Commandes client

Commandes client



La commande client est un document commercial qui précise la vente de biens ou de services et détaille les spécificités de la vente, notamment le prix, la qualité des biens ou des services fournis ainsi que l'adresse, la date de livraison prévue, les conditions de paiement, de vente et de livraison. Elle vous permet de savoir si vos produits sont en stock ou en rupture , afin d'aider votre service achats à faire des prévisions.
Voici quelques-unes des façons dont votre entreprise peut bénéficier de l'optimisation du processus de commande client:
  • Réduire le risque d'erreur humaine
  • Gardez vos commandes en ordre
  • Améliorer le suivi des stocks

Gestion de commandes client dans Zoho Inventory 

Créer une commande client

  • Sélectionnez l'onglet "Commandes client" sous "ventes"
  • Cliquez sur "+nouveau" et saisissez les détails du client. Dans le champs "Nom du client", vous pouvez soit sélectionner un client dans la liste déroulante, soit ajouter un nouveau client.
  • Le N° de commande est généré par défaut. Si vous souhaitez le saisir manuellement , cliquez sur l'icône "Paramètres" à côté de l'onglet et une fenêtre s'affichera pour vous permettre de choisir entre la génération automatique et la saisie manuelle.
  • Saisissez les autres informations comme la date d'expédition, le mode de livraison, les conditions de paiement, le nom de l’entrepôt. Ajoutez un produit ou un service à partir de votre inventaire. Vous pouvez également cliquer sur l'option "Ajouter des articles en vrac" pour ajouter plusieurs articles à la fois à votre commande client.
  • Saisissez la quantité, le taux et la taxe applicable à partir de la liste déroulante. La liste déroulante des taxes affiche uniquement celles que vous avez créées dans l'onglet "Paramètres", sous la section "Taxes".
  • Saisissez le taux de remise, les frais d'expédition et les modifications, si applicable.
  • Vous pouvez ensuite choisir d' sur "Enregistrer comme brouillon" ou "Enregistrer et envoyer"

 



Créer une commande à partir du module "Clients"

  • Passez à l'onglet "Clients" et sélectionnez un client pour lequel vous souhaitez créer une commande.
  • Cliquez sur le bouton "Nouvelle transaction" et sélectionnez "Commande client", une nouvelle fenêtre apparaît pour créer une nouvelle commande client.
  • Vous pouvez maintenant suivre le parcours ci-dessus.


Fermer une commande client

En fonction de vos préférences, vous pouvez choisir que le statut de votre commande client soit automatiquement défini comme clôturé. Les critères sont les suivants:
  • Lorsqu'une facture est créée
  • Lorsqu’une expédition est effectuée
  • Lorsque l’expédition est traitée et que la facture est créée


  • Vous pouvez choisir l'un ou l'autre. Lorsque les critères sont satisfaits, le statut de la commande client est défini comme fermé.

Envoyer une commande à votre client

Vous pouvez soit envoyer la commande client au moment où vous la créez en cliquant sur "Enregistrer et envoyer", soit l'envoyer plus tard depuis le bouton "E-mail" situé en haut de la fenêtre.



Fusionner les commandes client.

Si vous recevez deux commandes d'un même client, vous pouvez en regrouper les détails dans un seul document. Ainsi, vous pourrez préparer, expédier et facturer une seule commande au lieu de deux.
  • Accédez au module "Commandes clients" depuis le panneau à gauche.
  • Sélectionnez deux commandes clients à fusionner.
  • Cliquez sur "Actions en bloc" et sélectionnez "Fusionner les commandes client".


Conditions préalables :

  • Vous ne pouvez fusionner que deux commandes clients à la fois.
  • Les deux commandes clients doivent être adressées au même client avec la même adresse de facturation et de livraison.
  • Les deux commandes clients doivent avoir le même statut (statut Brouillon ou Confirmé uniquement) sans forfaits ou factures associés.
  • Vous ne pouvez pas fusionner de commandes client de marketplace.

Créer des factures à partir de commandes clients

  • Depuis le panneau à gauche, sélectionnez une commande client que vous voulez convertir en facture.
  • Vous pouvez directement convertir en facture depuis l'onglet "Convertir en facture" soit depuis l'onglet "Facture".
  • Vous serez dirigé vers la page de création de la facture. Par défaut, tous les détails fournis dans la commande client seront remplis automatiquement.
  • En fonction des besoins, vous pouvez soit choisir de facturer partiellement la commande client et cliquer sur "Enregistrer", soit envoyer la facture immédiatement à vos clients en cliquant sur "Enregistrer et envoyer".



