Order Object Profile: The Professional Record Keeper of Customer Transactions
Transform deal commitments into structured financial records, enabling revenue tracking, fulfillment management, and financial reporting.
Object Purpose
Commercial Agreement
The Order object represents the commercial agreement between your organization and the customer. It transforms deal commitments into structured financial records that enable revenue tracking, fulfillment management, and financial reporting.
Professional Record Keeper
Think of it as the professional record keeper of your customer transactions - tracking what was purchased, what was paid, and how it should be delivered.
Value Creation Role
Converting deal terms
Converting deal terms into structured commercial records
Maintaining financial accuracy
Maintaining financial accuracy across commerce systems
Supporting revenue recognition
Supporting revenue recognition and reporting
Enabling efficient fulfillment
Enabling efficient fulfillment tracking
Creating the bridge
Creating the bridge between sales and delivery
Providing audit trails
Providing audit trails for transactions
Natural Birth of an Order
Deal Closure
Deal closure requiring commercial record
E-commerce Purchases
E-commerce purchases
Subscription Renewals
Subscription renewals
Service Contract Activations
Service contract activations
Recurring Revenue
Recurring revenue arrangements
Order Object Growth
1
Payment Processing
The object grows richer through payment processing
2
Fulfillment Tracking
Fulfillment tracking enhances the order object
3
Delivery Coordination
Delivery coordination adds depth to the order
4
Financial Reconciliation
Financial reconciliation further enriches the object
5
Customer Acceptance
Customer acceptance completes the order's growth
Growth and Evolution Stages
1
1. Creation Stage
- Basic order details
- Line items definition
- Payment terms
- Delivery requirements
2
2. Processing Stage
- Payment validation
- Fulfillment planning
- Resource allocation
- Documentation preparation
3
3. Fulfillment Stage
- Delivery tracking
- Status updates
- Shipping coordination
- Customer communication
4
4. Completion Stage
- Financial reconciliation
- Delivery confirmation
- Documentation filing
- Revenue recognition
Value Relationships
Deal Record (Source Opportunity)
- Links commercial terms to original sale
- Maintains pricing continuity
- Tracks deal attribution
Deliverable Records (Fulfillment Items)
- Manages delivery execution
- Tracks fulfillment status
- Links to customer satisfaction
Contact/Company Records (Commercial Parties)
- Identifies billing entities
- Manages shipping information
- Tracks financial responsibility
Core Properties: Order Management
Name/Number
Unique identifier for the order
Status
Current state of order progression
Pipeline
Processing workflow for the order
Stage
Current status within the pipeline
Dates
Processed and closed dates
Notes
Special instructions for the order
Core Properties: Financial
Financial Details
- Total Amount
- Subtotal
- Tax
- Discounts
- Shipping Costs
- Refunds
Payment Information
- Payment Status
- Payment Method
- Currency Information
Core Properties: Billing and Shipping
Billing Properties
- Billing Contact Name
- Billing Address Details
- Billing Email
- Billing Phone
- Billing Instructions
Shipping Properties
- Shipping Contact
- Shipping Address
- Tracking Information
- Weight Details
- Special Instructions
- Delivery Requirements
Pipeline Management: Stage Progress
1
1. Received
- Order validation
- Payment verification
- Resource check
- Documentation review
2
2. Processing
- Payment processing
- Resource allocation
- Fulfillment planning
- Documentation preparation
3
3. Fulfillment
- Delivery coordination
- Status tracking
- Customer communication
- Quality verification
4
4. Completed
- Delivery confirmation
- Payment reconciliation
- Documentation filing
- Revenue recognition
Success Patterns
Engagement Indicators
Strong orders demonstrate:
- Clean data capture
- Efficient processing
- Timely fulfillment
- Accurate financials
- Complete documentation
Value Multiplication
Orders multiply value through:
- Process automation
- Financial accuracy
- Fulfillment efficiency
- Customer satisfaction
- Revenue recognition
Common Friction Points
Data Management
- Maintaining data accuracy
- Syncing with external systems
- Managing changes/updates
- Tracking partial fulfillment
- Handling refunds
System Integration
- ERP synchronization
- Payment processing
- Shipping systems
- Financial reporting
- Customer portals
Growth Opportunities
Near-term Enhancement
- Automated payment processing
- Better fulfillment tracking
- Improved status communication
- Enhanced reporting
- Customer self-service
Future Possibilities
- AI-powered order optimization
- Predictive shipping
- Dynamic pricing
- Automated reconciliation
- Integrated commerce platform
Document Information
This object profile provides the foundation for implementing effective order management in HubSpot, enabling organizations to maintain accurate commercial records while delivering excellent customer experiences.