How to create an order in Zoho CRM Plus

Have you already set up Zoho CRM Plus and applications and added one or even several products? It's time to create your first order!



  1. To create the order open the Purchase Orders tab.
  2. Press the + button on the top right corner of the page.
  3. Here you have to fill in the Subject (name of the order), Contact NameVendor Name (Cloudprinter) fields, and choose the Cloudprinter shipping level.
  4. Fill in the Address Information.
  5. Scroll a bit down to find the Product Details section and press on the Add Line Items title.
  6. You can find your product by Product Name or Code and set the Quantity and another product to the order by pressing the + button. After that press Add Products.
  7. After that, you can check products in order, and press Save to create order.
  8. Now you can send the order to print by pressing the Post order to CP button.
  9. The order was posted.