How to Create a Sales Order in Zoho Books
Before you can create a sales order in Zoho Books, you will need to ensure that the Sales Order module is enabled in Zoho Books. Here’s how you can do it:
Resolution
- Click Settings on the top right corner of the page.
- Click General under Preferences.
- Check the Sales Orders option.
- Click Save at the bottom of the page.
Now, you can create a sales order in Zoho Books. Here’s how:
- Go to Sales > Sales Orders.
- Click the + New button in the top right corner of the page.
- Fill in the customer and item details, shipment date and any other fields which will be applicable for your sales order.
- Click Save as Draft to create a draft or Save and Send to send it to your customer’s email address right away.
Convert to Open
If you have saved your sales order as a Draft, you can convert it to the Open status to ensure that the sales order is active and shows up in your sales reports.
To mark a sales order as open:
- Select the sales order (in the Draft status) which you want to convert to open.
- Click Convert to Open in the top right side of the page.
