Can I convert a Sales Order to a Purchase Order?

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  In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...

• How to convert abandoned carts with web assistant

  With purchase abandonment, you can segment people who have initiated a purchase in your website but have not completed it, send them followup emails, and encourage them to buy your product. There are two different types of setup under abandonment ...

• Working with Sales Orders

  The Sales Order is a confirmation document sent to the customers before delivering the goods or services. Sales Order (SO) can be created once the quote is accepted by your prospective customer (potential) and the Purchase Order (PO) is sent by the ...

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  A Purchase Order is an order placed for procuring products or services from your vendors. It is a legal binding document that protects interests of both the vendor and buyers. In general, a Purchase Order (PO) contains the PO number, date, line items ...

• Creating Purchase Orders

  In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or ...