Orderry enables you to timely notify your clients and employees via SMS and Email notifications.

Configure your notification templates and set up an automatic notification sending on the “Settings > Notifications” page to minimize manual work.

Orderry fills your notification data automatically via template variables. There are 7 groups of variables you can use in the system: “Company”, “Client”, “Order”, “Employees”, “Finance”, “Date”, and “Other”. Let's consider each group and its variables in detail.

1. Company group

  • {Company Name} variable represents the company name you configure on the “Settings > General” page.
  • {Company Address} variable represents the company address you configure on the “Settings > General” page.
  • {Company Email} variable represents the company email address you configure on the “Settings > General” page.
  • {Company Details} variable represents the company details you configure on the “Settings > General” page.
  • {Company Note} variable represents the additional information about your company you configure on the “Settings > General” page.

2. Client group

The variable names for this group may vary depending on your country. Variable names correspond to the field names in the client dialog window.

  • {Client Name} variable represents the client's name from the dialog window field of the same name.
  • {Client Phone} variable represents the client's first phone number.
  • {Client Address} variable represents the client's address from the dialog window field of the same name.
  • {Client Email} variable represents the client's email address from the dialog window field of the same name.

3. Order group

  • {Order Due Date} variable represents the value of the “Due date” field from the “General info” tab in the following format: 20 June 2019 15:00.
  • {Device Malfunction} variable represents the value of the “Malfunction” field from the “General info” tab.
  • {Estimated Price} variable represents the value of the “Estimated price” field from the “General info” tab.
  • {Device Type} variable represents the value of the “Device type” field from the “General info” tab.
  • {Device Parts and Accessories} variable represents the value of the “Parts and Accessories” field from the “General info” tab.
  • {Device Condition} variable represents the value of the “Device Condition” field from the “General info” tab.
  • {Manager Notes} variable represents the value of the “Manager notes” field from the “General info” tab.
  • {Urgent} variable represents the “Urgent” checkbox value from the “General info” tab. The variable contains a “Yes” value if the checkbox is checked, otherwise, it contains a “No” value.
  • {Device Brand} variable represents the value of the “Brand” field from the “General info” tab.
  • {Device Model} variable represents the value of the “Model” field from the “General info” tab.
  • {Device SN} variable represents the value of the “Serial number” field from the “General info” tab.
  • {Order Scheduled For} variable represents the value of the “Scheduled For” field from the “General info” tab in the following format: 06/20/2019 15:00.
  • {Order Jobs Duration} variable represents the value of the “Duration” field from the “General info” tab.

4. Employees group

  • {Order Created By} variable represents the name of an employee that created the order. The variable gets its value from the employee dialog window field of the same name on the “Settings > Employees” page.
  • {Order Specialist Name} variable represents the name of an employee assigned as a specialist for the order in the “General info” tab. The variable gets its value from the employee dialog window field of the same name on the “Settings > Employees”  page.
  • {Order Specialist Phone} variable represents the phone number of an employee assigned as a specialist for the order in the “General info” tab. The variable gets its value from the employee dialog window field of the same name on the “Settings > Employees” page.
  • {Order Manager Name} variable represents the name of an employee assigned as a manager for the order in the “General info” tab. The variable gets its value from the client dialog window field of the same name on the “Settings > Employees” page.
  • {Order Closed By} variable represents the name of an employee that closed the order. The variable gets its value from the employee dialog window field of the same name on the “Settings > Employees” page.
  • {Order Manager Notes} variable represents the “Manager notes” field value from the “General info” tab.
  • {Order Specialist Notes} variable represents the “Specialist Notes” field value from the “General info” tab.

5. Finance group

  • {Forecast Price} variable represents the “Estimated price” field value from the “General info” tab.
  • {Forecast Price Spelled Out} variable represents the “Estimated price” field value (in letters) from the “General info” tab.
  • {Paid} variable represents the sum the client has already paid.
  • {Paid Spelled Out} variable represents the sum (in letters) the client has already paid.
  • {Invoice Total Amount} variable represents the sum the client has to pay with prepayment and other payments included.
  • {Balance Due} variable represents the sum the client has to pay with prepayment and other payments included.
  • {Order sum} variable represents the total order sum.
  • {Vat Rate} variable represents the VAT rate set on the “Settings > General > About company” page.
  • {Currency} variable represents the sign of currency set on the “Settings > General > About company” page.

6. Date group

  • {Order Created Date} variable represents the order creation date in the following format: 20 June 2019.
  • {Order Done Date} variable represents the date when you transferred the order to the status of the “Done” group in the following format: 20 June 2019. The variable stores the date of last order transfer to the status of the “Done” group.
  • {Order Deadline Date} variable represents the date and time value of the “Due date” field in the following format: 20 June 2019 10:53.
  • {Order Closed Date} variable represents the date when you transfer the order to the status of the “Won” or “Lost” group in the following format: 20 June 2019. The variable stores the date of last order transfer to the status of the “Won” or “Lost” group.
  • {Today Date} variable represents the current date in the following format: 20 June 2019.
  • {Today Datetime} variable represents the current date and time in the following format: 20 June 2019 17:53.”
  • {Order Appointed At Datetime} variable represents the Scheduled for” field value from the “General info” tab in the following format: 29/01/2019 18:53.
  • {Order Warranty Expiration Date} variable represents the general warranty value for all parts and services from a specific order in the following format: 20 June 2019. Configure the warranty start date on the “Settings> General > Orders” page.

Note: the {Order Warranty Expiration Date} variable contains “No warranty” values for orders in the statuses of “New”, “In progress”, or “Pending” group. Enable warranty date by transferring the order to the status of “Done”, “Won”, or “ Lost” (depending on the order configuration on the“Settings> General > Orders” page).

7. Others group

  • {Order Number} variable represents the order number.
  • {Order Type} variable represents the Order type field value from the “General info” tab.
  • {Barcode} variable represents the order barcode Orderry generates upon order creation. Use this variable in your Email templates.
  • {Order Specialist URL} variable generates the link to short order information. Use this variable for your Email templates.

For example:

  • {Order Specialist URL SMS} variable generates the link to a page with the short order information for contractor SMS templates.
  • {Order Client URL SMS} variable generates the link to a page with the short order information for client SMS templates.
  • {Order Client URL} variable generates the link to short order information. Use this variable for your Email templates.

For example: 

  • {Order Conclusion} variable represents the “Verdict/client recommendations” field value from the “Labor and materials” tab.
  • {Order Client Feedback URL} variable generates the link to your client feedback page.

Orderry automatically generates variables for custom fields you create in the “Client” and “Order” groups. You can distinguish custom field variables by number added to a name. For instance, {Client Birthday 1517730}.

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