Zoho CRM Sales Order Resource

Integrate the Zoho CRM Connector into your workflows to effectively manage sales orders. This guide outlines the steps for creating, updating, deleting, and retrieving sales order information.

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Note : Before you begin, please refer to the Zoho Credentials page for instructions on setting up your credentials.

1. Creating a New Sales Order

Operation: Create Sales Order

To create a new sales order:
Create Operation: Specify the name of the sales order and fill in any optional fields as needed, either manually or using a saved variable input.

Product Section: Mention the products to be added to the sales order.
Optional Fields : You can include various optional fields to provide additional details during the sales order creation process.

2. Deleting a Sales Order

Operation: Delete Sales Order

To delete an existing sales order:
Delete Operation: Choose the sales order you want to delete, either by selecting it from the list or using a saved variable input.

3. Getting Information on a Sales Order

Operation: Get Sales Order

To retrieve detailed information about a specific sales order:
Get Operation: Specify the sales order you wish to access, either by selecting it from the list or using a saved variable.

4. Getting a List of All Sales Orders

Operation: Get Many Sales Orders

To obtain a list of all sales orders you currently have access to:
Get Many Operation: Use this operation to retrieve all relevant sales orders.
Optional Filters: You can apply optional filters to refine the list of sales orders as needed.

5. Updating a Sales Order

Operation: Update Sales Order

To update an existing sales order:
Update Operation: Specify the sales order you wish to update.

Product Section : You can add or update products associated with the sales order.
Optional Fields : You may also include optional fields to update specific details in the sales order