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.
Write to us: email@example.com
Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.
Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.
Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.
Make the most of Zoho CRM with these useful tips.