---
schema_version: "1"
id: d6ec8757c6997268e83a4f4a61e840251715dfa26e2ce9350cb8ca4215422d66
title: Guidelines for Creating Orders
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/order_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.order_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f3ee4fa122fdc7581ffb13303667c3c9409cf0d2d92237ba16e9cc2058e1cba
description: When you’re creating orders, make sure that you follow key guidelines.
products:
  - Sales Cloud
release: "264"
---
# Guidelines for Creating Orders

When you’re creating orders, make sure that you follow key guidelines.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
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      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d58196e74">User Permissions Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">To create an order from the Orders tab:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">Create on orders</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">To create an order on a contract:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">Create on orders AND Read on contracts</td>

        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">To create an order on an account:</td>

          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d58196e74 ">Create on orders AND Read on accounts</td>

        </tr>
      </tbody>
    </table>

- When you create an order, the order’s start date must fall between the associated contract’s start and end dates.
- Associate each order with an account and optionally with a contract, depending on your Salesforce admin’s settings.
- You can create an order from the Orders tab and then manually add the associated account and contract. But if you create an order directly on an account or contract via its Orders related list, no extra step is required. The order is associated with that record.
- To create an order with the same details as another order, you can clone it. (If you’re using Lightning Experience, when you clone an order with products, the products aren’t cloned. Clone the order, and then add products as needed to the new order.)
- If you clone an order with products, you can’t change the new order’s currency or price book.

#### See Also

- [Add Products to an Order](https://help.salesforce.com/s/articleView?id=sales.orderproduct_add.htm&release=264.0.0&type=5 "Track what you’re selling by adding products to your customers’ order records.")
- [Orders](https://help.salesforce.com/s/articleView?id=sales.order_overview.htm&release=264.0.0&type=5 "Use orders to track your customers’ requests for products and services.")