{"id":10038,"date":"2026-08-19T05:56:44","date_gmt":"2026-08-19T05:56:44","guid":{"rendered":"https:\/\/tradegoai.app\/solutions\/create-proforma-invoices\/"},"modified":"2026-08-20T15:27:00","modified_gmt":"2026-08-20T15:27:00","slug":"tao-hoa-don-chieu-le","status":"publish","type":"solutions","link":"https:\/\/tradegoai.app\/vi\/solutions\/create-proforma-invoices\/","title":{"rendered":"Tr\u00ecnh t\u1ea1o PI"},"content":{"rendered":"
\n
\n
\n
\n

Tr\u00ecnh t\u1ea1o PI<\/p>\n\n\n

Tr\u00ecnh t\u1ea1o PI<\/h1><\/div>\n\n\n

\u0110\u01b0a th\u00f4ng tin ng\u01b0\u1eddi b\u00e1n, ng\u00e2n h\u00e0ng, s\u1ea3n ph\u1ea9m v\u00e0 giao d\u1ecbch \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t v\u00e0o m\u1ed9t kh\u00f4ng gian l\u00e0m vi\u1ec7c PI, t\u00ednh t\u1ed5ng gi\u00e1 tr\u1ecb \u0111\u01a1n h\u00e0ng, l\u01b0u b\u1ea3n nh\u00e1p v\u00e0 xu\u1ea5t PDF A4 chuy\u00ean nghi\u1ec7p cho ng\u01b0\u1eddi mua.<\/p>\n\n\n

\n
Xem v\u00ed d\u1ee5 PI<\/div><\/a><\/div><\/div>\n\n\n
M\u1edf Tr\u00ecnh t\u1ea1o PI<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n<\/div>\n\n\n
\n
\"Bi\u1ec3u<\/figure><\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n
\n
\n
\n

V\u1ea5n \u0111\u1ec1 kinh doanh<\/p>\n\n\n

M\u1ed9t l\u1ed7i nh\u1ecf trong PI c\u00f3 th\u1ec3 l\u00e0m ch\u1eadm vi\u1ec7c thanh to\u00e1n, s\u1ea3n xu\u1ea5t ho\u1eb7c giao h\u00e0ng<\/h2><\/div>\n\n\n

Nhi\u1ec1u \u0111\u1ed9i ng\u0169 xu\u1ea5t kh\u1ea9u v\u1eabn l\u1eadp h\u00f3a \u0111\u01a1n chi\u1ebfu l\u1ec7 b\u1eb1ng c\u00e1ch sao ch\u00e9p m\u1ed9t b\u1ea3ng t\u00ednh ho\u1eb7c t\u00e0i li\u1ec7u c\u0169 r\u1ed3i thay th\u1ebf t\u00ean, s\u1ea3n ph\u1ea9m, gi\u00e1, th\u00f4ng tin ng\u00e2n h\u00e0ng v\u00e0 \u0111i\u1ec1u kho\u1ea3n th\u01b0\u01a1ng m\u1ea1i t\u1eebng tr\u01b0\u1eddng m\u1ed9t. Tr\u00ecnh t\u1ea1o PI t\u1eadp h\u1ee3p th\u00f4ng tin c\u1ea7n thi\u1ebft cho giao d\u1ecbch hi\u1ec7n t\u1ea1i v\u00e0 chuy\u1ec3n th\u00e0nh t\u00e0i li\u1ec7u \u0111\u01b0\u1ee3c l\u01b0u c\u00f9ng PDF c\u00f3 th\u1ec3 t\u1ea3i xu\u1ed1ng.<\/p>\n\n<\/div>\n\n\n

\n
\n

V\u1ea5n \u0111\u1ec1 c\u1ee7a doanh nghi\u1ec7p<\/p>\n\n\n

T\u1ec7p c\u0169 ch\u1ee9a th\u00f4ng tin c\u0169<\/h3><\/div>\n\n\n

M\u1ed9t PI \u0111\u01b0\u1ee3c sao ch\u00e9p c\u00f3 th\u1ec3 v\u1eabn gi\u1eef th\u00f4ng tin sai v\u1ec1 ng\u01b0\u1eddi mua, lo\u1ea1i ti\u1ec1n t\u1ec7, t\u00e0i kho\u1ea3n ng\u00e2n h\u00e0ng, \u0111i\u1ec3m \u0111\u1ebfn, ng\u00e0y h\u1ebft h\u1ea1n, \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n ho\u1eb7c m\u00f4 t\u1ea3 s\u1ea3n ph\u1ea9m.<\/p>\n\n<\/div>\n\n\n

\n

T\u00e1c \u0111\u1ed9ng th\u1ef1c t\u1ebf<\/p>\n\n\n

T\u1ed5ng ti\u1ec1n \u0111\u01b0\u1ee3c t\u00ednh to\u00e1n l\u1ea1i th\u1ee7 c\u00f4ng<\/h3><\/div>\n\n\n

