Standard Fields in Sales Orders

Standard Fields in Sales Orders

Following are the list of Zoho defined standard fields available in the Sales Orders module:

Field NameDescriptionData typeMaximum Limit
Sales Order OwnerSelect the name of the user to whom the sales order is assigned.Lookup 
SO NumberDisplay the Sales order ID after creating a case.Number16 digit
Subject*Specify the name of the sales order. This field is mandatory.Text boxAlphanumeric(50)
Potential NameSelect the potential for which the sales order has to be generated.Lookup-
Customer NoSpecify the customer identification number (if any)Text boxAlphanumeric(50)
Purchase OrderSelect the reference purchase order.Text box-
Quote NameSelect the reference quote.Lookup-
Contact NameSelect the contact for which the sales order has to be generated.Lookup-
Due DateSelect the dateDate-
CarrierSelect the carrier’s name that ships the products from your warehouse to customer site.Pick list-
Pending Text boxAlphanumeric(50)
StatusSpecify the status of the sales order.Pick list-
Sales CommissionSpecify the commission to the sales person upon closing the deal.Numericfloat
Excise DutySpecify the excise duty for the shipmentText BoxNumeric
Account Name*Specify the account name to which the sales order has to be created.This field is mandatoryLookup-
Assigned ToSelect the user's name to whom the sales order handling duty is assigned.Select option-
Created ByDisplays name of the user created the Sales order first time.Date/Time 
Modified ByDisplays name of the user modified the Sales orderDate/Time 
Billing Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the primary address of the contact.
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country- Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Shipping Address
  • Street
  • City
  • State
  • Zip
  • Country
Specify the shipping address of the contact (if any).
  • Street - Text box
  • City - Text box
  • State - Text box
  • Code - Text box
  • Country - Text box
  • Alphanumeric(250)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
  • Alphanumeric(30)
Product Name *Select the product name.This field is mandatoryLookup-
Quantity in StockDisplays the stock quantity.NumericIntegers
Quantity*Specify the quantity for which the sales order has to be generated. This field is mandatoryNumericIntegers
Unit Price*Displays the unit price of the product.Currency 
List Price*Select the product list price from Price Book or specify the product price. This field is mandatoryLookup and NumericIntegers
TaxSpecify the tax component of the productsCurrency-
AdjustmentsSpecify if there are any adjustments, such as discounts, or extra charges etc.Currency-
TotalDisplays the amount of the selected line item.Currency-
Terms & ConditionsSpecify the terms and conditions that are associated with sales order.Text area (long text) 
DescriptionSpecify any other details about sales order.Text area (long text)32000 characters
    • Related Articles

    • Standard Fields in Purchase Orders

      Following are the list of Zoho defined standard fields available in the Purchase Orders module: Field Name Description Data type Maximum Limit Purchase Order Owner Select the name of the user to whom the purchase order is assigned. Lookup   PO Number ...
    • Creating Sales Orders

      In Zoho CRM, you can store sales order details by entering data in the sales order details form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or modify ...
    • Standard Merge Fields

      The following are the standard merge fields that can be used in templates in order to retrieve relevant data. Inventory Template Tags While creating a template, you can use various tags from Users, Organization, Accounts, Contacts, Potentials, ...
    • Standard Modules & Fields

      The standard modules in Zoho CRM: Leads Accounts Contacts Deals Campaigns Forecasts Cases Solutions Products Price Books Quotes Reports Invoices Vendors Purchase Order Sales Orders Tasks Dashboards Documents Calls Meetings The following tables give ...
    • Creating Purchase Orders

      In the Zoho CRM system, you can store purchase order details by entering data into the Purchase Order form. Note Some of the standard fields may not be visible or editable depending on your organization business process. In case you want to add or ...