Purchase Audit Trail
The audit trail also records the status of an entry, whether it is still ‘Open’ as a proforma or has been converted and therefore ‘Closed’ as a proforma.







    • Related Articles

    • The EMVS notification system in SIMS

      Please refer to this article for a full summary of the EMVS notification system in SBS.  Notifications in the top menu of SIMS    SIMS with EMVS has an EMVS notification system that is designed to make EMVS-related alerts and warnings more visible to ...
    • How to Create an Advanced Filter in SIMS

      The advanced filter is a tool to show select fields in any module. Below is an example of an advanced filter in Support > Stock Cards to show items with a quantity higher than Zero. Go to Support > Stock Cards. Right-click on the blue box in the top ...
    • How to Install SIMS

      Installing SIMS To install SIMS, follow the below steps: Launch SIMS.exe. Press Next and accept the terms of service. Select Install only on current user. Leave the install folder path as C:\Program Files (x86)\Shireburn\WinSIMS\. Press Next. Copy ...
    • Do I need to Process an End-of-Year in SIMS?

      SIMS does not require an end of year procedures to be run.   However, SIMS controls users to only allow posting of transactions, such as sales invoices, cash sales, adjustments and purchases, within a range of dates referred to as the Posting Period. ...
    • How to Reindex SIMS

      Reindex is mostly used to fix corrupted indices. If they are not repaired, the utility will indicate which databases need attention.  It is important that all users are out of SIMS (and SFM if applicable) or else an alert will pop up that another ...