Orders

Orders record what a customer purchased and how the order is progressing. They can be created in Workstation or synced from a connected commerce or ERP app.

Create an order

Open Commerce → Orders.
Click Create Order.
Select the Contact and add products as line items.
Review quantities, prices, discounts, tax, and totals.
Choose whether payment is recorded now or remains pending.
Add notes, pipeline, stage, and other order details, then save.

Use Pipelines and Stages when the team needs a consistent order process. Order Properties and the record layout in Objects can be configured from Settings.

List and Kanban views

The list shows customer, source, total, payment status, fulfillment status, and processing dates. Use search, filters, saved table views, and export to focus the dataset.

Kanban groups orders by stage by default. A supported custom property can also be used as the grouping field, making the board useful for fulfillment or operational handoffs.

Order record

The order record includes:

customer and source information;
payment and fulfillment status;
line items, discounts, tax, totals, and refunds;
shipment, tracking, and billing-address information;
pipeline and stage;
related Contact, Account, Cart, and Invoices;
external identifiers and a source link for synced orders.

The Summary tab shows the main record context and associations. The Line Items tab provides the detailed products and quantities.

Create an invoice from an order

Open the order and use Create Invoice from the Invoices association. Workstation carries the customer and eligible line items into the invoice flow, where you can confirm billing dates, terms, tax, and totals.

Synced orders

Connections from Marketplace may supply source-specific statuses and external identifiers. Check the connection’s mapping and last sync when a source order does not match the Workstation record.