In Zoho CRM, you can store sales order details by entering data in the sales order details form.
To create sales orders
To clone sales orders
You can associate a sales order with other records such as, activities, attachments and notes.
To convert sales order to invoice
To map custom fields of the sales orders module
Mass conversion of sales order is also possible in the Sales Order module by selecting multiple records from the list view to convert.
To convert sales order in bulk
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
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