Insites Docs Instance EcommerceOrdersAdding an Order

Adding an Order

Last updated on July 24, 2025.

To add an order:

  1. Navigate to Ecommerce from the main menu.
  2. Select Orders.
  3. Select ADD ORDER.
  4. Fill out the forms on the following tabs in order:
    • Details
    • Items
    • Contacts
    • Shipping
    • Billing
    • Custom Fields
    • Notes
    The input requirements and descriptions for each tab are discussed in a corresponding section in this article.
  5. Select NEXT when done filling out a form on a tab.
  6. Select ADD ORDER when done filling out all the forms across all the tabs.

Details

Use this tab to record basic details about the order, such as order reference and status.

Input Label Type Required Description
Order Reference Input Field No A unique reference code for the order.
Order Date DateTime Field Yes The date and time the order was placed.
Order Status Dropdown Field Yes

The current status of the order. Options include:

  • Back Ordered
  • Cancelled
  • Completed
  • Deleted
  • For Collection
  • For Delivery
  • Open
  • On Hold
  • Other
  • Parked
  • Placed
  • Processing
  • Refunded
  • Subscription Active
  • Subscription Cancelled
Payment Status Dropdown Field Yes

The payment status of the order. Options include:

  • Unpaid
  • Paid
  • Part Paid
  • No Charge
  • Failed
  • Refunded
  • Other
Shipping Status Dropdown Field No

The shipping status of the order. Options include:

  • Not Applicable
  • Packed
  • Picked Up
  • In Transit
  • Delivered
Currency Dropdown Field No The currency used on the order.
Opportunity Dropdown Field No The pipeline opportunity associated with the order.
Is Scheduled Toggle No Indicate if the order is scheduled.
Recurring Group ID Input Field No Stores an ID that can link multiple orders together.
Is Recurring Toggle No Indicate if the order is recurring.
Subtotal Number Field No Cost of the order excluding taxes, shipping fees, and other extra costs.
Tax Number Field No Tax amount applied to the order.
Shipping Number Field No Shipping costs applied to the order.
Discounts Number Field No Discounts applied to the order.
Order Total Display Field No Total amount of the order, including taxes, shipping fees, and other extra costs.

Items

Please refer to the Adding an order item section in the 'Managing Order Items' article for more details.

Contacts

Use this tab to add contacts to your order. You can add the following types of contacts:

  • Custom Company
  • CRM Company
  • Custom Contact
  • CRM Contact

Custom Company

To add a custom company from the 'Contacts' tab of your order:

  1. Select ADD ORDER COMPANY.
  2. In the form that appears, disable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD ORDER COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom company to the contacts in the order.
Company Name Input Field Yes Name of the company.
Email Input Field Yes Email address of the company.
Phone Number (Country Code) Dropdown Field No Country code of the company's phone number.
Phone Number Input Field No Phone number of the company

CRM Company

To add a CRM company from the 'Contacts' tab of your order:

  1. Select ADD ORDER COMPANY.
  2. In the form that appears, enable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD ORDER COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a company from the CRM to the contacts in the order.
CRM Company Dropdown Field Yes The company from the CRM to be added to the contacts in the order.

Custom Contact

To add a custom contact from the 'Contacts' tab of your order:

  1. Select ADD ORDER CONTACT.
  2. In the form that appears, disable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD ORDER CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom contact to the contacts in the order.
First Name Input Field Yes First name of the contact.
Last Name Input Field No Last name of the contact.
Email Input Field Yes Email address of the contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the contact's mobile phone number.
Mobile Phone Input Field No Mobile phone number of the contact

CRM Contact

To add a CRM contact from the 'Contacts' tab of your order:

  1. Select ADD ORDER CONTACT.
  2. In the form that appears, enable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD ORDER CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a contact from the CRM to the contacts in the order.
CRM Contact Dropdown Field Yes Contact from CRM to be added to the contacts in the order.

Shipping

Use this tab to add the following types of shipping information to the order.

  • Shipping Details
  • Shipping Company
  • Shipping Contact
  • Shipping Address

Shipping Details

Use this section to add the shipping details for the order.

Input Label Type Required Description
Tracking Code Input Field No Tracking code for the order
Shipping Instructions Text Area No Shipping instructions for the order.

Shipping Company

Use this section to add a shipping company to the order. You can choose from the following options:

  • Custom shipping company
  • CRM shipping company

You can only add one shipping company to the order.

Custom shipping company

To add a custom company from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING COMPANY.
  2. In the form that appears, disable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom shipping company to your order.
Company Name Input Field Yes Name of the shipping company.
Email Input Field Yes Email address of the shipping company.
Phone Number (Country Code) Dropdown Field No Country code of the shipping company's phone number.
Phone Number Input Field No Shipping company's phone number

CRM shipping company

To add a CRM shipping company from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING COMPANY.
  2. In the form that appears, enable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a shipping company from the CRM to your order.
CRM Company Dropdown Field Yes Shipping company selected from the CRM database.

Shipping Contact

Use this section to add a shipping contact to the order. You can choose from the following options:

  • Custom shipping contact
  • CRM shipping contact

You can only add one shipping contact to the order.

Custom shipping contact

To add a custom contact from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING CONTACT.
  2. In the form that appears, disable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom shipping contact to your order.
First Name Input Field Yes First name of the shipping contact.
Last Name Input Field No Last name of the shipping contact.
Email Input Field Yes Email address of the shipping contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the shipping contact's mobile phone number.
Mobile Phone Input Field No Shipping contact's mobile phone number.

CRM shipping contact

To add a CRM contact from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING CONTACT.
  2. In the form that appears, enable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a shipping contact from the CRM to your order.
CRM Contact Dropdown Field Yes Contact selected from the CRM database.

