Desk - Finance Integration - Can't 'Mark as Confirmed' Sales Order

Desk - Finance Integration - Can't 'Mark as Confirmed' Sales Order

When a Sales Order is created from the Desk interface, there is no way to get it out of the 'draft' status without actually emailing it to the customer.

There are many, many, many, many cases where this isn't the workflow.

In the regular Books / Inventory UI, once the Sales Order is saved as a draft, it can be marked as 'confirmed' manually. It is impossible to do this from the Desk interface, and that's a problem.

My particular use case is when customer service reps need to send out replacement parts. I want them to enter a Sales Order via Desk so that whomever is picking/shipping in the warehouse can fulfill. There's no way for that to happen, though, because the Sales Order is stuck in the 'draft' status. I don't want to give my CS people direct access to Inventory or Books.

I'm certain there are other use cases, but this seems like it would be a relatively common one.


      • Sticky Posts

      • Live Webinar - Work smarter with Zoho Desk and Zoho Workplace integration

        Hello customers! Zoho Desk and Zoho Workplace are coming together for a webinar on 14th May, 2024. Zoho Workplace is a suite of productivity apps for email, chat, docs, calls, and more at one single place. Zoho Desk is closely integrated with a few tools

      • Apple iOS 17 and iPadOS 17 updates for Zoho Desk users

        Hello Zoho Desk users! Apple recently announced the release of iOS 17 and iPad OS 17. These latest OS updates will help you stay productive and efficient, through interactive and seamless user experiences. Zoho Desk has incorporated the updates to help

      • Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

        Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

      • Zoho Desk Cheat Sheet For The Year-End

        Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next

      • Deprecation of older versions of ASAP Mobile SDK | Zoho Desk

        Hello, everyone.    Greetings from Zoho Desk ASAP!   In order to continue to deliver the best and most secure experience to our mobile SDK users. On account of the recent enhancements and updates to the mobile SDKs, we have planned to mark the older versions