Kaizen #53 - Sales Orders #API

Kaizen #53 - Sales Orders #API

Hello everyone!
Welcome back to another week of Kaizen.
In this post, we will discuss inserting, updating, and deleting a Sales Order via an API.

What is a Sales Order?
A Sales Order is a document sent to your customers to confirm the items and prices of a sale. It is usually created after a quote is accepted by your customers, and your items are ready to be shipped or delivered to them.

Getting a Sales Order
Use the Get Records API to get the record(s) from the Sales Order module.

Request URL: {api-domain}/crm/v2/Sales_Orders (or)
                        {api-domain}/crm/v2/Sales_Orders/ {record_id}
Request Method: GET

Sample Response



Creating a Sales Order
Use the Insert Records API to insert a record in the Sales Order module.

Request URL: {api-domain}/crm/v2/Sales_Orders
Request Method: POST

Sample Input

{
    "data": [
        {
            "Account_Name": {
                "id": "3652397000000624046"
            },
            "Subject": "SO Kaizen 53",
            "Product_Details": [
                {
                    "product": {
                        "id": "3652397000000416001"
                    },
                    "quantity": 10,
                    "Discount": 20,
                    "Unit Price": 1000,
                    "line_tax": [
                        {
                            "percentage": 10,
                            "name": "Sales Tax"
                        },
                        {
                            "percentage": 1,
                            "name": "VAT"
                        }
                    ]
                }
            ]
        }
    ]
}

Request JSON

Key 
Description
Account_Name
Mandatory, JSON object
The record ID of the account you want to associate the sales order with. Use the Get Records API to fetch the Account_Name.
Subject
Mandatory, string
The subject line of your sales order.
Product_Details
Mandatory, JSON array
An array of details of the product you want to generate the sales order for. For more details on the keys inside this array, refer to our post on Handling product line items in the inventory modules.
Owner
Optional, JSON object
The record ID of the owner you want to assign this sales order record to. Use the Get Users API to fetch the owner's details.
Deal_Name
Optional, JSON object
The record ID of the deal you want to associate with this sales order. Use the Get Records API to fetch the Deal_Name.
Quote_Name
Optional, JSON object
The record ID of the quote that is associated with the sales order.
Contact_Name
Optional, JSON object
The record ID of the contact you want to associate with the sales order. Use the Get Records API to fetch the Contact_Name.
Discount
Optional, integer
The discount you want to offer on the sales order.
Description
Optional, string
A description of the sales order.
Customer_No
Optional, string
The customer number that you are generating the sales order for. This is for your own internal reference.
Tax
Optional, integer
The tax you want to apply for the sales order (this is different from the tax inside the product details section, which pertains to the taxes levied on that product).
Carrier
Optional, string
The name of the carrier that will ship the sales order. You can get the possible values through the Fields Metadata API.
Sales_Commission
Optional, integer
The commission that is applicable for the sale.
Due_Date
Optional, string
The date in the yyyy-mm-dd format on which the sales order is due.
Adjustment
Optional, integer
The adjustment in the sale, if any, that is added to the grand total of that product.
Terms_and_Conditions
Optional, string
The terms and conditions of the sales order, if any.
Excise_Duty
Optional, integer
The excise duty levied on the sale of the product, if any.
$line_tax
Optional, JSON array
The tax that you want to apply to the Sub Total of the line items while generating the sales order. For more details,  refer to Handling product line items in the inventory modules.
Status
Optional, string
The status of the sales order. You can get the possible values through the Fields Metadata API.

Apart from the above keys, you can also specify the keys about the billing and shipping details. Go to Setup > Developer Space > APIs > API Names > Sales Orders to know the API names of these fields. You can also use the Fields Metadata API.

Sample Response



Note
  • You can insert a maximum of 100 sales orders in an API call.
  • You can associate up to 200 products with a sales order. Add a JSON object for each product in the Product_Details section.

Updating a Sales Order
Use the Update Records API to update the record(s) in the Sales Order module.

