🔄 Syncing a Sales Order

1. Create a Sales Order in Zoho CRM as usual.

2. Once saved, click the ‘Sync to zFinance’ button in the Sales Order record.

3. The plugin will copy the Sales Order to Zoho Finance (Books or Inventory).

4. The following fields in the CRM Sales Order will be updated automatically:

   • Zoho Finance Sales Order Number

   • Zoho Finance Sales Order URL

   • Zoho Finance Sales Order Status

✅ Requirements

To ensure successful syncing:

1. Product and Item sync must be in place between Zoho CRM and Zoho Inventory.

2. All Products/Items must have unique SKUs (used to match records during sync).