Step 1. Navigate to the “Orders” page and select the needed order.
You can see the “Works and materials” tab in the order window. On the top of a tab, there is a specialist that you have assigned to this order in the “General info” tab. This means the system will assign all works and materials to this specialist, as well as the payroll if it is configured in the employee dialog window.
You can always change the specialist. However, the one displayed in the “General info” tab remains a responsible employee for this order. Here's the thing: printed documents display only responsible specialists, not the ones performing works in order.
Orderry also enables you to assign multiple specialists to the same order. Just go to the “Works and materials” tab and enter an employee in the “Specialist” field before adding works/parts.
Step 2. Add works to order.
There are several ways to add works to order.
Creating new work
- Fill the “Service / Labor” field with the new work name and hit the “Add as work” button;
- Fill the work information, check the “Save to Services list” checkbox if needed, and hit the “Save” button.
Adding works from Services list
Here's how to add works from the Services list:
- Press the arrow icon in the “Service / Labor” field to open a dropdown list of services you can select works from;
- You can also search works by name (enter 3 or more characters) to find the needed one faster;
- You can enter the works or services barcodes into the “Service / Labor” field if present.
Here's what you can do with newly created works:
1. Add a comment to a specific work by hitting “(...)” icon under the works name.
2. Hover over the shield icon to view the warranty period for a specific work. Press it to change the warranty period.
3. View and change work amounts in integer or fractional numbers.
For instance, you do unusual works that take 1.5 times more effort and time than usual. Set the work amount of 1.5 and work cost will change respectively.
4. You can see the work price in the “Price” field.
5. The “Sum” field displays the total work cost.
Hover over the “Price” or “Sum” field to view the “Purchase price”. In the column “Price” displays the cost per unit of work, in the column “Sum” — the total cost of work.
Edit or remove works from your order by pressing the special icons in the work entry (pencil icon to edit, bin icon to remove).
Set the work discount and switch the Specialist for any work in the editing window.
Step 3. Add materials to the order.
There are several ways to add parts to the order.
Adding parts for inventory
Here are the steps to add your inventory parts to the order:
- Press the “Select from inventory” button;
- Select the price type;
- Enter the part name, barcode, or vendor code;
- Set the product quantity and hit the “Save” button;
- Add more products/parts if needed and press the “Write-off” button.
Remember: The system automatically writes-off selected parts from your inventory. With that said, you cannot add a product that is missing in the inventory or has a zero stock balance.
Adding parts that are missing in the inventory or have a zero stock balance
Here's how you do it:
- Enter the part name in the “Service / Labor” field and hit the “Add as a material” button;
- Enter the needed part information and press the “Save” button.
Remember: Orderry will only account part information in the payroll calculation and order income if you add it via the “Service / Labor” field. This happens because no parts were posted to the inventory and - furthermore - inventory accounting doesn't cover it.
Similar to works, you can edit your parts:
- Add comment to a specific part by pressing the “(...)” icon under the part name.
- Hover over the shield icon to view the warranty period for a specific part. Press it to change the warranty period.
- View the added parts quantity. If you want to edit your inventory product quantity, remove the current entry and re-add it with the correct quantity. Nonetheless, you can edit the product quantity for items added via the “Service / Labor” field because they do not impact inventory.
- The “Price” field represents the price for a single item.
- The “Sum” field displays the total parts cost.
Hover over the “Price” or “Sum” field to view the “Purchase price”. In the column “Price” displays the cost per unit of part, in the column “Sum” — the total cost of part.
Edit or remove parts from your order by pressing the special icons in the part entry (pencil icon to edit, bin icon to remove).
Set the part discount and switch the Specialist for any part in the editing window.
Step 4. Add a global discount for all order items if needed.
To do so, hit the “Total discount” button and enter a discount value or percent.
Orderry allows you to choose between “Company discount” or “Discount” option. The system uses a value from the “Settings > Prices and discounts” page by default.
You can see the “Estimated profit” while you adding works and materials to the order. Using this, you can adjust the size of the discount for the client to avoid the negative profit on the order.
“Estimated profit” is calculated according to the formula: Order total — Total cost of work and spare parts.
Note, that the estimated profit does not take in the account possible employee's salary.
The display of estimated profit is regulated by the right “Can see estimated profit” in the settings for the role of employees.
Step 5. Fill the “Specialist notes” and “Client recommendations” fields if necessary.
Step 6. Hit the “Save” button.
That's it. You can now add works and parts to your orders.