# Orders

https://docs.wisecp.com/de/orders

Read every order in one list, see at a glance which ones are still waiting for you, and approve, cancel or delete them in batches instead of opening each record one by one.

## Opening the Screen

Go to **Orders › Browse Orders**: `{admin}/orders`. It opens for staff holding the view or the edit permission for orders.

Four further entries in the same menu group open this screen with a status applied, so you land in the queue you work on: **Pending Orders** (`{admin}/orders?filter[status]=waiting`), **Orders in Progress**, **Active Orders** and **Cancelled Orders**. The first two carry the size of their queue.

## What Is on the Screen

Three parts, top to bottom: the action bar decides what you look at, the advanced filter narrows it, and the table is the answer.

### The Action Bar

On a narrow screen the bar is folded away; open it with **Show Options** under the page title. **Apply to Selected** acts on the rows you tick and is rendered only for staff holding the edit permission. **Create Order** opens the order creation screen; it appears only for staff who also hold the product operations permission. **Product Group** and **Order Status** are the filters used most often, so they sit outside the panel. **Advanced Filter** opens the panel below and carries a counter of the filters set in it.

### The Advanced Filter

The panel holds the eight filters you need less often, described one by one under Filters and Controls below. They combine, so each one narrows the result further.

Every filter is written into the address bar, so a filtered list can be bookmarked or sent to a colleague. Closing the panel is not neutral: it clears the filters, as the last note explains.

### The Table Columns

The table is sorted by status by default, so orders that need a decision float to the top. Clicking a sortable header sorts by it instead.

| Column | What it shows | Sortable |
| --- | --- | --- |
| Selection box | Ticks the row for a bulk action. Edit permission only. | No |
| Client | Who placed the order, company underneath. Links to the client record when you may view clients. | No |
| Order No | The order number, used to identify the order everywhere else. Links to the detail. | Yes |
| Created | When it was placed, as elapsed time. Hover for the exact moment. | Yes |
| Amount | Total in the client's currency, payment method underneath when recorded. | Yes |
| Payment Status | The attached invoice: Complete when paid, Incomplete when unpaid, Unknown otherwise. | Yes |
| Status | Pending Approval, In Progress, Active or Cancelled. | Yes |
| Row menu | Three-dot button: **View** opens the detail, **Delete** needs the edit permission. | No |

The strip above the table holds the rest: **Show Records** sets the page size, and the search box covers order number, client name, company, e-mail and origin address at once. The numeric record ID is not a column, because the order number identifies an order everywhere else; it stays filterable and reaches the downloaded file.

### Row Tints and Badges

Two statuses tint the whole row so a long queue can be scanned without reading every badge: waiting for approval is faintly red, being set up is faintly blue. The tint only groups; the Status badge is the statement. Payment Status describes the invoice rather than the order, so a cancelled order can still show a paid invoice.

### Downloading the List

The download arrow sits at the right end of the table strip, next to the search box, and appears only for staff holding the table export permission. It offers **CSV**, **JSON** and **XML**.

The file follows the list on screen: filters, search and sort are carried over, paging is dropped, so you get the whole filtered set, not the visible page. It also carries columns the screen has no room for: client e-mail, products and add-ons, currency, payment method, invoice number and origin address.

## Filters and Controls

- **Apply to Selected**: Edit permission only. Offers Approve, Cancel and Delete on the ticked rows, and empties itself after each run.
- **Product Group**: Keeps orders containing an item from that group: Domain plus the product groups defined here.
- **Order Status**: Keeps one order status. This is the filter the four menu shortcuts set for you.
- **ID**: The internal record number, matched exactly, for when a log gave you that instead of the order number.
- **Order Number**: Matches any part of the order number, so a fragment of what the client quotes is enough.
- **Client**: A searching selector: type part of the name or e-mail address and pick the client.
- **Order Amount**: How this one matches follows the size of the list. Up to a thousand orders the whole table is already in the page, so the total has to be typed exactly as the Amount column prints it, thousands separator included and without a currency symbol; a fragment returns nothing. Above that the list is fetched page by page and any part of the plain, unformatted number is enough.
- **IP Address**: Matches any part of the address the order was placed from.
- **Created Date Range**: Opens a calendar and takes two dates; a single date narrows the list to that day. The button at its right end decides how the dates are read: **Equals**, **On or After**, **After**, **On or Before**, **Before** or **Exclude Date**.
- **Invoice Status**: Complete for a paid invoice, Incomplete for an unpaid one, Unknown when there is no invoice.
- **Payment Method**: Lists only the methods that appear on stored orders, so no option returns an empty result.

## Tasks

### Narrowing the list down

1. Set **Product Group** or **Order Status** in the action bar; on a narrow screen open the bar first with **Show Options**.
2. For anything else click **Advanced Filter** in the same bar and fill in the fields you need.
3. The table narrows as you type, the counter on **Advanced Filter** shows how many are active, and the address bar now describes the same list.

### Approving or cancelling orders

1. Tick the orders in the first column, or the box in the header to take every row on the page.
2. Choose **Approve** or **Cancel** from **Apply to Selected**. A confirmation window opens and states how many orders you picked.
3. If any of them has a service connected to a module, the window also shows the **Apply on API** switch, already on. Leave it on to let the action reach the remote server, or turn it off to change records here only.
4. Press **Approve** or **Cancel** in the window footer. Approved orders move to In Progress and their services start being set up; cancelled ones are closed but keep the order, its items and its history. The table reloads with the new statuses.
5. Cancelling is not the end of the road. The **Order Status** list on the order detail screen puts a cancelled order back to Active or In Progress, and that reaches its services too. Only **Delete** cannot be undone.

### Deleting orders

1. For one order, open the three-dot menu at the end of its row and choose **Delete**. For several, tick them and choose **Delete** from **Apply to Selected**.
2. Read the window: for one order it names the order and the client, for several it counts what will be removed permanently.
3. With more than one order selected the window also asks for your own admin password. Type it, then press **Delete** in the window footer.
4. The rows disappear. Each order takes its invoice and its services with it, and none of it can be brought back.

### Downloading the list

1. Filter and sort until the table shows the set you want; the file is built from the list on screen.
2. Click the download arrow at the right end of the table strip; on a narrow screen open the strip first with **Show Table Options**.
3. Pick **CSV**, **JSON** or **XML**. The whole filtered set downloads at once, with the extra columns.

## Things to Watch

> **Deleting an order takes its invoice and services with it**
> 
> Delete is not a stronger Cancel. It removes the order, its invoice and every service created from it, and none of that can be recovered. Cancel keeps the paper trail; delete only records that should never have existed.

> **Apply on API reaches the real server**
> 
> With the switch on, approving or cancelling is sent to the server or provider behind the service, not only written here. It is on by default whenever a selected order has a module-connected service, so turn it off deliberately if you are only correcting records.

> **Closing the panel clears the filters**
> 
> Closing **Advanced Filter** resets every filter on the screen, **Product Group** and **Order Status** included, and empties the address bar. Leave it open to keep a filtered list.

## Required Privileges

Reading the list needs `ORDERS_LOOK` or `ORDERS_OPERATION`. Selecting, approving, cancelling and deleting need `ORDERS_OPERATION`: without it the selection column, the bulk action list and the Delete entry are not rendered.

## Related Articles

- [Creating an Order](https://docs.wisecp.com/en/creating-an-order)
- [Order Detail](https://docs.wisecp.com/en/order-detail)
- [Services](https://docs.wisecp.com/en/services)
- [Invoices](https://docs.wisecp.com/en/invoices)
- [Client Detail](https://docs.wisecp.com/en/client-detail-overview)