CRM Help

Creating Purchase Orders

Create Purchase Orders

In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form.

Note

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields, please contact your System Administrator for more details on the usage of other fields.

To create purchase orders

  1. In the Purchase Orders module, click New Purchase Order.
  2. In the Create Purchase Order page, enter the related information.
  3. Click Save.
    Note that you can add up to 100 line items in a purchase order.

Associate Purchase Order with Other Records

By default, you can associate a purchase order with other records such as, activities, attachments, and notes.

In the Purchase Order Details page, you can update the following:

  • Activities: To add tasks related to purchase orders
  • Attachments: To attach files to purchase orders
  • Emails: To view emails

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