Are you looking to implement ZOHO custom buttons like convert to Quote in Account module, reassign lead to other owner, create new Sales Order, convert Quote to Sales Order, convert Sales Order to Invoice or Update Account Information?

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Custom Button "Convert Sales Order to Invoice"

SNSsystem team completed this custom button work for a client, here are screenshots for same

Sales Order

We can convert our sales order data to Invoice data by using custom button "Convert Sales Order to Invoice". Custom button "Convert Sales Order to Invoice" is available in every sales order in the Sales Order module. We can convert our data from one module to another module using the custom button by, which can achieve by applying some of the function on data. It will provide the facilities to convert our data and applied some condition on data as per our requirement.

If you want to convert any data from Sale Order to Invoice. Just open that data and clicked on custom button "Convert Sales Order to Invoice" from the top right menu.

ZOHO custom buttons implementation for Sales Order

Once data successfully converted into Invoice, it will provide the alert message.

Once we converted any data from sales order to Invoice and we tried to convert it again but it would not allow to convert it. It will provide an alert message.

Invoice

Once data successfully converted from sales order to Invoice, we can check data into the Invoice module and verify the sales data. The invoice module having some other custom button to convert this data into another module data.

Are you looking to implement ZOHO custom buttons like convert to Quote in Account module, reassign lead to other owner, create new Sales Order, convert Quote to Sales Order, convert Sales Order to Invoice or Update Account Information?

Sales Order

Invoice

Quick Quote