The badge is the filter with pre-defined parameters that allows you to display the orders with the most popular filters. Here are the 5 badges Orderry offers:
- My orders;
- Overdue orders;
- Overdue statuses;
Remember: there is no way to create and edit badges. However, you can create your custom filters that work the same way the badges do.
You will only see the badges relevant to your orders. With that in mind, you won't see the “Urgent” badge if you don't have urgent orders.
“My orders” badge shows the number of orders that have you as the Assigned Specialist in the “General info” tab (except for “Closed” orders). Hit this badge to see only your orders.
“Urgent” badge filters your orders by the “Urgent” checkbox value in the “General info” tab. Hit this badge to see only urgent orders.
Note that orders lose the “Urgent” state as soon as they transition to the status of the “Done” or “Closed” status group. With that in mind, Orderry won't show these orders under the “Urgent” badge.
The “Overdue orders” badge shows the number of orders that are overdue by the due date. Hit this badge to see only the orders overdue by the “Due date” field.
You can configure the way the system shows orders under this badge by configuring status settings. Navigate to the status dialog window and check/uncheck the “Display overdue in the badge” checkbox to define whether Orderry should include this status in the badge.
For instance, there is the order in the “Closed” or “Waiting for parts” status, and there is no way for you to speed up the process. In this case, you can disable the system to show the orders with these statuses in the Overdue badge results. This way, you can filter only relevant orders that need urgent solutions.
The “Overdue statuses” badge shows the number of orders that are overdue by the status time limits. Hit this badge to see only the orders overdue by order statuses.
The “Receivables” badge indicates the total sum clients need to pay you. Hit this badge to see only the “Done” orders.
Note that this badge displays the total sum your client needs to pay you and the sum you need to pay to your client, based on all orders in the status of the “Done” status group. This means the badge can show the negative sum in case the client paid more in advance than the total order cost.