Viewing contract order totals

Account managers view contract order totals to verify that customers are meeting their contractual obligations so that they can take proactive measures to address any concerns. Contract orders provide a framework for complex, high-value transactions. They help establish trust and stability in the buyer-seller relationship, and help to ensure a smooth exchange of goods and services over an extended period.

Procedure

  1. Log in to Order Hub.
  2. From the main menu, select Dashboards > Account.
  3. Under Account, select the account that you want to view the data for from the drop-down menu.
  4. From within the Contract order totals chart, select whether you want to view the data as monetary amounts or volume by clicking either the value or volume icon. The chart is updated with your selection.
    Note: If you select to view the data as monetary amounts, the monetary values from the sales orders do not take into consideration any charges or discounts. The monetary values are derived from multiplying the item unit price x quantity.

Results

The Contract order totals chart shows an overview of the estimated value or volume of all contract orders for the account. You also see how many contract orders are fulfilled, invoiced, and paid.