Zoho Inventory

FAQ

How to create a 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.

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.