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How do I create and manage sales orders in Zoho Books?
If you are a business owner or manager, you may want to know how to create and manage sales orders in Zoho Books in order to streamline your sales process and ensure that all orders are tracked and accounted for accurately. Zoho Books is a cloud-based accounting software that can help you manage your finances, track sales orders, and generate reports. Knowing how to create and manage sales orders in Zoho Books can help you save time and money, as well as ensure that all orders are tracked and accounted for properly.
Grace Everwood
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Zoho
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Go to [https://www.zoho.com/books/](https://www.zoho.com/books/) and log in to your account.
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Click the “Sales” tab on the left side of the page.
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Click the “Create” button in the top right corner.
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Select “Sales Order” from the drop-down menu.
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Enter the customer information, including the customer name, email address, and shipping address.
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Select the items you want to include in the order from the “Items” section.
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Enter the quantity and price for each item.
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Click the “Save” button in the top right corner.
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To view and manage existing sales orders, click the “Sales Orders” tab on the left side of the page.
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To edit an existing sales order, click the “Edit” button next to the order.
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