Zoho CRM - Draft Quotes, Sales Orders, and Invoices for Services

Zoho CRM is introducing support for services in the Inventory modules through early access, so service-based businesses can quote, order, and invoice services alongside products.

• Draft quotes and sales orders and raise invoices for services by completing the Service subform in the Quotes, Sales Orders, and Invoices modules.
• Builds on the Services module: enable Services first, then turn on the Service Details subform in each Inventory module's builder.
• When enabled, the Service subform appears alongside Product Details under a common Order Information heading.
• Choose which subform is mandatory: product only, service only, both, or a custom option where every record must contain at least one of the two.
• The Service subform includes two default lookup fields, Services and Added As, to link an appointment for a scheduled service or record a walk-in for an unscheduled service.
• Convert a quote that contains both product and service details into an invoice or a sales order, creating a new record in the relevant module.
• Services are supported in Quotes, Sales Orders, and Invoices, but not in Purchase Orders, which continue to support products only.

Availability: Available on request through early access; contact your assigned Enterprise Support email address.