🔗 Before You Start
Check out the companion article: Getting Started in Office
📌 What is the Segment Proforma?
The Segment Proforma is the primary financial summary document in the Office, generated right after completing the segment specification. Manufacturers and Suppliers working on their segments (with their own products) can immediately start working on the Proforma by clicking on the Proforma tab or the Next button at the bottom of the Specification page. If you're working with another company's segment, you need to request a Proforma from them using the Request Proforma button on the Specification page.
The Proforma page resembles a standard industry proforma with a clear table layout, calculation panel on the left, and a comprehensive footer summarizing all financial details.
⚙️ Creating a Segment Proforma
After fully completing the segment specification, click Next or the Proforma tab.
Company details will auto-fill from your Office Settings. Client details will appear automatically if previously set in the project settings.
The article table displays product details, including price per unit, discount applied, and the net price (discounted price multiplied by quantity).
The table is conveniently segmented according to the project rooms, providing subtotals per room.
Prices are auto-filled from the brand’s catalog or stock. Empty price fields (highlighted red) must be manually entered by clicking them.
💡 Tip: Click on the price field to manually enter the price. The field can act as a basic calculator using the operators (=, +, -, /, *).
📊 Calculation Panel Overview
Once all items have prices assigned, use the left-side calculation panel to include additional details:
Discount (%): Apply a global discount to all items.
Extra discount (Currency): Apply an additional fixed monetary discount.
Shipping: Enter transportation costs.
Assembly costs: Specify the assembly and installation fees.
Project costs: Include design or rendering fees.
VAT (%): Apply the applicable tax rate.
Advance payment: Input already received prepayment amounts.
Deadline: Specify a confirmed delivery date. Flameplace will notify both parties two weeks prior to this date and remind the client about outstanding payments.
🔧 Individual Discounts for Items
To provide detailed and tailored pricing, Flameplace allows individual discounts for specific items within the Proforma:
Click directly on the discount field next to the article in the table to enter a custom discount specific to that item.
If you wish to revert to the global discount, simply clear the custom discount from the field.
To explicitly remove any discount from a specific article, enter “0” as the discount value. This ensures the global discount does not apply to this particular item.
💡 Important: Flameplace also supports complex sequential discounts. For example, entering "30+10+5" will apply a 30% discount first, then an additional 10% discount on the already discounted amount, and finally a further 5% discount on the remaining amount. Each discount step is applied successively, offering detailed control over pricing adjustments.
📑 Proforma Footer Summary
The footer summarizes all cost components, including:
Price per unit and total cost per item (including any discounts applied).
Additional costs such as shipping, assembly, project fees, and advance payments.
Applicable VAT percentage and calculated amount.
Total number of items, net weight, and total volume of the shipment.
Finalized and confirmed shipping date.
Standard commercial notes (delivery terms, payment terms, and shipping basis), automatically populated from Office Settings but editable per document.
🔗 Saving and Sharing Your Proforma
Click Save to download your Proforma as a PDF.
Click Share to generate a public link. Toggle access on or off.
Easily share via Flameplace Messenger, email, or other communication channels.
Registered and unregistered users can access the Proforma in read-only mode.