Goal: Provide an Understanding of the Layout of the Sales Order Record and Where Information is Located
Key Topics:
What is a Sales Order
A Sales Order acts as a formal acknowledgment from the business that it has received the customer's intent to purchase and outlines the agreed-upon terms, including product details, pricing, and delivery expectations. It helps prevent misunderstandings by ensuring both parties are aligned on the specifics of the transaction before any goods or services are delivered or payment is processed.
Video Overview of HubSpot Sales Order
Left Hand Column of HubSpot Sales Order
Top of the Record
- SO Name
- Total Price
- Created Date
- Stage
About this Order
- Owner (Sales Rep)
- SO Name
- Source Store (If Web = Portal Order)
- Sales Effective Date
- Total Price
- PO# (This will be the HS Deal Name if Applicable)
- Deal URL (This will be a link to the HS Deal if Applicable)
Shipping Information
- Shipping Tracking Number
- Shipping Cost
- Ship to Address
Middle Section
Overview Tab
Sales Order Details
- SO Name
- Created Date - This is the Date it was first Created in NS
- Sales Effective Date
- Total Price
- Tax Price
- Discount
- Notes (This is where last 4 of card is generally entered)
- Currency
- PO#
- Source Store (If Portal this will = Web)
- Buying Group (At time of Sale)
- Partner
- Deal URL (If there's a HS Deal)
Shipping Information
- Shipping Cost
- Shipping Tracking Number
- Ship to Address
Companies, Activities, Contacts, Deals, Tickets
- Any of the above listed associated objects will also show on this Overview Tab
Right Hand Column of a HubSpot Sales Order
Line Items
In the top Right Corner of the Record you'll see all line items
Order Total
Here you will see a broken down total, as shown in the image below
Shipping Details
Another Location for Shipping Information
Associated Objects
Below the shipping Details you will then see any Associated Objects like, Companies, Contacts, or Deals.
The only automated association for the Sales Orders is to a Company
Integration Sync
If you scroll all the way to the bottom, you will see the "NetSuite Sync"
This will show you the sync status of the SO and the last time the integration updated
You can actually click on "Sales Order" highlighed in blue and it will take you to the NetSuite Sales Order, if you have access.
Please Note: In the image above, there are two accounts and one is disconnected
The disconnected account is our testing sync - no need to be concerned, this no longer needs to be connected
The bottom account is the live and active Integration