Managing your Sales Orders

Now that you know how to create sales orders, lets now focus on managing and getting the best out of your sales orders.

Here is an overview of all the basic operations you can do with your sales orders.


Status of a Sales Order

A Sales Order status indicates the stage of progress and the current condition of the order. Lets take a look at what each status indicates.

Selecting the criteria for closing a Sales Order

Based on your preference, you can choose to have your Sales Order’s status automatically set as Closed. The criteria are as follows:

You can choose either one of the two, or both. When the criteria is met, the Sales Order status will be set as Closed.

Image of SO closing preference

NOTE: Older users of Zoho Inventory would have manually closed some Sales Orders. If you want to convert them to the new Closed status mentioned above, kindly open the SO and select More –> Reopen and the status will be updated automatically.

Invoice, Shipping and Package status of the Sales Order:

The Status column which is available in the list view of Sales Order specifies the status of the Sales Order alone, and not the invoicing or package/shipment status of the Sales Order.

To know the details whether it has been invoiced, packed and shipped, you can either hover your mouse over the blue/green dots in the list view of Sales Orders. If the dots are grey, it means that the process is yet to be commenced.

Image of the Sales Order status

Alternatively, you can select a Sales Order and the Invoice and package/shipment status will be visible in the details page.

Image of the Sales Order status in details


Sending a Sales Order to your Customer

Image of save and send button

image of email button


Converting a Sales Order from Draft to Confirmed Status

image of mark as confirmed button


Converting a Sales Order to Purchase Order

When you are out of stock and not able to fulfill the order placed by your customer, you can always convert the sales order into a purchase order and send it to a vendor to purchase the items.

image of converting to purchase order option in the drop down


Converting a Sales Order into an Invoice

To create invoices from sales orders:

Method 1:

Image of creating an invoice from the invoices section of a sales order

Method 2:

Image of creating an invoice from the create button

On using either of the methods, you will be directed to the invoice creation page. By default all the details provided in the sales order will be auto filled.

Image of the new invoice page - top half

Note: The Detailed steps to create an invoice is provided in the invoice module of this help doc.


Sales order to Packages

With Zoho Inventory, you can record or generate the package information for the items in your sales order. The detailed steps are available in the Packages module.


Packaging to Shipping

You have host of options to ship, track and manage your packed goods with Zoho Inventory. To know more, visit the Shipping module of this guide.

TOP