Category: Zoho Crm
By Bob Ritter
Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.
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Purchase Orders are legally bound order-placement documents for procuring products or services from vendors. Each product can have a different reorder level to trigger the creation of a new purchase order.
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Sales Orders are the confirmation of sales generated after the customer sends a purchase order based on your quotes. A quote can be converted into a Sales Order with a single click.
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Quotes are legal agreements between customers and vendors to deliver the requested product within the specified time at the agreed price. A quote can be converted into a Sales Order or Invoice with a single click. Templates can also be created based on the quote details and can be sent to the customer.
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