Viewing the list of orders

To view the list of orders, go to Orders (see Navigation). 

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

• ID — the unique identification number of an order.
• Account — the name of the account of the linked subscription.
• Created at — the range of dates of the order creation.
• Provisioning date — the range of the order provisioning dates. For delayed orders, the provisioning date is in the future regarding the creation date (see Delayed ordering a subscription, Prolonging a subscription, Delayed renewing of a subscription, Switching a plan). By default, not displayed.
• Status — the order status.
• Type — the type of order.
• Created by — the date and time when an order is created.
• Individual price — indicates whether individual prices are used in an order.

The list of orders includes the following columns:

• ID — the unique identification number of an order.
• Order number — the number of an order as it is configured in the system settings (see System settings).
• Account name — the name of the account of the linked subscription.

• Type — the order type.

  Order types

  • Sales order — purchasing a new subscription (see Ordering subscriptions).
  • Prolong order — extending an existing subscription to the next billing period (see Prolonging a subscription).
  • Renewal order — renewing an existing subscription (see Renewing a subscription).
  • Change order — changing the ordered quantity of resources (see Upgrading or downgrading a subscription).
  • Switch plan order — changing the plan of an existing subscription (see Switching a plan).

• Status — the order status.

  Order statuses

  • Waiting for payment — an order is created, payment is expected.
  • Waiting for provisioning — a delayed order is confirmed, but the order provisioning is postponed to the provisioning date.
  • Provisioning — an order is confirmed and is being provisioned.
  • Provisioning failed — an order is confirmed, but the service activation failed.
  • Completed — an order is processed.
  • Cancelled — an order is cancelled.

• Discount — the amount of the applied discount.
• Total — the total cost of an order.
• Order date — the date and time when an order is created.
• Provisioning date — for delayed orders, the provisioning date is in the future regarding the creation date (see Delayed ordering a subscription, Prolonging a subscription, Delayed renewing of a subscription, Switching a plan).
• Created by — indicates how an order is created:
  
  • Manager — an order is created manually by a manager.
  • Account — an order is created manually by a customer.
  • System — an order is created automatically.
• Updated at — the date and time when an order is updated.
• Closed at — the date and time when an order is completed or cancelled.
• Individual price — indicates whether individual prices are used in an 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 — the number of an order.
• Account ID — the ID of an account of the linked subscription.
• Subscription — includes subscriptions linked to the order.
• Trial:
  
  • Yes — at least one trial subscription is linked to an order.
  • No — no trial subscriptions are linked to an order.
• Name of manager (user) — the name of the order creator.
• Payment number — the number of the linked payment.