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

        • The difference between Zoho Marketing Automation and Zoho Campaigns

          Greetings Marketers! This post aims to differentiate between Zoho Marketing Automation and Zoho Campaigns. By the time you get to the end of the post, you will be able to choose a product that objectively suits you. What is Zoho Marketing Automation?

        • How to use Rollup Summary in a Formula Field?

          I created a Rollup Summary (Decimal) field in my module, and it shows values correctly. When I try to reference it in a Formula Field (e.g. ${Deals.Partners_Requested} - ${Deals.Partners_Paid}), I get the error that the field can’t be found. Is it possible

        • Zoho Mail Android app update - View emails shared via Permalink on the app.

          Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

        • Let us view and export the full price books data from CRM

          I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing for

        • How to create a Zoho Mail extension similar to Outlook's OnSend add-in?

          Hi, I want to create a Zoho Mail extension similar to Outlook’s OnSend add-in. The extension should: Let the user select headers and footers from a taskpane while composing an email. When the user clicks Send, the extension should: Automatically insert

        • How to display Motivator components in Zoho CRM home page ?

          Hello, I created KPI's, games and so but I want to be able to see my KPI's and my tasks at the same time. Is this possible to display Motivator components in Zoho CRM home page ? Has someone any idea ? Thanks for your help.

        • Introducing Record Summary: smarter insights at your fingertips

          Hello everyone, We’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia to simplify how you interact with your CRM data, providing a seamless, consolidated view of critical record information. Scrolling through the

        • Delegates should be able to delete expenses

          I understand the data integrity of this request. It would be nice if there was a toggle switch in the Policy setting that would allow a delegate to delete expenses from their managers account. Some managers here never touch their expense reports, and

        • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

          This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

        • Kaizen #8 - Handling Recurrence and Participants in the Events Module via API

          Hello everyone! We are back this week with an exciting post—Handling recurrence and participants in the Events module through API. First things first—What is the Events module? "Events" is a part of the Activities module in Zoho CRM.  An event is an activity that happens at a given place and time. You can find Events on the user's Zoho CRM's home page, Activities home page, Calendar, and in other related records. What are the types of Events? Events are of two types—Recurring and non-recurring events.

        • Marketer’s Space - Get Holiday-Ready with Zoho Campaigns

          Hello marketers, Welcome back to another post in Marketer’s Space! Q4 is packed with opportunities to connect with your audience - from Halloween, Black Friday, and Cyber Monday, to Thanksgiving, Christmas, and New Year. In this post, we’ll look at how

        • Personalized demo

          can I know more about the personalized demo we are construction company and

        • Can I collect email addresses in a form??

          Can I add new subscribers to my email list (hosted in FloDesk) when they check a box and add their email address on a Zoho form?

        • Zoho CRM Android app updates: Kiosk and multiple file upload support for subforms

          Hello everyone, We've rolled out new enhancements to the Zoho CRM Android app to bring better mobile CRM experience and efficiency. Let's take a quick look at what's new: Kiosk Multiple file uploads for subforms Kiosk Kiosk is a no-code tool in Zoho CRM

        • Alerts for mentions in comments

          We are testing the use of Writer internally and found that when a user is mentioned in a comment, there is no email alert for the mention. Is this something that's configurable, and if so, where can we enable this option?

        • Zoho Mail Android app update: Manage folders

          Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POP

        • validation rules doesn't work in Blueprint when it is validated using function?

          I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

        • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

          Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

        • Revenue Deferrals

          Does ZOHO books and subscriptions handle Revenue Deferrals?   

        • Can I make a website open inside Zoho whenever I log in?

          Hi Zoho Team, Every day, I check a few websites for updates, for example, Rojgar--result, where I see the latest government job results and notifications. I was wondering if there’s any option in Zoho to make a website like that open inside Zoho whenever

        • Kaizen #214 - Workflow APIs - Part 2

          Welcome back to another week of Kaizen! Last week, we discussed how Zylker Cloud Services used the Workflow APIs to discover and audit all the automations in their CRM, listing every workflow, checking triggers, and understanding their automation limits.

        • Zoho CRM Community Digest - September 2025 | Part 1

          Hello Everyone! September's Here! Before we jump into product updates, and community highlights, here's a quick spotlight! Zoho has launched a Professional Sales Rep Certification course on Coursera, tailored for sales professionals to strengthen their

        • Upload my theme.

          Hello. I would like to upload my own theme, this one: https://themeforest.net/item/panagea-travel-and-tours-listings-template/21957086 Is it compatible and where I upload it? If not I will hire a developer, what do I have to ask when I search for one?

        • Product Updates in Zoho Workplace applications | September 2025

          Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this September. Zoho Mail Attach email as EML file in Compose Effortlessly attach emails as EML file in Compose by simply

        • Vehicle Tracking

          we have GPS devices that installed on our vehicles, and we would like to know if it's possible to  get vehicle live location data from the GPS device To Zoho Creator App.   Thank You

        • 🤝 Rencontres, partage et inspiration au Zoho Community Meetup de novembre

          Chers utilisateurs, Bonne nouvelle 🎉 : notre Meetup Zoho Community approche, et nous serions ravis de vous y voir ! 📍 Toulouse : le 25 novembre 📍 Lyon : le 27 novembre (🎯 Il ne reste que quelques places !) Que vous soyez débutant ou utilisateur avancé,

        • Need Help Mapping GST Registration Number Field Between Zoho Books & Zoho CRM + Slow Sync Issues

          am facing an issue with field mapping between Zoho Books and Zoho CRM. I want to map the GST Registration Number field from the Customer module in Zoho Books to a custom GST field inside the Accounts module in Zoho CRM. However, I am getting a warning

        • Notification received when self-assigning tickets

          When I assign tickets in Zoho Desk the relevant agent gets a notification email. When assigning myself a ticket in Zoho Desk, I get a notification email. Now, as I am the person who assigned the ticket to myself, getting a notification in this regard

        • Nouveauté dans Zoho Writer - Création de documents et de modèles assistée par l'IA

          Zia, l’assistant IA de Zoho Writer, soutient les utilisateurs dans l’amélioration de leur écriture et la création de contenus : correction orthographique et grammaticale en temps réel, suggestions adaptées au contexte, détection du plagiat, révisions

        • Session Expired

          I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

        • Disable Buttons for Users with Profiles without permission

          Hey, I've noticed that users without permission of setting up things in the marketplace, can still see the icon: On a click, you see this: It would be way better, if they couldn't see this menu icon at all. (Aside from the fact that it completely misplaced

        • Zoho Analytics - Make text clickable in underlying data

          Hi Community, I have a simple sales report based on a Invoice query table. I have included a link on to each invoice on the table and sent the Invoice number URL to the link. This works find in the query table, but when I click underlying data on the

        • Credit Management: #5 Advanced Refund Policy

          You're subscribed to a well-known SaaS design tool. You've used it to manage your team's projects, create marketing visuals, brochures, and so on. But your needs change over time. Your company may switch to another tool or hire an in-house designer who

        • Exported Slide Image Lacks Portion of the Background Image

          This does not always happen, but when I export (or "download") the rendered image of a slide, it sometimes lacks a portion of the background image. I created a sample slide deck to demonstrate it and shared it with the admins. It is also publicly available

        • Effective Inbox Organization: Folders vs Tags in Zoho Mail?

          I'm exploring the best ways to organize a busy inbox, especially when managing multiple clients or project using Zoho Mail. I’d love to know what works best for others: 1. Do you prefer **folders** (possibly with sub-folders) for each client or project?

        • Piss poor service in Support in Domains and email

          Srijith Narayanan B contacted me today. Very pleasant fellow. Just didn't want to tell him how bad your support service is. You help the person, but you leave before we can finish the next stage. Which causes a lot of frustration. It's been 8 days now

        • Zoho Mail android app update: Block & reject future emails, Report phishing, Spam alerts, Suspicious URL detection

          Hello everyone! In the most recent Zoho Mail Android app update, we have brought in support for the following features: Block & reject future emails Report Phishing Spam alerts in the mail details screen. Suspicious URL detection. Block & reject future

        • Zohomail does not support additional fields in mailto links

          Hello, I set up Zohomail as default composer in Firefox according to manual here: https://www.zoho.com/mail/help/defaultcomposer.html#alink2 Later, I wanted to use this functionality to answer in a Linux mailing list thread using mailto link: mailto:xxxxx@kernel.org?In-Reply-To=%3C727o0521-q24p-s0qq-66n0-sn436rpqqr1p@example.com%3E&Cc=xxxxx%example.org&Subject=Re%3A%20%5BPATCH%20v2%28%29

        • Email address for forwarding is not saving and there's no confirmation ema

          Steps to reproduce: 1. Enter my forward email in the email forward section of the account 2. Click save 3. See a notification stating saved successfully 4. Refresh the page, no forward email is saved 5. No email confirmation received at the forwarding

        • This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

          This is the error i keep getting when trying to use my Zoho Domain Mail. This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details Find attached. I hope this can be resolved very quickly so i can go on and make

        • Next Page