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 ...
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 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 ...