Request URL: {api-domain}/crm/v2/Sales_Orders/record_id (or)
{api-domain}/crm/v2/Sales_Orders (with record IDs in the input body)
Request Method: PUT

Sample Input
In this example, we have updated the product associated with the sales order.



Sample Response



Note
  • You can update a maximum of 100 sales orders in an API call. 
  • When you update multiple sales orders in a single call, pass the record ID of each sales order in the JSON object under the root key "data". Example:
    {
        "data": [
            {
    "id":"3652397000002791035",
            },
            {
    "id":"3652397000002791004",
            }
        ]
    }

Deleting a Sales Order
Use the Delete Records API to delete the record(s) in the Sales Order module.

Request URL: {api-domain}/crm/v2/Sales_Orders/{record_id} (or)
                         {api-domain}/crm/v2/Sales_Orders?ids=record_id1,record_id2
Request Method: DELETE

Sample Response



Note
You can delete a maximum of 100 sales orders in a single API call.


We hope you found this post useful. Let us know your questions and feedback in the comments section, or write to us at support@zohocrm.com.

Cheers!





    • Sticky Posts

    • Kaizen #197: Frequently Asked Questions on GraphQL APIs

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

      Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs

    • Kaizen #193: Creating different fields in Zoho CRM through API

      🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • Client Script | Update - Introducing Commands in Client Script!

      Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

    • Recent Topics

    • Deluge - Can't get phone number SalesIQ

      Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

    • Zoho Desk - Community

      As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

    • access to quartz for my customers

      Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

    • Issue with Inline Images in Email Reply via Zoho Desk API

      Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

    • How to search a value stored in a subform?

      Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Send a campaign to one recipient.

      Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

    • Try FSM again for our business

      We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

    • Use Zoho Books to bill for work done in Zoho Desk??

      I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

    • Issue with Zoho Help Portal – Tickets Missing or Not Answered

      Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the

    • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

      Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can

    • Zoho Forms - Form Rules based on attachment fields

      Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • Can't open draft email for editing

      Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.

    • Open filtered deals from campaign

      Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,

    • Change scheduling emails time

      When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn

    • Zoho CRM: how can I control which contacts to sync with Outlook?

      I was just playing around syncing contacts from Zoho to MS Outlook (MS365 account.) The problem is our firm has hundreds of thousands of contacts and I don't want to bury my contacts list in outlook. Any help with this is greatly appreciated.

    • How to overcome limitations in meetings

      As a company, one of our deliverables is a meeting between two other companies, where we act as facilitators. So, if we recorded this meeting  in Zoho CRM, it should be connected to 2 accounts, 2 contacts, and 1 campaign (a campaign, in our use, is the

    • Different MRP / Pricing for same product but different batches

      We often face the following situations where MRP of a particular product changes on every purchase and hence we have to charge the customer accordingly. This can't be solved by Batch tracking as of now so far as I understand Zoho. How do you manage it as of now? 

    • Add a 'Log a Call' link to three dot icon in Canvas

      Hi, There's a three dot element when creating a canvas called 'More'. I would like to modify this to add a link that says 'Log a Call' in order to quickly record the details of a cellphone call. I'd also like this to be a simple 'contact' selection and

    • Syncing Zoho Forms with Bigin - Embedding issue?

      Hello everyone, I created a Zoho Form for a page on my GoDaddy website to collect leads, which then transfers the data to Bigin. However, I'm facing an issue where it doesn't seem to work properly. I've integrated Zoho Forms with Bigin and tried embedding

    • Can not add fields to a Section

      I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

    • Record Logged in User while using CRM lookup field

      Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

    • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

      I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

    • Collaps Notes

      There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

    • Zoho Down

      I have a drop in my Zoho One services.

    • Runing RPA Agents on Headless Windows 11 Machines

      Has anyone tried this? Anything to be aware of regarding screen resolution?

    • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

      Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

    • Why am I getting event Pop-up Notification for events that have been cancelled?

      Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

    • Create a draft in reply to an email via Emails API

      Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

    • India Tech Support

      Is there no phone tech support number for India? And no chat facility either?

    • Billing Management: #1 Billing a Universal Business Routine

      Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

    • Show/ hide specific field based on user

      Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

    • Next Page