CRM Help

Standard Fields in Sales Orders

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

Field Name Description Data type Maximum Limit
Sales Order Owner Select the name of the user to whom the sales order is assigned. Lookup  
SO Number Display the Sales order ID after creating a case. Number 16 digit
Subject* Specify the name of the sales order. This field is mandatory. Text box Alphanumeric(50)
Potential Name Select the potential for which the sales order has to be generated. Lookup -
Customer No Specify the customer identification number (if any) Text box Alphanumeric(50)
Purchase Order Select the reference purchase order. Text box -
Quote Name Select the reference quote. Lookup -
Contact Name Select the contact for which the sales order has to be generated. Lookup -
Due Date Select the date Date -
Carrier Select the carrier’s name that ships the products from your warehouse to customer site. Pick list -
Pending   Text box Alphanumeric(50)
Status Specify the status of the sales order. Pick list -
Sales Commission Specify the commission to the sales person upon closing the deal. Numeric float
Excise Duty Specify the excise duty for the shipment Text Box Numeric
Account Name* Specify the account name to which the sales order has to be created.This field is mandatory Lookup -
Assigned To Select the user's name to whom the sales order handling duty is assigned. Select option -
Created By Displays name of the user created the Sales order first time. Date/Time  
Modified By Displays name of the user modified the Sales order Date/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 mandatory Lookup -
Quantity in Stock Displays the stock quantity. Numeric Integers
Quantity* Specify the quantity for which the sales order has to be generated. This field is mandatory Numeric Integers
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 mandatory Lookup and Numeric Integers
Tax Specify the tax component of the products Currency -
Adjustments Specify if there are any adjustments, such as discounts, or extra charges etc. Currency -
Total Displays the amount of the selected line item. Currency -
Terms & Conditions Specify the terms and conditions that are associated with sales order. Text area (long text)  
Description Specify any other details about sales order. Text area (long text) 32000 characters

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