Orders Preferences

You can configure the preferences of the Orders module in Zoho Commerce to define when invoices should be generated, when orders should be confirmed, and a return window for customer purchases.

• Generate Invoice
• Confirm Order
• Return Window
• Field Customization

Generate Invoice

In this section, you can choose when to generate invoices for sales orders. Here’s how:

• Log in to your Zoho Commerce organization.
• Click Settings in the top right corner.
• Navigate to Orders under Sales.
• Select the General tab.
• In the Generate Invoice section, choose your preferred option. You can choose from On Order Confirmation, On Shipment Generation, and Manually.
• Click Save. 

Confirm Order

In this section, you can choose when to confirm sales orders. Here’s how:

• Log in to your Zoho Commerce organization.
• Click Settings in the top right corner.
• Navigate to Orders under Sales.
• Select the General tab.
• In the Confirm Order section, choose your preferred option. You can choose from Upon Payment, Upon Receiving Order, and Manually. 
• Click Save. 

Return Window

You can set a return period to decide how many days after delivery a customer can return an item. Here’s how: 

• Log in to your Zoho Commerce organization.
• Click Settings in the top right corner.
• Navigate to Orders under Sales.
• Select the General tab.
• In the Return Window section, enter the Return Period for items in days.
• Click Save. 

Field Customization

You can add additional fields using the Custom Fields feature. Read our help document on Field Customization to learn more.