## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/qa/books/help/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Other Actions in Sales Orders

## Edit Sales Order

You can change the details of your existing sales order. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Select the sales order that you want to edit.
*   Click the **Edit** button in the top right side of the page.
*   Make the changes and save the sales order.

![Edit Sales Order](/books/help/images/sales-order/edit-so.png)

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## Send Sales Order to Customer

Usually, when you create a sales order, you would have saved it as a draft or sent it to your customer right away.

If you have saved it as a draft, you can send it to your customer manually. Here’s how:

*   Go to **Sales** > **Sales Orders** and select the sales order you want to send.
*   Click the **Mail** icon in the top right side of the page.
*   Go through the template and click **Send**.

![Mail Sales Order](/books/help/images/sales-order/mail-so.png)

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## Cancel Items

Sometimes, you would want to cancel the items you have [partially invoiced](/qa/books/help/sales-order/convert-to-invoice.html#partial-invoice) your customers from the sales order. Here’s how you can do this.

*   Go to **Sales** > **Sales Orders**.
*   Select the sales order which you have invoiced.
*   Click **More** > **Cancel Items**.
*   Select the items that you want to cancel.
*   Click **Save**.

![Cancel Items](/books/help/images/sales-order/cancel-items.png)

You can view the canceled items in the **Canceled Items** tab when you select the sales order.

You can reopen the canceled items. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Select the sales order for which you have canceled items.
*   Click **More** > **Reopen Canceled Items**.

![Reopen Canceled Items](/books/help/images/sales-order/reopen-cancel-items.png)

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## Download Sales Order

You can download your sales order as a PDF. Here’s how:

*   Go to **Sales** > **Sales Orders** and select the sales order you want to download.
*   Click the **PDF** icon in the right side of the page.

![Download Sales Order](/books/help/images/sales-order/pdf-so.png)

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## Clone Sales Order

If you want to create a sales order with the same details as an existing one, you can choose to clone it rather than create a new sales order. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Select the sales order which you want to clone.
*   Click **More** > **Clone**.

![Clone Sales Order](/books/help/images/sales-order/clone-so.png)

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## Void Sales Order

If you do not want to delete a sales order, you can void it. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Select the sales order which you want to void.
*   Click **More** > **Void**.

![Void Sales Order](/books/help/images/sales-order/void-so.png)

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## Attach Files to Sales Order

You can attach up to 5 files for each sales order. The size limit for each file is 5 MB. To attach files to your sales order:

*   Go to **Sales** > **Sales Orders** and select the sales order for which you want to attach the file(s).
*   Click the **Attach** icon in the top right corner of the page.
*   Select your upload option.

Upload Type

Description

Drag & Drop

Upload files from your system.

Cloud

Upload files from your cloud account.

Documents

Upload files from documents saved in your Zoho Books account.

You can **Download**, **Delete** or **Remove** the files by clicking the options below the uploaded files.

**Note:**

*   If you **Delete** a file, it will be permanently deleted from your account.
*   If you **Remove** a file, it will be removed from the transaction but will still be present in your documents tab.

![Attach Files](/books/help/images/sales-order/attach-file.png)

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## Print Sales Order

To print a sales order:

*   Go to **Sales** > **Sales Orders** and select the sales order you want to print.
*   Click the **Print** icon in the right side of the page.
*   Check the preview and click **Print**.

![Print Sales Order](/books/help/images/sales-order/print-so.png)

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## Filter Sales Orders

You can filter sales orders based on their status. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Click the **All Sales Orders** drop-down in the top of the page.
*   Select the sales order status to filter accordingly.

![Filter Sales Orders](/books/help/images/sales-order/filter-so.png)

### Custom Views

You can create custom views to filter sales orders based on criteria you set. Learn more about [Custom Views](/qa/books/help/settings/customization/custom-views.html).

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## Statuses

In Zoho Books, a sales order can have a standard set of statuses like Draft, Open, Void and Closed. However, you can add a status of your own. When you do so, you need to select a ‘parent’ status from the set of default statuses present in Zoho Books.

Whenever the sales order is in the parent status, you can changes it to your custom status.

For example, let’s say you create a custom status named **To be shipped** with the parent status being **Open**. Now, a sales order in the Open status can be marked as **To be shipped**.

To create a custom status in Zoho Books:

*   Go to **Settings** on the top right corner of the page.
*   Select **Sales Orders** under _Sales_.
*   Switch to the _Statuses_ tab.
*   Click **\+ New Status**.
*   Choose the parent status and enter the name of your custom status.
*   Click **Save**.

![Custom View](/books/help/images/sales-order/create-cs.png)

To view the custom status:

*   Go to **Sales** > **Sales Orders**.
*   Select a sales order which has the parent status you set for your custom status.
*   Click **More** to view and mark the custom status.

![Custom View](/books/help/images/sales-order/mark-cs.png)

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## Export Sales Orders

You can export all your sales orders in Zoho Books in the CSV, XLSX or the XLS format. Here’s how:

*   Go to **Sales** > **Sales Orders**.
*   Click the **More** icon in the top right side of the page.
*   Select **Export Sales Orders**.

![Export Sales Orders](/books/help/images/sales-order/export-so1.png)

Select the format of the export under **Export As**, and fill in the other necessary fields. Click **Export**.

![Verify Export](/books/help/images/sales-order/export-so2.png)

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**Related >**

*   **[Convert to Invoice](/qa/books/help/sales-order/convert-to-invoice.html)**
*   **[Convert to Purchase Order](/qa/books/help/sales-order/convert-to-po.html)**
*   **[Delete Sales Order](/qa/books/help/sales-order/delete-so.html)**