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Orders
Use orders to track your customers’ requests for products and services.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To view the Orders tab: | Read on orders |
| To view orders: | Read on orders |
An order is an agreement between a company and a customer to provision services or deliver products with a known quantity, price, and date. Your Salesforce admin determines whether you add orders to contracts or accounts.
For example, an Internet service provider probably requires customers to commit to a year of service. That company requires contracts as a reference for every order. But a company that sells clothing probably sells products in a single transaction. That company associates each order with an account.
- Set Up Orders
Customize Salesforce to handle your internal order management process. - Manage Your Orders
Share orders, add products to orders, and reduce orders as needed. - Things to Know About Orders
Review considerations, guidelines, and limitations for using orders.
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