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# How to create sales order in Zoho Books

To create a Sales Order in Zoho Books, you must first connect your XTEN-AV account with Zoho Books.

To connect with Zoho Books, please refer to the following guide: [https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/](https://knowledgebase.xtenav.com/en-us/article/how-to-connect-with-zoho-daops8/)

Once the integration is completed, navigate to the **x.doc Dashboard** page. After the proposal has been moved to the **Accepted** stage, click on the **three-dot (⋮) menu** top right corner of the proposal.

From the dropdown options, select **Create Sales Order.**


![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_1wbxsp9.png)


Select the **Project** from the dropdown menu to sync it with the **Zoho Books**, then click on the **Select Project** button.

Please wait a few moments while the process completes. The Sales Order will be created in Zoho Books, including all the items from the proposal.
 

![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_2qoppz.png)


![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/3a_ad2zs1.png)


In your Zoho Books account, navigate to the **Sales** section from the left-hand menu, then click on **Sales Orders**.

This will display all the Sales Orders created from the XTEN-AV platform.


![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/4a_1et144b.png)

You can also edit the Sales Order by clicking on the **Edit** icon and making changes as per your requirements.


![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/5a_zpv10t.png)

If a Change Order is created and accepted, an **Update Sales Order** button will appear on the proposal.

Clicking this button will allow you to apply the approved changes to the previously created Sales Order.


![](https://storage.crisp.chat/users/helpdesk/website/-/e/3/c/d/e3cdae6433963000/image_v68i3w.png)
 

![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/7a_sshift.png)


In your Zoho Books account, navigate to the **Sales** section from the left-hand menu and click on **Sales Orders**.

This will display all the Sales Orders that have been updated from the XTEN-AV platform.


![](https://storage.crisp.chat/users/helpdesk/website/e3cdae6433963000/8_rkbodc.png)