Merci
L'équipe Zoho France

    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources

                                                            • Sticky Posts

                                                            • Collaboration sans faille avec Zoho One

                                                              Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Are downloadable product available in Zoho Commerce

                                                                                                              Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice

                                                                                                            • Need Faster Help? Try Live Chat Support

                                                                                                              Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

                                                                                                            • Custom image for each contact using merge tag

                                                                                                              Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy

                                                                                                            • Comment Reactions like a Thumbs Up

                                                                                                              Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely

                                                                                                            • Zoho Mail Search Engine Sucks

                                                                                                              Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any

                                                                                                            • Allow Subtasks and Task Lists to have their own Layout

                                                                                                              I'd like to have the ability for subtasks and task lists to have their own layout.  A subtask for us doesn't require all the fields that a parent task has.  The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes.  I'd like the task layout to be different for some task lists.

                                                                                                            • How to update Customers in Zoho Books through Zoho Flow?

                                                                                                              Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.

                                                                                                            • Conect chat of salesiq with zoho cliq

                                                                                                              Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?

                                                                                                            • How to transfer credit between customers?

                                                                                                              Hi All, We have a slightly odd situation. It happens that we have two separate customers that are related to each other personally. One customer has an amount of credit, and would like to use that credit to pay the *other* customers invoice. How would

                                                                                                            • Zoho Books Reports: Basic report with total items sold and Cost of goods sold

                                                                                                              How can books show a report with Item Name || Qty Sold || Total Revenue || Total Cost of Goods Sold || Margin I need to factor in also invoices that have been credited where customers returned good. This seems like such a basic report, I'm sure I'm missing

                                                                                                            • The amount entered is more than the balance due for the selected bills."

                                                                                                              Hi Team i am trying to record payments for vendors using API and getting this error in response as { "code": 28011, "message": "The amount entered is more than the balance due for the selected bills." } JSON is prepared according to Documentation and

                                                                                                            • VBA handling named ranges

                                                                                                              In VBA I'm able to work with a single cell named range. E.g. Set Jr = Range ("Year").Value. Also other options are working fine, like Range("Year").Address shows $L$3. However a named range refering to multiple cells is not working for me. Eg. tbl_Test

                                                                                                            • Kaizen #176 - Optimizing the Use of Record ID Variables in Zoho CRM Queries

                                                                                                              Hello everyone! Welcome to another week of Kaizen! Since the release of Queries, we have covered Handling Query Variables in Zoho CRM, Serialization and Schema Management, and Leveraging the 'crmAPIResponse' object in Queries in previous posts. Today,

                                                                                                            • Unbilled Items Report?

                                                                                                              Hello! Is there any way to display a list of items that remain unbilled, without creating an invoice for each customer to see if the unbilled items box is displayed? ;-) Ben

                                                                                                            • Consolidation of Multi currency

                                                                                                              Would like to discuss on the possibility of consolidating the ZOHO companies

                                                                                                            • Landed Cost Allocation / Custom Duty manual data entry

                                                                                                              My client is an import business. They must manually enter the duty for each item with landed cost allocation in Bill. This is because customs duties cannot be allocated based on Quantity, Value, Weight, and Dimensions. Manual data entry is highly time-consuming

                                                                                                            • Territories Just Don't Work

                                                                                                              I have been on chat and screenshare support for the past 3 days and am getting no resolution so hopefully, someone here can help me. I am the Super Admin of my organization. We publish books globally. I want to break down the books into territories so

                                                                                                            • Negative Opening Balance

                                                                                                              How can I add Negative Opening balance - meaning a credit balance to a Customer or a debit balance to a vendor? If I go thru Sales-->Customers, and if the opening balance is Rs. 1000 (credit balance), it does not allow me to enter a "minus" sign or mention

                                                                                                            • Single-Line Invoicing from Sales Order Despite Multiple SKUs Shipped

                                                                                                              We deal mostly with Government Tenders And Lets say we got a tender that needs 125 XYZ Laptops Then we found 95 Laptops with a different SKUs and 30 Laptops with different SKUs We talk with the IT department of the government company and they approve

                                                                                                            • 📣📣 Zoho Bookings Schedulathon 2025 is here!

                                                                                                              Hey Zoho Bookings fam, We're excited to invite you to our first-ever hackathon: Yes, Zoho Bookings Schedulathon 2025 is live now. This is a virtual event and you can participate anywhere from the world. Businesses should be able to set up meetings from

                                                                                                            • I want to send out a new newsletter each month

                                                                                                              Without rebuilding a whole journey is there a way to create a new newsletter that is sent to an existing journey monthly?

                                                                                                            • Reinstalling Workdrive Truesync client

                                                                                                              Hi, I attempted to update to the beta version of TrueSync, but it was unstable and kept crashing, so I need to revert to the stable version. How do I properly reinstall TrueSync on a Windows PC? I couldn't install the 3.15.x version directly over the

                                                                                                            • Evaluating Creator; yesterday fine; today connection times out

                                                                                                              Yesterday I spent hours creating a new app, and it worked fine. Today I cannot access creator.zoho.com. Is this common? I'm in the evaluation mode, but I'm thinking I'm going to keep looking. It worked from my home computer, and now I'm checking it from my work computer. My work computer always works just fine, so I shouldn't htink there would be special settings or anything. If there are, how to find out what they could be? Using Chrome on Windows XP The error I get is: The webpage at https://creator.zoho.com

                                                                                                            • Pivot Chart seems to show "old" data - how do I make it update?

