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Zoho CRM

Purchase Orders Module

The Purchase Orders Module in Zoho CRM records formal orders sent to vendors for goods or services. A Purchase Order captures vendor details, line items, quantities, agreed prices, and delivery terms, and is linked to vendor records in the CRM.

The Purchase Orders Module in Zoho CRM records formal orders sent to vendors for goods or services. A Purchase Order captures vendor details, line items, quantities, agreed prices, and delivery terms, and is linked to vendor records in the CRM.

What is the Purchase Orders Module in Zoho CRM?

The Purchase Orders (PO) Module is part of the procurement side of Zoho CRM’s sales-order management. A Purchase Order is generated when the sales team needs to procure goods from a Vendor to fulfil a customer order. It creates a paper trail that links vendor procurement to customer sales.

POs in Zoho CRM move through statuses: Draft, Delivered, Cancelled. Each PO can be associated with a Contact or Account on the vendor side and linked to Sales Orders on the customer side.

Industry Example

Distribution: A building materials distributor receives a Sales Order from a contractor. To fulfil it, the sales team raises a Purchase Order to a cement manufacturer. The PO is linked to the Sales Order in CRM, so the manager can see the buy and sell side of the transaction in one view.

Frequently Asked Questions

What is the Purchase Orders Module in Zoho CRM?

The Purchase Orders Module in Zoho CRM records formal orders sent to vendors for goods or services. A Purchase Order captures vendor details, line items, quantities, agreed prices, and delivery terms, and is linked to vendor records in the CRM.

How does a Purchase Order differ from a Sales Order in Zoho CRM?

A Sales Order is a commitment from a customer to buy from you. A Purchase Order is a commitment from you to buy from a vendor. In Zoho CRM, both modules are linked to support buy-sell workflows.

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