How to create an order in Zoho CRM Plus

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