Let's create a new order in Orderry.

Step 1. Navigate to the “Orders” page and hit the “+ Order” button.

The system assigns a unique barcode to your orders upon creation. This enhances the order search process. You can display barcodes in your printed document templates via the {Barcode} variable.

Step 2. Fill the needed information in the order dialog window.

Order type is a field for configuring and selecting different order forms.

For instance, you can add the “Estimated cost” field in “Paid” orders. At the same time, this field won't appear in the “Warranty” order dialog window. Find out more about order forms configuration here

Order types also impact employee payrolls. For instance, you can set a percentage-based payroll for regular repair works, and fixed payroll for warranty repair. Find out more about employee payroll configuration here.

By default, the system automatically determines the type of a new order based on the type of the last created order. You can set one of the created order types, choose “Remember the last one” or leave “Not specified” values. The latter one means Orderry asks you to select order type every time you create an order. Configure this parameter in the location dialog window.

Set up initial order type statuses to create business-processes for your every order type. Define status transfer rules and create status chains to establish order type routes.

Client section

Enter the client's full name in the “Name” field.

Orderry offers you to add new clients to your database. Just hit the “+ Create client” button and fill out a form in the client dialog window. The system will automatically add client data to the order from now on.

Also, you can fill in the information directly in the order and the client will be automatically added to your base.

If the client has already addressed to you and is in your client base, select it from the list and information about it will be tightened in order automatically.

Use the “Phone” field to enter a client phone number and the “Email” one to save the client's email address.

How the client found us” field enables you to select from the client sources you can configure on the “Settings > Marketing” page.

Device Info section

There are several system fields you can remove but cannot edit:

  • Device type;
  • Serial number / IMEI;
  • Brand;
  • Model;
  • Malfunction;
  • Device condition;
  • Parts and accessories.

Note: Orderry shows your orders associated with the device serial number. This way, you can track the order history for a specific device.

Orderry automatically fills the “Brand” and “Model” fields as soon as you enter the device IMEI.

Find out how to add your custom fields to the order form here.

Navigate to the “Settings > Directories” to create new directories for the custom fields or to edit the directories for system fields.

Additional Info section

The “Manager notes” field is perfect for adding crucial order information for the device you are receiving. You can use the “Estimated price” system field to enter the estimated order cost for printed documents.

Important: The “Estimated price” field is not an advance payment.

The “Urgent” checkbox is a system checkbox for adding orders to an “Urgentbadge and updating order entries with an outlined fire icon in the orders table.

The “Due date” field is a system field representing the order deadlines. You can change the default order duration on the “Settings > Form editor > Order form” page or in the order dialog window.

As soon as the due date expires, Orderry transfers the order to the “Overduebadge. You can see a filled clock icon in the “Order deadline” column for overdue orders in the orders table. This column now shows the overdue time instead of remaining order fulfillment time.

Use the “Advance payment” field to enter the payments your clients make upon order creation. As soon as you enter the advance payment value, the system asks you to select the cashbox for the payment. You can then see the advance payment entry in the “Payments” tab.

Note: you can't edit the “Advance payment” field after the order was created.

The “Manager” system field represents the order manager employee. You can use the manager data in printed documents, order notifications, and payroll calculation.

Use the “Assigned Specialist” field to define the order specialist. You can use the information of the selected employee in printed documents and order notifications.

Step 3. Set up automated document printing upon order creation.

Hit the “Print a document” button in the lower right corner and select the needed document. Orderry automatically fills your document template with order-related data you configured via template variables. 

Find out more about document template variables here.

Pay attention: The “Close” button closes the order without saving.

You can select the “Create one more for this client” option after you press the “More” button in the lower right corner. This way, you Orderry creates the order and opens a new order creating form with the client information already filled in.

That's it. You can see your order on the order list. Now, it's time to add works and materials to your order.

Tip: Use Order Scheduler to create client orders in advance.

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