1. For existing documents, select "Quotation", "Inquiry", or "PO/PI" to choose data from existing quotations, inquiries, or POs, respectively. 2. For received document copies, select "PO Copy", "Quotation Copy", or "Inquiry Copy". "PO Copy" lets you choose data from received PO/PI copies. 3. To choose data from the company's product master, select "Product Management". The source is the current tenant's product master. 4. You can ask: "Which sources can I select data from for a Proforma Invoice?" The AI will reply: "You can select data from quotations, inquiries, POs/PIs, Product Management, and received copies of POs, quotations, or inquiries."
V5 新桌面版｜形式發票 SIM–NW–PO–2610–S0020