CRM Help

Creating Sales Orders

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

  1. In the Sales Orders module, click New Sales Order.
  2. In the Create Sale Orders page, enter the details.
  3. Click Save.
    Note that you can add up to 100 line items in a sales order.

To clone sales orders

  1. In the Sales Orders tab, click a particular sales order that you want to be cloned.
  2. In the Sale Order Details page, click Clone.
  3. In the Clone Sale Orders page, modify the required details.
  4. 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.

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