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

    • ticketsCountByFieldValues

      Hi Zoho Team, Just to check how can I include customfields to the url string. currently I'm using this. url :"https://desk.zoho.com/api/v1/ticketsCountByFieldValues?accountId=xxxxxxxxxxx&departmentId=xxxxxxxxxxxxxx&field=statusType,status" If I add customFields

    • Mrs

      I have paid for a year subscription. I cannot set up my account I need help

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Clone a Module??

      I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

    • Webhook from Zobot to Zoho Flow fails

      I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

    • New Asap Widget How to update my code

      I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly

    • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

      Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

    • Ability to re-order Workflow Rules

      We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

    • Is it possible to lock editing subform rows?

      Ideally editing would only be locked after the form has been updated but I still want them to be able to add new subform records at any time and they should be able to delete rows from the subform. It is a named subform if that's relevant however the

    • Customer Parent Account or Sub-Customer Account

      Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

    • Zoho CRM <> Zoho Desk Account Sync

      I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync to

    • Repeating Sections in Writer

      I am wondering if it's possible to create repeating sections or text boxes of a document based on a merged subform fields coming from Zoho Forms. We are currently using excel to dynamically create a legal PDF document based on input fields in another

    • Adding fields to campaign members

      Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that

    • Email Body as Ticket Description

      Many of my customers use the support email instead of the portal to enter tickets. When this happens, the "Description" field is left blank. The email subject is automatically entered as the ticket subject when tickets are created this way - I would like

    • Can I export to PDF in Zoho Learn

      I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

    • Ticket/email attachment automation

      Is it possible for a ticket to grab any attachments included in the email chain(s) and add them as ticket attachments?  Or at least is there a better work-around than saving attachments to a workstation and then uploading them to the ticket? What is the best workflow others have found to include files sent to and from clients in tickets?

    • Add rows in subform with Excel / Sheet datas

      Hi! I'm trying to build an application where I can choose an Excel / Sheet file from a Workdrive folder, and for each data in the file, I create a row of a subform. But I can't do it, here is the code I have: inputString = input.choose_xls_file; separatorIndex

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

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

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • custom candidate status

      how can I customize the candidate statuses (referenced to job opening). The default list can not be edited.

    • How to... Automatically update a field in "Contacts" that i change or add in "Accounts"

      Hi There HELP ;_) I have a field in ACCOUNTS called REPS that has drop down options (Global Drop down List) I want to Update a field in CONTACT called REPS (Global Drop down List) automatically for all contacts associated to the Company in Accounts I

    • Is there a way to select all notes in a notebook at once?

      I am trying to move notes into other notebooks but I can only select individually at the moment ( holding control allows adding to selection but it's tedious when there are a lot of notes and if I mis-click I have to start again.

    • Notebook freezes mobile

      Hi I'm very happy to have found an alternative to Evernote! But when using Notebook on my Android mobile, it freezes. Typing gets very slow. I need to exit the app, and when I do so, my screen becomes black and need some time to give access to the phone

    • Setting Duration for Tasks

      Can any one have any idea how can we set start date and end date for tasks by excluding saturday and sunday.

    • Zoho Learn Add members to a course API issues

      Hello, Been having an issue with the add members to a course API for quite some time now. uids = list(); uids.add(ZUID); paramMap = {"userIds":{"" + uids + ""}}; addmember = invokeurl [ url :"https://learn.zoho.eu/learn/api/v1/portal/" + portal + "/course/"

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Version Update in Writer Desktop Apps?

      Are there plans to add the ability to check for updates within the Writer desktop apps? There seems to be no simple way of knowing if newer version are available for download.

    • Using Direct Assignment Automation for Keywords in Tickets

      Hello, I'm trying to use the Direct Assignment automation to move a ticket from one department to a different one based on a keyword found in the tickets subject OR description. SAMPLE:  Ticket Create (Checked) Ticket coming to - Dept A Criteria - Subject contains keyword OR Description contains keyword Move Ticket to - Dept B Assign Ticket To - Unassigned I saved and tested this by sending emails to Dept A using the keywords, but it keeps sending it straight to Dept A. Am I doing something wrong

    • Created delayed alerts

      We have a custom alert & rule that notifies our service alerts email address when new tickets are created but these alerts are sent out immediately when a ticket is created, is there a way to set the alerts to be sent out 15 minutes after the ticket is

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.

    • Cannot read properties of null (reading 'className')

      Hello, I'm attempting to integrate the Zoho desk chat widget. It loads visually on most pages, but at some point, it throws this error and it never appears: Cannot read properties of null (reading 'className') Here is the full trace: floatbutton1_hXdnKUp…f6FPihRNT_T47_.js:1

    • Associate subforms and save templates as draft in Email and Inventory templates

      Hello everyone, We are here with one of the most awaited updates in the Templates! Associate subform data to templates Fields from a Subform can be added to email and inventory templates in a tabular manner. Each subform will be displayed as an individual

    • API issue: list invoices endpoint no longer returns custom fields

      Hi, could anyone please advise. It looks as though the Zoho Books API has been changed, and now does not reflect the documentation. We use the list invoices endpoint (https://www.zoho.com/invoice/api/v3/invoices/#list-invoices) to return a list of invoices,

    • Dashboard customization

      HI, I have been working on a project feedback managment system. In that the manager dashboard should only list his projects, where as in admin dashboard it should list all the projects can we display the dashboard contents based on the logedin user ?

    • Add the new Home Widgets and Social channels to the signature landig page chat?

      the landig page chat window does not show the new features of home widgets and social channels How can we add them to it?

    • Custom Page title

      Hi how can we set a custom page title? like<title> in html Now it displays my username as the page title for dashboards and all other forms. It should be good if the user visits the dashboard page then the title is Dashboard.

    • Schedule Flow on Last Day of Month

      Is there a way to schedule a flow to run on relative terms like last day of month, first Monday of month, 5th day of month, second Tuesday of month, etc?

    • how to send recurring estimates instead of recurring invoices

      Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

    • Cross module filtering is now supported in CRM

      Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

    • Make collecting payments from your customers in Bigin easier with payment links

      Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets

    • Next Page