## Documentation Index

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

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

# Sales Order

*   [When do I need to create a sales order?](/za/books/kb/sales-order/create-sales-order.html)
*   [Will sales orders affect my inventory?](/za/books/kb/sales-order/sales-order-inventory.html)
*   [How can I transfer a custom field from a sales order to an invoice?](/za/books/kb/sales-order/sales-order-invoice-transfer.html)
*   [How do I assign templates for my sales orders/purchase orders/quotes?](/za/books/kb/sales-order/sales-order-assign-template.html)
*   [How do I associate multiple sales orders with an invoice?](/za/books/kb/sales-order/associate-sales-orders-with-invoice.html)
*   [How do I invoice a sales order partially?](/za/books/kb/sales-order/invoice-sales-orders-partially.html)
*   [Why am I unable to find the Cancel Items button for sales orders that are canceled partially?](/za/books/kb/sales-order/cancel-items-partially-in-sales-orders.html)
*   [How do I associate invoices with sales order?](/za/books/kb/sales-order/associate-invoices-with-sales-order.html)
*   [How do I retain the address used in sales orders when I convert them to invoices?](/za/books/kb/sales-order/retain-sales-orders-address-in-invoices.html)
*   [How do I include the sales orders’ amount when limiting the credit given to my customers?](/za/books/kb/sales-order/include-sales-orders-amount-in-customers-credit-limit.html)
*   [How do I manually close a sales order?](/za/books/kb/sales-order/close-sales-orders.html)
*   [How do I auto-populate the “Sales Order Number” or “Sales Order Reference Number” from a sales order to an invoice?](/za/books/kb/sales-order/invoice-order-number-preference.html)
*   [How do I link a sales order to a purchase order?](/za/books/kb/sales-order/link-sales-order-to-purchase-order.html)
*   [How do I edit the details of an item from within a sales order?](/za/books/kb/sales-order/edit-item-details-in-so.html)
*   [What is “Instant Invoice” in sales orders? How do I create an instant invoice from a sales order?](/za/books/kb/sales-order/instant-invoice-from-so.html)
*   [How do I restrict users from editing a closed sales order?](/za/books/kb/sales-order/restrict-editing-closed-so.html)
*   [How do I convert multiple sales orders into a single invoice?](/za/books/kb/sales-order/convert-multiple-so-to-invoice.html)
*   [When do I use the void and cancel items options in the Sales Order?](/za/books/kb/sales-order/void-cancel-in-so.html)
*   [I have chosen the preference to close my sales order when the shipment is fulfilled. Why is my sales order closed even before creating the packages and shipments?](/za/books/kb/sales-order/closed-so-scenario-based.html)