Can I convert a Sales Order to a Purchase Order?

• Related Articles

• Creating Sales Orders

  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 ...

• 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 ...

• Working with Purchase Orders

  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 ...

• Standard Fields in Purchase Orders

  Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup   PO Number ...