Orders

Track line items, totals, and commissions on deals.

Enable order management

Order management is optional. An admin needs to turn it on before orders appear anywhere in the app.

1. Go to Settings > Workspace.
2. Click Enable Order Management.
3. The setup wizard walks you through two steps:
   • Pick entity types — choose or create entity types for Products and Orders. Toggle commission tracking if you want per-product commission rates.
   • Review changes — see what fields and entity types will be created. The wizard only adds what's missing, so existing entity types keep their current fields.
4. Click Enable to apply the changes.

Once enabled, deal detail pages show an Orders tab and the "close as won" dialog offers to create an order.

View orders on a deal

Open a deal and go to the Orders tab. All linked orders appear here with their total values and status.

View order line items

Open an order to see the line items table. Each row shows:

• Product — the item or service sold
• Quantity — number of units
• Unit price — price per unit
• Subtotal — quantity multiplied by unit price
• Commission — calculated commission for the line

Edit line items

Toggle Edit mode on the order. Add or remove products, adjust quantities and prices. The total value and commission update automatically when you save.

Create an order from a deal

When closing a deal as Won, the confirmation dialog offers to create an order linked back to the deal. Accept to pre-populate the order with the deal's products and values.