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Entering Customer Orders into Zoho Invoicing

Joshua Carrasco

Last edited 266 days ago by Joshua Carrasco

Goal: To provide standardized instructions for entering customer order details into Zoho Invoicing.

Context: Following this SOP will ensure order information is accurately captured in the accounting system.

When to Use: When processing new customer orders received.

Instructions:

Log into Zoho Invoicing at [

https://invoice.zoho.com/app/36083339⁠

] using provided credentials.

Click Invoices > New to start a new sales order invoice.

Search for the customer name - if not found, create a new customer profile.

For each product ordered:

Enter the style number, description, size, color, and quantity ordered into a separate line item.

If the style is already in the system, select it from the dropdown. Otherwise, enter the details from the purchase order and linesheet.

Enter the wholesale unit price for each item.

Click Save as Draft periodically to save progress.

Once the order is fully entered, finalize and send the invoice to the customer.

Open the order tracking sheet [link] and enter quantities ordered per style, color, and size.

Notify Creative Director of progress at end of day.

References:

⁠

Customer Orders Dropbox Link⁠

⁠

SS24 Production PO Sheet⁠

⁠

Omaminimi SS24.xlsx

50.8 kB

⁠

Additional Notes:

Contact Creative Director through OpenPhone with any questions.

Orders do not need to be completed in one day.

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