sales-order

How do I link a sales order to a purchase order?

It is not possible to link a sales order to a purchase order. However, when you convert a sales order into a purchase order, Zoho Books will record that in the Comments & History section.

To check if a sales order has been converted into a purchase order:

  1. Go to the Sales Orders module under Sales on the left sidebar.

  2. Open a sales order.

  3. Click Comments & History in the top right corner of the sales order’s details page.

Comments & History button in a sales order in Zoho Books

Here, you will be able to find a comment “Purchase order raised for Sales order”.

Comments & History section in a sales order in Zoho Books

To check if a purchase order was created by converting a sales order:

  1. Go to the Purchase Orders module under Purchases on the left sidebar.

  2. Open a purchase order.

  3. Click Comments & History in the top right corner of the purchase order’s details page.

Comments & History button in a purchase order in Zoho Books

Here, you will be able to find a comment “Purchase order created from Sales order”.

Comments & History section in a purchase order in Zoho Books
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