S\u1ed1 l\u01b0\u1ee3ng, \u0111\u01a1n gi\u00e1, c\u01b0\u1edbc v\u1eadn chuy\u1ec3n, chi\u1ebft kh\u1ea5u, t\u1ed5ng ph\u1ee5 v\u00e0 s\u1ed1 ti\u1ec1n cu\u1ed1i c\u00f9ng \u0111\u1ec1u ph\u1ea3i kh\u1edbp tr\u01b0\u1edbc khi ng\u01b0\u1eddi mua c\u00f3 th\u1ec3 x\u00e1c nh\u1eadn \u0111\u01a1n h\u00e0ng.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n

Tr\u01b0\u1edbc v\u00e0 sau<\/p>\n\n\n

Chuy\u1ec3n t\u1eeb vi\u1ec7c sao ch\u00e9p t\u1ec7p c\u0169 sang chu\u1ea9n b\u1ecb giao d\u1ecbch hi\u1ec7n t\u1ea1i<\/h2><\/div>\n\n\n

Thay th\u1ebf c\u00f4ng vi\u1ec7c th\u1ee7 c\u00f4ng l\u1eb7p \u0111i l\u1eb7p l\u1ea1i b\u1eb1ng m\u1ed9t quy tr\u00ecnh r\u00f5 r\u00e0ng h\u01a1n, k\u1ebft n\u1ed1i m\u1ee5c ti\u00eau kinh doanh, th\u00f4ng tin l\u00e0m vi\u1ec7c v\u00e0 h\u00e0nh \u0111\u1ed9ng ti\u1ebfp theo.<\/p>\n\n\n

\n
\n

Tr\u01b0\u1edbc \u0111\u00e2y<\/p>\n\n\n

Tr\u01b0\u1edbc khi s\u1eed d\u1ee5ng Tr\u00ecnh t\u1ea1o PI<\/h3><\/div>\n\n\n

T\u00ecm m\u1ed9t PI c\u0169 c\u00f3 v\u1ebb g\u1ea7n gi\u1ed1ng v\u1edbi \u0111\u01a1n h\u00e0ng m\u1edbi. Thay th\u1ebf th\u1ee7 c\u00f4ng th\u00f4ng tin ng\u01b0\u1eddi b\u00e1n, ng\u01b0\u1eddi mua, ng\u00e2n h\u00e0ng, s\u1ea3n ph\u1ea9m v\u00e0 giao d\u1ecbch. T\u00ednh l\u1ea1i s\u1ed1 ti\u1ec1n t\u1eebng d\u00f2ng v\u00e0 t\u1ed5ng ti\u1ec1n trong m\u1ed9t b\u1ea3ng t\u00ednh ri\u00eang. Xu\u1ea5t t\u1ec7p v\u00e0 ki\u1ec3m tra xem c\u00f2n th\u00f4ng tin c\u0169 n\u00e0o kh\u00f4ng.<\/p>\n\n<\/div>\n\n\n

\n

V\u1edbi Tr\u00ecnh t\u1ea1o PI<\/p>\n\n\n

V\u1edbi Tr\u00ecnh t\u1ea1o PI<\/h3><\/div>\n\n\n

B\u1eaft \u0111\u1ea7u v\u1edbi c\u00e1c th\u00f4ng tin m\u1eb7c \u0111\u1ecbnh c\u1ee7a c\u00f4ng ty \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t v\u00e0 t\u00e0i kho\u1ea3n nh\u1eadn ti\u1ec1n \u0111\u00e3 ch\u1ecdn. Th\u00eam th\u00f4ng tin ng\u01b0\u1eddi mua hi\u1ec7n t\u1ea1i v\u00e0 T\u00e0i s\u1ea3n S\u1ea3n ph\u1ea9m theo SKU. Ki\u1ec3m tra s\u1ed1 l\u01b0\u1ee3ng, gi\u00e1, c\u01b0\u1edbc v\u1eadn chuy\u1ec3n, chi\u1ebft kh\u1ea5u v\u00e0 t\u1ed5ng ti\u1ec1n \u0111\u00e3 \u0111\u01b0\u1ee3c t\u00ednh to\u00e1n. L\u01b0u b\u1ea3n nh\u00e1p PI v\u00e0 xu\u1ea5t d\u1eef li\u1ec7u hi\u1ec7n t\u1ea1i d\u01b0\u1edbi d\u1ea1ng PDF A4.<\/p>\n\n<\/div>\n\n\n

\n

K\u1ebft qu\u1ea3 kinh doanh<\/p>\n\n\n

Th\u00f4ng tin \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t b\u1ecb ph\u00e2n t\u00e1n<\/h3><\/div>\n\n\n

Th\u00f4ng tin nh\u1eadn di\u1ec7n ng\u01b0\u1eddi b\u00e1n, t\u00e0i kho\u1ea3n nh\u1eadn ti\u1ec1n, th\u00f4ng tin SKU, Incoterms, th\u1eddi gian giao h\u00e0ng v\u00e0 c\u1ea3ng th\u01b0\u1eddng n\u1eb1m trong c\u00e1c t\u1ec7p ri\u00eang bi\u1ec7t ho\u1eb7c ph\u1ee5 thu\u1ed9c v\u00e0o tr\u00ed nh\u1edb c\u1ee7a nh\u00e2n vi\u00ean.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n
\n
\n

