## 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.

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# How to create a sales order in Zoho Inventory?

To create a sales order:

*   Click on the **quick create (+)** icon either next to the **Sales Order** tab or the **+New** icon placed on top of the sales order window to create a new sales order.

![Image of the SO creation icons](/inventory/help/images/sales-orders/so-new-button.png)

*   You will be navigated to a new window for entering the details for the new sales order to be created.

##### Enter the details for the customer related fields

![Image of new sales orders top section](/inventory/help/images/sales-orders/so-new-1.png)

*   Under the **Customer name** field, you can either pick the customers from the list of customers you have already created or you can add a new customer

![select customer drop down](/inventory/help/images/sales-orders/so-new-cust-dropdown.png)

*   If you choose to add a new customer, a new window for creating a new customer appears.

![New contact page](/inventory/help/images/sales-orders/so-new-contact.png)

*   After filling up the required details, click on **Save** to add the new customer to the sales order being created.
*   In the **Sales Order#** tab a sales order number is generated by default. If you wish to manually enter a sales order number, click on the **Settings** icon next to the tab and a pop-up will appear where you can select between auto-generated estimate number or manual entry of sales order numbers.

![settings pop up of sales order number generation](/inventory/help/images/sales-orders/so-no-settings.png)

*   Enter a reference number, if you wish in the **Reference#** tab.
*   The **Sales order date** will by default be the current date. But if you wish to enter a different date, you can change it.
*   In the **Expected Shipment Date** tab, you can set the date by which the product should be shipped to the customer.
*   In the **Delivery Method** tab, you can choose the way the product needs to be delivered to the customer or you can type to add.
*   **Price List** for the sales order can be selected from the price list you have already created under the price lists menu from **Items** tab. Learn more about [Creating Price Lists](/inventory/help/items/price-list.html#creating-a-price-list).

![Screen shot of pricelist drop down](/inventory/help/images/sales-orders/so-pricelist-dropdown.png)

*   In the **Sales Person** tab, type to add a sales person or choose an already created sales person name.

**Important Note :** Price list and sales person options will be present only if they are enabled in the settings.

![Image of new sales orders mid items section](/inventory/help/images/sales-orders/so-new-2.png)

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

*   **Items** can be added from the list of items shown in the drop down that are already created by you in your Zoho Inventory account.
*   To add more items to your sales order, click on **Add another line** option.
*   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](/inventory/help/settings/taxes.html)(hyperlink to tax module).
*   Enter the **Discount** rate, **Shipping Charges** and **Adjustments** if applicable.
*   You can enter the **Customer Notes** and **Terms & Conditions** for the sales order. This will be carried forward while converting the sales order into an invoice.

![Image of new sales orders bottom section](/inventory/help/images/sales-orders/so-new-3.png)

Now 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.