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Zoho CRM ERD

The document outlines the structure of the 'sales_order_product' module, detailing its relationships with various entities such as VENDOR, PRODUCT, and USERS. It includes primary and foreign key definitions, along with attributes related to sales orders, purchase orders, invoices, and quotes. Additionally, it notes that there is no ERD for custom modules and subforms, as they are tailored to customer specifications.

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dogma28
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0% found this document useful (0 votes)
18 views1 page

Zoho CRM ERD

The document outlines the structure of the 'sales_order_product' module, detailing its relationships with various entities such as VENDOR, PRODUCT, and USERS. It includes primary and foreign key definitions, along with attributes related to sales orders, purchase orders, invoices, and quotes. Additionally, it notes that there is no ERD for custom modules and subforms, as they are tailored to customer specifications.

Uploaded by

dogma28
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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sales_order_product

*There is no ERD for Custom Modules and Subforms as they are made based on customer requirements

VENDOR ⇱ SALES_ORDER_PRODUCT ⇱
PRODUCT ⇱ id 🔑 id 🔑
id 🔑 created_by_id ➤ USERS sales_order_id 🔑➤ SALES_ORDER
vendor_id ➤ VENDOR modified_by_id ➤ USERS product_id ➤ PRODUCT
created_by_id ➤ USERS owner_id ➤ USERS product_currency
modified_by_id ➤ USERS vendor_name quantity
PURCHASE_ORDER_PRODUCT ⇱ INVOICE_PRODUCT ⇱ owner_id ➤ USERS QUOTE_PRODUCT ⇱ phone discount
SOLUTION ⇱ product_name email total_after_discount
id 🔑 id 🔑 product_code id 🔑
website net_total
purchase_order_id 🔑➤ PURCHASE_ORDER id 🔑 invoice_id 🔑➤ INVOICE product_active quote_id 🔑➤ QUOTE
category tax
product_id ➤ PRODUCT product_id ➤ PRODUCT product_id ➤ PRODUCT manufacturer product_id ➤ PRODUCT
country list_price
product_currency created_by_id ➤ USERS product_currency support_start_date product_currency
description unit_price
PROFILE ⇱ quantity modified_by_id ➤ USERS quantity quantity
ROLE ⇱ discount owner_id ➤ USERS discount
support_expiry_date
product_category discount
street quantity_in_stock
total
id 🔑 zip_code
total_after_discount solution_title total_after_discount qty_in_demand total_after_discount
modified_by_id ➤ USERS id 🔑 data_source
net_total solution_number net_total description net_total
created_by_id ➤ USERS reporting_to_id ➤ USERS city
tax published tax sales_start_date tax
display_label forecast_manager_id ➤ state
list_price status list_price sales_end_date list_price
created_time USERS gl_account
unit_price no_of_comments unit_price commission_rate unit_price
modified_time display_label quantity_in_stock question quantity_in_stock quantity_in_stock
usage_unit
name share_with_peers total answer total total
qty_ordered
modified_by_name name product_name qty_in_stock
modified_by_email description
created_by_name admin_user
unit_price
reorder_level
CAMPAIGN ⇱ SALES_ORDER ⇱
created_by_email reporting_to_name
vendor_name id 🔑 id 🔑
description reporting_to_email
taxable created_by_id ➤ USERS created_by_id ➤ USERS
category forecast_manager_name
forecast_manager_email modified_by_id ➤ USERS modified_by_id ➤ USERS
owner_id ➤ USERS owner_id ➤ USERS

