Order Management

Quotes

Field Description
Name The name of the record.
Opportunity Name
Quote Number The quote number is used for quick reference.
Quote Stage The quote stage.
(i.e. Draft, Negotiation, Delivered, On hold)
Purchase Order Num The purchase order number, typically provided by the customer.
Date Valid Until The expected close date.
Payment Terms The payment terms.
(i.e. Cod, Due on receipt, Net 7 days, Net 15 days)
Original P.O. Date The original purchase order date.
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Billing
Shipping
Account
Account
Contact
Contact
Street The billing street address for the account. This is a multi-line field.
Street The shipping street address for the account. This is a multi-line field.
City The billing city.
City The shipping city.
State The billing state or province.
State The shipping state or province.
Postal Code The billing zip code or postal code.
Postal Code The shipping zip code or postal code.
Country The billing country.
Country The shipping country.

Orders

Field Description
Name The name of the record.
Opportunity Name
Order Number The order number is used for quick reference.
Order Stage The order stage. An order must be in the Ordered stage for it to be included in monthly billing (an Enterprise feature).
(i.e. Ordered, Pending, Confirmed, In manufacturing)
Purchase Order Num The purchase order number, typically provided by the customer.
Date Order Due The date the order is due.
Payment Terms The payment terms.
(i.e. Cod, Due on receipt, Net 7 days, Net 15 days)
Date Order Shipped The date the order shipped.
Assigned To The user that is the owner of the record.
Team The team or teams that the record is a member of.
Quote Name
Billing
Shipping
Account
Account
Contact
Contact
Street The billing street address for the account. This is a multi-line field.
Street The shipping street address for the account. This is a multi-line field.
City The billing city.
City The shipping city.
State The billing state or province.
State The shipping state or province.
Postal Code The billing zip code or postal code.
Postal Code The shipping zip code or postal code.
Country The billing country.
Country The shipping country.

Invoices

Field Description
Name The name of the record.
Opportunity Name
Invoice Number The invoice number is used for quick reference.
Invoice Stage The invoice stage. The invoice must be in the Due stage to be included in monthly billing (an Enterprise feature).
(i.e. Due, Paid, Cancelled, Refunded)
Quote Name
Amount Due
Order Name
Due Date The due date.
Payment Terms The payment terms.
(i.e. Cod, Due on receipt, Net 7 days, Net 15 days)
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Billing
Shipping
Account
Account
Contact
Contact
Street The billing street address for the account. This is a multi-line field.
Street The shipping street address for the account. This is a multi-line field.
City The billing city.
City The shipping city.
State The billing state or province.
State The shipping state or province.
Postal Code The billing zip code or postal code.
Postal Code The shipping zip code or postal code.
Country The billing country.
Country The shipping country.

Payments

Field Description
Amount The amount of the payment.
Bank Fee Some transacitons require a bank fee that is itimeized separately.
Account Name
Currency
Customer Reference This value is used to store customer data.
Payment Date The payment date.
Payment Number The payment number is typically hidden.
Payment Type The type of the payment. Credit Card payments will enable the Charge Now button.
(i.e. Cash, Check, Wire transfer, Money order)
Credit Card Name
Team The team or teams that the record is a member of.
Assigned To The user that is the owner of the record.
Description A description of the record.

Credit Cards

The Credit Cards module keeps track of credit card information. The credit card number is stored in the database in an encrypted format.

When the CRM is in B2B mode, the Credit Card is related to an Account. When the CRM is in B2C mode, the Credit Card is related to a Contact.

Field Description
Name The name of the credit card.
Card Type The credit card type.
(i.e. Visa, Mastercard, American express, Discover card)
Card Number The credit card number.
Expiration Date
Security Code The security code, typically on the back of the card.
Is Primary Primary credit card flag. The primary credit card is always processed first.
Street The billing street.
City The billing city.
State The billing state or province.
Postal Code The billing zip code or postal code.
Country The billing country.