Other Actions

There are a host of other actions that you can perform upon a sales order in Zoho Books.


Edit Sales Order

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

Edit Sales Order


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:

Mail Sales Order


Cancel Items

Sometimes, you would want to cancel the items you have partially invoiced your customers from the sales order. Here’s how you can do this.

Cancel Items

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:

Reopen Canceled Items


Download Sales Order

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

Download Sales Order


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:

Clone Sales Order


Void Sales Order

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

Void Sales Order


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:

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:

Attach Files


Print Sales Order

To print a sales order:

Print Sales Order


Filter Sales Orders

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

Filter Sales Orders

Custom Views

You can create custom views for your sales order. Here’s how:

Custom Views


Custom Status

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:

Custom View

To view the custom status:

Custom View


Export Sales Orders

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

Export Sales Orders

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

Verify Export


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