An order or agreement is placed when a company buys something from you. In Upsales there are two types of orders; The regular order which is sent once to the customer and the Agreement that uses a subscription type model meaning that the order will be sent multiple times to your customer at the interval you select.
The difference between opportunities and orders is mainly the probability (or stage). Orders can only have either 0% or 100% probability while opportunities use the 1-99%.
- Order with 0% is called a Lost order
- Orders with 100% are called a Closed order (won)
An order can't be reverted back to an opportunity.
When editing and creating an order you'll find a field called 'Close date'. This field is the expected close date, meaning the date the order should be set as closed.
Products inside orders are often added in the opportunity phase. But there are a few things that can be good to know:
Adding discounts on a product with a price of zero
The discount you give to a product (that has a list price set to zero) will always be based on the initial price that you added when saving the order for the first time. So even if you update the price of the product the discount will always refer to the initial price that the product was saved with.
Here's how it works:
- Add a new product to your order with a price of zero
- Set the price to €100
- Set the discount to 50%
- The price of the product is now set to €50
- Save the order
- Open the order again
- Increase the product price to €200
- Set the discount to 50% again
- The product price is then €50 because it's based on the initial price (€100) of the product which you set before saving.
To reset this feature, simply delete the first product from your order and add the same product again to your order.
Attaching files to orders
Add documents and other files like spreadsheets, specifications etc to your orders. These document can be fetched by integrations/apps.
Creating documents from orders
In Upsales there's a feature called Document templates which lets you create a file with the information from your order. Perfect for proposals and order confirmations.
How do I send the order to my customer?
Either use a document template to export the order into a file format which can be emailed. Or connect with your invoice service by Apps or a custom integration.