# Orders
> Create, filter, copy, edit, schedule, and move orders through their complete status lifecycle.

- Canonical HTML: [https://syncroplan.com/en/docs/orders](https://syncroplan.com/en/docs/orders)
- Language: English
- Roles: owner, manager
- Keywords: orders, status, copy, label, history, schedule, filters

## Outcome
You will create an order, confirm readiness, and manage it through production and archiving.

## Before you start
- At least one process or a prepared template.
- Materials and workers required by the production flow.

## Menu path
Menu → Orders

## Step-by-step instructions
1. Use search and product-field filters to narrow the list, then select “Expand” on an order card.
2. Select “+ New order”, enter Order name and Deadline, optionally choose a Template, and select “Load template”.
3. Complete Product fields, Processes, and Materials. An owner may choose a worker; a manager leaves “Auto assign”. Save the form.
4. Use “Copy” for an independent duplicate or “Edit” to change the current order's unfinished definition.
5. Choose an allowed status transition. Blocked and Cancelled require a comment; Ready requires full material coverage.
6. Open “Status history” to review previous and new status, user, date, and comment.
7. For Ready or In progress orders, set Start date and select “Generate schedule”.
8. Preview or print an order label as needed. “Delete” permanently removes operational order data after confirmation.

## What you see on screen
- The header shows deadline, status, and product fields; the summary shows first start, total work, material state, and path count.
- Each process shows planned duration, technological break, headcount, workstation, assignment, completion, and schedule segments.
- Materials distinguish issued, reserved, partial, unassigned, and missing quantities.
- The lifecycle uses Planned, Ready, In progress, Blocked, Done, Archived, and Cancelled.

## Effects of changes
- Every new order starts as Planned; only Ready and In progress are schedulable.
- Ready creates complete reservations, Cancelled releases them, and Done consumes them.
- Regeneration replans unfinished work while retaining completed tasks.
- Replacing the process list can schedule attachments belonging to removed steps for deletion.

## Important warnings
- Deleting an order permanently removes its operational records. Related attachments enter the retention-based deletion flow.

## Common problems
### The needed status transition is absent.
Transitions depend on current status; Done also requires every operation to be completed.

### A process says No schedule.
Read Reason on the row and fix skill, workstation, worker count, assignment, or calendar availability.

## Related articles
- [Templates](https://syncroplan.com/en/docs/templates.md): Reusable order flows with sequences, parallel blocks, paths, materials, and product fields.
- [Inventory](https://syncroplan.com/en/docs/inventory.md): On-hand, reserved, and available stock, shortages, reservations, releases, and movement history.
- [Daily Plan](https://syncroplan.com/en/docs/daily-plan.md): Tasks by worker and workstation, filters, breaks, completion controls, and PDF export.
- [Archive](https://syncroplan.com/en/docs/archive.md): Archived orders, product-field filters, planned-versus-actual analysis, and permanent deletion.

## Screenshots
- [The loaded template supplies the process, materials, and product-field definitions.](https://syncroplan.com/docs/en/order-from-template.webp): Creating an order from a template with product fields
- [The expanded card combines lifecycle controls, operation planning, and material coverage.](https://syncroplan.com/docs/en/order-expanded.webp): Expanded order with status, schedule, and material coverage