CRM Help

Standard Fields in Sales Orders

Following are the list of Zoho defined standard fields available in the Sales Orders module:

Field NameDescriptionData typeMaximum Limit
Sales Order OwnerSelect the name of the user to whom the sales order is assigned.Lookup 
SO NumberDisplay the Sales order ID after creating a case.Number16 digit
Subject*Specify the name of the sales order. This field is mandatory.Text boxAlphanumeric(50)
Potential NameSelect the potential for which the sales order has to be generated.Lookup-
Customer NoSpecify the customer identification number (if any)Text boxAlphanumeric(50)
Purchase OrderSelect the reference purchase order.Text box-
Quote NameSelect the reference quote.Lookup-
Contact NameSelect the contact for which the sales order has to be generated.Lookup-
Due DateSelect the dateDate-
CarrierSelect the carrier’s name that ships the products from your warehouse to customer site.Pick list-
Pending Text boxAlphanumeric(50)
StatusSpecify the status of the sales order.Pick list-
Sales CommissionSpecify the commission to the sales person upon closing the deal.Numericfloat
Excise DutySpecify the excise duty for the shipmentText BoxNumeric
Account Name*Specify the account name to which the sales order has to be created.This field is mandatoryLookup-
Assigned ToSelect the user's name to whom the sales order handling duty is assigned.Select option-
Created ByDisplays name of the user created the Sales order first time.Date/Time 
Modified ByDisplays name of the user modified the Sales orderDate/Time 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *Select the product name.This field is mandatoryLookup-
Quantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
Unit Price*Displays the unit price of the product.Currency 
List Price*Select the product list price from Price Book or specify the product price. This field is mandatoryLookup and NumericIntegers
TaxSpecify the tax component of the productsCurrency-
AdjustmentsSpecify if there are any adjustments, such as discounts, or extra charges etc.Currency-
TotalDisplays the amount of the selected line item.Currency-
Terms & ConditionsSpecify the terms and conditions that are associated with sales order.Text area (long text) 
DescriptionSpecify any other details about sales order.Text area (long text)32000 characters

Share this post :

FacebookTwitter

Still can't find what you're looking for?

Write to us: support@zohocrm.com