Shipping Address

Use this section to add a shipping address to the order. You can choose from the following options:

  • Custom shipping address
  • CRM shipping address

You can only add one shipping address to the order.

Custom shipping address

To add a custom address from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING ADDRESS.
  2. In the form that appears, disable the 'Use CRM Address' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING ADDRESS.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Disabled' to add a custom shipping address to your order.
Search Address Input Field No Search bar for finding an address. Integrating your Instance with Google Maps lets you use the 'Search Address' field to search for a particular address and automatically fill out the form. Please refer to the Google Maps Integration article to learn how to set up Google Maps.
Address 1 Input Field No Shipping address line 1.
Address 2 Input Field No Shipping address line 2.
Address 3 Input Field No Shipping address line 3.
City Input Field No City where the shipping address is located.
County Input Field No County where the shipping address is located.
District Input Field No District where the shipping address is located.
Suburb Input Field No Suburb where the shipping address is located.
State Input Field No State where the shipping address is located.
Country Input Field No Country where the shipping address is located.
Postal Code Input Field No Postal code of the shipping address.
Latitude Input Field No Latitude of the shipping address.
Longitude Input Field No Longitude of the shipping address.

CRM shipping address

To add a CRM address from the 'Shipping' tab of your order:

  1. Select ADD SHIPPING ADDRESS.
  2. In the form that appears, enable the 'Use CRM Address' field.
  3. Fill out the rest of the form.
  4. Select ADD SHIPPING ADDRESS.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Enabled' to add a shipping address from the CRM database to your order.
CRM Address Dropdown Field No Shipping address selected from the CRM database. You first need to add a CRM contact or company to this order before options are made available on this field.

Billing

Use this tab to add the following types of billing information to the order:

  • Billing Company
  • Billing Contact
  • Billing Address

Billing Company

You can add one of the following types of billing companies:

  • Custom billing company
  • CRM billing company

Custom billing company

To add a custom company from the 'Billing' tab of your order:

  1. Select ADD BILLING COMPANY.
  2. In the form that appears, disable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Disabled' to add a custom billing company to the order.
Company Name Input Field Yes Name of the billing company.
Email Input Field Yes Email address of the billing company.
Phone Number (Country Code) Dropdown Field No Country code of the billing company's phone number
Phone Number Input Field No Billing company's phone number.

CRM billing company

To add a CRM company from the 'Billing' tab of your order:

  1. Select ADD BILLING COMPANY.
  2. In the form that appears, enable the 'Use CRM Company' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING COMPANY.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Company Toggle No Set this toggle to 'Enabled' to add a company from the CRM as the billing company in the order.
CRM Company Dropdown Field Yes Company from CRM to be added as the billing company in the order.

Billing Contact

You can add one of the following types of billing contacts:

  • Custom billing contact
  • CRM billing contact

Custom billing contact

To add a custom billing contact from the 'Billing' tab of your order:

  1. Select ADD BILLING CONTACT.
  2. In the form that appears, disable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Disabled' to add a custom billing contact to the order.
First Name Input Field Yes First name of the billing contact.
Last Name Input Field No Last name of the billing contact.
Email Input Field Yes Email address of the billing contact.
Mobile Phone (Country Code) Dropdown Field No Country code of the billing contact's mobile phone number.
Mobile Phone Input Field No Billing contact's mobile phone number.

CRM billing contact

To add a CRM billing contact from the 'Billing' tab of your order:

  1. Select ADD BILLING CONTACT.
  2. In the form that appears, enable the 'Use CRM Contact' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING CONTACT.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Contact Toggle No Set this toggle to 'Enabled' to add a billing contact from the CRM.
CRM Contact Dropdown Field No Contact from CRM to be added as a billing contact in the order.

Billing Address

You can add one of the following types of billing addresses:

  • Custom billing address
  • CRM billing address

Custom billing address

To add a custom address from the 'Billing' tab of your order:

  1. Select ADD BILLING ADDRESS.
  2. In the form that appears, disable the 'Use CRM Address' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING ADDRESS.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Address No Set this toggle to 'Disabled' to add a custom billing address to the order.
Search Address No Search bar for finding an address. Integrating your Instance with Google Maps lets you use the 'Search Address' field to search for a particular address and automatically fill out the form. Please refer to the Google Maps Integration article to learn how to set up Google Maps.
Address 1 No Billing address line 1.
Address 2 No Billing address line 2.
Address 3 No Billing address line 3.
City No City where the billing address is located.
County No County where the billing address is located.
District No District where the billing address is located.
Suburb No Suburb where the billing address is located.
State No State where the billing address is located.
Country No Country where the billing address is located.
Postal Code No Postal code of the billing address.
Latitude No Latitude of the billing address.
Longitude No Longitude of the billing address.

CRM billing address

To add a CRM billing address from the 'Billing' tab of your order:

  1. Select ADD BILLING ADDRESS.
  2. In the form that appears, enable the 'Use CRM Address' field.
  3. Fill out the rest of the form.
  4. Select ADD BILLING ADDRESS.

The input requirements are as follows:

Input Label Type Required Description
Use CRM Address Toggle No Set this toggle to 'Enabled' to add a billing address from the CRM database to the order.
CRM Address Dropdown Field No Billing address selected from the CRM database.

Custom Fields

Use this tab to create and manage custom fields. Custom fields store and manage extra information for the order, which is not part of the system's standard data structure and set of fields. These fields allow you to tailor the order to specific needs by allowing users to capture and organize data unique to their business or use case.

Please refer to the Ecommerce Custom Fields article for more details.

Notes

Use this tab to record notes about the order.

Input Label Type Required Description
Notes Rich Text Area No Notes about the order.
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