T\u00e0i li\u1ec7u minh h\u1ecda<\/p>\n\n\n

Xem th\u00f4ng tin giao d\u1ecbch tr\u01b0\u1edbc khi tr\u1edf th\u00e0nh PI c\u1ee7a ng\u01b0\u1eddi mua<\/h2><\/div>\n\n\n

V\u00ed d\u1ee5 s\u1eed d\u1ee5ng m\u1ed9t SKU T\u00e0i s\u1ea3n S\u1ea3n ph\u1ea9m th\u1ef1c t\u1ebf v\u00e0 c\u00e1c t\u00f9y ch\u1ecdn c\u1ea5p c\u00f4ng ty t\u01b0\u01a1ng t\u1ef1 \u0111\u01b0\u1ee3c n\u1ec1n t\u1ea3ng h\u1ed7 tr\u1ee3, sau \u0111\u00f3 minh h\u1ecda c\u00e1ch th\u00f4ng tin ng\u01b0\u1eddi mua, c\u00e1c m\u1eb7t h\u00e0ng, v\u1eadn chuy\u1ec3n, \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n v\u00e0 t\u1ed5ng ti\u1ec1n xu\u1ea5t hi\u1ec7n trong t\u00e0i li\u1ec7u.<\/p>\n\n\n

\n
M\u1edf Tr\u00ecnh t\u1ea1o PI<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n<\/div>\n\n\n
\n
\"Bi\u1ec3u<\/figure><\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n
\n
\n

C\u00e1ch th\u1ee9c ho\u1ea1t \u0111\u1ed9ng<\/p>\n\n\n

B\u1ed1n b\u01b0\u1edbc t\u1eeb th\u00f4ng tin giao d\u1ecbch \u0111\u1ebfn PI s\u1eb5n s\u00e0ng g\u1eedi cho ng\u01b0\u1eddi mua<\/h2><\/div>\n\n\n

Th\u1ef1c hi\u1ec7n m\u1ed9t tr\u00ecnh t\u1ef1 r\u00f5 r\u00e0ng, t\u1eeb th\u00f4ng tin \u0111\u1ed9i ng\u0169 c\u1ee7a b\u1ea1n cung c\u1ea5p \u0111\u1ebfn k\u1ebft qu\u1ea3 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c xem x\u00e9t v\u00e0 s\u1eed d\u1ee5ng cho h\u00e0nh \u0111\u1ed9ng kinh doanh ti\u1ebfp theo.<\/p>\n\n\n

\n
\n
\n

B\u01b0\u1edbc 1<\/p>\n\n\n

\u0110\u1ed3ng b\u1ed9 ng\u01b0\u1eddi b\u00e1n<\/h3><\/div>\n\n\n

T\u1ea3i th\u00f4ng tin nh\u1eadn di\u1ec7n c\u00f4ng ty hi\u1ec7n t\u1ea1i, c\u00e1c t\u00f9y ch\u1ecdn giao d\u1ecbch \u01b0u ti\u00ean v\u00e0 t\u00e0i kho\u1ea3n nh\u1eadn ti\u1ec1n \u0111\u00e3 ch\u1ecdn t\u1eeb H\u1ed3 s\u01a1 C\u00f4ng ty.<\/p>\n\n<\/div>\n\n\n

\n

B\u01b0\u1edbc 2<\/p>\n\n\n

Th\u00eam ng\u01b0\u1eddi mua v\u00e0 s\u1ea3n ph\u1ea9m<\/h3><\/div>\n\n\n

Nh\u1eadp th\u00f4ng tin ng\u01b0\u1eddi mua v\u00e0 giao h\u00e0ng, sau \u0111\u00f3 ch\u1ecdn T\u00e0i s\u1ea3n S\u1ea3n ph\u1ea9m \u0111ang ho\u1ea1t \u0111\u1ed9ng theo SKU ho\u1eb7c th\u00eam c\u00e1c m\u1eb7t h\u00e0ng c\u1ea7n thi\u1ebft.<\/p>\n\n<\/div>\n\n\n

\n

B\u01b0\u1edbc 3<\/p>\n\n\n

X\u00e1c nh\u1eadn \u0111i\u1ec1u kho\u1ea3n th\u01b0\u01a1ng m\u1ea1i<\/h3><\/div>\n\n\n

Ch\u1ecdn lo\u1ea1i ti\u1ec1n t\u1ec7, Incoterm, th\u1eddi gian giao h\u00e0ng, ph\u01b0\u01a1ng th\u1ee9c v\u1eadn chuy\u1ec3n, c\u1ea3ng, \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n, c\u01b0\u1edbc v\u1eadn chuy\u1ec3n, chi\u1ebft kh\u1ea5u v\u00e0 ghi ch\u00fa.<\/p>\n\n<\/div>\n\n\n

