---
metadata:
  - name: generator
    content: Diplodoc Platform v5.57.3
alternate:
  - https://yandex.com/routing/doc/en/lite/guide/orders.md
  - https://yandex.com/routing/doc/ru/lite/guide/orders.md
  - href: https://yandex.com/routing/doc/en/lite/guide/orders.md
    type: text/markdown
    title: Markdown version
  - href: https://yandex.com/routing/doc/en/lite/guide/llms.txt
    type: text/markdown
    title: llms.txt
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.com/routing/doc/en/llms.txt

# Orders

You can find a table with detailed order information in the **Orders** section. By default, this section shows orders for the current date. To see all orders, click ![](_images/icon-reset.png =27x27) in the **Delivery date** field.

Orders with inaccurate addresses are marked with ![](_images/order-warning.svg). Orders with no address are marked with ![](_images/order-no-address.svg).

Here, you can:

* Import orders from Excel.
* Add an order manually.
* Search for orders.
* Filter orders by date, address, and status.
* Customize the table view.
* View order details.
* Edit orders.
* Run [automatic route planning](https://yandex.com/routing/doc/en/lite/guide/planning.md#automatic-planning).

Look at the field names — they often tell you what to type in.

{% cut "Full list of fields" %}

- **Recipient's address**
- **Delivery date**
- **Delivery time**
- **Service time**
- **Status**
- **Company**
- **Recipient**
- **Recipient's phone number**
- **Comments**
- **Order ID**
- **Weight**
- **Volume**
- **Creation date**

{% endcut %}

![](_images/order-table.png){style="max-width: 800px;"}{.container-gallery}

{% note warning %}

With a trial subscription, you can:

* Create up to 30 orders per day.
* Add up to two couriers.

{% endnote %}

## Import orders from Excel {#excel}

Here's how to import orders from an Excel file:

1. Go to **Orders**.

1. Click **Upload from Excel**.

1. Download and fill out the [template](https://courier-admin.s3.yandex.net/lite/import-order-examples/en/Orders.xlsx).

    Make sure that the number of characters in the fields on the **Orders** sheet doesn't exceed the limit.

    {% cut "Fields with character limits" %}

    #|
    || **Field** | **Description** | **Character limit** ||
    || `ref` | Order number | 1023 ||
    || `address` | Recipient's address | 1023 ||
    || `company_name` | Recipient company | 80 ||
    || `title` | Recipient's name | 80 ||
    || `phone` | Recipient's phone number | 80 ||
    || `comments` | Comment | 1023 ||
    |#

    The rest of the fields don't have a character limit.

    {% note info %}
    
    In the `comments` field, you can add a link that will be active when [viewing the order in the mobile app](https://yandex.ru/routing/doc/en/rq-app/functions/orders).

    {% endnote %}

    {% endcut %}

1. Select a delivery date for the orders.

1. Click **Upload**.

{% note alert %}

You can import up to 500 orders into one table.

{% endnote %}

In case of upload errors, download the file with errors, fix them, and upload the file once again.

Cells that contain errors are marked in red and accompanied by comments. You can filter the search results by color.

<!-- После успешной загрузки заказов в правом нижнем углу таблицы вы увидите уведомление о количестве загруженных заказов. Чтобы увидеть загруженные заказы в таблице, нажмите кнопку **Показать**. -->

### Common errors {#errors}

- The file contains more than 500 orders.

- Invalid file format: only the `.xlsx` and `.xls` file extensions are supported.

- The required **Address** field is empty.

- Invalid cell format.

    You can use the General cell format for all fields. To specify the time or date, you can use the Text, Time or Date cell formats.

- The field format is invalid.

- The column name is invalid. For example, `adress` instead of `address`.

- The **Orders** sheet is missing from the file.


## Add an order manually {#add}

1. Go to **Orders**.

1. Click **Add order**.

1. You can fill in the **Address**[*](*required) field in one of the following ways:

    - Use the [address book](https://yandex.com/routing/doc/en/lite/guide/address-book.md). After enabling it in the settings, you'll be able to select one of the saved addresses.
    - Type in the address.
    - Select the location on the map. The selected location will appear in the **Address** field.

      You can move the order marker if needed, and the address will update automatically.

1. Fill in the following fields:

    - **Order number**: If not specified, the number is assigned automatically. 
    - **Delivery date**: If not specified, the current date is used.
    - **Delivery time**: Time interval in which the order can be fulfilled. If not specified, the default period 00:00–23:59 is used.
    - **Service duration**: Time to complete the order. If not specified, the value from the [company settings](https://yandex.com/routing/doc/en/lite/guide/settings.md) is used.
    - **Weight**[*](**available_conditions): Order weight, kg.
    - **Volume**[*](**available_conditions): Order volume, m^3^.
    - **Company**: Company's name.
    - **Recipient**: Recipient's name.
    - **Phone number**: Recipient's phone number.
    - **Comments**: Comments on the order. In this field, you can add a link that will be active when [viewing the order in the mobile app](https://yandex.ru/routing/doc/en/rq-app/functions/orders).

    ![](_images/new-order.png){style="border: solid 1px #cccccc; max-width: 800px;"}{.container-gallery}

1. Click **Save**.

To add an order using the map:

1. Select the location on the map. The selected location will appear in the **Address** field.

1. You can move the order marker if needed, and the address will update automatically.

## Format of the recipient's phone number {#phone-number}

- The phone number must consist of 3–14 digits. 

