The Orders tab on an account turns historical shipment and invoice data into an at-a-glance view of revenue, cadence, and account health. Once orders are imported, the same order data powers per-account and per-product detection in Win-Back.Documentation Index
Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
Use this file to discover all available pages before exploring further.
What Counts as an Order
| Concept | Description |
|---|---|
| Order | A historical shipment or invoice tied to an account. Identified by an order number — typically a sales-order or invoice number from your ERP |
| Line item | A single SKU within an order: product, quantity, weight (tons), value |
| Aggregates | Per-account roll-ups computed automatically: lifetime revenue, last-order date, peak year, typical order gap, yearly revenue |
Importing Orders
Order data is imported through the standard Import Wizard. Drop in an XLSX or CSV export from your ERP and the AI classifier recognizes it as anaccount_orders sheet automatically — including ERP column-name variants like ORDER, CALC TONS, SHIPPED VALUE, PTC ITEM NO, and similar.
Export from your ERP
Export shipment or sales-order line items at the line-item grain. Each row should include an order number, customer name, ship date, quantity/weight, and value.
Drop into the Import Wizard
Open Accounts → Import and upload the file. Files up to 200 MB are supported.
Review classification
The wizard auto-detects the sheet as Account Orders. Confirm the column mapping and start the import.
Re-importing the same file is idempotent — every line carries a content hash, so duplicate lines are ignored on subsequent imports.
The Orders Tab
Open any account drawer to see the new Orders tab (alongside Details, Contacts, Deals, and Notes — accounts only).Status Badge
A pill at the top of the tab summarizes the account’s current state:| Status | Meaning |
|---|---|
| Healthy | Ordering — no active win-back signal |
| Dormant | A Type A win-back signal is currently active on this account |
| No Data | Not enough order history to classify yet |
Stats Row
Three groups of headline metrics:| Group | Shows |
|---|---|
| Revenue | Lifetime revenue and total order count |
| Volume | Lifetime tons and the account’s peak year revenue |
| Cadence | Last order date and the account’s typical gap between orders |
Time-Range Chart
A bar chart with two dropdowns lets you switch view:- Metric — Revenue or Tons
- Time range — Past month (daily bars) · 3 months · 6 months · 1 year · 2 years · 3 years (monthly bars)
Recent Orders
A scrollable list of the most recent 200 orders by ship date — order number, ship date, line-item count, total tons, and total value.Inactive-Account Detection and Digest
Account-health detection and the digest email + auto-generated re-engagement sequences are both driven by the three-type Win-Back framework. The status badge on this tab reflects whether a Type A signal is currently active; the digest surfaces Type A (fully dormant), Type B (product lapse), and Type C (cherry-picking) signals together. See Win-Back for the full configuration, detection types, signal lifecycle, and draft-sequence behavior.Permissions and Org Boundaries
- The digest is per-organization — only members of your org can be selected as recipients.
- Account classification is computed per-org; you only ever see your own data.
- Activity status applies only to accounts that have order data in Emanate. Accounts without orders show No Data.
Next Steps
Win-Back
Four-type detection, digest email, and re-engagement drafts
Accounts Overview
Sources, custom fields, and duplicate detection
Deals
Forecast pipeline (vs. historical orders)
Account Contacts
Manage primary contacts that get auto-enrolled