The order page consists of the field group containing general data, and several tabs.
| Customer | Company or person that the order is generated for. |
| Total | The total cost of all products in the order, displayed in the order currency. This is a non-editable field. The value is calculated automatically based on the cost of all products added on the [Products] detail. |
| Payment amount | The amount to be paid within the order. The value is specified in the order currency. This is a non-editable field. The payment amount is calculated automatically by adding actual payments on the [Installation plan] detail. |
| Status | Current status of the order, e.g., “Planned” or “In process”. |
This tab contains the list of products and services included in the order. Here you can save information about the quantity of each product, price, taxes, and discount. The [Products] detail in the [Orders] section is similar to the one in the [Invoices] section.
You can add products in several ways:
-
Click
to open the product selection page. More information on using this type of product selection is available in the “Order product selection page” article. -
Click [Add] in the detail action menu.
| Product | The name of the product that was added to the order. Specify a record of the [Products] section. |
| Price | Price per product unit. Creatio uses the price list of the corresponding customer to populate the field. [Price list] column displays the customer’s price list. By default, the column is hidden, but you can add it to the detail view. This field is editable. By changing the amount in this field you can change the price of one or several items in the order. The base price specified in the [Price] field on the product page will not be changed and the amount of the order will be calculated according to the changes made. |
| Price list | Price list that specifies product price. By default, the field is populated with the personal price list (specified on the account page). If a personal price list is not available, then the base price list from the “Base price list” system setting is used. If the system setting is not populated, then the price specified on the product page is used. You can change the price list manually by selecting one of the price lists available for the order customer or product. By default, the field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. For more about the types of price lists, see the “Creatio price lists” article. |
| Quantity | Number of units ordered. |
| Unit of measure | Measuring unit for product quantity. When you select a product from the lookup, the field is non-editable and is filled in with the base unit specified on the [Price] detail of the product page. You can select another unit for this field if it was added on the [Units] detail of the product page earlier. For the custom product, you can specify a measuring unit from the common list. |
| Discount, % | The percentage and amount of discount given on the product. The values in these fields are interrelated, therefore, when you change the value in one of the fields, the value in the other field will be automatically recalculated. If you change the price and/or quantity of the product, the value in the [Discount amount] field will be automatically recalculated as well. You can also use these fields to enter markups. To do this, enter a negative value as in the [Discount,%] or [Discount amount] field. By default, the [Discount amount] field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
| Discount amount | |
| Total | The total cost of all products in the order, displayed in the order currency. This is a non-editable field. The value is calculated automatically based on the cost of all products added on the [Products] detail. |
| Tax | Tax type. For example, “VAT“. By default, this field is filled in with the tax value from the product page. By default, the field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
| Taxes, % | The percentage of the selected tax. The information in this field is non-editable and is filled in based on the [Taxes] lookup. By default, the field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
| Tax amount | This is a non-editable field. The value is calculated based on the percentage of tax and total cost of the product. By default, the field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
| Currency | Currency used for the order. The field is non-editable and is automatically populated with the value specified on the order page. By default, the [Currency] field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
| Exchange rate | The exchange rate between the order currency and the base currency. This non-editable field is filled in automatically with the data from the [Currencies] lookup. By default, the [Currency] field is hidden in the list of the [Products] detail. Modify the detail list view to make the column visible. |
Calculate the price of the ordered product with currency conversion
The cost of a product in order depends on the order currency and the currency in which the base price of the product is specified in the [Products] section. Thus, if the currency of a product's initial price is the same as the order currency, the order product price will be equal to the base price of the product. If the currencies are different, the product base price will be converted to order currency using the exchange rate on the date when the order was created. The conversion is first done from the currency of the product's base price to base currency, and then - from base currency to the order currency.
If the order currency is changed, product prices will be recalculated.
More on currency conversion in Creatio is available in the “Working with currencies” article.
This detail displays the delivery and payment sequence of the order. Each record of the installment plan indicates a payment or delivery event for an installment. An installment plan represents your arrangements regarding the delivery of goods, their payment and is basically a delivery and payment schedule. As the order moves forward, you can set the actual dates and amounts.
You can plan deliveries and payments on the actual dates or calculate each new date based on the date of the previous payment or delivery entry (e.g., payment within three days after delivery, etc.). If you change the timeframe of an existing entry, all timeframes of the subordinate entries will be recalculated automatically. Creatio will help calculate the expected amount within the entry as a remaining balance of the order payments and deliveries.
