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 ...Working with Reports
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or ...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 Quotes
Sales Quotes are legally binding agreements between a customer and vendor to deliver the customer requested products in a specified time-frame at a predefined price. Your customers can place orders within the stipulated period (validity date) that ...Working With Products
Products can be either goods or services, which are sold or procured by your organization. In Zoho CRM, you can manage your company- wide products that are sold to the customers as well as procured from vendors. Both sales and purchasing departments ...