Zoho Inventory

Help Docs

More Actions on Sales Orders


Export Sales Orders

To export your sales orders, follow the following steps:

image of the menu drop down highlighting export SO option

Export Sales Orders page


Attach Files to Sales Order

You can attach documents associated with the sale like a coupon, a quote or any file that is a part of that deal.

To attach a file to a sales order:

image of the more button drop down highlighting the attach files option

image of drag and drop pop up


Edit Sales Order

edit option in a sales order


Clone Sales Order

clone option in a sales order


print option in a sales order


Save Sales Order as PDF

pdf option in a sales order


Email Sales Order

Apart from the ability to send out a sales order immediately upon creation, you can also mail a sales order later to a customer or a contact. To do so:

mail option in a sales order

Mailing a sales order


Delete Sales Order

clone option in a sales order


Cancel items in a Sales Order

Let us consider a scenario where some of the items in a sales order have already been packed and shipped. But in the last minute your customer decides to cancel the rest. In situations like these, you can selectively cancel items and its quantity. To do so:

Prerequisite: Your sales order must have some items that are not yet packed or invoiced.

Partially fulfilled SO

Item cancel option in SO

Item cancel quantity

Note:

Re-open Cancelled Items

To re-open the cancelled items in a sales order, follow the steps below:

Item reopen option in SO


Cancel Items in Bulk

In order to bulk cancel items in sales orders, follow the steps below:

Prerequisite: The sales orders must be in Confirmed status and should have some items that are not yet packed or invoiced.

Bulk Item Cancel option in SO

Note: You cannot edit the line items and its quantity while bulk cancelling items from sales orders. In order to do so, you need to open the specific sales order and then proceed with the cancellation.


Void Sales Order

To Void a sales order, follow these steps:

image of voiding an SO

Note: A sales order that has been invoiced or paid(incase of marketplace orders) cannot be voided.


View invoice details within the sales order

If you have associated invoices with a sales order, you can have a quick glance at its details from the sales order itself. To do so:

View Invoice Details View Invoice Details

Create Custom Views

Custom views are specific views to list your Sales Orders, based on your criteria. For example, out of all your Sales Orders in Zoho Inventory, you might want to view those sales orders which are supposed to be shipped today.

With Custom Views, you can simply create this filter, set criteria and use it to classify data.

Custom view of sales orders

To create a Custom View:


Create Custom Status

Sometimes you might want to mark some Sales Orders with a specific status, apart from the default ones present in Zoho Inventory. For example, you might have multiple Sales Orders that require backordering, but you may wish to backorder them later, instead of doing it right away. In such cases, it would be extremely convenient to assign a custom status to all those confirmed Sales Orders that require backordering. The custom status option would help you out with this.

To create a Custom Status,

Now, go to any Sales Order with the status specified in the Custom Status For field. Click on the More button and you’ll have the option to mark the Sales Order with your custom status.

Custom status for sales orders

Notes

How to filter them out?

You can create Custom Views for the custom statuses that you create, and you can them filter them out accordingly. When you create a custom view, select the Order Sub-Status as the criteria for the view.

Substatus as criteria


TOP