Create and manage orders

The orders object keeps track of what was purchased, how it was configured, and how it will be fulfilled. It's designed to record the operational side of a purchase, not billing or revenue recognition.

Orders are an optional fulfillment layer in HubSpot. Deals, quotes, payment links, payments, subscriptions, and invoices manage pricing, billing, and revenue. The orders object can be linked to these records to track fulfillment details. Associating these records with the orders object is optional. They can also function independently

You can manually create an order record, import orders, or sync e-commerce data to the orders object using integrations such as Shopify and Netsuite.

Create an order record

1. In your HubSpot account, navigate to CRM > Orders.
2. In the upper right, click Create Order.
3. In the right panel, enter the details of the order.
4. In the Associate Deal with section, search for and select records the order is related to.
5. Click Create Order. If you want to create another order, click Create and add another.

Please note: you can't add line items when creating orders manually. 

Import orders

You can import orders by uploading a file or by copying and pasting data, or by syncing orders using integrations such as Shopify and Netsuite.

View orders

View orders on the index page or on associated CRM records.

View orders on the index page

Use the orders index page to view all orders. Create and use saved views to filter orders by specific criteria.

1. In your HubSpot account, navigate to CRM > Orders.
2. To edit the columns that appear in the table, click Edit columns in the upper right of the table.
3. To filter the index page, click the Created date and Modified date dropdown menus, or click Advanced filters above the table.
4. After clicking Advanced filters:
   • In the right panel, click + Add filter. Search for and select the property you want to filter by, then set the filter criteria. To add another filter to the filter group, under and, click + Add filter.
   • To add an additional filter group, under or, click + Add filter group.
   • Click the X in the upper right of the panel when you've set up your filter. Learn more about setting up filters and saving views.
5. To save a view for future use, click the Save icon at the upper right of the table.
6. To preview the order details, hover over the order and click Preview. View the details in the right panel.
7. To view the order record, click the order name. The subscription record will open. Learn more about record page layouts.

View orders on associated CRM records

To view an order from one of its associated records (for example, a contact or company):

1. Navigate to your records. For example:
   • In your HubSpot account, navigate to CRM > Contacts.
   • In your HubSpot account, navigate to CRM > Companies.
2. Click the name of the record associated with the order.
3. In the right sidebar, navigate to the Orders card to view the order's total price, creation date, and pipeline stage. If the Orders card isn't appearing on your record by default, you can manually add the card to your HubSpot record.
4. For more information, hover over the order and click the Preview icon.
   
   
   
5. In the right panel, review the order details. Learn more about managing orders.

Manage orders

Order records function like other object records in HubSpot. You can edit the record, view activities on the record timeline, and associate it with other objects such as contacts, companies, and carts. You can also:

• Customize the layout of the order record.
• Edit or create any new order properties. 
• Create order record views.

Manage the order pipeline

Learn how to create and customize order pipelines to manage and track your orders over time.

How order totals are calculated

Order totals use your company currency. HubSpot calculates the total using the exchange rate between the order’s original currency and your company currency.

• If an exchange rate is configured in your account:
  • HubSpot uses the rate configured on the order’s Created Date.
  • If the exchange rate wasn't configured on the Created Date, it uses the exchange rate configured on the date and time of the Object create date/time property.
  • If an exchange rate wasn't set on either date, the current configured exchange rate is used.
• If the currency used on the order is not configured in your account, the exchange rate defaults to one (no conversion is applied).

Learn more about adding your company currency and configuring exchange rates.