The directory is an ordered set of unique elements storing short and precise data for a single entity.

For instance: Models, Vendors, Defects.

Navigate to the “Settings > Directories” page to view all your Orderry directories. These fill out your orders and clients with precise information.

Creating new directories

Step 1. Go to the “Settings > Directories” page and hit the “+ Add directory” button on the bottom of the page.

Step 2. Enter the directory name and description (if suitable), and press the “Save” button.

Filling directories

You can fill your directories manually or via directory file import.

To fill your directory manually follow these steps:

Step 1. Hit the “+ Element” button next to the directory name you need to fill.

Step 2. Enter the element name and select the locations that will use this element.

For instance, some of your locations may repair only laptop devices, which excludes the “Red” element in the “Color” directory. 

Another example: you have separate locations repairing only smartphones, PCs, and home appliances respectively. In this case, you will need a Samsung brand in all your locations, while Apple is irrelevant for home appliances location.

Step 3. Press the “Save” button.

To fill your directory via file import follow these steps:

Step 1. Click the “Import” button next to the directory name you need to fill.

Step 2. Hit the “Excel file example” button to download a file template for your element import.

Step 3. Open the downloaded file in the Excel editor, enter the directory elements and save the file.

Step 4. Hit the “Import” button on the “Settings > Directories” page next to the target directory name.

Step 5. Press the “Attach file” button to upload the Excel file you've filled.

Step 6. Click the “Import” button.

Note: importing your directory elements via Excel file does not enable managing the location access to directory items. You need to manually edit location accessibility for specific directory elements. Just click the target element and edit its information in the dialog window.

You can always export your directories. Click the “Export” button to download an Excel file with your directory elements.

Editing and removing directories and their elements

1. Click the pencil icon next to the target directory name to open an edit dialog window. Orderry enables you to change the directory name and description, as well as the list of order types and fields the system will use this directory for.

2. To modify your directory elements, select the needed directory item, edit its information, and hit the “Save” button in the dialog window.

3. Remove your directory elements by checking their checkboxes in the elements list and hitting the remove icon.

Remember: the removed directory items remain in the existing orders, but will not appear in new ones.

4. You need to empty out your directories before removing them. Here's how you can do it:

  • Select all directory elements via checkbox column;
  • Hit the remove icon and confirm the action.

After that, you can remove the empty directory from your Orderry account. Press the pencil icon next to the directory name and press the remove icon.

Remember: the removed directory items remain in the existing orders, but will not appear in new ones.

Find out more about using Orderry directories here.

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