> ## 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.

# Orders

> Import historical order history and see revenue, cadence, and buying patterns per account

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](/accounts/winback).

## 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                |

Orders are **historical facts**: what shipped.

## Importing Orders

Order data is imported through the standard [Import Wizard](/accounts/overview#creating-an-account). Drop in an XLSX or CSV export from your ERP and the AI classifier recognizes it as an `account_orders` sheet automatically, including ERP column-name variants like `ORDER`, `CALC TONS`, `SHIPPED VALUE`, `PTC ITEM NO`, and similar.

<Steps>
  <Step title="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.
  </Step>

  <Step title="Drop into the Import Wizard">
    Open **Accounts** → **Import** and upload the file. Files up to **200 MB** are supported.
  </Step>

  <Step title="Review classification">
    The wizard auto-detects the sheet as **Account Orders**. Confirm the column mapping and start the import.
  </Step>

  <Step title="Wait for processing">
    Lines are rolled up by order number into order headers. Accounts that don't yet exist are auto-created from the customer name (no enrichment is run on order-only imports: order data represents existing customers, not new leads).
  </Step>
</Steps>

<Note>
  Re-importing the same file is idempotent: every line carries a content hash, so duplicate lines are ignored on subsequent imports.
</Note>

## The Orders Tab

Open any account drawer to see the new **Orders** tab (alongside Details, Contacts, 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                         |

The badge is driven by [Win-Back](/accounts/winback) Type A detection, which uses your org's configured **inactivity gap** (default 90 days) and **minimum lifetime revenue** (default \$100K). Adjust those thresholds in **Win-Back Settings** to change what counts as Dormant.

### 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](/accounts/winback) 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](/accounts/winback) 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

<CardGroup cols={2}>
  <Card title="Win-Back" icon="rotate-ccw" href="/accounts/winback">
    Four-type detection, digest email, and re-engagement drafts
  </Card>

  <Card title="Accounts Overview" icon="building-2" href="/accounts/overview">
    Sources, custom fields, and duplicate detection
  </Card>

  <Card title="Account Contacts" icon="users" href="/accounts/contacts">
    Manage primary contacts that get auto-enrolled
  </Card>
</CardGroup>