The tab Related contains all the different type of transactions related to the specific Opportunity, grouped under categories: (i.e Leads, Opportunities, Notifications, Tasks, Notes, etc..)
Offers and Orders are transactions generated by the sales process, as well as Printable files, Pre-contractual Information, etc.. Tasks, or Notes, or other files are added manually by the user: Add Related
If the user clicks a link the system is redirected to the related item or a pop-up opens in case of Notes and tasks.
Add Comment