Understanding datasets and the fields relevant to your MSP's needs helps create accurate reports and dashboards that reflect operational realities, facilitate meaningful insights, and drive strategic decisions for growth.
The Sales Orders dataset in ConnectWise Manage contains detailed information about sales orders updated in the last 365 days. These data are essential for tracking and managing the lifecycle of sales transactions, from initial order creation to fulfillment and billing. It can help MSPs optimize their sales processes, enhance interdepartmental collaboration, and maintain accurate financial records.
This article lists the fields for the Sales Orders dataset as a guide in creating your reports.
| Field | Type | DB Type | Description |
| id | number | number | The unique identifier for each sales order |
| tax_code | text | text | Indicates the applicable tax rate and rules for a particular sales transaction to ensure the correct tax calculations are applied |
| sales_rep_name | text | text |
Identifies the sales representative associated with a particular sales order |
| sales_rep_id | text | text |
The identifier of the sales representative associated with a particular sales order |
| due_date | datetime | datetime |
The date when a particular sales order is expected to be completed or fulfilled |
| total | number | number |
The aggregate monetary value of each sales order |
| invoice_flag | boolean | boolean |
Indicates whether a particular sales order has been invoiced |
| config_attached | boolean | boolean |
Indicates whether a specific configuration item is associated with a particular sales order |
| po_number | text | text |
The unique identifier associated with a customer's purchase order |
| text | text |
Indicates the email address associated with the sales order |
|
| tax_total | number | number | Represents the total sales tax amount associated with a particular sales order |
| status | text | text | indicates the current state or phase of a sales order within its lifecycle |
| description | text | text | Contains the sales order details and other information like special instructions, unique terms, or noteworthy comments relevant to the order |
| company_name | text | text | Specifies the name of the company associated with each sales order |
| company_id | text | text | The unique identifier for the company associated with a specific sales order and used to link sales orders to the corresponding company records in the system |
| billing_terms | text | text | The payment terms agreed upon between your company and the client for a particular sales order |
| location | text | text | Specifies the particular branch, office, or physical site of your organization responsible for processing or fulfilling the sales order |
| phone | text | text | Contains the primary contact's phone number associated with a specific sales order |
| product_attached | boolean | boolean | Indicates if there is one or more products involved in the sales order |
| opportunity_name | text | text | Contains the specific sales opportunity linked to the sales order that can help connect a particular order to a broader sales opportunity or deal that may have been tracked earlier in the sales process |
| opportunity_number | number | number | Refers to the unique identifier assigned to the opportunity associated with a specific sales order |
| contact | text | text | The primary contact associated with a specific sales order, such as the person who placed the order or the main point of communication for that transaction |
| updated_by | text | text | The user or process that last updated the sales order |
| last_update | datetime | datetime | The user or system that made the most recent update to a sales order |
| order_date | datetime | datetime | The date when a sales order was created or entered into the system |
| ship_to_company | text | text | The company or organization that the product or service from the sales order is being shipped to |
| ship_to_site | text | text | The physical location where products or services from a sales order will be delivered or shipped |
| ship_to_contact | text | text | The contact information associated with the destination or recipient of goods or services purchased through a sales order |
| bill_to_company | text | text | The company designated to receive the invoice for the sales order |
| bill_to_contact | text | text | The contact person or entity responsible for receiving the bill or invoice associated with the sales order |
| bill_to_site | text | text | The physical location or address where the customer is billed |
| company_type | text | text | The classification or category of the company associated with a particular sales order |
| internal_notes | text | text | The comments about the sales order status, issues encountered during processing, special handling instructions, or updates on delivery or billing |