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 Sales Orders page, enter the sales order details.
  3. Under the Product Details section, click Add Line Items.
  4. In the Choose Products popup, type in at least one character of the Product Name or Product Code to search for the desired product and choose it from the drop-down. The only way to add products is by choosing them from the drop-down. You cannot add them otherwise. Also, the search results are affected by words seperated by a space. For example, typing "P" will bring up "i pad", provided the product name is stored as "i pad" (as two words). If it is stored as "ipad", typing "p" will not bring up the product. To bring this up, you must type "i”.

    To know more about a product listed in the drop-down, point your mouse to the Info icon next to the product.
  5. Enter the desired quantity for the chosen product.
    For more info on the stock quantity of the chosen product, point the mouse to the Info icon next to quantity text box.
  6. Add more product lines as required by clicking the Add another line link.
    Note that you can add up to 100 line items in a sales order.
  7. Once you have added all product lines, click Add Products to add them to the sales order. All the details required for the chosen line item (including taxes, price book discounts and product description for the chosen product) will be populated automatically.

    Simply drag and drop line items if you wish to reorder the product lines.To view the Product Quantity and Unit price, point your mouse to the Product Name/Product Code. To view Total after Discount, point your mouse to Discount.

    If you wish to add the list price from an associated price book, click on the Price Book Look Up icon to browse and select the desired price book.
  8. To edit the details of a line item, click on the Edit icon that appears when you point your mouse to a value such as tax or discount. Editing a value changes any related values automatically.

    To view the Discount and Range details for the associated price book, point your mouse to the Discount value and click on the Info icon that appears.
  9. Click Save.

Note

  • The Product Details section is not customizable. If you wish to add any other details in the section such as Billing info, that is not possible.

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.

Convert Sales Order to Invoice

To convert sales order to invoice

  1. Click the Sales Orders tab.
  2. In the Sales Orders Home page, select the required sales order.
  3. In the Sales Order Details page, click Convert, and then select Invoice.
    The Invoice Details page will be displayed.

Note

  • In case you have custom fields in your Sales Order, you must map it with the corresponding custom fields in the invoice. The mapping must be done before you convert the sales order.

To map custom fields of the sales orders module

  1. Click Setup > Customization > Fields.
  2. Select the Sales Orders module from the Module list.
  3. Click Map Custom Field.
  4. In the Map Fields for Sales Orders Conversion page, map the Sales Order custom fields to the corresponding fields in Invoice. Note that the same page is displayed for Quotes conversion as well.
  5. Click Save.
    Now the Sales Order custom fields are mapped with their corresponding fields in Invoice. The values will be converted accordingly on Sales Order conversion.

Convert Sales Order in Bulk

Mass conversion of sales order is also possible in the Sales Order module by selecting multiple records from the list view to convert.

To convert sales order in bulk

  1. Click the Sales Order tab.
  2. From the list of sales orders, select the ones that you want to convert.
  3. Click More Actions > Mass Convert.
  4. In the Mass Convert pop-up, do the following:
    For the Convert Sales Order To field, the Invoice  checkbox is selected by default.

    • Click the Change link to select one user as the owner for the sales orders or invoices that the quotes are being converted to. By default, all the sales orders or invoices will be assigned to the users who own the respective quotes.
  5. Click Convert.

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