Zoho Inventory

Help Docs

Creating Sales Orders

Overview:

Creating a New Sales Order

To create a Sales Order, follow this route map:

Image of the SO creation icons

Image of new sales orders top section

select customer drop down

New contact page

settings pop up of sales order number generation

Screen shot of pricelist drop down

Important Note : Price list and sales person options will be present only if they are enabled in the settings.

Image of new sales orders mid items section

Enter the item details for the sales order.

Pro Tip: Instead of searching for the items from the list, you can select an item by scanning its barcode. When you scan the same barcode more than once, the quantity of the item gets incremented automatically.

Selecting multiple items

Image of new sales orders bottom section

Now click on Save as Draft to save the new sales order in draft state, Save and Send to send it to your customer and change its status to confirmed.

NOTE: If you’ve enabled multiple warehouse management for your organization, you will have additional steps and capabilities when creating a Sales Order. To know more, click here.


Creating a Sales Orders from Contacts

To create a sales order directly from contacts, follow this route map:

Image of the new transaction button and drop down

Image of email button in SO

GST Treatment

As soon as you select the customer, Zoho Inventory will display a link mentioning the GST Treatment that you’ve selected for the contact while creating it. If you had not configured it while creating the contact, you can set it up or update it by clicking the link.

GST treatment image

Important Note:

You can create Sales orders from contacts page only for those contacts who are your customers.


Importing Sales Orders

If you have integrated your organization in Zoho Inventory, with the one in books, then all imports and changes will be reflected automatically.

In cases where you wish to import sales orders from other sources, follow these steps.

menu icon drop down with import option highlighted

SO import page

SO import map fields page

SO preview page

Important Note: The Max size limit for a file that’s being imported is 1MB. You can get a good idea of how your import file must be like, by downloading the sample file in the import page.


Generating Online Orders

When you integrate with an online marketplace or a shopping cart, for every sale made inside the marketplace or shopping cart, a sales order along with items & customer informations gets automatically generated inside Zoho Inventory. Such a sales order is known as an Online Order.

Important note: Only orders that are not fulfilled by amazon or other third parties get auto generated here as an online order.

For an online sales order, you can create an invoice, package the items and create a shipment order and have the shipment information & the item stock automatically updated to the marketplace.

To know more marketplace integrations, click here


Multiwarehouse operations

If you’ve enabled multiwarehouse management for your organization, you’ll have additional capabilities with Sales Orders. To know more, click here.


TOP