Can I convert a Sales Order to a Purchase Order?

• Related Articles

• How can I create inventory templates?

  Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.  Follow the steps below to create a template: ...

• What type of different templates I can create using Inventory Templates?

  Using the Inventory template feature you can create personalized templates for quotes, sales order, invoices, and purchase orders. Read more about creating the templates from the below resources: Create Inventory templates Delete Inventory templates ...

• Inventory Management

  Zoho CRM extends beyond the traditional sales related functions and supports complete sales cycle management by integrating Inventory Management features. This allows businesses to manage their pre-sales and post-sales accounting activities in a ...

• How does the Stock Information of a product get updated automatically?

  The sales reps need to be cogniance of the available stock in the inventory before confirming a booking with the customer. When a booking is done manually they can check and update the customer and the inventory management team if the stock is ...

• How to customize the Terms & Conditions for Invoices, Quotes or Orders?

  Terms & Conditions is a system defined field under the special fields category that is exclusively provided for the Inventory modules. It allows you to include the rules and guidelines followed by your organization in the Invoices, Quotes, Sales ...