In Zoho CRM, you can store sales order details by entering data in the sales order details 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.
Create Sales Orders Individually
To create sales orders
- In the Sales Orders module, click New Sales Order.
- In the Create Sale Orders page, enter the details.
- Click Save.
Note that you can add up to 100 line items in a sales order.
To clone sales orders
- In the Sales Orders tab, click a particular sales order that you want to be cloned.
- In the Sale Order Details page, click Clone.
- In the Clone Sale Orders page, modify the required details.
- Click Save.
Associate Sales Order with Other Records
You can associate a sales order with other records such as, activities, attachments and notes.
- Invoices: To create invoices from the sales order.
- Open Activities: To add tasks related to sales order.
- Closed Activities: To display the closed activities.
- Attachments: To add files and notes to sales order.
- Emails: To view e-mail messages.
