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.

  • Status — the order status.

    • 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.