CRM/Sales
Orders
Order fields, status lifecycle, and how an order becomes one or more export/import jobs.
What it is
An order is either Export or Import, and is created two ways: automatically, the moment a buyer accepts a Proforma Invoice through their portal, or directly, when you’re not starting from a quotation. It carries the counterparty, currency, trade clauses (Incoterm, Payment term) and product line items, and moves through a fixed eight-stage status pipeline from creation to close.
8
Status stages
2
Order types — export & import
2
Stages that unlock job creation
Status lifecycle
The eight stage keys are shared between export and import orders, but each order type shows its own label for the same underlying stage:
The order is a job hub
Once an export or import job exists for an order, the shipment, documents and compliance work actually happen on the job — the order's Logistics & Compliance tab becomes a read-only summary that tracks the job(s) linked to it, and you can add more than one job to the same order (for a split shipment, for example) with "Add Shipment".
Job creation is gated on order status
You can only create a job once the order has reached Finance Confirmed (or later, In Production). Before that, the Logistics & Compliance tab tells you shipment management will be available once the order reaches Finance Confirmed — this is a deliberate wall, not a missing feature.Arriving from a quotation
- 1
Proforma Invoice accepted
The buyer accepts the PI generated from an accepted quotation, through their portal. - 2
Order created automatically
The order is created the moment the PI status becomes Accepted, carrying over the counterparty, currency, line items and trade clauses from the quotation. - 3
Finance Confirmed generates the commercial invoice
Confirming finance on the order can generate the commercial invoice document alongside the status change.
Other fields worth knowing
Beyond the counterparty and trade-clause fields shared with quotations, an order's Finance tab tracks payment milestones and payment records against it, an LC summary where a letter of credit is in play, and the documents needed to confirm payment — all scoped to that one order.
Related
New to orders? Start with the Orders guide, or go back to Quotations.