## Zoho Inventory Documentation Index

Access the complete documentation index at:
https://www.zoho.com/ke/inventory/llms.txt

Use this file to discover all available documentation pages before proceeding.

# Creating a New Sales Order

To create a sales order:

*   Go to the **Sales Orders** module under **Sales** from the left sidebar.
*   Click **\+ New**.

![Create new sales order](/inventory/help/images/sales-orders/so-new-button.png)

*   Enter the details for the customer related fields.

![info](/inventory/help/images/sales-orders/so-new-1.png)

*   Under the **Customer name** field, you can either select a customer from the dropdown or you can add a new customer on the fly.
*   Click the **Pencil** icon under Billing Address if you want to edit the existing address or add a new address.
*   Click the **Pencil** icon under Shipping Address if you want to edit the existing address or want to add a new address.
*   If this is a dropshipment, you can, you can click the pencil icon near Shipping Address and click **\+ Dropshipping Address**
    *   Click the _**View Existing Address**_ if you want to quickly autofill an existing customer address for dropshipping.

![Select customers](/inventory/help/images/sales-orders/so-new-cust-dropdown.png)

*   In the **Sales Order#** tab a sales order number is generated by default. If you wish to manually enter a sales order number, click the **Settings** icon next to the tab and a pop-up will appear where you can select between auto-generated or manual entry of sales order numbers.

![info](/inventory/help/images/sales-orders/so-no-settings.png)

*   Enter a reference number in the **Reference#** field.
*   The **Sales order date** will by default be the current date. However, you can select a different date if you want to.
*   Using the **Expected Shipment Date** field, you can set the date by which the product should be shipped to the customer.
*   The **Delivery Method** field, will let you specify a delivery method for the items in the order in order to intimate both your product team as well as the customer.
*   You can add a new sales person or choose an already existing sales person from the dropdown. [Learn more about sales persons](/ke/inventory/help/sales-orders/sales-persons.html).
*   If you have price lists enabled, you can select a **Price list** at the sales order level or at the item level. This will change the rates according to the selected price list. Learn more about [Creating Price Lists](/ke/inventory/help/items/price-list.html#creating-a-price-list).

![Associate price list to a transaction](/inventory/help/images/settings/pricelist-apply-transaction.png)

##### Enter the item details for the sales order.

*   Click the space under **Item Details** to add a product or service from your inventory.
*   To add more items to your sales order, click on **Add another line** option.
*   Alternatively, you can also click the **Add items in bulk** option to add several items at once to your sales order.

**Pro Tip:** Instead of searching for the items from the list, you can select an item by scanning its barcode. When you scan the same barcode more than once, the quantity of the item gets incremented automatically.

![info](/inventory/help/images/sales-orders/items-bulk-select.png)

*   Enter the **Quantity, Rate** and **Tax** if applicable from the drop down. Tax drop down shows only the taxes you created in the settings tab under taxes section. Learn more about [Taxes](/ke/inventory/help/settings/taxes.html).
*   Click the **Warehouse** icon to change the default view to either Stock on Hand or Available for Sale. Note that view will automatically apply to all the line item modules. You can always switch it by clicking this warehouse icon again
*   Enter the **Discount** rate, **Shipping Charges** and **Adjustments** if applicable.
*   You can record **Customer Notes** of up to 5000 characters and **Terms & Conditions** of up to 10000 characters for the sales order. This will be carried forward while converting the sales order into an invoice.

![info](/inventory/help/images/sales-orders/so-new-3.png)

*   Click on **Save as Draft** to save the new sales order in draft state, **Save and Send** to send it to your customer and change its status to confirmed.

**Note:** If you’ve enabled multiple warehouse management for your organization, you will have additional steps and capabilities when creating a Sales Order. To know more, click [here.](/ke/inventory/help/warehouses/warehouse-operations.html)

* * *

### Creating a Sales Orders from Contacts

To create a sales order directly from contacts, follow this route map:

*   Navigate to the **Contacts** tab and click on a specific contact who is a customer to whom you wish to create a sales order for.
*   Above the Contact window, you will find a **New Transaction** button placed.
*   Click on the **New Transaction** button and select **Sales Order**, a new window will appear for creating a new sales order for that specific contact.

![Image of the new transaction button and drop down](/inventory/help/images/sales-orders/so-contact-transaction.png)

*   Now you can follow the procedure to successfully create a sales order for the contact.
*   After creating the new sales order, you will be able to find the sales order in draft under the Sales Orders tab.
*   You can also send the sales order to your customer by clicking on the **Mail** icon placed on top of the sales order window.

**Note:** You can create Sales orders from contacts page only for those contacts who are your customers.

* * *

### Importing Sales Orders

To import sales orders from other sources:

*   Open the sales orders tab from the side bar.
*   Click on the **Menu** icon on the right top corner.
*   Select the option **Import Sales Orders** from the drop down.

![Import](/inventory/help/images/sales-orders/so-menu-import.png)

Learn in detail the steps to [import](/ke/inventory/help/import-export/import.html) a file in Zoho Inventory.

**Note:** You can enable **auto generation** of Sales Order Number for the file you’re about to upload.

* * *

### Generating Online Orders

When you integrate with an online marketplace or a shopping cart, for every sale made inside the marketplace or shopping cart, a sales order along with the items & customer information is generated inside Zoho Inventory. Such a sales order is known as an **Online Order**.

**Note:** Only orders that are not fulfilled by amazon or other third parties get auto generated here as an online order.

For an online sales order, you can create an invoice, package the items and create a shipment order and have the shipment information & the item stock automatically updated to the marketplace.

To know more marketplace integrations, click [here](/ke/inventory/help/integrations/sales-channel.html)

* * *

### Multi-warehouse operations

If you’ve enabled multi-warehouse management for your organization, you’ll have additional capabilities with Sales Orders. To know more, click [here.](/ke/inventory/help/warehouses/warehouse-operations.html)

* * *