In some businesses, customer service involves not just selling products or providing standard services, but a full-fledged production process — when individual materials or components are turned into a finished product. This could be, for example, assembling a computer, sewing clothes, manufacturing furniture, or repairing something using spare parts.

This process has its own specifics: materials are written off from inventory, and the client pays only for the final result. In order for this production chain to be correctly reflected in the system, you need to set up the process correctly: create a production bundle, add products and services, and configure printed documents for the client.

In this guide, we will show you several scenarios for automating the management of such a business process in Orderry.

Let's consider a simple option for organizing production.

This option is ideal for simple production accounting without complex settings and automation.

1. Create the necessary products and services.

2. On the My Company > Bundles page, create a bundle (for example, Laptop Service Package).

3. Add the necessary products and services to the bundle. You can use retail prices or set special prices if you need individual prices for this bundle.

When this bundle is selected in an order, the prices for all items in the bundle will automatically be set to the prices you specified when creating the bundle.

If necessary, enable automatic write-off for the category that the bundle belongs to: this way, products will be automatically written off from inventory when the bundle is added to an order.

However, this is not mandatory — you can write off products manually at the production stage, when work on the order actually begins.

1. Open the desired order.

2. Go to the Products and services tab.

3. Add the created bundle.

🛠 You can edit the quantity or price of any item — the total and profit will be updated automatically.

1. Go to Settings >Print templates and create a new template in the “Orders and estimates” document group.

2. Fill in the document with the necessary data, and from the “Tables” variable group, use the {Goods Work Order Table} variable — this table displays all products and services. For more information about variables, see this article.

❗Important: if the document template uses a table of only products or only services, only those items will be visible. Other products/services from the bundle will not be displayed, and the total sum will appear incomplete.

If exceptional commissions are set for products and services when they are added to an order, the system will correctly calculate bonuses for employees, as the prices of such items in the order are specified correctly.

This option is suitable if you want to show the client only the final service and the final price — without detailing the products used in production.

First, you need to create all the necessary components for working with such orders:

1. Go to the My Company > Services page and create a service that will display the finished product or the final result of the work. For example: “Computer assembly.”

For this service, specify the full cost of the work, including the price of all products that will be used — that is, the final price that the client will pay. If necessary, specify the cost price for this service, excluding the cost price of the products, which will be specified directly in the products.

2. On the My Company > Products page, add all products that make up your finished product.

When posting products into inventory, specify the actual purchase price, i.e. the cost price — it will be automatically included in reports. In the order itself, you will use zero price for all products, as their cost is already included in the total cost of the service. This allows you to correctly calculate the profit in the order and reports, as well as bonuses for employees for the order.

The next step is to create a bundle that we will add to the order: that is, the service along with all the products used in this service.

On the My Company > Bundles page, create a bundle and add the required service and all the necessary products to it.

Important: set zero price for products when adding them so that this price is automatically substituted when adding the bundle to an order. This will save time and eliminate the need to change the price manually, especially if there are many items in the bundle.

Here you can also enable auto-write-off for the bundle category if necessary.

To ensure that only the finished service with the final price (without a list of all products used) is displayed in the documents for the client, you need to configure the template:

This way, the client will see one item with the final price in the printed document, even if there are actually many products in the order.

Create an order and add the desired bundle to it.

On the “Services and products” tab, below the table of added items, you will see:

You can also print a previously created template from the order. To do this, click on the printer icon 🖨️, select the desired document, and click Print. It will show only the finished service with the final price, without additional items.

After completing work on an order, the costs of products and services will be displayed in the reports, which also allows you to accurately reflect the final order amount and profit. The cost of products and services will be displayed as zero, since they have a zero price set in production orders, as, for example, in the Work Orders Profit report.

As for the calculation of employee salaries, bonuses that are accrued depending on the profit or order amount will be calculated correctly. However, for exceptional commission that depend on specific products or services, the situation is different.

Since the products and services in such orders have a zero price, exceptional commission based on a percentage of their value or profit cannot be calculated correctly. This is because the cost price of the products is there, but the price and amount are missing, which results in a negative profit for each product or service included in the bundle.

Thus, for the correct calculation of bonuses, only general rules relating to the order amount or its profit, without taking into account specific products or services, or exceptional commission for products and services with a fixed amount are used.

If you work according to the first scenario, where all products and services are added to the order with real prices, you can freely change the quantity or cost of any item. The system will automatically recalculate the final order amount — you don't need to do this manually.

If you use the second scenario (zero prices for products), then in order not to go into the red after editing the quantity of products, you need to edit the final cost of the service.

To do this, multiply the total price cost of all products and services in the order by the markup and add this amount to the final cost of the service.

The total cost can be found using the formula:

To determine how much to multiply the cost price by, divide the markup percentage by 100 and add 1 — for example, with a markup of 150%, multiply by 2.5 (150 ÷ 100 + 1 = 1.5 + 1 = 2.5).

For example:

You have an order for a dress, and the following products are included in the bundle for this order: thread, fabric, buttons, etc. When adding a bundle to an order, you edit the quantity of the product depending on the specifics of the order. For example, if 1 m of fabric is initially specified, you change the quantity to 5 m. Since the price of the fabric in the bundle is set to zero, only its price cost will change, and therefore the profit on the order will decrease. The same applies to other products.

Now you need to adjust the final cost of the service.

Let's say the total price cost of the order is $100. Since your company's retail markup is 100%, you need to multiply the cost by two. So, 100 * 2 = 200.

Thus, the final cost of the service will need to be increased by $200.

In this article, we have shown you three convenient ways to organize production process in Orderry so that you can easily control your expenses, profits, and bonuses. Choose the option that best suits your business!