\n

B\u01b0\u1edbc 4<\/p>\n\n\n

L\u01b0u v\u00e0 xu\u1ea5t<\/h3><\/div>\n\n\n

Ki\u1ec3m tra ph\u1ea7n t\u00f3m t\u1eaft tr\u1ef1c ti\u1ebfp v\u00e0 b\u1ea3n xem tr\u01b0\u1edbc t\u00e0i li\u1ec7u, l\u01b0u b\u1ea3n nh\u00e1p, sau \u0111\u00f3 xu\u1ea5t PI hi\u1ec7n t\u1ea1i d\u01b0\u1edbi d\u1ea1ng PDF A4.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n

Th\u00f4ng tin b\u1ea1n l\u00e0m vi\u1ec7c c\u00f9ng<\/p>\n\n\n

L\u01b0u c\u00e1c th\u00f4ng tin th\u01b0\u01a1ng m\u1ea1i ng\u01b0\u1eddi mua c\u1ea7n trong m\u1ed9t t\u00e0i li\u1ec7u<\/h2><\/div>\n\n\n

S\u1eed d\u1ee5ng th\u00f4ng tin kinh doanh \u0111\u1ed9i ng\u0169 c\u1ee7a b\u1ea1n \u0111\u00e3 c\u00f3, sau \u0111\u00f3 xem x\u00e9t k\u1ebft qu\u1ea3 tr\u01b0\u1edbc khi chuy\u1ec3n sang c\u00f4ng vi\u1ec7c v\u1edbi kh\u00e1ch h\u00e0ng, th\u1ecb tr\u01b0\u1eddng, t\u00e0i li\u1ec7u ho\u1eb7c chi\u1ebfn d\u1ecbch.<\/p>\n\n\n

\n
\n

01<\/p>\n\n\n

Th\u00f4ng tin t\u00e0i li\u1ec7u<\/h3><\/div>\n\n\n

S\u1ed1 PI, tr\u1ea1ng th\u00e1i b\u1ea3n nh\u00e1p, ng\u00e0y ph\u00e1t h\u00e0nh v\u00e0 ng\u00e0y h\u1ebft h\u1ea1n, lo\u1ea1i ti\u1ec1n t\u1ec7 v\u00e0 Incoterm \u0111\u00e3 ch\u1ecdn.<\/p>\n\n<\/div>\n\n\n

\n

02<\/p>\n\n\n

Ng\u01b0\u1eddi B\u00e1n v\u00e0 Ng\u01b0\u1eddi Mua<\/h3><\/div>\n\n\n

Th\u00f4ng tin c\u00f4ng ty v\u00e0 li\u00ean h\u1ec7 c\u1ee7a c\u1ea3 hai b\u00ean, bao g\u1ed3m qu\u1ed1c gia c\u1ee7a ng\u01b0\u1eddi mua v\u00e0 \u0111\u1ecba ch\u1ec9 giao h\u00e0ng.<\/p>\n\n<\/div>\n\n\n

\n

03<\/p>\n\n\n

C\u00e1c m\u1eb7t h\u00e0ng s\u1ea3n ph\u1ea9m<\/h3><\/div>\n\n\n

SKU, t\u00ean m\u1eb7t h\u00e0ng, m\u00f4 t\u1ea3, s\u1ed1 l\u01b0\u1ee3ng, \u0111\u01a1n v\u1ecb, \u0111\u01a1n gi\u00e1 v\u00e0 s\u1ed1 ti\u1ec1n t\u1eebng d\u00f2ng \u0111\u01b0\u1ee3c t\u00ednh to\u00e1n.<\/p>\n\n<\/div>\n\n\n

\n

04<\/p>\n\n\n

V\u1eadn chuy\u1ec3n v\u00e0 giao h\u00e0ng<\/h3><\/div>\n\n\n

Ph\u01b0\u01a1ng th\u1ee9c v\u1eadn chuy\u1ec3n, th\u1eddi gian giao h\u00e0ng, c\u1ea3ng x\u1ebfp h\u00e0ng, c\u1ea3ng \u0111\u00edch v\u00e0 c\u00e1c ghi ch\u00fa b\u1ed5 sung v\u1ec1 \u0111\u00f3ng g\u00f3i ho\u1eb7c th\u1eddi h\u1ea1n hi\u1ec7u l\u1ef1c.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n

Tr\u01b0\u1edbc khi b\u1eaft \u0111\u1ea7u<\/p>\n\n\n

Tr\u00ecnh t\u1ea1o PI gi\u00fap b\u1ea1n l\u00e0m g\u00ec v\u00e0 nh\u1eefng \u0111i\u1ec3m v\u1eabn c\u1ea7n ki\u1ec3m tra<\/h2><\/div>\n\n\n

S\u1eed d\u1ee5ng kh\u00f4ng gian l\u00e0m vi\u1ec7c \u0111\u1ec3 s\u1eafp x\u1ebfp v\u00e0 chu\u1ea9n b\u1ecb c\u00f4ng vi\u1ec7c, \u0111\u1ed3ng th\u1eddi gi\u1eef quy\u1ec1n ph\u00e1n \u0111o\u00e1n kinh doanh cu\u1ed1i c\u00f9ng v\u00e0 c\u00e1c ph\u00ea duy\u1ec7t quan tr\u1ecdng cho \u0111\u1ed9i ng\u0169 c\u1ee7a b\u1ea1n.<\/p>\n\n\n

