Zoho Inventory

Sales Order Cycle Automation

The sales order cycle in Zoho Inventory can be automated to create follow-up transactions after a sales order has been created, such as invoices, packages, or shipments.

Configure the Sales Order Cycle

To configure the sales order cycle:

Configure SO Cycle

In the pop-up, select the transactions that need to be automated after creating a sales order.

Configure SO Cycle

Execute the Sales Order Cycle

Prerequisite:

  • If a sales order contains items with serial number tracking or batch tracking, packages or shipments cannot be created during sales order automation.
  • Transactions with custom fields will be created with empty fields, even if the custom field is mandatory.
  • Disable any custom functions that may interfere with the sales order cycle. For more details, contact support@zohoinventory.com.
To execute the sales order cycle:

OptionDescription
Execute Sales Order CycleThe sales order cycle will be executed with the preferences that you’ve configured.
Override Sales Order CycleYou can modify the sales order cycle preferences for that specific transaction and click Execute to proceed.
Skip Sales Order CycleThe sales order cycle for that specific transaction will be skipped and the sales order will be marked as Confirmed.
Configure SO Cycle

Based on your selection, Zoho Inventory will execute, override, or skip the sales order cycle.

For existing sales orders that have their status as Confirmed,

Configure SO Cycle

Note: You have to execute the sales order cycle from the sales order details page for orders that have been imported manually, or synced to Zoho Inventory from sales channels.

Edit the Automated Sales Order Cycle

To edit the automated sales order cycle in your organization:

Delete the Automated Sales Order Cycle

To delete the automated sales order cycle in your organization:

Configure SO Cycle
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