7/11/2014 Standard Fields in Sales Ordeers | Online Help - Zoho CRM

Standard Fields in Sales Orders

Following are the list of Zoho defined standard fields available in the Sales Orders module:

Field Name Description Data type Maximum Limit

Sales Order
Select the name of the user to whom the sales order is assigned. Lookup
Owner

SO Number Display the Sales order ID after creating a case. Number 16 digit

Subject* Specify the name of the sales order. This field is mandatory. Text box Alphanumeric(50)

Potential Name Select the potential for which the sales order has to be generated. Lookup -

Customer No Specify the customer identification number (if any) Text box Alphanumeric(50)

Purchase Order Select the reference purchase order. Text box -

Quote Name Select the reference quote. Lookup -

Contact Name Select the contact for which the sales order has to be generated. Lookup -

Due Date Select the date Date -

Select the carrier’s name that ships the products from your warehouse to
Carrier Pick list -
customer site.

Pending Text box Alphanumeric(50)

Status Specify the status of the sales order. Pick list -

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Sales
Specify the commission to the sales person upon closing the deal. Numeric float
Commission

Excise Duty Specify the excise duty for the shipment Text Box Numeric

Specify the account name to which the sales order has to be created.This field
Account Name* Lookup -
is mandatory

Assigned To Select the user's name to whom the sales order handling duty is assigned. Select option -

Created By Displays name of the user created the Sales order first time. Date/Time

Modified By Displays name of the user modified the Sales order Date/Time

Street - Text

Billing Address box

Alphanumeric(250)
Street City - Text box
Alphanumeric(30)
City State - Text
box Alphanumeric(30)
State
Specify the primary address of the contact.
Code - Text Alphanumeric(30)
Zip
box Alphanumeric(30)
Country
Country- Text
box

Street - Text
Shipping box
Address City - Text box Alphanumeric(250)
Street Alphanumeric(30)
State - Text
City box Alphanumeric(30)
Specify the shipping address of the contact (if any).
State Code - Text Alphanumeric(30)
Zip box Alphanumeric(30)

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Country Country - Text

box

Product Name * Select the product name.This field is mandatory Lookup -

Quantity in
Displays the stock quantity. Numeric Integers
Stock

Specify the quantity for which the sales order has to be generated. This field is
Quantity* Numeric Integers
mandatory

Unit Price* Displays the unit price of the product. Currency

Select the product list price from Price Book or specify the product price. This
List Price* Lookup and Numeric Integers
field is mandatory

Tax Specify the tax component of the products Currency -

Adjustments Specify if there are any adjustments, such as discounts, or extra charges etc. Currency -

Total Displays the amount of the selected line item. Currency -

Terms &
Specify the terms and conditions that are associated with sales order. Text area (long text)
Conditions

Description Specify any other details about sales order. Text area (long text) 32000 characters

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