\n
\n
\n

D\u00e0nh cho ai<\/p>\n\n\n

L\u1eadp PI nh\u1ea5t qu\u00e1n m\u00e0 kh\u00f4ng c\u1ea7n b\u1eaft \u0111\u1ea7u t\u1eeb t\u00e0i li\u1ec7u c\u0169<\/h3><\/div>\n\n\n

T\u00e1i s\u1eed d\u1ee5ng th\u00f4ng tin ng\u01b0\u1eddi b\u00e1n, ng\u00e2n h\u00e0ng, s\u1ea3n ph\u1ea9m v\u00e0 t\u00f9y ch\u1ecdn th\u01b0\u01a1ng m\u1ea1i \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t. T\u00e1ch ri\u00eang th\u00f4ng tin c\u1ee5 th\u1ec3 c\u1ee7a ng\u01b0\u1eddi mua cho giao d\u1ecbch hi\u1ec7n t\u1ea1i. T\u00ednh s\u1ed1 ti\u1ec1n t\u1eebng d\u00f2ng v\u00e0 t\u1ed5ng gi\u00e1 tr\u1ecb \u0111\u01a1n h\u00e0ng t\u1eeb c\u00e1c gi\u00e1 tr\u1ecb \u0111\u00e3 nh\u1eadp. L\u01b0u h\u1ed3 s\u01a1 PI c\u00f9ng c\u00e1c m\u1eb7t h\u00e0ng \u0111\u1ec3 ch\u1ec9nh s\u1eeda sau. Xu\u1ea5t PDF A4 c\u00f3 c\u1ea5u tr\u00fac \u0111\u1ec3 ng\u01b0\u1eddi mua xem x\u00e9t.<\/p>\n\n<\/div>\n\n<\/div>\n\n\n

\n
\n

Gi\u1edbi h\u1ea1n quan tr\u1ecdng<\/p>\n\n\n

PI v\u1eabn c\u1ea7n \u0111\u01b0\u1ee3c ki\u1ec3m tra v\u1ec1 m\u1eb7t th\u01b0\u01a1ng m\u1ea1i v\u00e0 ng\u00e2n h\u00e0ng<\/h3><\/div>\n\n\n

Tr\u00ecnh t\u1ea1o PI s\u1eafp x\u1ebfp v\u00e0 t\u00ednh to\u00e1n th\u00f4ng tin \u0111\u01b0\u1ee3c nh\u1eadp v\u00e0o t\u00e0i li\u1ec7u. C\u00f4ng c\u1ee5 kh\u00f4ng t\u1ef1 ph\u00ea duy\u1ec7t gi\u00e1, \u0111i\u1ec1u kho\u1ea3n t\u00edn d\u1ee5ng, c\u00e1ch x\u1eed l\u00fd thu\u1ebf, t\u00ednh ph\u00f9 h\u1ee3p c\u1ee7a Incoterm, quy\u1ec1n s\u1edf h\u1eefu t\u00e0i kho\u1ea3n ng\u00e2n h\u00e0ng, kh\u1ea3 n\u0103ng cung \u1ee9ng s\u1ea3n ph\u1ea9m, n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t, chi ph\u00ed v\u1eadn chuy\u1ec3n ho\u1eb7c c\u00e1c y\u00eau c\u1ea7u tu\u00e2n th\u1ee7. H\u00e3y x\u00e1c minh ng\u01b0\u1eddi mua, s\u1ea3n ph\u1ea9m, s\u1ed1 l\u01b0\u1ee3ng, gi\u00e1, lo\u1ea1i ti\u1ec1n t\u1ec7, th\u00f4ng tin ng\u00e2n h\u00e0ng, \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n, ng\u00e0y th\u00e1ng, c\u1ea3ng, c\u01b0\u1edbc v\u1eadn chuy\u1ec3n, chi\u1ebft kh\u1ea5u v\u00e0 t\u1ed5ng ti\u1ec1n cu\u1ed1i c\u00f9ng tr\u01b0\u1edbc khi chia s\u1ebb PDF.<\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n

C\u00e1c c\u00e2u h\u1ecfi th\u01b0\u1eddng g\u1eb7p<\/p>\n\n\n

C\u00e1c c\u00e2u h\u1ecfi c\u1ea7n gi\u1ea3i \u0111\u00e1p tr\u01b0\u1edbc khi t\u1ea1o h\u00f3a \u0111\u01a1n chi\u1ebfu l\u1ec7 \u0111\u1ea7u ti\u00ean<\/h2><\/div>\n\n\n

