Order AI Agent
What Order AI can help you with
- List and search orders by number, account, status, or date range
- View full order details — items, pricing & attribution
- Create new orders with products and pricing
- Update order header — status, contact, date, account
- Add or remove items from existing orders
- Soft-delete and restore orders
- View revenue summary by account or by category
- Generate quarterly or custom-range sales summaries
- Search accounts and contacts linked to orders