Working with Orders

Membrain makes it easy to access and use the Orders already created in your ERP system. By relying on validated commercial data, your insights remain accurate, consistent, and trustworthy.

Orders are brought into Membrain exclusively through your ERP integration (such as Microsoft Business Central)  and become available for analysis, reporting, and coaching, reducing manual work or risk of data duplication.

What Are Orders?

Orders represent confirmed commercial commitments created in your ERP system. Because they originate from controlled financial processes, Orders:

  • Provide a reliable source of truth for revenue reporting

  • Strengthen forecasting by grounding insights in validated numbers

  • Reduce errors caused by double entry or manual data creation

Membrain surfaces these Orders where salespeople and leaders need clarity most—inside dashboards, reports, and sales project insights—so teams can execute their strategy with confidence.

Where to View Orders

Orders can be selected and analyzed in multiple areas of Membrain.

1. Product Revenue Graphs

You can select Orders as a Product Revenue Source in Product Revenue Graphs inside:

  • Dashboards

  • Account Growth Project components

  • Flow Project components

This allows sales teams and analysts to understand how closed Orders contribute to revenue trends and performance.

2. Document List View and Graphs

Orders are now available as a Document Type, enabling you to:

  • Filter by Orders

  • Add Orders as a column

  • Sort or group documents by Type

  • Analyze volume and distribution across processes and customers.

This makes it easier to understand commercial activity and downstream purchasing behavior.

3. Activity Stream & Story Stream

When Orders are synced into Membrain, they are displayed in:

  • the Activity Stream of the related Company

  • the Story Stream for contextual visibility

Your team gains the commercial context needed to coach more effectively, understand customer behavior, and spot potential risk.

What You Cannot Do with Orders

To protect the accuracy and consistency of financial information:

  • You cannot create Orders manually in Membrain

  • You cannot modify existing Orders

  • All Orders must originate from your ERP integration

This ensures Membrain reflects true commercial activity and prevents discrepancies between systems.