You can populate the installment plan either manually or via a template. Read more...
| Name | Entry name, for example, “Prepaid” or “Full delivery”. |
| Installment type | Installment plan entry type, for example, “Delivery” or “Payment”. |
| Due date | Expected date of delivery or payment. It is calculated automatically depending on the previous entry date and the number of deferment days if the “Defer from due date” or ”Defer from actual date” deferment types are selected. |
| Percentage, % | Expected delivery, or payment amount in quantitative and percentage terms. The values of the [Expected amount] and [Percentage, %] fields are interconnected. If you change a value in one of the two fields, the value in the other one will be changed accordingly. When you select an installment plan entry type, these fields will automatically display the amount and percentage of the remaining balance for payments and deliveries within the order. For example, when you specify the first payment within the order, the [Percentage, %] field will display “100%“, and the [Expected amount] field will display the value of the [Total, base currency] field of the order page. If a prepaid amount of 25% from the total order amount was added on the detail, then the system will automatically set 75% value in the [Percentage, %] field and will display the corresponding amount in the [Expected amount] field. A similar way can be used to calculate deliveries. |
| Expected amount | |
| Deferment type | Specify the deferment type which will be used to calculate the expected date of obligation. The “Fixed date“ value is used for the first record on the detail. The “Defer from actual date“ and “Defer from due date“ values are used to calculate the date deferred from the due or actual date of the previous obligation. When these values are selected, the [Previous entry] field becomes required. If the deferment type is “Defer from actual date“, but the actual date is not specified for the previous entry, then the deferment will be calculated from the due date of the previous entry. |
| Previous entry | Previous payment or delivery, whose date will be used to calculate the due date of the current payment or delivery. This field becomes required if the “Defer from due date“ or “Defer from actual date“ values are set in the [Deferment type] field. |
| Deferment (days) | Specify the number of days to calculate the obligation due date, starting from the date of the previous entry. |
| Actual date | Actual date of completed obligation. This field will be automatically filled in with the current date value when the entry status changes to “Completed“. |
| Products | Products to pay or deliver during this step. Click the link to open the product distribution window where you can edit the list of products for the current step. |
| Status | Current status of the entry: “Completed” or “Uncompleted” The field is filled in automatically with the “Completed” value when the actual date is set. |
| Actual amount | Actual amount of the payment or delivery. |
| Invoice | Invoice connected with the current step of the installment plan. |
Toolbar
The menu of the Installment plan detail contains additional commands in the [Use installment plan template] group that can be used to quickly create an installment plan based on a template. For example, “50% prepayment” or “Two deliveries with 80% prepayment”. Read more...
All information on the order delivery is organized here.
| Delivery type | The method of the order delivery: “Courier”, “Customer pickup”, etc. |
| Payment type | Order payment method: “Cash payment upon delivery”, “Non-cash payment”, etc. |
Delivery address
The detail displays addresses from the customer’s account or contact page. You can choose an existing address or add a new one.
Note
All addresses added via the [Installment plan] detail will be added to the [Addresses] detail of the customer’s account or contact page as well.
Recipient information
Brief information about the contact responsible for receiving the order: phone, name, and comments.
The tab is used for obtaining a complete order profile. Displays aggregated information from the [Products], [Order details], and [Delivery] tabs.
The [History] tab contains system records connected to the order.
General information about the order.
| Order number | Number of order. The system automatically generates numbers in accordance with a specified pattern. This is a non-editable field. Use the “Order number mask” system setting to customize the automatic numbering of orders. |
| Date | Order registration date. |
| Opportunity | The opportunity that the order is created for. If the order was created based on an opportunity, the field is filled in automatically. If the order was created manually, only opportunities connected with the same customer as the one specified in the current order will be available. |
| Order channel | Order source, for example, “Shopping cart”, “Mobile app”. If an order is registered by running the [Add order based on opportunity] action of the opportunity page, then the order channel will be “Opportunity“. |
| Planned end date | Planned date of order completion. |
| Actual end date | Actual date of order completion. Fills in automatically with the current date upon changing order status to “Complete”. |
| Payment status | Order payment status, for example, “Unpaid” or “Paid”. |
| Delivery status | Delivery status of ordered products. For example, “Planned” or “Delivered”. |
| Owner | Creatio user who is responsible for working with the order and controlling the order payments. |
The [Approvals] tab is designed to keep a record of the electronic approvals of the orders. This tab works the same way in all sections. Read more...
Leads
The [Leads] tab contains a list of needs (leads) connected to the selected order. It displays information from the [Leads] section.
Activities
Tasks that are connected to the order. This detail displays information from the [Activities] section. To connect an activity record to an order, populate the [Order] field of the activity page.
Calls
The list of incoming and outgoing calls that are connected with the current order. Displays information from the [Calls] section. To connect a call to an order record, populate the [Order] field of the call page.
Emails that are connected to the order. To connect an email to an order record, populate the [Order] field on the [General information] tab of the email page.
Documents
Documents connected to the order, for example, minutes and regulations. It displays information from the [Documents] section. To connect a document to an order, populate the [Order] field of a document page.
Invoices
Invoices connected to the order. This detail displays information from the [Accounts] section. To connect an invoice to an order, populate the [Order] field of the invoice page.
The [Attachments and notes] tab
The [Attachments and notes] tab contains additional information about the order, as well as attachments and links to the web resources related to the order. Read more...
Attachments
Use this detail to store files and links related to the order. For example, in this detail, you can add documents that reflect the customer relations history regarding the order, or some useful links.
Notes
The [Notes] detail is used to store additional text information about the order, for example, the customer's comments on the order. You can edit and organize notes on the detail. If you switch to another tab of the order page, the information on the [Notes] detail will be saved.
The [Feed] tab displays the messages connected to the current order.
See also
Video tutorials
