{"id":3991,"date":"2016-12-01T12:32:45","date_gmt":"2016-12-01T15:32:45","guid":{"rendered":"http:\/\/flowup.me\/?p=3991"},"modified":"2023-08-10T13:45:10","modified_gmt":"2023-08-10T16:45:10","slug":"flowup-cash-proforma","status":"publish","type":"post","link":"https:\/\/www.flowup.me\/blog\/flowup-cash-proforma\/","title":{"rendered":"Flowup Cash: M\u00f3dulo Proforma"},"content":{"rendered":"

O Flowup Cash torna o controle das finan\u00e7as da sua empresa<\/a> de agenciamento mar\u00edtimo simples. Com o m\u00f3dulo de proforma, voc\u00ea pode controlar todo o processo de vendas, desde a emiss\u00e3o da proforma inicial at\u00e9 a verifica\u00e7\u00e3o do custeio final (comparando proformas emitidas com despesas relativas).<\/p>\n

A proforma \u00e9 um documento fundamental no contexto do agenciamento mar\u00edtimo e de muitos outros setores comerciais. Trata-se de uma estimativa ou cota\u00e7\u00e3o detalhada que \u00e9 fornecida aos clientes antes da conclus\u00e3o de uma transa\u00e7\u00e3o comercial.<\/p>\n

Nesse contexto, a proforma no Flowup Cash desempenha um papel importante ao permitir que as empresas de agenciamento mar\u00edtimo apresentem aos clientes uma vis\u00e3o clara dos custos envolvidos em suas opera\u00e7\u00f5es e servi\u00e7os. Com essa funcionalidade, \u00e9 poss\u00edvel fornecer aos clientes uma vis\u00e3o abrangente de todos os aspectos financeiros relacionados a uma determinada transa\u00e7\u00e3o, ajudando a garantir uma comunica\u00e7\u00e3o transparente e eficaz com os clientes durante todo o processo de vendas.<\/p>\n

<\/h2>\n

Processo\u00a0de Vendas<\/h2>\n

\"Processo<\/p>\n

<\/h2>\n

Proforma Inicial<\/h2>\n

O processo come\u00e7a com a cria\u00e7\u00e3o da Proforma Inicial que pode ser salva e atualizada em vers\u00f5es. Uma proforma tem os campos principais abaixo, sendo os marcados com * obrigat\u00f3rios.<\/p>\n

\"Nova<\/p>\n

Definir data de emiss\u00e3o<\/strong>, empresa<\/strong> respons\u00e1vel (no caso de grupo comercial), se j\u00e1 foi aprovada<\/strong>, cliente<\/strong> relativo, se est\u00e1 associada a algum projeto\/departamento<\/strong>, se deve ser convertida em\u00a0<\/strong>d\u00f3lar<\/b>\u00a0e sua respectiva cota\u00e7\u00e3o<\/strong>, e demais campos espec\u00edficos.<\/p>\n

<\/h2>\n

Servi\u00e7os<\/h2>\n

Em seguida, adicionar os itens de servi\u00e7os<\/strong> que ir\u00e3o ser realizados, pre\u00e7o de venda, quantidade e desconto praticado. Cada linha corresponder\u00e1 a um item de servi\u00e7o.<\/p>\n

 <\/p>\n

\"Nova<\/p>\n

<\/h2>\n

Impostos Retidos<\/h2>\n

Os impostos retidos<\/strong> devem ser detalhados se a\u00a0tributa\u00e7\u00e3o da sua empresa exigir. Neste caso, marque sim e os respectivos ser\u00e3o exibidos para preenchimento e o total calculado automaticamente. Caso contr\u00e1rio, deixe n\u00e3o marcado.<\/p>\n

 <\/p>\n

\"Nova<\/h2>\n

<\/h2>\n

Pagamento e parcelamento<\/h2>\n

Por fim, definir\u00a0a forma de pagamento<\/strong> (boleto, transfer\u00eancia, dinheiro, etc) e a conta<\/strong> que ir\u00e1 receber este recurso. Assim como parcelamento<\/strong>,\u00a0caso haja.<\/p>\n

 <\/p>\n

\"Nova<\/p>\n

Inicialmente, o parcelamento tem sempre uma parcela (para pagamento \u00fanico). Pode-se ent\u00e3o adicionar novas parcelas<\/strong>\u00a0 para remessas futuras.<\/p>\n

Novamente na tela de Proforma Inicial, basta conferir\u00a0os dados e salvar.<\/p>\n

 <\/p>\n

Tem mais d\u00favidas sobre as funcionalidades do Flowup? Acesse nosso Arquivo de FAQ – D\u00favidas frequentes<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

O Flowup Cash torna o controle das finan\u00e7as da sua empresa de agenciamento mar\u00edtimo simples. Com o m\u00f3dulo de proforma, voc\u00ea pode controlar todo o processo de vendas, desde a emiss\u00e3o da proforma inicial at\u00e9 a verifica\u00e7\u00e3o do custeio final (comparando proformas emitidas com despesas relativas). A proforma \u00e9 um documento fundamental no contexto do […]<\/p>\n","protected":false},"author":1,"featured_media":18044,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[6],"tags":[371,263],"posicionamento":[],"class_list":["post-3991","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-duvidas-frequentes","tag-imagem-ok","tag-revisado"],"acf":[],"yoast_head":"\nFlowup Cash: M\u00f3dulo Proforma<\/title>\n<meta name=\"description\" content=\"Leia o artigo completo e descubra como \u00e9 poss\u00edvel controlar todo o processo de vendas com o m\u00f3dulo Proforma do Flowup Cash.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/flowup.me\/blog\/flowup-cash-proforma\/\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" 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