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



      • 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.

        • Recent Topics

        • Stop completed task lists from disappearing?

          Is there any way to stop projects from making tasks lists disappear when all the tasks in the list are completed? That's one of those little things where we're constantly fighting the product. For instance we have some projects which are ongoing - no start and end date. We use Kanban view to show the various task lists. We don't want the kanban list to disappear every time the items on it happen to be closed out. Thanks

        • Allow customers to choose meeting venue and meeting duration on booking page

          My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these

        • Booking outside of scheduled availability

          Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?

        • Operation Questions.

          Hello, I hope you are well. To explain a little, we are a company that sells services and products with a technical team responsible for installation and maintenance. Zoho FSM can be useful for the technical team, namely for the technical coordinator

        • Direct Access and Better Search for Zoho Quartz Recordings

          Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

        • Update date & time when a cell is edited

          Hi All, I am desiring to have a cell update with the current date and time when another cell is edited. Any ideas?  Thank you

        • Add "Groups" to "Share With" on Reports & All Entries

          Hi, On Forms we can share Publicly, with Specific Users And/Or Specific Groups or All Users. With Reports and All Entries we lack the "Groups" option, please add this as with many users this saves a lot of work. Thanks Dan

        • Add Pause / Resume Option to Zoho Quartz Recordings

          Hi Zoho Team, We would like to request an enhancement to Zoho Quartz recordings: the ability to pause and resume an ongoing recording. Current Limitation: At the moment, when recording an issue with Zoho Quartz, the recording continues even when we are

        • Custom Fields Not Showing Up in Invoice PDF Template Document Information

          I have added 2 custom fields under Sales > Invoices > Manage Custom Fields. They are set to show in all PDFs. However when I am editing my Invoice PDF template, i do not see the custom fields under Document Information.

        • ZOHO Books

          Hi there, Why after I upgrade my Zoho invoice > Books then i wanted to add plugin which i cannot do. Please advise.

        • How is Your eCommerce Experience w/Zoho Inventory?

          First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

        • Simplify Mass Replies with Predefined Templates and Snippets

          Hello everyone, We are happy to introduce a new enhancement to Mass Reply that helps agents respond to customers quickly and consistently. With the addition of Email Templates and Snippets in the reply window, agents can use predefined messages while

        • Mapping custom fields from one module to another

          I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that

        • The Social Wall: November 2025

          We’re nearing the end of the year, and the holiday season is officially kicking in! It’s that time when sales peak and your social media game needs to be stronger than ever. We’re back with exciting new updates across AI, analytics, and the mobile app

        • Item name special charaters <>

          Im trying to input speical characters such as < and > into item name and item description but comes up with following error: Invalid value passed for Item Name and Invalid value passed for Item Description How do i allow speical characters?

        • How to update Multi File upload field

          Assume that i have a multi file upload field,how can i update the same field again?

        • Customer Address Not on Standard Invoice when Address is on Contact Record

          Hi,  I entered the customer billing and shipping address in Zoho CRM. I created an invoice in Zoho Books with the same customer contact. The contact is correctly in Zoho Books with the billing and shipping address. The invoice for the customer does not

        • Apply partial payments to invoices from the Banking Module

          We need this! Why is this not possible?

        • Welcome to the Zoho Show Community Forums page!

          Hello everyone, The Zoho Show community is a place for you to discuss and share anything and everything related to Zoho Show Presentations, our online presentation software. It includes users from all over the globe and all walks of life. Our community helps answer your Zoho Show questions with responses from other knowledgeable community members to give you the best experience creating and designing exciting presentations. Along the way, you'll meet recognized experts from our software team and

        • How can I convert an existing contact into a lead?

          I imported many contacts into ZOHO CRM. In order to select a few of them as leads, I want to mark or convert a few hundred as Leads. Who can I do that?

        • Price book functionality enhancement

          A common use of price books is to create a price book for a given customer level or contract with a specific company. Given that this is done at a company/customer level it would be great to see a way to associate a price book to a given customer and

        • Contact data removes Account data when creating a quote

          Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

        • Can we have 24x7 live support for Zohobooks ?

          Can we have 24x7 live support for Zohobooks ?

        • Important update about notification security in Business Messaging SDK

          As part of our ongoing effort to strengthen the security of notification data, we have enhanced how notifications are processed and protected in our applications. These improvements ensure that all notification related data follows the most up-to-date

        • Sync Zoho Marketing Automation with Zoho Forms

          I can't find a section where the integration between Zoho Marketing Automation and Zoho form is explained. And how form subscription works with opt-in and consents.

        • What is the difference between Zoho Campaigns and marketing hub?

          Zoho Campaigns is a permission-based email marketing tool for sending marketing emails and mass emails. Marketing Automation is a multichannel marketing automation tool that caters to organizations looking for tools to engage their users across multiple

        • Webhook not firing.

          I created a webhook using the Web UI, it looks very nice and the testing worked without an issue, but when i save/ update a ticket, the webhook is not firing. Here are the details of the web-hook i get from using the API "modifiedTime": "2019-10-22T09:23:37.380Z",

        • Duplicate customers being created in Desk

          Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and

        • Creating a custom CSV file using deluge script/

          I have an application I have developed and the client wants us to place an export file in csv onto an ftp server daily. Now I don't see au options in creator to change the separator to anything else. The client wants the separator to be the pipe symbol "|"  I think i would be able to create schedule with some code to create the appropriate data in a string using deluge script but I haven't seen any functionality that would allow me to deposit that data as a file anywhere or attach it to an email

        • Can we add custom fields to portal community profiles?

          How do we add custom fields to our profile pages in our portal community? If we have the ability to add custom fields, will we be able to access those fields via API? We want to use our Desk community in our help portal as our primary community and would

        • E-Invoicing in Belgium with Zoho Billing

          Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing works

        • delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)

          Hi Team, I'm not receiving any email. Seems to be an issue. Sender sent me the error message they received: "delayed: host mx2.zoho.com (136.143.183.44): Network error: Unexpectedly disconnected (STARTTLS)" Please advise.

        • Interview booked through Invite but no Notifications

          We have a workflow that was developed through a developer/partner that was tested and worked. Today, we pushed a candidate through the process and invited them to an in-office interview. They were sent the booking link (as usual and as tested before successfully)

        • Additional Address - Company Name

          It would be very helpful to have a "Company Name" field in the Additional Address shipping section.  In a situation where you drop-ship orders to a different address or different company entirely, it may be necessary to list the company name of the receiver. I understand that the Attention field can be used for that purpose, but that's not really the intended purpose of that field.

        • Incorrect Email Notifications for Product Reviews

          Dear Zoho Commerce Support Team, I am writing to report a technical issue that occurs frequently on our platform. Problem Description: We regularly receive email notifications informing us of new product reviews awaiting approval. However, when we access

        • In App Auto Refresh/Update Features

          Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

        • How to Rank Tables by Row Count in Descending Order

          I am trying to understand the consume of lines that grow up so fast in the last week. Is there any way to create a pivot table or query to get TABLE NAME LINES in descending order?

        • Can we do Image swatches for color variants?

          We want to do something like the attached screenshot on our new zoho store. We need image swatches instead of normal text selection. We want to user to select an image as color option. Is this doable? I don't see any option on zoho backend. Please h

        • annualy customer report

          we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make and

        • Export your notes from Notebook!

          Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export feature as mentioned below: Go to our web app, https://notebook.zoho.com Go to 'Settings' > 'Export' Now, select the format: You can select either ZNote or HTML Once done, you can use the same to import or can have this a local backup of your notes. Note: Export for other platforms are in development and

        • Next Page