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 customer for further processing.
After receiving the PO, the customers may request SOs to know the exact
date of delivery of the goods or services. Also the inventory/production
department looks at the list of Sales Orders to see what needs to be
shipped out and when. After the order is shipped and delivered to the
customer an invoice is generated from the sales order for billing
purposes. In general, SO contains the SO number, date, line items
(products) including the quantities and prices based on the PO, Billing
address, Shipping address, and the Terms & Conditions.
Related Articles
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 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 ...Standard Fields in Sales Orders
Following are the list of Zoho defined standard fields available in the Sales Orders module: Field Name Description Data type Maximum Limit Sales Order Owner Select the name of the user to whom the sales order is assigned. Lookup SO Number Display ...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 ...