Orders

Customer orders, from new to fulfilled.

A sales order is one record: the customer (a CRM company), what they ordered, the total, and a status that walks the board — New, Confirmed, Fulfilled, with Cancelled off to the side.

The board is the pipeline view of revenue in motion: what came in, what's committed, what shipped — and your AI reads the same board when you ask.

What it does

  • New / Confirmed / Fulfilled / Cancelled order board.
  • Orders link to the customer company.
  • Column totals show revenue in each state.
  • Ask your AI what's unfulfilled or what a customer ordered.

What it stores

As ordinary objects in your workspace memory — readable by your AI over MCP, browsable like any memory.

  • sales_order A customer order — status (new|confirmed|fulfilled|cancelled), total, ordered_on; the items are the description.
  • company A business you deal with — customer, prospect or partner.
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