Faster sales orders, faster cash flow

Create and manage sales orders effortlessly. Streamline your order processing, avoid delivery errors, and ensure timely invoicing

Setting up

Send professional sales orders

Customize your sales orders

Send professional sales orders for instant approvals. Personalize your sales order to reflect your brand by adding your logo, colors etc.

Minimize human errors

Create sales orders easily by selecting customers and items from your preconfigured list. Corresponding taxes are auto applied, thereby saving you from manual errors.

Set approval workflows

Zoho Books allows you to set up automated approval workflows within your organization to get your sales order signed off.

From sales order to invoice

Convert to invoice in a click

Got the green light from your customer? Convert the approved sales order into an invoice in the same document. Yes, it's that simple with Zoho Books!

Set custom status

Zoho Books helps you set custom status for when the goods are delivered, dispatched, or when the sales order is invoiced.

Running out of stock?

Raise a partial invoice

What happens when your client orders 50 products and you have only 20 ready? With Zoho Books, you'll be able to create a partial invoice for the available products and ship them out directly.

Convert into a purchase order

Short on stock? Not enough time to replenish your inventory? Instantly convert a sales order into a purchase order to send to your vendor.