Tr\u00ecnh t\u1ea1o PI d\u00e0nh cho c\u00e1c \u0111\u1ed9i ng\u0169 b\u00e1n h\u00e0ng xu\u1ea5t kh\u1ea9u v\u00e0 v\u1eadn h\u00e0nh th\u01b0\u01a1ng m\u1ea1i c\u1ea7n chuy\u1ec3n th\u00f4ng tin giao d\u1ecbch \u0111\u00e3 x\u00e1c nh\u1eadn th\u00e0nh m\u1ed9t h\u00f3a \u0111\u01a1n chi\u1ebfu l\u1ec7 nh\u1ea5t qu\u00e1n, d\u1ec5 ki\u1ec3m tra m\u00e0 kh\u00f4ng ph\u1ea3i li\u00ean t\u1ee5c t\u1ea1o l\u1ea1i t\u00e0i li\u1ec7u.<\/p>\n\n\n

\n
\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tC\u00f3 th\u1ec3 \u0111i\u1ec1n s\u1eb5n nh\u1eefng th\u00f4ng tin n\u00e0o?<\/span><\/div>

Th\u00f4ng tin ng\u01b0\u1eddi b\u00e1n, th\u00f4ng tin t\u00e0i kho\u1ea3n nh\u1eadn ti\u1ec1n, lo\u1ea1i ti\u1ec1n t\u1ec7 \u01b0u ti\u00ean, Incoterms, th\u1eddi gian giao h\u00e0ng, ph\u01b0\u01a1ng th\u1ee9c v\u1eadn chuy\u1ec3n, c\u1ea3ng x\u1ebfp h\u00e0ng v\u00e0 \u0111i\u1ec1u kho\u1ea3n thanh to\u00e1n c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c t\u1ea3i t\u1eeb H\u1ed3 s\u01a1 c\u00f4ng ty. Th\u00f4ng tin s\u1ea3n ph\u1ea9m c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c ch\u1ecdn t\u1eeb T\u00e0i s\u1ea3n s\u1ea3n ph\u1ea9m \u0111ang ho\u1ea1t \u0111\u1ed9ng.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tT\u00f4i c\u00f3 th\u1ec3 th\u00eam nhi\u1ec1u h\u01a1n m\u1ed9t s\u1ea3n ph\u1ea9m kh\u00f4ng?<\/span><\/div>

C\u00f3. Ph\u1ea7n c\u00e1c h\u1ea1ng m\u1ee5c h\u1ed7 tr\u1ee3 nhi\u1ec1u s\u1ea3n ph\u1ea9m ho\u1eb7c d\u1ecbch v\u1ee5, \u0111\u1ed3ng th\u1eddi cho ph\u00e9p b\u1ea1n nh\u00e2n b\u1ea3n, s\u1eafp x\u1ebfp l\u1ea1i v\u00e0 ch\u1ec9nh s\u1eeda c\u00e1c m\u1ee5c tr\u01b0\u1edbc khi l\u01b0u ho\u1eb7c xu\u1ea5t.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tT\u1ed5ng gi\u00e1 tr\u1ecb \u0111\u01a1n h\u00e0ng \u0111\u01b0\u1ee3c t\u00ednh nh\u01b0 th\u1ebf n\u00e0o?<\/span><\/div>

S\u1ed1 ti\u1ec1n c\u1ee7a t\u1eebng d\u00f2ng \u0111\u01b0\u1ee3c t\u00ednh b\u1eb1ng s\u1ed1 l\u01b0\u1ee3ng nh\u00e2n v\u1edbi \u0111\u01a1n gi\u00e1. T\u1ea1m t\u00ednh c\u1ee7a ch\u1ee9ng t\u1eeb l\u00e0 t\u1ed5ng s\u1ed1 ti\u1ec1n c\u1ee7a c\u00e1c d\u00f2ng, v\u00e0 t\u1ed5ng c\u1ed9ng cu\u1ed1i c\u00f9ng \u0111\u01b0\u1ee3c t\u00ednh b\u1eb1ng c\u00e1ch c\u1ed9ng ph\u00ed v\u1eadn chuy\u1ec3n r\u1ed3i tr\u1eeb s\u1ed1 ti\u1ec1n chi\u1ebft kh\u1ea5u.<\/p><\/div><\/div><\/div>\n<\/div>\n\n\n

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tT\u00f4i c\u00f3 th\u1ec3 l\u01b0u v\u00e0 ch\u1ec9nh s\u1eeda PI sau kh\u00f4ng?<\/span><\/div>

C\u00f3. B\u1ea3n nh\u00e1p PI v\u00e0 c\u00e1c m\u1ee5c h\u00e0ng trong \u0111\u00f3 \u0111\u01b0\u1ee3c l\u01b0u v\u00e0o nh\u00f3m hi\u1ec7n t\u1ea1i v\u00e0 c\u00f3 th\u1ec3 \u0111\u01b0\u1ee3c m\u1edf l\u1ea1i \u0111\u1ec3 c\u1eadp nh\u1eadt.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tT\u00f4i c\u00f3 th\u1ec3 g\u1eedi t\u1ec7p n\u00e0o cho ng\u01b0\u1eddi mua?<\/span><\/div>

