## 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.

# Sales Order Cycle Automation

The sales order cycle in Zoho Inventory can be automated to create follow-up transactions after a sales order has been created, such as invoices, packages, or shipments.

### Configure the Sales Order Cycle

To configure the sales order cycle:

*   Go to **Settings** in the top right corner.
*   Navigate to the _Module Settings_.
*   Click **Sales Orders** under _Sales_.
*   Navigate to the **Sales Order Cycle** tab.
*   For manual orders: Click **Configure Preferences** under the _Configure sales order cycle preference for manual sales orders_ section.  
    \[OR\]  
    For marketplace orders: Click **\+ New Rule** and select the marketplace from the **Applies To** dropdown under the _Create sales order cycle rules for marketplace orders_ section.

![Configure SO Cycle](/inventory/help/images/sales-orders/socycle/sales-order-cycle-tab.png)

In the pop-up, select the transactions that need to be automated after creating a sales order.

*   **Create an Invoice** – Enable this to create an invoice for the respective sales order automatically.
    
*   **Mark it as Sent** – Once enabled, the invoice status will be updated to _Sent_.
    
    *   **Record a Payment** – Enable this to record payment for the invoice. You’ll need to select the:
        
        *   **Payment Mode** – Choose the default payment mode.
            
        *   **Deposit To** – Select the account under which you want the payment to be tracked.
            
*   **Create a Package** – Enable this to convert the sales order into a package automatically.
    
    *   **Create a Shipment** – Enable this to convert the package into a shipment automatically.
        
        *   **Carrier** – Select the carrier to ship the packaged sales order.
        *   **Status** – Select the if you want to mark the shipment as Delivered or Shipped.
*   Click **Save** to automate the sales order cycle preference for manual sales orders.  
    
*   If it is for market place, click **Create Rule** to automate the market place sales order cycle rule.
    

![Configure SO Cycle](/inventory/help/images/sales-orders/socycle/sales-order-create-rule.png)

### Execute the Sales Order Cycle

**Prerequisite:**

*   _If a sales order contains items with serial number tracking or batch tracking, packages or shipments cannot be created during sales order automation._
*   _Transactions with custom fields will be created with empty fields, even if the custom field is mandatory._
*   _Disable any custom functions that may interfere with the sales order cycle. For more details, contact_ [support@zohoinventory.com.](mailto:support@zohoinventory.com)

To execute the sales order cycle:

*   [Create a sales order.](/ke/inventory/help/sales-orders/sales-order-creation.html#creating-a-new-sales-order)
*   Click **Save and Confirm** in the sales order creation page.
*   Choose between the following options, in the popup that appears.

Option

Description

Execute Sales Order Cycle

The sales order cycle will be executed with the preferences that you’ve configured.

Override Sales Order Cycle

You can modify the sales order cycle preferences for that specific transaction and click Execute to proceed.

Skip Sales Order Cycle

The sales order cycle for that specific transaction will be skipped and the sales order will be marked as Confirmed.

![Configure SO Cycle](/inventory/help/images/sales-orders/socycle/sales-order-cycle-options.png)

Based on your selection, Zoho Inventory will execute, override, or skip the sales order cycle.

For existing sales orders that have their status as Confirmed,

*   Click the **More** dropdown in the sales orders’ details page.
*   Select **Execute Sales Order Cycle** or **Override Sales Order Cycle.**

![Configure SO Cycle](/inventory/help/images/sales-orders/socycle/sales-order-cycle-create.png)

**Note:** _You have to execute the sales order cycle from the sales order details page for orders that have been imported manually, or synced to Zoho Inventory from sales channels._

### Edit the Automated Sales Order Cycle

To edit the automated sales order cycle in your organization:

*   Go to **Settings** in the top right corner.
*   Click **Sales Orders,** under _Sales_ in the _Module Settings_.
*   Navigate to the **Sales Order Cycle** tab in the top.
*   Click the **Pencil** icon near the automated sales order cycle or rule.
*   Make the required changes and click **Save**.

### Delete the Automated Sales Order Cycle

To delete the automated sales order cycle in your organization:

*   Go to **Settings** in the top right corner.
*   Click **Sales Orders,** under _Sales_ in the _Module Settings_.
*   Navigate to the **Sales Order Cycle** tab at the top.
*   Click the **Trash** icon near the automated sales order cycle or rule.

![Configure SO Cycle](/inventory/help/images/sales-orders/socycle/sales-order-cycle-delete.png)

*   In the pop-up, confirm your action by clicking **Delete Rule.**