- You can specify multiple extension numbers for the phone number. To do this, use separators: `,`, `*`, or `#`. The extension number can be 1 to 5 characters long.

- To specify multiple extension numbers, list them separated by `,` or `;`. If one of the phone numbers contains an extension number separated by `,`, the phone numbers should be listed using `;`.

## Working with the table {#table}

You can sort orders in the table by the **Recipient's address**, **Delivery time**, **Company**, **Recipient**, and **Creation date** columns. To do this, click the column name.

To search the table, enter your query in the **Search** field.

You can also filter orders:

**By creation date and delivery date**

: You can apply these filters separately or together.

**By address**

: Select one or both:

- **No address**: Orders where the recipient's address is not specified.
- **Inaccurate address**: Orders where the system could not locate the exact address.

**By status**

:   Select one or more [order statuses](#order-status).

You can distribute filtered orders among couriers using automatic route panning. To do this, click **Assign <number> orders**. The feature is available only for **New** orders. For more information about automatic planning, see [Route planning](https://yandex.com/routing/doc/en/lite/guide/planning.md#automatic-planning).

### Order statuses {#order-status}

#|
|| **Status** {style="min-width:200px"} | **Condition for setting the status** ||
|| ![](_images/status-new.svg) **New** | Set automatically when an order is created.  ||
|| ![](_images/status-planned.svg) **Planned** | The order is assigned to the route but not sent for processing yet. ||
|| ![](_images/status-at-work.svg) **In progress**  | Set automatically when the route is sent for processing. ||
|| ![](_images/status-cancelled.svg) **Cancelled** | Set manually if no further processing of the order is required. ||
|| ![](_images/status-not-completed.svg) **Not completed** | Set manually if the order couldn't be delivered. ||
|| ![](_images/status-completed.svg) **Finished**  |  Set manually if the order was delivered to the recipient. ||
|#

#### Order statuses in completed routes {#past-order-status}

In completed past-date routes, **Not completed** and **In progress** order statuses are changed to **New**. This way, the orders can be planned again. The orders' cards will have the **Not completed earlier** label. 

The next time you plan a route, these orders will appear on the new route and will be stored in the completed route with the status **Not completed**.

<div class="container-gallery">

{% cut "Order card" %}

![](_images/not-completed-earlier.png){style="border: solid 1px #cccccc; max-width: 800px;"}{.container-gallery}

{% endcut %}

</div>

### Customize the column display {#settings}

<!-- source: en/lite/guide/_includes/table-settings.md -->
1. Click ![](_images/icon-settings.png).
1. Show or hide specific columns.
<!-- endsource: en/lite/guide/_includes/table-settings.md -->

The **Address** field can't be hidden.

## Edit orders {#edit}

{% note info %}

You can only change delivery dates for orders with the **New** status.

For more information about editing certain fields for orders with the **Planned** status, see below.

{% endnote %}

To edit one order:

  1. Go to **Orders**.

  1. Select the order.

  1. Enter the new value in the field you want to change.

  1. Click **Save**.

To edit the order address on the map, move the order marker where it needs to be.

### Things to remember when editing planned orders {#edit-planned}

When you edit orders with the **Planned** status, note the following:

- Editing the values in the **Address**, **Delivery time**, and **Service duration** fields affects the route: it is re-plotted while preserving the sequence of order delivery. As a result, this new route isn't [optimized](https://yandex.com/routing/doc/en/lite/guide/planning.md#route-optimize).

- Editing the values in the **Order number**, **Company**, **Recipient**, **Phone number**, and **Comments** fields doesn't affect the route. You can edit these fields without restrictions.

### Editing delivery date {#edit-date}

You can also change the delivery date for multiple orders at once if they haven't been planned yet. To do this, in the order table:

  1. Select the orders.

  1. In the lower-right corner, click **Delivery date**.

  1. Select a date.

  1. Click **Save**.

The delivery date won't be changed for **Planned** orders.

### Updating an order status {#edit-status}

{% note info %}

If the order hasn't been assigned to a route, you can switch its status form **New** to **Cancelled**. After the order has been assigned, you can change its status between **Finished**, **Not completed**, **Cancelled**, and **In progress**.

{% endnote %}

You can change the status for multiple orders at once. To do this, in the order table:

1. Select the orders.

1. In the lower-right corner, click **Status**.

1. Select the status.

1. Click **Save**.

![](_images/select-orders.png){style="max-width: 800px;"}{.container-gallery}

## Delete orders {#delete}

{% note alert %}

You can delete **New** unplanned orders only.

{% endnote %}

To delete orders:

  1. Go to **Orders**.

  1. Select the orders.

  1. In the lower-right corner, click ![](_images/trash.svg).

You can also delete an order while editing it. To do this, click ![](_images/trash.svg) → **Delete** in the order card.

<!-- source: en/lite/guide/_includes/feedback.md -->
<a href="../feedback">
  <span class="button">Contact support</span>
</a>


<!-- endsource: en/lite/guide/_includes/feedback.md -->

[*required]: Required field.

[**available_conditions]: Available if [**Capacity**](https://yandex.com/routing/doc/en/lite/guide/settings.md#capacity) is enabled in the company settings.