![]() To know the details whether it has been invoiced, packed and shipped, you can either hover your mouse over the blue/green dots in the list view of Sales Orders. The Status column which is available in the list view of Sales Order specifies the status of the Sales Order alone, and not the invoicing or package/shipment status of the Sales Order. Invoice, Shipping and Package status of the Sales Order: If you want to convert them to the new Closed status mentioned above, kindly open the SO and select More –> Reopen and the status will be updated automatically. NOTE: Older users of Zoho Inventory would have manually closed some Sales Orders. When the criteria is met, the Sales Order status will be set as Closed. You can choose either one of the two, or both. Selecting the criteria for closing a Sales Orderīased on your preference, you can choose to have your Sales Order’s status automatically set as Closed. Has been billed, the SO will revert back to its previous status. On Hold - The status is set as On Hold, when there’s an un-billed backordered PO raised for the Sales Order.Void - The SO status becomes Void, when you decide to freeze/nullify the SO and make it void.Closed - The SO becomes Closed when you either raise an Invoice or when a Shipment is fulfilled (or both, depending on what you’ve chosen in the Sales Order Preferences.). ![]() Confirmed - This indicates that the SO created has been sent to the customer.Draft - This indicates that a SO has been created successfully, but is yet to be sent to the customer. ![]() Lets take a look at what each status indicates.
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