The Orders page is every Customer's Deals rolled into one workspace-wide list, with a Total Ordered and Outstanding AR (accounts receivable — money owed to you that hasn't been paid yet) figure at the top.
Where orders come from
An order is the same record AB Sales has always called a Deal — you'll still find it under a customer's Deals tab. The Orders page just shows every customer's deals together instead of one at a time.
Automatically, when you win a deal
Mark an Opportunity that's attached to a Customer Closed-Won, and an order is created for you — no extra step. This only fires for opportunities already on a Customer; one still on a Lead needs to convert first.
By hand, from a customer
Open the customer → Deals tab → Add deal. Useful for an order that didn't start life as a tracked opportunity.
What the summary tiles mean
- Total ordered — every order's amount added up, except Cancelled ones.
- Outstanding AR — the slice of that total still unpaid or only partially paid. This is the number to watch if you're chasing collections.
Searching or filtering the list below never changes these two figures — they always reflect the whole workspace, so a narrowed search can't make revenue look smaller than it is.
Order status vs. payment status
Each order tracks two separate things: how far along the work is, and how far along the money is. A delivered order can still be waiting on payment, so both are shown.
| Order status | Meaning |
|---|---|
| Open | Work hasn't shipped yet. |
| Delivered | Shipped or completed. |
| Invoiced | An invoice has gone out. |
| Paid | Settled in full. |
| Cancelled | Doesn't count toward Total ordered. |
| Payment status | Meaning |
|---|---|
| Unpaid | Nothing received yet. |
| Partially paid | Some, not all, of the amount is in. |
| Paid | Fully settled — drops out of Outstanding AR. |
An order that's Unpaid or Partially paid (and not Cancelled) carries a small amber badge in the list so it stands out while you're scanning for who still owes you money.
Finding an order
Search by order title or customer name, filter by status, and sort by title, customer, amount, or date. Every order's customer name links straight back to that customer's record.
Orders is where the money side of a won deal lives — the deal itself is still tracked as an Opportunity until it closes.