                                                                                                              I wonder how to make a Pivot Chart "update" its data contents. Here is the background: I need to report a subset of data that is so complicated that it is easier to make a calculation and put the result in a "reporting form", and then display the data from that form.  So, I get data from the "original form" GRANTS, make some calculations and put the result in the "reporting form" PERIOD.  Now I can watch the result in a list called LIST, which works fine. The list LIST shows that form PERIOD contains

                                                                                                            • Upcoming Changes to LinkedIn Parsing in Resume Extractor

                                                                                                              Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

                                                                                                            • Is there a way to map complex product variants from Magento into Zoho CRM without losing SKU-level details?

                                                                                                              Hi everyone, I’m working on a Magento-based store that uses highly detailed product variants, and I’m struggling to map them into Zoho CRM without losing SKU-level details. The problem is that variants often collapse into single entries, which affects

                                                                                                            • how to create view in leads module to that will show all leads + converted leads?

                                                                                                              is it possible to make custom view that combine all leads + converted leads? how to do that

                                                                                                            • Deal Stage component/widget/whatever it is... event

                                                                                                              Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

                                                                                                            • Reply and react to comments

                                                                                                              Hi everyone! We're excited to bring to you a couple of new features that'll make your sprint process simpler. A cloud application brings with it an array of social media features that can be efficiently used in your organizational setup. As an agile scrum

                                                                                                            • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

                                                                                                              Zoho CRM For Everyone is now officially available to all customers, and the Early Access Program has come to a close. We want to extend our sincere thanks to everyone who participated in the program. Your valuable feedback played a key role in shaping

                                                                                                            • Avalara Sales Tax integration - AVATAX

                                                                                                              Just wondering if anyone else is having troubles with this integration?  Seems as though Avalara changed their billing process, unbeknownst to Zoho, and now ALL transactions are counted by Avalara, not just transactions in a taxable jurisdiction.  This caused a huge price adjustment billed to us by Avalara within a month of us signing up.  And Avalara is not cheap to begin with! Avalara has been great in waiving that increase, but there seems to be no fix.  Zoho is aware of the problem, but slow

                                                                                                            • Invalid value passed for description

                                                                                                              Dear Sir, When I am entering the purchase bill , the following message showing "Invalid value passed for description" what should I do ? I am attaching screenshot. With Regards, Harish harish@cracku.in 7978841636

                                                                                                            • Zoho Creator - 2024 Release Projection 1

                                                                                                              Hello everyone! As we enter 2024, we'd like to extend our warmest wishes for success and prosperity. Your fantastic response to our Product Roadmap page last year has been incredibly motivating. Continuing on this path, we're excited to share a glimpse

                                                                                                            • Automation Assistance for Zoho Form Integration and Workflow

                                                                                                              Hi, We are currently using a Zoho Form to send out our Global Credit Application and would like to automate the process further. Specifically, we’d like the ABN number submitted through the form to automatically populate the GST/VAT Number field in Zoho

                                                                                                            • COQL does not return queryable value if the result set is empty

                                                                                                              See linked video for running code illustration of the problem: https://workdrive.zohoexternal.com/external/d49bb40033b43b288d56fdf843095b7c65b28391d3ec5d09c854f416d853003d Moderation update: We are appending the comment that was removed, to add context

                                                                                                            • Zoho CRMでの商談の管理のしかたについて初歩的な質問です。

                                                                                                              先月からZoho CRMを試験的に導入して運用しています。 商談の管理（運用？）の仕方について教えてください。 商談の数が増えてくると、ダッシュボードの「ステージ別進捗状況」にどんどん過去の商談が蓄積されてくると思うのですが、 現在動きのあるものを中心に確認したくなる気がします。 そのあたりについては、どのように運用が一般的なのでしょうか？ アドバイスいただけるととてもありがたいです。 よろしくお願いします。

                                                                                                            • Composite Items & Purchase Orders

                                                                                                              The Composite Item is great way to bundle different products and services into a single line and sell it as a single line item in Estimates, Sales Orders and Invoices. However, on the other side - i,e,. Purchasing - this item creates quite a bit of a

                                                                                                            • using custom function is it possible to update the created by field in Zoho Crm custom module

                                                                                                              using custom function is it possible to update the created by field in Zoho Crm custom module

                                                                                                            • Slow Sloww Slowwww Responses

                                                                                                              Good day, Has anyone been experiencing slow responses from support? Since Thursday I migrated my Whats app to Sales Iq and I had to synch with Social to get the otp they were sending. Apparently What's app can't be automatically added so I reached out

                                                                                                            • You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes.

                                                                                                              When one of Zoho Books user tries to select a vendor, recording a new bill, these message appears: You have exceeded the maximum number of attempts for this action. Please retry doing the same in 30 minutes. Other user, at the same time, but different

                                                                                                            • Next Page