Sales Orders

Accessing Sales Orders Settings

1. Go to WP Admin Menu> LinkZoho > Settings > Sales Order Tab
2. Enable Sales Orders Generation (checkbox)

Choose a Template Configuration

You have two options:

Option A: Use a Single Template for All Countries

Ideal for businesses with uniform invoicing rules across regions.

1. Select Same Sales Order Template for all countries.
2. Under Select Sales Order Template, choose Standard Template (or a custom template preconfigured in Zoho Books).
3. Click Save Changes.

Option B: Use Country-Specific Templates

Ideal for businesses needing region-specific tax, language, or formatting rules.

1. Select Specific Sales Order template for specific countries.

2. Assign templates to country groups:

   a. Under Select Sales Order Template, choose a template (e.g., "Standard Template").

   b. Click Select Countries and choose applicable countries (e.g., Australia, Canada etc.).

   c. Click Insert Row to add another template-country group (e.g., assign a "EU Template" to Greece).

   d. You can use ‘Select all’ and ‘Select none’ buttons to select or de-select all countries in one go.

3. Repeat until all country groups are mapped.

4. Click Save Changes.