B\u1ea3n xu\u1ea5t hi\u1ec7n t\u1ea1i t\u1ea1o m\u1ed9t t\u1ec7p PDF kh\u1ed5 A4 ch\u1ee9a th\u00f4ng tin chi ti\u1ebft v\u1ec1 ch\u1ee9ng t\u1eeb, c\u00e1c b\u00ean, c\u00e1c m\u1eb7t h\u00e0ng, \u0111i\u1ec1u kho\u1ea3n th\u01b0\u01a1ng m\u1ea1i, th\u00f4ng tin ng\u00e2n h\u00e0ng, ghi ch\u00fa v\u00e0 t\u00f3m t\u1eaft \u0111\u01a1n h\u00e0ng.<\/p><\/div><\/div>

\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t<\/path><\/svg>\n\t\t\t\t\t\t\t<\/span>\n\t\t\tTr\u00ecnh t\u1ea1o PI s\u1eed d\u1ee5ng bao nhi\u00eau Credit?<\/span><\/div>

Tool Market hi\u1ec7n hi\u1ec3n th\u1ecb th\u00f4ng tin truy c\u1eadp ho\u1eb7c s\u1eed d\u1ee5ng \u00e1p d\u1ee5ng. H\u00e3y xem l\u1ea1i gi\u00e1 tr\u1ecb hi\u1ec7n \u0111\u01b0\u1ee3c hi\u1ec3n th\u1ecb trong App tr\u01b0\u1edbc khi b\u1eaft \u0111\u1ea7u, v\u00ec trang c\u00f4ng khai kh\u00f4ng thay th\u1ebf th\u00f4ng tin thanh to\u00e1n c\u1ee7a t\u00e0i kho\u1ea3n.<\/p><\/div><\/div><\/div>\n<\/div>\n\n<\/div>\n\n<\/div><\/div>\n\n\n

\n
\n
\n
\n

B\u1eaft \u0111\u1ea7u v\u1edbi giao d\u1ecbch hi\u1ec7n t\u1ea1i<\/p>\n\n\n

Chu\u1ea9n b\u1ecb PI \u0111\u1ec3 ng\u01b0\u1eddi mua xem x\u00e9t v\u00e0 x\u00e1c nh\u1eadn<\/h2><\/div>\n\n\n

T\u1ea3i th\u00f4ng tin c\u00f4ng ty \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t, nh\u1eadp th\u00f4ng tin ng\u01b0\u1eddi mua v\u00e0 \u0111\u01a1n h\u00e0ng, ki\u1ec3m tra m\u1ecdi tr\u01b0\u1eddng th\u01b0\u01a1ng m\u1ea1i v\u00e0 xu\u1ea5t t\u00e0i li\u1ec7u hi\u1ec7n t\u1ea1i d\u01b0\u1edbi d\u1ea1ng PDF A4 chuy\u00ean nghi\u1ec7p.<\/p>\n\n<\/div>\n\n\n

\n
\n

Ch\u1ecdn b\u01b0\u1edbc ti\u1ebfp theo c\u1ee7a b\u1ea1n<\/p>\n\n\n

B\u1eaft \u0111\u1ea7u v\u1edbi m\u1ed9t t\u00e1c v\u1ee5 th\u1ef1c t\u1ebf<\/h3><\/div>\n\n\n

M\u1edf kh\u00f4ng gian l\u00e0m vi\u1ec7c ngay b\u00e2y gi\u1edd ho\u1eb7c so s\u00e1nh c\u00e1c g\u00f3i tr\u01b0\u1edbc khi b\u1eaft \u0111\u1ea7u.<\/p>\n\n\n

\n
M\u1edf Tr\u00ecnh t\u1ea1o PI<\/div><\/a><\/div><\/div>\n\n<\/div><\/div>\n\n\n

Xem gi\u00e1 v\u00e0 c\u00e1c g\u00f3i \u2192<\/a><\/p>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div>\n\n<\/div><\/div>","protected":false},"excerpt":{"rendered":"

