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 the Sales order ID after creating a case. | Number | 16 digit |
| Subject* | Specify the name of the sales order. This field is mandatory. | Text box | Alphanumeric(50) |
| Potential Name | Select the potential for which the sales order has to be generated. | Lookup | - |
| Customer No | Specify the customer identification number (if any) | Text box | Alphanumeric(50) |
| Purchase Order | Select the reference purchase order. | Text box | - |
| Quote Name | Select the reference quote. | Lookup | - |
| Contact Name | Select the contact for which the sales order has to be generated. | Lookup | - |
| Due Date | Select the date | Date | - |
| Carrier | Select the carrier’s name that ships the products from your warehouse to customer site. | Pick list | - |
| Pending | Text box | Alphanumeric(50) | |
| Status | Specify the status of the sales order. | Pick list | - |
| Sales Commission | Specify the commission to the sales person upon closing the deal. | Numeric | float |
| Excise Duty | Specify the excise duty for the shipment | Text Box | Numeric |
| Account Name* | Specify the account name to which the sales order has to be created.This field is mandatory | Lookup | - |
| Assigned To | Select the user's name to whom the sales order handling duty is assigned. | Select option | - |
| Created By | Displays name of the user created the Sales order first time. | Date/Time | |
| Modified By | Displays name of the user modified the Sales order | Date/Time | |
Billing Address
| Specify the primary address of the contact. |
|
|
Shipping Address
| Specify the shipping address of the contact (if any). |
|
|
| Product Name * | Select the product name.This field is mandatory | Lookup | - |
| Quantity in Stock | Displays the stock quantity. | Numeric | Integers |
| Quantity* | Specify the quantity for which the sales order has to be generated. This field is mandatory | Numeric | Integers |
| Unit Price* | Displays the unit price of the product. | Currency | |
| List Price* | Select the product list price from Price Book or specify the product price. This field is mandatory | Lookup and Numeric | Integers |
| Tax | Specify the tax component of the products | Currency | - |
| Adjustments | Specify if there are any adjustments, such as discounts, or extra charges etc. | Currency | - |
| Total | Displays the amount of the selected line item. | Currency | - |
| Terms & Conditions | Specify the terms and conditions that are associated with sales order. | Text area (long text) | |
| Description | Specify any other details about sales order. | Text area (long text) | 32000 characters |
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