PURCHASE_ORDER ⇱ CALL ⇱ INVOICE ⇱ CASE_MODULE ⇱ QUOTE ⇱ campaign_name account_id ➤ ACCOUNT


status deal_id ➤ DEAL
id 🔑 type
id 🔑 id 🔑 id 🔑 contact_id ➤ CONTACT
id 🔑 account_id ➤ ACCOUNT
account_id ➤ ACCOUNT deal_id ➤ DEAL deal_id ➤ DEAL start_date quote_id ➤ QUOTE
created_by_id ➤ USERS contact_id ➤ CONTACT end_date
TAGS ⇱ USERS ⇱ modified_by_id ➤ USERS
contact_id ➤ CONTACT
created_by_id ➤ USERS
created_by_id ➤ USERS
account_id ➤ ACCOUNT
product_id ➤ PRODUCT
account_id ➤ ACCOUNT
contact_id ➤ CONTACT expected_revenue
customer_no
tax
owner_id ➤ USERS modified_by_id ➤ USERS
ORGANIZATION ⇱ id 🔑 id 🔑 contact_id ➤ CONTACT
modified_by_id ➤ USERS
owner_id ➤ USERS
contact_id ➤ CONTACT created_by_id ➤ USERS budgeted_cost state
owner_id ➤ USERS created_by_id ➤ USERS modified_by_id ➤ USERS num_sent converted
created_by_id ➤ USERS country vendor_id ➤ VENDOR subject
call_start_time modified_by_id ➤ USERS owner_id ➤ USERS actual_cost deal_name
id 🔑 modified_by_id ➤ USERS city customer_no status
se_module owner_id ➤ USERS subject billing_country
country module street tax invoice_date
calendar_booking_call subject quote_stage carrier
city created_time state po_date due_date
call_duration case_reason valid_till quote_name
street modified_time country_locale state excise_duty
description email carrier status
state
zip
name zip currency
billing_country
call_agenda
sales_commission
status tax DEAL ⇱ grand_total
modified_by_name locale tax id 🔑
call_purpose priority billing_country billing_street
photo_id modified_by_email alias carrier billing_country
call_status type grand_total campaign_source_id ➤ adjustment
description created_by_name currency status grand_total
subject description billing_street CAMPAIGN billing_code
alias created_by_email fax grand_total billing_street
call_type internal_comments adjustment account_id ➤ ACCOUNT excise_duty
currency mobile po_number adjustment
call_result no_of_comments billing_code contact_id ➤ CONTACT shipping_city
fax email billing_street billing_code
dialled_number case_number shipping_city created_by_id ➤ USERS shipping_code
mobile phone adjustment shipping_city
contact_name phone shipping_code modified_by_id ➤ USERS shipping_country
primary_email first_name billing_code shipping_code
account_name solution shipping_country owner_id ➤ USERS billing_city
phone created_time excise_duty shipping_country deal_name
employee_count CURRENCY ⇱ website shipping_city billing_city
case_origin
deal_name
billing_city
quote_number amount
purchase_order
shipping_street
website modified_time shipping_code shipping_street
id 🔑 account_name shipping_street stage description
currency_symbol theme_* shipping_country discount
created_by_id ➤ USERS product_name discount probability discount
currency_locale isonline billing_city description
modified_by_id ➤ USERS contact_name description closing_date shipping_state
primary_zuid personal_account shipping_street shipping_state
symbol shipping_state type account_name
zia_portal_id microsoft description terms_and_conditions
created_time team followed sales_commission
time_zone lang discount sub_total
is_active sub_total description due_date
zgid name_format vendor_name invoice_number
exchange_rate billing_state campaign_source_name terms_and_conditions
country_code signature shipping_state billing_state
prefix_symbol converted lead_conversion_time subject
company_name status sales_commission line_tax
is_base deal_name expected_revenue sub_total
iso_code time_format due_date account_name
modified_time account_name overall_sales_duration contact_name
privacy_settings date_format terms_and_conditions contact_name
name contact_name next_step so_number
mc_status dob subject
iso_code sales_cycle_duration billing_state
gapps_enabled full_name sub_total
format_decimal_separator account_name
domain_name confirm contact_name