Chu\u1ea9n b\u1ecb h\u00f3a \u0111\u01a1n chi\u1ebfu l\u1ec7 v\u1edbi th\u00f4ng tin ng\u01b0\u1eddi b\u00e1n, ng\u00e2n h\u00e0ng, s\u1ea3n ph\u1ea9m v\u00e0 giao d\u1ecbch \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u00ea duy\u1ec7t, t\u00ednh t\u1ed5ng \u0111\u01a1n h\u00e0ng, l\u01b0u b\u1ea3n nh\u00e1p v\u00e0 xu\u1ea5t t\u1ec7p PDF A4 chuy\u00ean nghi\u1ec7p.<\/p>","protected":false},"featured_media":10118,"template":"","meta":{"_uag_custom_page_level_css":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"spectra_gs_classes":"[\"\"]"},"class_list":["post-10038","solutions","type-solutions","status-publish","has-post-thumbnail","hentry"],"spectra_custom_meta":{"rank_math_internal_links_processed":["1"],"wp_statistics_words_count":["761"],"_thumbnail_id":["10118"],"rank_math_title":["PI Generator - TradeGo AI"],"rank_math_description":["Prepare proforma invoices with approved seller, bank, product, and trade details, calculate the order total, save the draft, and export a professional A4 PDF."],"rank_math_focus_keyword":["proforma invoice generator for international trade"],"rank_math_facebook_image":["https:\/\/tradegoai.app\/wp-content\/uploads\/2026\/08\/pi-generator-real-workflow.webp"],"rank_math_facebook_image_id":["10037"],"rank_math_twitter_image":["https:\/\/tradegoai.app\/wp-content\/uploads\/2026\/08\/pi-generator-real-workflow.webp"],"rank_math_twitter_image_id":["10037"],"_tradegoai_solution_faq":["a:6:{i:0;a:2:{s:8:\"question\";s:34:\"What information can be prefilled?\";s:6:\"answer\";s:243:\"Seller information, receiving-account details, preferred currencies, Incoterms, lead times, shipping methods, loading ports, and payment terms can be loaded from Company Profiles. Product information can be selected from active Product Assets.\";}i:1;a:2:{s:8:\"question\";s:32:\"Can I add more than one product?\";s:6:\"answer\";s:143:\"Yes. The line-item section supports multiple products or services and lets you clone, reorder, and edit the entries before saving or exporting.\";}i:2;a:2:{s:8:\"question\";s:32:\"How are order totals calculated?\";s:6:\"answer\";s:181:\"Each line amount is quantity multiplied by unit price. The document subtotal is the sum of line amounts, and the final total adds the shipping fee and subtracts the discount amount.\";}i:3;a:2:{s:8:\"question\";s:33:\"Can I save and edit the PI later?\";s:6:\"answer\";s:98:\"Yes. PI drafts and their line items are saved to the current team and can be reopened and updated.\";}i:4;a:2:{s:8:\"question\";s:34:\"What file can I send to the buyer?\";s:6:\"answer\";s:155:\"The current export creates an A4 PDF containing the document details, parties, line items, commercial terms, banking information, notes, and order summary.\";}i:5;a:2:{s:8:\"question\";s:39:\"How many Credits does PI Generator use?\";s:6:\"answer\";s:195:\"The Tool Market currently displays the applicable access or usage information. Review the current value shown in the App before starting because the public page does not override account billing.\";}}"],"astra_style_timestamp_css":["1790733229"],"_tga_solution_pre_spectra_content_20260820":["

\n
\n
\n PI Generator<\/span>\n

Create Accurate Proforma Invoices Without Rebuilding Every Document<\/h1>\n

Bring approved seller, bank, product, and trade details into one PI workspace, calculate the order total, save the draft, and export a professional A4 PDF for the buyer.<\/p>\n

\n See a PI Example<\/a>\n Open PI Generator<\/a>\n <\/div>\n
Company and bank details prefilled<\/span>Products selected by SKU<\/span>A4 PDF export<\/span><\/div>\n <\/div>\n
\"PI<\/figure>\n <\/div>\n<\/section>\n\n
\n
\n
The Business Problem<\/span>

A Small PI Error Can Delay Payment, Production, or Shipment<\/h2><\/div>

Many export teams still prepare proforma invoices by copying an old spreadsheet or document and replacing names, products, prices, banking details, and trade terms one field at a time.<\/p>

PI Generator keeps the information needed for the current deal together and turns it into a saved document and downloadable PDF.<\/p><\/div><\/div>\n

\n

Old Files Carry Old Information<\/h3>

A copied PI can retain the wrong buyer, currency, bank account, destination, validity date, payment term, or product description.<\/p><\/article>\n

Totals Are Recalculated Manually<\/h3>

Quantity, unit price, freight, discount, subtotal, and final amount must all agree before the buyer can confirm the order.<\/p><\/article>\n

Approved Details Are Scattered<\/h3>

Seller identity, receiving account, SKU information, Incoterms, lead time, and ports often live in separate files or depend on staff memory.<\/p><\/article>\n <\/div>\n <\/div>\n<\/section>\n\n

\n
\n
Illustrative Document<\/span>

See the Deal Details Before They Become the Buyer\u2019s PI<\/h2>

The example uses a real Product Asset SKU and the same company-level options supported by the platform, then shows how buyer information, line items, shipping, payment terms, and totals appear in the document.<\/p>

Example quantities and prices are illustrative.<\/strong> Your saved PI uses the values your team enters and confirms.<\/p><\/div>\n

\n
PI-20260819-001<\/strong>Draft Ready<\/span><\/div>\n
Product<\/span>

J-518 Polyurethane Automotive Windshield Adhesive, selected from Product Assets by SKU.<\/p><\/div>

Trade Terms<\/span>

USD, FOB, Sea Freight, Qingdao port, and the selected lead-time and payment options.<\/p><\/div><\/div>\n

Document Parties<\/span>

Seller and receiving-account details from Company Profiles, plus buyer and shipping information for this deal.<\/p><\/div>

Calculated Summary<\/span>

Line amount, subtotal, shipping fee, discount, total quantity, and final amount are calculated from the current form values.<\/p><\/div><\/div>\n <\/div>\n <\/div>\n<\/section>\n\n

\n
Before and After<\/span>

Move From Copying Old Files to Preparing the Current Deal<\/h2>
\n

Before PI Generator<\/h3>