How to create a Domestic Deal-to-Invoice process in Zoho CRM

How to create a Domestic Deal-to-Invoice process in Zoho CRM


In this guide, we'll learn how to create a deal-to-invoice process in Zoho CRM. This involves creating a deal, gathering customer information, generating a quote, and finally creating a sales order that will help deduct inventory automatically.

We'll cover each step, from selecting the right account and contact to verifying and confirming the quote. This process ensures that all necessary information is captured and that the sales order is accurately created in Zoho CRM and Zoho Books.


Let's get started

Step 1 - Create a Deal (if not already)

Click on the Deal module. Then, click on Create Deal. Select the appropriate account and contact.

This is the contact to whom the invoice and code will be sent. Fill all mandatory fields with appropriate data points. Then, click save.



Once the deal is ready, you can start speaking to the customer, gather more information about their requirements, and move to next step of creating a quote.

Step 2 - Create a Quote

To create a quote, click on "Quotes" on the left-hand side and click the plus symbol. This will provide a screen where you can write the Quote subject and mandatory information.



Quotes items can be categories into two parts 1- Items to installed 2-Monitoring and Maintenance charges
Hence please pay attention to selection - Items will get deducted from Inventory, while Monitoring and Maintenance products will hit the recurring Invoice cycle

After you have selected products the list price (Sell Price) and Quantities will appear for you, which are editable as desired. quote is created !

Mark quote as "Confirmed" and select Save

Step 3 - Create a Sales Order

While you are still on Quote page, click Create a Sales Order button on upper right hand side.

Only create a SO if the customer has confirmed the order
click "Create Sales Order"

After receiving the success message, wait 2minutes for the sales order to be created in Zoho CRM and Books. Reason being Sales Order gets created in Zoho Books first to enable Inventory Management and then is transferred over to Zoho CRM under SO.

sales order is created, give it 2mins before editing SO, have patience at times this may take longer then 2minutes.


Step 4 - Edit SO for Recurring Period, Service Vertical and Product Vertical information and Warehouse

This step aligns, cost split to respective team and hence an important piece

Click on "Edit Sales Order" button on upper right hand side of screen

click "Edit Sales Oder"

Click "Edit" again


Edit "Recurring Period", "Service Vertical" and "Product Vertical" data



  1. Service Vertical is kind of service to be provided to customer e.g. Install, Call Out, Maintenance and Monitoring
  2. Product Vertical is Intruder, CCTV, Access, Locks, FIreAlrams, Keyholding
  3. Recurring Period is mandatory and should be filled for Recurring Invoice generation; otherwise mark as "Not Applicable

Edit "Warehouse Name" to select the Warehouse or Engineer the stock is being delivered from




Once the editing of the above is completed, save the Sales Order.
End of process

Step 5 - Execute SO cycle and generate Draft Invoice and Recurring Invoice Template 


In Books, Finance team, picks up all completed Sales Order and marks them as "Marked as Confirmed" post validation.



The Sales Order Cycle pop up will appear - select "Execute Sales Order Cycle"



A draft invoice will be created for the installation and 1st month's Monitoring and Maintenance contract.  Finance should review this and send to customer.



The Recurring invoice template will also be created for Finance to review.


Conclusion

Through this process we learnt how to create a Deal to Quote to Sales Order to Invoice. 

For any further questions reach out to Eimear or support@constructionbos.com


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