Zoho Inventory

Help Docs

Creating Sales Orders

Overview:

Creating a New Sales Order

To create a Sales Order:

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

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

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

Important Note:

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


Importing Sales Orders

To import sales orders from other sources:

menu icon drop down with import option highlighted

Learn in detail the steps to import a file in Zoho Inventory.

Note: You can enable auto generation of Sales Order Number for the file you’re about to upload.


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


Multi-warehouse operations

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


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