format_decimal_places contact_name
translation_enabled zuid billing_state
format_thousand_separator
license_details_* time_zone
created_by_name
created_by_email last_name ACCOUNT ⇱ CONTACT ⇱ EVENT ⇱
modified_by_name role_name id 🔑
id 🔑
modified_by_email role_id These properties apply to all created_by_id ➤ USERS id 🔑
customize_info_* modules: TASK ⇱ created_by_id ➤ USERS
modified_by_id ➤ USERS modified_by_id ➤ USERS contact_id ➤ CONTACT
DEAL_STAGE_HISTORY ⇱
USER_TERRITORY ⇱ owner_id ➤ USERS owner_id ➤ USERS created_by_id ➤ USERS
CONTACT_ROLE ⇱ owner_name id 🔑
first_name modified_by_id ➤ USERS
owner_email created_by_id ➤ USERS account_name
owner_id ➤ USERS
id 🔑
LEAD ⇱
NOTE ⇱ last_activity_time modified_by_id ➤ USERS phone last_name
full_name start_date_time
deal_id ➤ DEAL id 🔑
id 🔑 exchange_rate owner_id ➤ USERS website stage_id ➤ STAGE created_by_id ➤ USERS
user_id 🔑 ➤ USERS email end_date_time
sequence_number modified_by_id ➤ USERS
name
id 🔑 TERRITORY⇱ territory_id 🔑 ➤ TERRITORY currency what_id account_type
phone se_module
amount
modified_by_id ➤ USERS
created_time who_id industry owner_id ➤ USERS
owner_id ➤ USERS mobile u_id
modified_time annual_revenue close_date
created_by_id ➤ USERS due_date recurrence_id converted_detail_deal ➤ DEAL
id 🔑 created_by_name sic_code fax duration_days
modified_by_id ➤ USERS status send_notification converted_detail_contact ➤
created_by_id created_by_email account_site other_phone expected_revenue
owner_name modified_by_name se_module calendar_booking_event CONTACT
modified_by_id billing_country mailing_state last_modified_time
owner_email modified_by_email u_id all_day converted_detail_account ➤
manager_id billing_street other_state probability
modified_time approved description latitude ACCOUNT
created_time billing_code other_country
created_time approval_state closed_time longitude company
modified_time billing_city department
editable currency_symbol expected_revenue check_in_city email
manager_name billing_state assistant
se_module review_process send_notification_email check_in_comment first_name
manager_email approval shipping_city mailing_country
is_shared_to_client parent_id in_merge
priority
shipping_country other_city remind_at STAGE ⇱ last_name
modified_by_name subject check_in_status full_name
name process_flow shipping_code negative_touch_point_sco id 🔑
modified_by_email what_name venue salutation
modified_by_name editable shipping_state re display_label
size who_name zip_code lead_source
modified_by_email orchestration shipping_street positive_touch_point_scor forecast_type
state custom_* check_in_time lead_status
description ownership e forecast_category_id
voice_note check_in_address phone
created_by_name description last_contacted_on forecast_category_nam
created_by_name check_in_country street
created_by_email rating home_phone e
created_by_email description zip_code
criteria_comparator employees score name
note_title event_title no_of_employees
criteria_field account_number negative_score probability
note_content recurring_activity_rrule state
ticker_symbol secondary_email
parent_id contact_name industry
fax touch_point_score
industry_type
positive_score
country
description
fax
parent_id can point to either module like lead, mailing_zip
first_visited_time
account, contact etc. number_of_chats
mobile
twitter EVENT_PARTICIPANT ⇱ designation
other_zip
email_opt_out
mailing_street id 🔑 skype_id
salutation event_id 🔑➤ EVENT twitter
asst_phone email website
skype_id name touch_point_score
email_opt_out invited positive_score
date_of_birth type converted
title participant converted_detail_convert_date
other_street
Legend status
sequence_number
converted_detail_converted_by

name

🔑 = primary key

➤ = foreign key
relation
⇱ = external link

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