Viewing the List of Orders

To view the list of all Orders:

  1. Sign in to the Operator Control Panel.
  2. On the Navigation Bar, go to Orders (see Navigation). The list of Orders is displayed.




The full-test search and the following filters can be applied to the list of Orders:

  • ID — unique identification number of the Order in the platform.
  • Account — name of Account who uses the ordered Subscription.
  • Created at — range of dates of the Order creation.
  • Status — status of the Order.
  • Type — type of the Order.
  • Created by — creator of the Order.
  • Individual price — Orders with applied individual prices.

The list of all Orders includes the following columns:

  • ID — unique identification number of the Order in the platform.
  • Order number — number of the Order configured in the System settings (see System Settings).
  • Account name — name of Account who uses the ordered Subscription.

  • Type — Order type:

    • Sales order — a customer ordered a new Subscription.
    • Prolong order — an existing Subscription is prolonged for the next Billing period.
    • Renewal order — an existing Subscription is renewed.
    • Change order — a customer changed the ordered quantity of the Subscription Resources.
    • Switch plan order — a customer switched the Subscription from one Plan to another.

  • Status — Order status.

    • Waiting for payment — the Order is created, the payment is expected.
    • Waiting for provisioning — the Order is accepted, but the service provisioning is postponed to the Subscription expiration date.
    • Provisioning — the Order is accepted, the service is provided.
    • Provisioning failed — the Order is accepted, but the service is not provided.
    • Completed — the Order is successfully processed.
    • Cancelled — the Order is cancelled.

  • Discount — amount of discount.
  • Total — total cost of the Order.
  • Order date — date and time of the Order creation.
  • Created by — creator of the Order:
    • Manager — the Order was created by a Manager.
    • Account — the Order was created by the customer.
    • System — the Order was created automatically.
  • Updated at — date and time of the last changes in the Order.
  • Closed at — date and time when the Order got the Completed or Cancelled status.
  • Individual price — indicates whether individual prices are applied to the Order (see Ordering a Subscription at the individual prices).

The report (see Exporting a List as a file) includes the following additional columns:

  • Document ID — number of the Order.
  • Account ID — ID of Account who uses the ordered Subscription.
  • Subscription — names of Subscriptions linked to the Order.
  • Trial:
    • Yes — at least one trial Subscription is linked to the Order.
    • No — no trial Subscriptions are linked to the Order.
  • Name of manager (user) — name of the Order creator.
  • Payment number — number of the Payment.

The following operations with Orders are available: