## Documentation Index

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

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

# Sales Order Preferences

There are a host of preferences that you can configure for the Sales Order module in Zoho Books.

To configure preferences for the Sales Orders module:

*   Go to **Settings** on the top right corner of the page.
*   Select **Sales Orders** under _Sales_.

## Update Fields of Sales Order in Invoices

When converting your sales order into an invoice, you can retain the following fields from your sales order in your invoice:

*   Address of your organization
*   Customer Notes
*   Terms & Conditions

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## Terms & Conditions

Enter the Terms and Conditions of your business to be displayed in your sales order.

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## Notes

Enter any notes of your business that you want to display in your sales order.

After configuring the desired preferences, click **Save** at the bottom of the page.

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## Approvals

You can set up approval workflows for sales orders. You can choose from **Simple** and **Multi-Level** approval types based on your business requirements. Learn more about [Approvals](/uk/books/help/transaction-approval/configure-approvals.html).

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## Fields

You can create new fields for the Sales Orders module and assign different data types for each of them. Learn more about [Fields](/uk/books/help/settings/customization/custom-fields.html).

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## Validation Rules

You can create rules to set restrictions on the data being recorded. Learn more about [Validation Rules](/uk/books/help/settings/customization/validation-rules.html).

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## Record Locking

You can lock sales order records to prevent unauthorized changes after they reach a specific status. Learn more about [Record Locking](/uk/books/help/settings/customization/record-locking.html).

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## Statuses

You can create new statuses for the Sales Orders module to track the progress of your sales orders. Learn more about [Statuses](/uk/books/help/sales-order/other-actions.html#statuses).

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## Buttons

You can create new buttons in the Sales Orders module that either execute actions using deluge scripts or open external URLs when clicked. Learn more about [Buttons](/uk/books/help/settings/customization/custom-buttons.html).

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## Related Lists

You can view data from both the app and third-party services with _Related Lists_, making it easy to cross-reference information from different sources. Learn more about [Related Lists](/uk/books/help/settings/customization/related-lists.html).